Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 4, 2025Fund LettersVincent LoUI Ubiquiti Inc. Information TechnologyCommunications Equipment Bull New York Stock Exchangebroadband, infrastructure, Networking, Subsidies, Wireless
Jul 4, 2025Fund LettersVincent LoGCT Gigacloud Technology, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQecommerce, Logistics, Margins, marketplace, tariffs
Jul 4, 2025Fund LettersVincent LoKSPI Kaspi.kz JSC FinancialsTransportation Infrastructure Bull NASDAQdiversification, expansion, Fintech, Kazakhstan, Turkey
Jul 4, 2025Fund LettersVincent Lo3918 HK NagaCorp Ltd. Consumer DiscretionarySemiconductor Materials & Equipment Bull Pakistan Stock Exchange (formerly Karachi)Airport, Cambodia, casino, Gaming, traffic
Jul 4, 2025Fund LettersJames HayMAPA IJ Map Aktif Adiperkasa Tbk Consumer DiscretionarySpecialty Stores Bull New York Stock ExchangeAsean, consumer, growth, Netcash, retail
Jul 4, 2025Fund LettersHenryInvestsGRND Grindr Inc. Communication ServicesSocial Media Bull New York Stock ExchangeLGBTQ+, Margins, Pricingpower, Socialmedia, Subscriptions
Jul 4, 2025Fund LettersHenryInvestsLMND Lemonade, Inc. FinancialsProperty & Casualty Insurance Bull New York Stock ExchangeAI, growth, Insurance, Reinsurance, underwriting
Jul 4, 2025Fund LettersRobert FeitlerADBE Adobe Inc. Information TechnologyApplication Software Bear NASDAQAI, Competition, Penetration, Pricing, Software
Jul 4, 2025Fund LettersRobert FeitlerICLR ICON plc Health CareLife Sciences Tools & Services Bear NASDAQFunding, Normalization, Outsourcing, Pipelines, visibility
Jul 4, 2025Fund LettersRobert FeitlerTGT Target Corporation Consumer DiscretionaryGeneral Merchandise Stores Bear NYSEDemand, Discretionary, Margins, retail, tariffs
Jul 4, 2025Fund LettersRobert FeitlerLIN Linde plc MaterialsIndustrial Gases Bull NYSEcashflow, Contracts, Gases, Industrial, Pricing
Jul 4, 2025Fund LettersRobert FeitlerAIR FP Airbus SE IndustrialsAerospace & Defense Bull Euronext Stock ExchangeAerospace, backlog, cashflow, Defense, Travel
Jul 4, 2025Fund LettersRobert FeitlerNOW ServiceNow, Inc. Information TechnologySystems Software Bull NYSEAutomation, enterprise, Margins, SaaS, Workflows
Jul 4, 2025Fund LettersRobert FeitlerMRVL Marvell Technology, Inc. Information TechnologySemiconductors Bull NASDAQAI, growth, Interconnect, Networking, valuation
Jul 4, 2025Fund LettersRobert FeitlerAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, cashflow, Pricing, semiconductors, Software
Jul 4, 2025Fund LettersRobert FeitlerTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bear NYSECapEx, Concentration, Geopolitics, Risk, semiconductors
Jul 4, 2025Value Investors Clubdavid101CLST Catalyst Bancorp, Inc. FinancialsMortgage Finance Bull NASDAQbuybacks, Louisiana thrift, Overcapitalized, Sale potential
Jul 4, 2025Value Investors Clubdavid101CLST Catalyst Bancorp Inc. FinancialsThrifts & Mortgage Finance—NASDAQmutual conversion, adjusted TBV, buybacks, Louisiana thrift, overcapitalized, takeout optionality, fair value marks, public funds, brokered CDs
Jul 4, 2025SubstackWonderstcksFOUR.L 4imprint Group Plc Communication ServicesAdvertising Agencies Neutral London Stock Exchange—
Jul 3, 2025SubstackToff CapILLM.TO Illumin AdtechAdtech Bull Toronto Stock Exchangeaccelerated growth, adtech industry, consumer path data, insider buying, journey advertising, operating leverage, programmatic ad platform, small-cap investment, Toronto Stock Exchange, transparency and control

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