Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 15, 2025Fund LettersDan DavidowitzORCL Oracle Corporation Information TechnologySystems Software Bull New York Stock Exchangecloud infrastructure, Digital transformation, Enterprise software, Omega AI, recurring revenue
Jul 15, 2025Fund LettersAaron SallenKTOS Kratos Defense & Security Solutions Inc. IndustrialsAerospace & Defense Bull NASDAQContracting, Defense, Drones, Hypersonics, innovation
Jul 15, 2025Fund LettersAbdulaziz A.AlnaimNESN SW Nestlé SA Consumer StaplesPackaged Foods & Meats Bull Swiss Exchangebrands, Coffee, compounding, Petcare, Pricing
Jul 15, 2025Fund LettersGeorge K. LivadasEVR Evercore Inc. FinancialsInvestment Banking & Brokerage Bull New York Stock Exchangeinvestment banking, M&A Advisory, Macro Tailwinds, Pro-cyclical, recovery
Jul 15, 2025Fund LettersGeorge K. LivadasFCN FTI Consulting, Inc. IndustrialsResearch & Consulting Services Bull New York Stock ExchangeConsulting, Counter-cyclical, Distressed, Macro Volatility, restructuring, turnaround
Jul 15, 2025Fund LettersGeorge K. LivadasSMIN LN Smiths Group plc IndustrialsIndustrial Conglomerates Bull New York Stock Exchangeactivist, buybacks, conglomerate, divestiture, Industrial, recurring revenue, restructuring
Jul 15, 2025Fund LettersGrant R. BabyakCWAN Clearwater Analytics Holdings, Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAccounting, Acquisitions, asset management, Dilution, Integration, SaaS
Jul 15, 2025Fund LettersGrant R. BabyakKTOS Kratos Defense & Security Solutions, Inc. IndustrialsAerospace & Defense Bull NASDAQDefense, Drones, Hypersonic, margin, Missile-Defense, Space
Jul 15, 2025Fund LettersGrant R. BabyakKRYS Krystal Biotech, Inc. Health CareBiotechnology Bear NASDAQCommercialization, Demand, gene therapy, rare disease, Salesforce, Volatility
Jul 15, 2025Fund LettersSonu ChawlaJFROG JFrog Ltd. Information TechnologyApplication Software Bull NASDAQAutomation, Devops, guidance, Retention, Software, Subscriptions, Usage
Jul 15, 2025Fund LettersSonu ChawlaCRWD CrowdStrike Holdings, Inc. Information TechnologySystems Software Bull NASDAQcybersecurity, Endpoint, Identity, Reacceleration, Retention, Subscriptions
Jul 15, 2025Fund LettersMichael McCloskeyCFR SW Compagnie Financière Richemont SA Consumer DiscretionaryLuxury Goods Bull Swiss ExchangeAcquisitions, brands, Jewelry, Luxury, Pricing power
Jul 15, 2025Fund LettersMichael McCloskeyGOOGL Alphabet Inc. Communication ServicesInternet Content & Information Bull NASDAQAI, cloud, Models, monetization, Search
Jul 15, 2025Fund LettersMichael McCloskeyAXP American Express Company FinancialsCredit Services Bull NYSECards, consumer, network effect, Payments, spending
Jul 15, 2025Fund LettersJack McManusEDEN FP Edenred SE OtherConsumer Finance Bull Euronext Stock ExchangeBenefits, growth, Networks, Payments, Regulation
Jul 15, 2025Fund LettersJack McManusDOL CN Dollarama Inc. OtherSpecialty Stores Bull TSXconsumer, discount, expansion, Margins, retail
Jul 15, 2025Fund LettersJack McManusICLR Icon plc Health CareLife Sciences Tools & Services Bull NASDAQhealthcare, Outsourcing, research, Trials, valuation
Jul 15, 2025Fund LettersJack McManus4194 JP Visional, Inc. Communication ServicesInteractive Media & Services Bull NYSEDigitalization, Hiring, Labor, marketplace, Networks
Jul 15, 2025Fund LettersJack McManusHEI Heico Corp. IndustrialsAerospace & Defense Bull NYSEAerospace, aftermarket, compounding, Defense, Margins
Jul 15, 2025Fund LettersJack McManusWISE Wise plc Information TechnologyConsumer Finance Bull NYSEFintech, growth, Payments, Platforms, Remittances

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