Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 21, 2025Fund LettersHoward GleicherMCHP Microchip Technology Inc. Information TechnologySemiconductors Bull NASDAQautomotive, Industrial, IoT, Margins, Microcontrollers, semiconductors, turnaround
Aug 21, 2025Fund LettersHoward GleicherCCO CN Cameco Corporation Communication ServicesCoal & Consumable Fuels Bull TSXContracts, Decarbonization, energy, Fuel-cycle, Nuclear, Pricing, uranium
Aug 21, 2025Fund LettersDaniel L. MillerSEI Solaris Energy EnergyOil & Gas Equipment & Services Bull NYSEAI, Demand, energy, infrastructure, Margins, services
Aug 21, 2025Fund LettersJames A.ColganSAIA Saia, Inc. IndustrialsTrucking Bull NASDAQFreight, Logistics, Margins, network, Transportation, Trucking
Aug 21, 2025Fund LettersJames A.ColganODD Oddity Tech Ltd. Consumer StaplesPersonal Products Bull NASDAQAI, Beauty, brands, consumer, ecommerce, growth
Aug 21, 2025Fund LettersJames A.ColganSTRL Sterling Infrastructure, Inc. IndustrialsConstruction Machinery & Heavy Trucks Bull NASDAQbacklog, construction, datacenters, infrastructure, Margins, Onshoring
Aug 21, 2025Fund LettersJames A.ColganLTH Life Time Group Holdings, Inc. Consumer DiscretionaryLeisure Facilities Bull NYSEconsumer, Fitness, growth, Leisure, realestate, services
Aug 21, 2025Fund LettersJames A.ColganINDI indie Semiconductor, Inc. Information TechnologySemiconductors Bull NASDAQAdas, automotive, cashflow, growth, Safety, semiconductors
Aug 21, 2025Fund LettersJames A.ColganSIMO Silicon Motion Technology Corp. ADR Information TechnologySemiconductors Bull NASDAQControllers, datacenter, Pcs, semiconductors, Ssd, Storage
Aug 21, 2025Fund LettersJames A.ColganATI ATI Inc. MaterialsSteel Bull NYSEAerospace, Alloys, backlog, Margins, materials, Titanium
Aug 21, 2025Fund LettersJames A.ColganPGY Pagaya Technologies Ltd. Information TechnologyApplication Software Bull NASDAQAI, consumer, Credit, Fintech, Lending, Platforms
Aug 21, 2025Value Investors ClubavahazCPR Campari Group Health CareDistillers & Vintners Bull Borsa Istanbulagave costs, aperitif, Aperol, Campari, capex normalization, Courvoisier, Espolòn, margin expansion, non-alcoholic, rerating, RTD, SG&A, Simon Hunt, tariffs, tequila, USMCA, Wild Turkey
Aug 21, 2025Value Investors ClubHighwindRRX Regal Rexnord Corp IndustrialsElectrical Components & Equipment Bull NYSEA/R securitization, ABB, Altra, AMC, Automation, data centers, deleveraging, eVTOL, Honeywell, humanoid robots, HVAC, IPS, margin expansion, PES, powertrain
Aug 21, 2025Value Investors ClublarsIT Gartner Inc. Information TechnologyResearch & Consulting Services Bull NYSEAI trough of disillusionment, buybacks, Contract Value (CV), federal budget cycle, GBS, GTS, Magic Quadrant, negative working capital, subscription research, tariffs
Aug 21, 2025Value Investors ClubJWF211AMRN Amarin Corporation plc Health CarePharmaceuticals Bull NASDAQEU reimbursement, ex-US commercialization, Hikma, induced infringement, milestones, net cash, patent 2039, Recordati, royalty model, Sarissa, skinny-label, supply margin, Vascepa
Aug 21, 2025SubstackAlluvialGAMI GAMCO Investors, Inc. FinancialsAsset Management Bull -asset management, AUM retention, dividends, enterprise value, GAMCO Investors, leadership transition, Mario Gabelli, Market Capitalization, share repurchases, value investing
Aug 21, 2025Short ThesisCulper ResearchTGLS Tecnoglass Inc MaterialsBuilding Products Bear NYSEAccounting risk, Fraud, Governance, Insider selling, Valuation premium
Aug 21, 2025SubstackPound the Rock InvestingAGX Argan Inc. IndustrialsEngineering & Construction Neutral -AI infrastructure, capital allocation, construction, engineering, Free Cash Flow, natural gas, project backlog, renewable energy, risk management, valuation
Aug 21, 2025SubstackScalpavelliLMT Lockheed Martin IndustrialsAerospace & Defense Bull -aerospace and defense, aircraft upgrades, F-35 program, future potential, Lockheed Martin, market re-rating, missile systems, modular design, national security, valuation
Aug 20, 2025Fund LettersBaumann CapitalWIIT.MI WIIT S.p.A. Information TechnologyData Processing & Outsourced Services Bull Borsa ItalianaCloud computing, data centers, data sovereignty, ERP systems, European Technology, high switching costs, Hybrid Cloud, infrastructure, M&A Consolidation, premium pricing, Private Cloud, recurring revenue, Regulatory tailwinds, SaaS, Tier IV Certification

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