Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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
Aug 4, 2025Fund LettersHarvey Warren SaxGOOG Alphabet, Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, buybacks, cloud, Free Cash Flow
Aug 4, 2025Fund LettersMarc WerresBDX Becton, Dickinson and Company Health CareMedical Instruments & Supplies Bull NYSEConsumables, deleveraging, Margins, Medtech, restructuring
Aug 4, 2025Value Investors ClubCondorSEAT Vivid Seats Inc. Communication ServicesInteractive Media & Services (Ticket Marketplaces)—NASDAQticketing, secondary market, white-label, CAC vs. take rate, reverse split, TRA liability
Aug 3, 2025Value Investors ClubGoBills42MODG Topgolf Callaway Brands Corp Consumer DiscretionaryLeisure Products—NYSEspin-off, consumer, golf, entertainment, SOTP
Aug 3, 2025Value Investors ClubglassonionAAC Australian Agricultural Company Ltd Consumer StaplesPackaged Foods & Meats—Australian Securities Exchangebeef, Australia, NTA, Tavistock, Tattarang, privatization
Aug 3, 2025Value Investors ClubBud_SpencerPRU LN Prudential plc FinancialsLife & Health Insurance—London Stock Exchangeinsurance, Asia, demographics, compounding, protection gap
Aug 3, 2025Value Investors ClubRMSMauretaniaDAVE Dave Inc. Information TechnologyConsumer Finance—NASDAQpayday, fintech, CAC, churn, Plaid fees, FTC, TAM saturation, derating
Aug 3, 2025Value Investors Clubfunkycold87LAND Gladstone Land Corp Real EstateSpecialized REITs—NASDAQfarmland, REIT, California, leverage, NAV, short
Aug 3, 2025Value Investors ClubRulonGardnerELME Elme Communities Real EstateResidential REITs—NYSEREIT, multifamily, liquidation, NAV discount, rerating
Aug 3, 2025Value Investors ClubGitcheeGammiTROX Tronox Holdings PLC MaterialsSpecialty Chemicals—NYSETiO2, turnaround, tariffs, REO, cyclical, leverage
Aug 3, 2025Value Investors ClubmonkeymadnessGNL Global Net Lease Inc Real EstateDiversified REITs—NYSEREIT, net lease, internalization, deleveraging, buyback
Aug 3, 2025Value Investors ClubminuscherryMH McGraw Hill Inc Health CareEducation Services—-education, publishing, OER, disruption, short
Aug 3, 2025Value Investors Clubinflection99AIRS AirSculpt Technologies Inc. Health CareHealth Care Services—NASDAQaesthetics, med-spa, fat removal, elective procedures, growth
Aug 3, 2025Value Investors ClubGoBills42MODG Topgolf Callaway Brands Corp Consumer DiscretionaryLeisure Products—NYSEspin-off, consumer, golf, entertainment, SOTP
Aug 3, 2025Value Investors ClubSiren81EFXT Enerflex Ltd. EnergyOil & Gas Equipment & Services—TSXenergy, infrastructure, recurring revenue, deleveraging, Exterran
Aug 3, 2025Value Investors ClubUnknownLAUR Laureate Education Inc. Health CareEducation Services Bull NASDAQeducation, Latin America, higher education, demographics, cash flow

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: