Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 19, 2025Fund LettersJake KeysLRCX US Lam Research Corporation Information TechnologySemiconductor Equipment Bull NASDAQCyclicals, Equipment, Foundries, semiconductors, technology
Jul 19, 2025Fund LettersJake KeysEXP US Eagle Materials Inc. MaterialsConstruction Materials Bull NYSEBarriers, Cement, construction, materials, Pricing
Jul 19, 2025Value Investors ClubStockOperatorTURSG Türkiye Sigorta A.Ş. FinancialsInsurance Bull Borsa IstanbulP&C, TRY, Turkey
Jul 19, 2025Value Investors Clubma1ibumanBMBL Bumble Inc. Communication ServicesInteractive Media & Services Bear NYSEAI disruption, behavioral churn, CHGG analog, flawed turnaround, founder return, generative AI, Online Dating, secular decline, social apps, user imbalance
Jul 19, 2025Value Investors Clubma1ibumanBMBL Bumble Inc Communication ServicesInteractive Media & Services—NASDAQonline dating, turnaround risk, AI disruption, CHGG comp, OnlyFans, Hinge, Grindr, short thesis
Jul 19, 2025SubstackThe 10x RadarDERM Journey Medical HealthcareDrug Manufacturers - Specialty & Generic Bull -Claude Maraoui, commercial strategy, dermatology, Emrosi, FDA approval, Journey Medical, Medicis, payer coverage, prescription traction, rosacea treatment
Jul 18, 2025SubstackPacific Northwest EdgeADBE Adobe Inc. SoftwareApplication Software Bull NASDAQ Stock MarketAdobe, AI, Competitive Advantage, Creative Cloud, Free Cash Flow, network economy, PE ratio, Photoshop, Pricing power, Share Buybacks
Jul 18, 2025Fund LettersHubert AartsWAT Waters Corporation Health CareLife Sciences Tools & Services Bull New York Stock ExchangeConsumables, Cyclicality, instruments, Lifescience, Margins, Regulation, Testing
Jul 18, 2025Fund LettersJordan McNameeW Wayfair Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock ExchangeCompetition, Demand, ecommerce, Home goods, Inflection, Margins
Jul 18, 2025Fund LettersJordan McNameeCVNA Carvana Co. Consumer DiscretionaryAutomotive Retail Bull New York Stock ExchangeAutos, ecommerce, growth, Margins, scale, turnaround
Jul 18, 2025Fund LettersJordan McNameeTDUP ThredUp Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQecommerce, Fulfillment, Inflection, margin expansion, Resale
Jul 18, 2025Fund LettersBrad SlingerlendTOST Toast, Inc. Information TechnologyInternet Services & Infrastructure Bull New York Stock Exchangenetwork effects, Payments, Restaurants, SaaS, Software, vertical market
Jul 18, 2025Fund LettersScott KlarquistRKT Rocket Companies, Inc. FinancialsMortgage Finance Bull New York Stock ExchangeFintech, Housing, Mortgages, platform, synergies
Jul 18, 2025Fund LettersScott KlarquistSD SandRidge Energy, Inc. EnergyOil & Gas Exploration & Production Bull New York Stock Exchangeenergy, Freecashflow, inflation, Oilgas, Supplydiscipline
Jul 18, 2025Fund LettersScott KlarquistCART Maplebear Inc. (Instacart) Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQadvertising, convenience, ecommerce, marketplace, Networkeffects
Jul 18, 2025Fund LettersScott KlarquistGNW Genworth Financial, Inc. FinancialsLife & Health Insurance Bull New York Stock ExchangeActivism, buybacks, Insurance, restructuring, Sumoftheparts
Jul 18, 2025Fund LettersScott KlarquistTPB Turning Point Brands, Inc. Consumer StaplesTobacco Bull New York Stock Exchangecashflow, Consumerbrands, Nicotine, Secularshift, tobacco
Jul 18, 2025Fund LettersScott KlarquistPSHZF Pershing Square Holdings Ltd. FinancialsClosed-End Funds Bull Euronext Stock ExchangeActivism, Capitalallocation, Closedend, discount, rerating
Jul 18, 2025Fund LettersDavid K. ShermanBALY Bally's Corporation Consumer DiscretionaryCasinos & Gaming Bull NYSEcashflow, Credit, deleveraging, Gaming, restructuring
Jul 18, 2025Fund LettersNick TomprasV Visa Inc. FinancialsData Processing & Outsourced Services Bear NYSEdisruption, Fintech, Moat, Payments, valuation

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