Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 27, 2025Fund LettersFawkes Capital ManagementPKE Park Aerospace Corp. IndustrialsAerospace & Defense Bull NYSEAerospace, Commercial Aviation, Composite Materials, Defense, Patriot Missiles, Ukraine
Aug 27, 2025Fund LettersFawkes Capital ManagementCMEC.SS Chongqing Machinery & Electric Co., Ltd. IndustrialsIndustrial Machinery Bull Shanghai Stock ExchangeAI infrastructure, China, datacenter, Diesel Generators, Industrial, manufacturing, Value
Aug 27, 2025Fund LettersFawkes Capital ManagementGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, Cloud computing, Search, semiconductors, technology, TPU, undervalued
Aug 27, 2025Fund LettersHayden CapitalSMRT SmartRent Real EstateReal Estate Management & Development Bear NYSEinterest rate sensitivity, IoT, Management Change, Multifamily, proptech, REITs, SaaS, Smart home, turnaround
Aug 27, 2025SubstackSpecial Situations Global EquitiesATTO None TelecommunicationsCall Center Services Bear -ATTO, Bankruptcy, Brazil, call center, confirmation bias, Currency hedging, cyber-attack, leverage, risk management, turnaround
Aug 27, 2025SubstackSpecial Situations Global EquitiesQLTU.TA None NoneNone Bull Tel Aviv Stock Exchangeearnings, growth, investment strategy, management, market oversight, QLTU, small-cap, Tel Aviv Stock Exchange, undervalued, valuation
Aug 27, 2025SubstackSpecial Situations Global EquitiesCEE None Financial ServicesInvestment Fund Bull -asset valuation, Cee, diversification, Eastern Europe, geopolitical risk, Investment fund, Market Correlation, Russia, Sanctions, Value Realization
Aug 27, 2025Fund LettersAvram FisherQRHC Quest Resource Holding Corporation IndustrialsEnvironmental & Facilities Services Bull NASDAQActivism, cash flow, microcap, turnaround, waste management
Aug 27, 2025Fund LettersAvram FisherCCRD CoreCard Corporation Information TechnologyData Processing & Outsourced Services Bull New York Stock Exchangeacquisition, cross-selling, Fintech, Merger Arbitrage, Payments
Aug 27, 2025Fund LettersJulien AlbertiniBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet Retail Bull NYSEAI, buybacks, China, cloud, ecommerce
Aug 27, 2025Fund LettersJulien AlbertiniWTW Willis Towers Watson Public Limited Company FinancialsInsurance Brokers Bull NASDAQBrokerage, Consulting, Margins, Retention, turnaround
Aug 27, 2025Fund LettersJulien AlbertiniSLB SLB N.V. EnergyOil & Gas Equipment & Services Bull NYSEcashflow, energy, International, Offshore, services
Aug 27, 2025Fund LettersJulien AlbertiniBDX Becton, Dickinson and Company Health CareMedical Instruments & Supplies Bull NYSEbuybacks, Devices, diagnostics, dividends, Medtech
Aug 27, 2025Fund LettersJulien AlbertiniTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull NYSEAI, CapEx, Foundry, Margins, semiconductors
Aug 27, 2025Fund LettersJulien AlbertiniMETA Meta Platforms, Inc. Communication ServicesInternet Content & Information Bull NASDAQadvertising, AI, buybacks, Margins, Social
Aug 27, 2025Fund LettersJulien AlbertiniORCL Oracle Corporation Information TechnologySoftware - Infrastructure Bull NYSEAI, cloud, enterprise, Recurring, Software
Aug 27, 2025Fund LettersXinyu RuMAXR Maxar Technologies Inc. Real EstateAerospace & Defense Bull NYSECommunications, Defense, Imagery, Satellites, Surveillance
Aug 27, 2025Fund LettersXinyu RuPKE Park Aerospace Corp. IndustrialsAerospace & Defense Bull NYSEAerospace, Budgets, Composites, Engines, Missiles
Aug 27, 2025Fund LettersXinyu RuNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQDatacentres, energy, materials, semiconductors, Supercapacitors
Aug 27, 2025Fund LettersXinyu RuVH2 GR Friedrich Vorwerk Group SE IndustrialsConstruction & Engineering Bull -growth, Hydrogen, infrastructure, Pipelines, spending

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