Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 10, 2025Fund LettersFairlight Alpha FundLOGIC.PA Logic Instrument Information TechnologyTechnology Hardware, Storage & Peripherals Bull Euronext ParisDefense, Equity, Europe, Industrial, Moat, niche market, Rugged Devices
Aug 10, 2025Fund LettersFairlight Alpha FundTSS TSS, Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Neutral NASDAQAI infrastructure, data centers, Equity, growth, Systems Integration, technology
Aug 10, 2025Fund LettersAndrew MartinSRB LN Serabi Gold plc MaterialsGold Bull NYSEcashflow, Exploration, Gold, Margins, Mining
Aug 10, 2025Fund LettersAndrew MartinTSSI US TSS, Inc. Information TechnologyIT Consulting & Other Services Bull NASDAQgrowth, infrastructure, rerating, valuation, Volatility
Aug 10, 2025Fund LettersSamir PatelALOT AstroNova, Inc. Information TechnologyElectronic Equipment & Instruments Bull NASDAQActivism, Governance, Margin_improvement, Small_cap, turnaround
Aug 10, 2025Fund LettersSamir PatelFC Franklin Covey Co. Health CareEducation Services Bull NYSEAsset_light, Free_cash_flow, Human_capital, Recurring_revenue, Subscription
Aug 10, 2025Fund LettersSamir PatelFTLF FitLife Brands, Inc. Consumer StaplesPersonal Products Bull NASDAQAsset_light, Distressed_ma, High_margin, Integration, Nutritional_supplements
Aug 10, 2025Fund LettersSamir PatelBELFB Bel Fuse Inc. Information TechnologyElectronic Components Bear NASDAQCompetition, Cyclicality, Downside, earnings, Hardware, Reshoring, tariffs, valuation
Aug 10, 2025Fund LettersSamir PatelGO Grocery Outlet Holding Corp. Consumer StaplesFood Retail Bull NASDAQComps, Discount_retail, Inflation_hedge, Private_label, turnaround
Aug 8, 2025Fund LettersMott Capital ManagementZTS Zoetis Inc. Health CarePharmaceuticals Bull NYSEAnimal Health, Demographics, healthcare, Pet Ownership, pharmaceuticals, undervalued, Value, Veterinary
Aug 8, 2025Fund LettersMott Capital ManagementUNH UnitedHealth Group Incorporated Health CareManaged Health Care Bull NYSECEO change, contrarian, defensive, health insurance, healthcare, managed care, turnaround, Value
Aug 8, 2025Fund LettersMott Capital ManagementMSFT Microsoft Corporation Information TechnologySystems Software Neutral NASDAQAI, capital expenditure, Cloud computing, Commoditization, data centers, Software, technology, valuation
Aug 8, 2025Twitter / X@Fierce__beastLZ LegalZoom.com, Inc. IndustrialsData Processing & Outsourced Services Bear NASDAQBusiness Formation, Capitalized, Capitalized Software, Driven, Fcfe, Formation, Marketing Software, Partnerships
Aug 8, 2025Fund LettersMichael J. KramerZTS Zoetis Inc. Health CarePharmaceuticals Bull New York Stock Exchangegrowth, Margins, Pets, pharmaceuticals, secular trends
Aug 8, 2025Fund LettersMichael J. KramerUNH UnitedHealth Group Inc. Health CareManaged Health Care Bull NASDAQhealthcare, Insurance, scale, turnaround, valuation
Aug 8, 2025Fund LettersMichael J. KramerMSFT Microsoft Corporation Information TechnologySystems Software Bear NASDAQAI, CapEx, cloud, Competition, valuation
Aug 8, 2025Fund LettersSteven WoodUHR SW The Swatch Group AG Consumer DiscretionaryLuxury Goods Bull Swiss ExchangeBrand Equity, Governance, Luxury, turnaround, Watches
Aug 8, 2025Value Investors ClubRMSMauretaniaGLXZ Galaxy Gaming, Inc. Consumer DiscretionaryCasinos & Gaming—-merger arb, Evolution AB, gaming licenses, table games, downside cushion, asymmetric risk
Aug 8, 2025Value Investors ClubRMSMauretaniaGLXZ Galaxy Gaming, Inc. Consumer DiscretionaryCasinos & Gaming—-merger arb, Evolution AB, gaming licenses, table games, downside cushion, asymmetric risk
Aug 7, 2025Fund LettersPraetorian Capital ManagementJOE St. Joe Company Real EstateReal Estate Development Bull NYSEAFFO, demographic trends, Florida, inflation hedge, Land Banking, Population Migration, real estate development, ROIC, Tax Haven, Value

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