Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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
Jul 9, 2025Fund LettersSamer HakouraKMX CarMax, Inc. Consumer DiscretionaryAutomotive Retail Bear NYSEAutos, Competition, Credit, Margins, retail
Jul 9, 2025Fund LettersSamer HakouraCCOI Cogent Communications Holdings, Inc. Communication ServicesAlternative Carriers Bull NASDAQcashflow, Fiber, Integration, Telecom, Wavelengths
Jul 9, 2025Fund LettersSamer HakouraAMZN Amazon.com, Inc. Consumer DiscretionaryBroadline Retail Bull NASDAQadvertising, Automation, cloud, ecommerce, Freecashflow
Jul 9, 2025Fund LettersSamer HakouraKFS Kingsway Financial Services, Inc. Consumer DiscretionaryMulti-line Insurance Bull NYSEAcquisitions, EBITDA, Execution, Rollup, Smallcap
Jul 9, 2025Fund LettersSamer HakouraKKR KKR & Co., Inc. FinancialsAsset Management & Custody Banks Bull NYSEAlternatives, compounding, Fees, Insurance, Privateequity
Jul 9, 2025Fund LettersSamer HakouraBN Brookfield Corp. FinancialsAsset Management & Custody Banks Bull NYSEAlternatives, Decarbonization, Fees, infrastructure, Insurance
Jul 9, 2025Fund LettersSamer HakouraFFH Fairfax Financial Holdings, Ltd. FinancialsProperty & Casualty Insurance Bull TSXcompounding, Float, Insurance, underwriting, Yields
Jul 9, 2025Value Investors Clubhuqiu3600 HK Modern Dental Group Limited Health CareMedical Equipment & Supplies Bull Hong Kong Stock Exchangebuybacks, Dental prosthetics, healthcare, Hong Kong, Intraoral scanning, manufacturing
Jul 9, 2025Value Investors ClubRtg123CIRSA Cirsa OtherCasinos & Gaming Bull -Blackstone, casino, deleveraging, EBITDA growth, Gaming, IPO, Latin America, Online expansion, rerating, Spain
Jul 9, 2025Value Investors ClubNick CarrawayMTW Manitowoc Co. IndustrialsConstruction Machinery & Heavy Trucks—NYSEtariffs, leverage, cyclical downturn, cranes, guidance cut, margin pressure
Jul 9, 2025Value Investors Clubrustler37DNOW DNOW Inc. IndustrialsTrading Companies & Distributors—NYSEmerger synergies, industrial distribution, energy infrastructure, deleveraging, scale economics, MRC integration
Jul 9, 2025Value Investors ClubSherloxAMNSSC NAPCO Security Technologies, Inc. IndustrialsElectronic Equipment, Instruments & Components—NASDAQrecurring revenue, fire radios, POTs replacement, nearshoring, destocking, buybacks, tariff-resilient
Jul 9, 2025Value Investors ClubmilitiamanHTLD Heartland Express, Inc. IndustrialsGround Transportation (Trucking)—NASDAQtruckload, freight cycle, operating ratio, terminals, insider buying, deleveraging
Jul 9, 2025Short ThesisFugazi ResearchBMNR BitMine Immersion Technologies FinancialsData Processing & Outsourced Services (Crypto Mining) Bear -Bitcoin mining, Dilution, Energy costs, Immersion cooling, Volatility
Jul 9, 2025SubstackAlmost MongolianZOMD.V Zoomd Technologies Ltd. -- Bull -adtech, high operating leverage, insider ownership, performance-based marketing, profitability, Revenue Growth, turnaround, user acquisition, valuation, Zoomd Technologies
Jul 9, 2025SubstackRijnberk Invest InsightsNKE Nike, Inc. Consumer DiscretionaryFootwear & Accessories Bear NYSE—
Jul 8, 2025Fund LettersJayme WigginsPSLV Sprott Physical Silver Trust MaterialsPrecious Metals & Minerals Bull New York Stock ExchangeCommodities, Hedging, inflation, Preciousmetals, Silver

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: