Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 17, 2025Fund LettersWilliam C. NygrenGPN Global Payments Inc. FinancialsTransaction & Payment Processing Services Bull New York Stock ExchangeAcquisitions, capital returns, Fintech, Payments, synergies
Jul 17, 2025Fund LettersWilliam C. NygrenC Citigroup Inc. FinancialsDiversified Banks Bull New York Stock ExchangeBanks, buybacks, Regulation, restructuring, valuation
Jul 17, 2025Fund LettersMichael CookMSA MSA Safety, Inc. IndustrialsSafety Equipment Bull New York Stock ExchangeConnectedtech, Industrials, Recurringrevenue, Safety, valuation
Jul 17, 2025Fund LettersMichael CookSAM The Boston Beer Company, Inc. Consumer StaplesBeverages Bull New York Stock ExchangeBeverages, brands, cashflow, innovation, Margins
Jul 17, 2025Fund LettersMichael CookWSO Watsco, Inc. IndustrialsIndustrial Distribution Bull New York Stock ExchangeAcquisitions, Distribution, HVAC, Margins, scale
Jul 17, 2025Fund LettersMichael CookBOOT Boot Barn Holdings, Inc. Consumer DiscretionaryApparel Retail Bull New York Stock ExchangeApparel, Balance_Sheet, Margins, retail, Storegrowth
Jul 17, 2025Fund LettersMichael CookAPG APi Group Corporation IndustrialsSpecialty Services Bull New York Stock ExchangeAcquisitions, Inspections, Margins, Safety, services
Jul 17, 2025Fund LettersMichael CookMSA MSA Safety, Inc. IndustrialsSafety Equipment Bull New York Stock ExchangeBalancesheet, Equipment, Industrials, Margins, Recurringrevenue, Safety, valuation
Jul 17, 2025Fund LettersMichael CookSAM The Boston Beer Company, Inc. Consumer StaplesBrewers Bull New York Stock ExchangeBeverages, brands, cashflow, innovation, Longterm, Margins, Staples
Jul 17, 2025Fund LettersMichael CookDY Dycom Industries, Inc. IndustrialsConstruction & Engineering Bull New York Stock ExchangeAcquisitions, backlog, Fiber, growth, infrastructure, leverage, Telecom
Jul 17, 2025Fund LettersMichael CookBOOT Boot Barn Holdings, Inc. Consumer DiscretionarySpecialty Stores Bull New York Stock ExchangeBalancesheet, consumer, expansion, Margins, retail, Samestoresales, specialty
Jul 17, 2025Fund LettersSimon RaubenheimerNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, data centers, Ecosystems, growth, semiconductors
Jul 17, 2025Fund LettersMitchell ScottMOD Modine Manufacturing Company Consumer DiscretionaryBuilding Products Bull NYSECooling, growth, Margins, transformation, valuation
Jul 17, 2025Fund LettersMitchell ScottMGNI Magnite, Inc. Communication ServicesAdvertising Bull NASDAQadvertising, Budgets, CTV, marketshare, Regulation
Jul 17, 2025Fund LettersMitchell ScottGENI Genius Sports Limited Communication ServicesInteractive Media & Services Bull NYSEBetting, Data, growth, Margins, valuation
Jul 17, 2025Fund LettersJohn W. RogersLESL Leslie's, Inc. Consumer DiscretionarySpecialty Retail Bull NASDAQConsumables, Gross margin, Inventory, Loyalty, Omnichannel, Pool care, Specialty retail, turnaround
Jul 17, 2025Fund LettersJohn W. RogersSJM The J.M. Smucker Co. Consumer StaplesPackaged Foods & Meats Bull NYSEBranded staples, Cost synergies, dividend, Free Cash Flow, Hostess, Integration, Margin recovery, Pet snacks
Jul 17, 2025Fund LettersJohn W. RogersCLB Core Laboratories Inc. EnergyOil & Gas Equipment & Services Bull NYSEasset-light, Cycle normalization, EBITDA margins, Free Cash Flow, high-ROIC, International, Offshore, Reservoir optimization
Jul 17, 2025Fund LettersJohn W. RogersNTRS Northern Trust Corporation FinancialsAsset Management & Custody Banks Bull NASDAQasset management, Capital strength, Custody, dividend, efficiency, Fee revenue, Re-rating, Technology investment
Jul 17, 2025Fund LettersJohn W. RogersATGE Adtalem Global Education Inc. Health CareEducation Services Bull NYSEbuybacks, Enrollment, Free Cash Flow, Healthcare education, Portfolio simplification, Pricing power, Regulatory risk, ROIC

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