Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 9, 2025Fund LettersCharles P. MurphyLAKE Lakeland Industries, Inc. IndustrialsSafety Equipment Bull NASDAQemergingmarkets, Ordertiming, Protectiveequipment, recovery, tariffs
Jul 9, 2025Fund LettersCharles P. MurphySKY Skyline Champion Corporation IndustrialsBuilding Products Bull New York Stock Exchangeaffordability, Cyclicality, Housing, manufacturing, Margins
Jul 9, 2025Fund LettersCharles P. MurphyNSSC Napco Security Technologies, Inc. IndustrialsSecurity Systems Bull NASDAQMargins, Recurringrevenue, Security, services, tariffs
Jul 9, 2025Fund LettersCharles P. MurphyXMTR Xometry, Inc. IndustrialsIndustrial Distribution Neutral NASDAQmanufacturing, marketplace, Operatingleverage, Reshoring, Supplychain
Jul 9, 2025Fund LettersMargaret WebbTIGO Millicom International Cellular SA Communication ServicesWireless Telecommunication Services Bull NASDAQcashflow, Emerging markets, Margins, Telecom, turnaround
Jul 9, 2025Fund LettersMargaret WebbKAR SS Karnov Group AB Consumer DiscretionaryResearch & Consulting Services Bull NASDAQAI, Margins, Pricing power, Software, Subscription
Jul 9, 2025Fund LettersMargaret WebbFLUT Flutter Entertainment Plc Consumer DiscretionaryCasinos & Gaming Bull NYSEgrowth, leadership, Margins, Online-Gaming, Regulation
Jul 9, 2025Fund LettersJ.P. DonvilleGSY CN GoEasy Ltd. OtherConsumer Finance Bull TSXCredit, Delinquencies, Demand, growth, Lending
Jul 9, 2025Fund LettersJ.P. DonvilleGRID CN Tantalus Systems Holding Inc. OtherElectronic Equipment & Instruments Bull TSXGrid, IoT, Modernization, Recurring, utilities
Jul 9, 2025Fund LettersJ.P. DonvilleVHI CN VitalHub Corp. MaterialsHealth Care Technology Bull TSXAcquisitions, AI, Margins, Referrals, Software
Jul 9, 2025Fund LettersJ.P. DonvilleE CN Enterprise Group Inc. EnergyConstruction & Engineering Bull TSXContracts, growth, Installations, LNG, Turbines
Jul 9, 2025Fund LettersElisa MazenMC FP LVMH Moet Hennessy - Louis Vuitton SE FinancialsApparel, Accessories & Luxury Goods Bear Euronext Stock ExchangeDemand, Luxury, Margins, restructuring, valuation
Jul 9, 2025Fund LettersElisa MazenAEM CN Agnico Eagle Mines Ltd. MaterialsGold Bull TSXcashflow, Gold, Hedging, inflation, Production
Jul 9, 2025Fund LettersElisa MazenEOAN GR E.On SE UtilitiesMulti-Utilities Bull -CapEx, dividends, earnings, Regulation, utilities
Jul 9, 2025Fund LettersElisa MazenTSCO LN Tesco plc Consumer DiscretionaryFood Retail Bull NYSEcashflow, grocery, inflation, Margins, scale
Jul 9, 2025Fund LettersElisa Mazen7011 JP Mitsubishi Heavy Industries, Ltd. IndustrialsIndustrial Conglomerates Bull NYSEbacklog, Defense, energy, infrastructure, Margins
Jul 9, 2025Fund LettersJohn BaldiAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, cashflow, semiconductors, Software, valuation
Jul 9, 2025Fund LettersJohn BaldiXOM Exxon Mobil Corporation EnergyIntegrated Oil & Gas Bull NYSEcashflow, energy, Margins, Production, valuation
Jul 9, 2025Fund LettersJohn BaldiLHX L3Harris Technologies, Inc. IndustrialsAerospace & Defense Bull NYSEbacklog, cashflow, Defense, Margins, valuation
Jul 9, 2025Fund LettersSamer HakouraOCSL Oaktree Specialty Lending Corporation FinancialsAsset Management & Custody Banks Bear NASDAQBDC, Credit, Defaults, dividends, NAV

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