Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 11, 2025Fund LettersAnthony8291 JP Nissan Tokyo Sales Holdings Co., Ltd. Consumer DiscretionaryAutomotive Retail Bull New York Stock ExchangeActivism, Book, cash, Dealerships, realestate
Jul 11, 2025Fund LettersDavid BarrLSPD CN Lightspeed Commerce Inc. Information TechnologyInternet Services & Infrastructure Bear New York Stock Exchangegrowth, Software, strategy, take-private, valuation
Jul 11, 2025Fund LettersDavid BarrCVO CN Coveo Solutions Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAI, Enterprise Search, growth, Software, valuation
Jul 11, 2025Fund LettersTyler HardtVZ Verizon Communications Inc. Communication ServicesIntegrated Telecommunication Services Bear New York Stock ExchangeEarningspressure, leverage, Pricing, Telecom, Value trap
Jul 11, 2025Fund LettersTyler HardtBF/B Brown-Forman Corporation (Class B) Consumer StaplesDistillers & Vintners Bull New York Stock Exchangecompounder, Consumerstaples, premiumization, Spirits, valuation
Jul 11, 2025Fund LettersTyler HardtSLB Schlumberger Limited EnergyOil & Gas Equipment & Services Bull New York Stock ExchangeCyclicals, energy, Offshore, Oilservices, valuation
Jul 11, 2025Fund LettersSamantha McLemoreQXO QXO Inc. IndustrialsTrading Companies & Distributors Bull New York Stock ExchangeBuilding Products, Distribution, growth, M&A, Roll-up
Jul 11, 2025Fund LettersSamantha McLemoreIAC IAC Inc. Communication ServicesInteractive Media & Services Bull NASDAQbuybacks, digital media, holding company, SOTP, valuation
Jul 11, 2025Fund LettersSamantha McLemoreUNH UnitedHealth Group Inc. Health CareManaged Health Care Bull New York Stock ExchangeCycle, earnings, healthcare, Insurance, valuation
Jul 11, 2025Fund LettersAlex KopelSPOT Spotify Technology S.A. Communication ServicesInteractive Media & Services Bull New York Stock ExchangeAudio, Engagement, margin expansion, Streaming, Subscription
Jul 11, 2025Fund LettersAlex KopelMETA Meta Platforms, Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, compounding, Drawdowns, social media
Jul 11, 2025Fund LettersDavid M. PoppeGOOG Alphabet Inc. Class C Communication ServicesInternet Content & Information Bull NASDAQadvertising, AI, cloud, innovation, Search
Jul 11, 2025Fund LettersDavid M. PoppeFISV Fiserv Inc. Other- Bull NYSEBanks, growth, Payments, Terminals, valuation
Jul 11, 2025Fund LettersDavid M. PoppeKNSL Kinsale Capital Group Inc. FinancialsInsurance - Property & Casualty Bull NYSEExpenses, growth, Insurance, specialty, underwriting
Jul 11, 2025Value Investors ClubmrbingGLIBA (GLIBK/GLIBB) GCI Liberty, Inc. Communication ServicesTelecommunication Services Bull NASDAQAlaska, Free cash flow inflection, spin-off, Telecom
Jul 11, 2025Value Investors ClubmrbingGLIBA / GLIBK / GLIBB GCI Liberty, Inc. (GCI) Communication ServicesIntegrated Telecommunication Services—NASDAQspin-off, Alaska broadband, USF, enterprise mix, capex normalization, tax shield, SCOTUS USF ruling, Malone, valuation 5×→7×, FCF inflection
Jul 11, 2025Value Investors ClubRolipolyRERE ATRenew Inc. (ADR) Consumer DiscretionarySpecialty Stores (Second-hand electronics retail)—NYSEsecond-hand electronics, ADR delisting risk, JD.com partnership, Apple trade-in, margin inflection, automation
Jul 11, 2025Value Investors ClubmrbingGLIBA / GLIBK / GLIBB GCI Liberty, Inc. (GCI) Communication ServicesIntegrated Telecommunication Services—NASDAQspin-off, Alaska broadband, USF, enterprise mix, capex normalization, tax shield, SCOTUS USF ruling, Malone, valuation 5×→7×, FCF inflection
Jul 11, 2025Value Investors ClubJohnKimbleBLDR Builders FirstSource IndustrialsBuilding Products—NYSEhousing starts, value-added components, pricing power, synergies, tuck-in M&A, underbuilt housing, lumber tailwind, installation services
Jul 10, 2025Twitter / X@secretlyaninjaKITW.L Kitwave Group plc Consumer DiscretionaryFood Distributors Bull London Stock ExchangeBought Worth, Bros, Kitw, Kitw Has, Liontrust, process control, ROIC, Yrs

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