Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersJustin BergnerWCC Wesco International, Inc. IndustrialsTrading Companies & Distributors Bull New York Stock ExchangeAutomation, cashflow, datacenter, deleveraging, Distribution, inflation, Margins, utility
Jun 30, 2025Fund LettersJustin BergnerKR The Kroger Co. Consumer StaplesFood Retail Bull New York Stock Exchangeanalytics, Data, Loyalty, Margins, media, Private, retail, Value
Jun 30, 2025Fund LettersMario J. GabelliSWTX SpringWorks Therapeutics, Inc. Health CareBiotechnology Bull NASDAQacquisition, Approval, arbitrage, Biotech, cashflow, Oncology, pipeline, Spread
Jun 30, 2025SubstackAlmost MongolianILLM.TO Illumin Holdings Inc. AdtechAdtech Bull Toronto Stock Exchangeadtech, AI forecaster, CTV offerings, Customer-centric approach, insider buying, Macro uncertainty, New CEO strategy, Revenue Growth, Share Buybacks, Turnaround strategy
Jun 30, 2025Fund LettersWayne JonesPWH AU PWR Holdings Ltd. Consumer DiscretionaryAuto Parts Bull NYSECapacity, Cooling, Margins, Motorsport, Succession
Jun 30, 2025Fund LettersWayne JonesSPY NZ Smartpay Holdings Ltd. Other- Bull NYSEcashflow, M&A, Payments, Regulation, Terminals
Jun 30, 2025Fund LettersWayne JonesAPE AU Eagers Automotive Ltd. Consumer DiscretionaryAuto & Truck Dealerships Bull NYSEAutos, consolidation, Dealerships, EVs, growth
Jun 30, 2025Fund LettersWayne JonesLOV AU Lovisa Holdings Ltd. Consumer DiscretionarySpecialty Retail Bull NYSEbrands, International, Jewellery, retail, Rollout
Jun 30, 2025Fund LettersWayne JonesFID AU Fiducian Group Ltd. Other- Bull NYSEAssetmanagement, compounding, dividends, platform, Wealth
Jun 30, 2025Fund LettersJonathan T. BloomMAS Masco Corp. IndustrialsBuilding Products & Equipment Bull NYSEbrands, Free Cash Flow, Remodeling, ROIC, valuation
Jun 30, 2025Fund LettersJonathan T. BloomNSIT Insight Enterprises Inc. Information TechnologyElectronics & Computer Distribution Bull NASDAQbuybacks, cloud, IT services, Modernization, scale
Jun 30, 2025Fund LettersJonathan T. BloomNSIT Insight Enterprises Inc. Information TechnologyElectronics & Computer Distribution Bull NASDAQbuybacks, cloud, IT services, Modernization, scale
Jun 30, 2025Fund LettersJonathan T. BloomMAS Masco Corp. IndustrialsBuilding Products & Equipment Bull NYSEbrands, Free Cash Flow, Remodeling, ROIC, valuation
Jun 30, 2025Fund LettersJonathan T. BloomNSIT Insight Enterprises Inc. Information TechnologyElectronics & Computer Distribution Bull NASDAQbuybacks, cloud, IT services, Modernization, scale
Jun 30, 2025Fund LettersJonathan T. BloomMAS Masco Corp. IndustrialsBuilding Products & Equipment Bull NYSEbrands, Free Cash Flow, home improvement, Remodeling, valuation
Jun 30, 2025Fund LettersJonathan T. BloomNSIT Insight Enterprises Inc. Information TechnologyElectronics & Computer Distribution Bull NASDAQbuybacks, cloud, IT services, Modernization, scale
Jun 30, 2025Fund LettersJohn FoxGEHC GE HealthCare Technologies Inc. Health CareHealth Care Equipment Bull NASDAQAI, diagnostics, healthcare, Imaging, recurring revenue
Jun 30, 2025Fund LettersJohn FoxENTG Entegris Inc. Information TechnologySemiconductor Materials & Equipment Bull NASDAQCyclicals, materials, recovery, semiconductors, technology
Jun 30, 2025Fund LettersMargaret WebbWTB LN Whitbread plc Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull NYSEassets, Hotels, Margins, restructuring, valuation
Jun 30, 2025Fund LettersMargaret WebbCOST LN Costain Group plc Consumer DiscretionaryConstruction & Engineering Bull NYSEContracts, engineering, growth, infrastructure, valuation

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