Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 4, 2025Fund LettersArtemis Global Select FundTXN Texas Instruments Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQanalog chips, capital expenditure, Cyclical Recovery, electronics, Industrial cycle, manufacturing, semiconductors, US
Aug 4, 2025Value Investors ClubRulon GardnerELME Elme Communities Real EstateResidential REITs Bull New York Stock ExchangeReal-Estate, Residential-REIT, Event-Driven, Liquidation, Arbitrage, Cash-Return, Multifamily.
Aug 4, 2025Value Investors ClubSiren81EFXT Enerflex Ltd. EnergyOil & Gas Equipment & Services Bull New York Stock ExchangeEnergy, Natural-Gas, Infrastructure, Deleveraging, Oil-and-Gas-Services, Canada, Yield, Value.
Aug 4, 2025Value Investors Clubinflection99AIRS AirSculpt Technologies, Inc. Health CareHealth Care Facilities Bull NASDAQHealth-Care, Aesthetic-Medicine, Consumer-Health, Turnaround, Bear-Squeeze, GLP-1, Unit-Economics, Small-Cap.
Aug 4, 2025Value Investors ClubBud_SpencerPRU LN Prudential plc FinancialsLife & Health Insurance Bull New York Stock ExchangeFinancials, Insurance, Asia, Growth, Capital-Allocation, India, Buybacks, Dividends.
Aug 4, 2025Value Investors ClubminuscherryMH McGraw Hill Inc Consumer DiscretionaryPublishing Bear New York Stock ExchangeEducation, Publishing, IPO, Lock-up, Private-Equity, EdTech, K-12, Bear-Sellers.
Aug 4, 2025Fund LettersSteve ScruggsNNI Nelnet, Inc. FinancialsCredit Services Bull NYSEBook Value, capital allocation, Fintech, Servicing, Student loans
Aug 4, 2025Fund LettersSteve ScruggsIMKTA Ingles Markets, Incorporated Consumer StaplesGrocery Stores Bull NASDAQGroceries, Real Estate, Rural, supermarkets, valuation
Aug 4, 2025Fund LettersCormac WeldonNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, datacenter, growth, Margins, semiconductors, valuation
Aug 4, 2025Fund LettersCormac WeldonCMG Comfort Systems USA Inc. Consumer DiscretionaryConstruction & Engineering Bull NYSEbacklog, construction, growth, Industrial, Margins, valuation
Aug 4, 2025Fund LettersCormac WeldonAAPL Apple Inc. Information TechnologyConsumer Electronics Bull NASDAQBrand, growth, Margins, services, technology, valuation
Aug 4, 2025Fund LettersHarvey Warren SaxSBGI Sinclair Broadcast Group, Inc. Communication ServicesBroadcasting Bull NASDAQAtsc 3.0, broadcasting, cash flow, dividends, insider buying
Aug 4, 2025Fund LettersHarvey Warren SaxZBRA Zebra Technologies Corporation Information TechnologyElectronic Equipment & Instruments Bull NASDAQCapEx, Digitization, Logistics, RFID, tariffs
Aug 4, 2025Fund LettersHarvey Warren SaxAMD Advanced Micro Devices, Inc. Information TechnologySemiconductors Bull NASDAQAI, data center, GPUs, growth, semiconductors
Aug 4, 2025Fund LettersHarvey Warren SaxAMZN Amazon.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAI, cloud, e-commerce, Margins, scale
Aug 4, 2025Fund LettersHarvey Warren SaxLULU Lululemon Athletica Inc. Consumer DiscretionaryApparel, Accessories & Luxury Goods Bull NASDAQActivewear, Brand, International, Margins, tariffs
Aug 4, 2025Fund LettersHarvey Warren SaxAPPF AppFolio, Inc. Information TechnologyApplication Software Bull NASDAQgrowth, Margins, property management, recurring revenue, SaaS
Aug 4, 2025Fund LettersHarvey Warren SaxGRAL Grail, Inc. Health CareBiotechnology Bull NASDAQdiagnostics, Oncology, recurring revenue, Regulation, Screening
Aug 4, 2025Fund LettersHarvey Warren SaxROK Rockwell Automation, Inc. IndustrialsIndustrial Machinery Bull NYSEAutomation, Industrial, Margins, Reshoring, Software
Aug 4, 2025Fund LettersHarvey Warren SaxET Energy Transfer L.P. EnergyOil & Gas Storage & Transportation Bull NYSEContracts, dividends, LNG, midstream, tariffs

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