Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 3, 2025Fund LettersAlex FengNATL NCR Atleos Corporation Information TechnologyTechnology Hardware, Storage & Peripherals Bull New York Stock ExchangeATM, Outsourcing, rerating, services, spinoff
Sep 3, 2025Fund LettersAlex FengCBOX LN Cake Box Holdings plc Consumer StaplesPackaged Foods & Meats Bull New York Stock ExchangeCakes, consumer, Franchising, growth, Margins
Sep 3, 2025Fund LettersPaul SingerPEP PepsiCo Inc. Consumer StaplesSoft Drinks Bull NYSEMargins, restructuring, turnaround, valuation
Sep 3, 2025Fund LettersJeffrey BronchickVSAT Viasat, Inc. Information TechnologyAlternative Carriers Bear NASDAQbroadband, Capitalintensity, Execution, leverage, Satellite
Sep 3, 2025Fund LettersJeffrey BronchickFUN Six Flags Entertainment Corporation Consumer DiscretionaryLeisure Facilities Bull NYSEAttendance, cashflow, Integration, Themeparks, valuation
Sep 3, 2025Value Investors ClubzamperiniWVE Wave Life Sciences Ltd. Health CareBiotechnology Bull NASDAQAATD, GLP-1, Huntington’s, INHBE, Obesity, RNA editing, royalties
Sep 3, 2025Value Investors ClubMrTwisterPUUILO Puuilo Oyj Consumer DiscretionarySpecialty Retail Bull -discount retail, DIY, Finland, High-margin retailer, Private-label
Sep 2, 2025Fund LettersElliott ManagementPEP PepsiCo Inc. Consumer StaplesSoft Drinks Bull NASDAQactivist, Beverages, consumer staples, CPG, margin expansion, portfolio optimization, Refranchising, Snacks, turnaround, value unlock
Sep 2, 2025Fund LettersSilver Beech CapitalFFH.TO Fairfax Financial Holdings FinancialsProperty & Casualty Insurance Bull TSXBook Value, Canada, capital allocation, Equity, Float Model, Hard Market, Insurance, Property & Casualty, Reinsurance, Rising rates, ROE, underwriting
Sep 2, 2025Fund LettersSilver Beech CapitalSWX Southwest Gas Holdings UtilitiesGas Utilities Bull NYSEdeconsolidation, deleveraging, Equity, infrastructure, natural gas, Pure-Play, rate base growth, regulated utility, Regulatory Reform, Sum-of-parts, utilities, value unlock
Sep 2, 2025Fund LettersJames HollierFFH CN Fairfax Financial Holdings Limited FinancialsProperty & Casualty Insurance Bull Toronto Stock ExchangeBook Value, Decentralized Management, Hard Market, Insurance Float, interest rate sensitivity, ROE
Sep 2, 2025Fund LettersJames HollierSWX Southwest Gas Holdings, Inc. UtilitiesGas Utilities Bull New York Stock Exchangeactivist involvement, deleveraging, Pure-Play, rate base growth, Regulatory Lag, spinoff, utilities
Sep 2, 2025Fund LettersAndrew SummersDERM Journey Medical Corporation Health CareSpecialty Pharmaceuticals Bull NASDAQdermatology, Druglaunch, FDA, growth, pharmaceuticals
Sep 2, 2025Value Investors ClubMrTwisterVNV VNV Global FinancialsInvestment Management Bull NYSEbuybacks, digital health, IPO pipeline, NAV discount, network effects, Sweden
Sep 2, 2025Value Investors ClubExtreme-mispricingsODP ODP Corp Consumer DiscretionaryCommercial Services & Supplies Bull NASDAQActivists, buybacks, M&A, retail, Takeout
Sep 2, 2025Value Investors ClubInThePocketGTLB GitLab Inc. Information TechnologyApplication Software Bull NASDAQAI, DevSecOps, FCF inflection, platform, Re-rating
Sep 2, 2025SubstackRijnberk Invest InsightsTTD The Trade Desk Communication ServicesAdvertising Agencies Bull -advertising technology, Investor confidence, long-term investment, Market fluctuations, Portfolio performance, Q2 earnings, Stock decline, The Trade Desk, Top 10 position
Sep 2, 2025SubstackCompound and FireINTU Intuit Inc. TechnologySoftware - Application Neutral -Acquisitions, AI-driven innovations, cash flow, Credit Karma, financial software, Intuit, Mailchimp, QuickBooks, subscription model, TurboTax
Sep 2, 2025SubstackTriples InvestingSOC Sable Offshore EnergyOil & Gas Drilling Bull -AB1448, California regulation, federal preemption, interstate commerce, legal challenges, offshore oil, oil extraction, Pipeline and Hazardous Materials Safety Administration, Sable Offshore, Santa Ynez Unit
Sep 1, 2025Fund LettersBroyhill Asset ManagementIQV IQVIA Holdings Health CareLife Sciences Tools & Services Bull NYSEBiotech Services, Clinical trials, Cro, Healthcare Data, Healthcare Technology, network effects, Value

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