Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 2, 2025Fund LettersChad MeadePACK Ranpak Holdings Corp. MaterialsPackaging Bear New York Stock ExchangeAutomation, ecommerce, Margins, Packaging, Sustainability
Aug 2, 2025Fund LettersChad MeadeCOO The Cooper Companies Inc. Health CareMedical Devices Bear NASDAQDevices, Fertility, growth, healthcare, lenses
Aug 2, 2025Fund LettersChad MeadeHALO Halozyme Therapeutics Inc. Health CareBiotechnology Bear NASDAQKey Catalysts Include Final CMS Ruling And New ENHANZE-Enabled Drug Launches.
Aug 2, 2025Fund LettersChad MeadeZD Ziff Davis Inc. Communication ServicesInteractive Media & Services Bear NASDAQacquisition, cloud, Digital, growth, media
Aug 2, 2025Fund LettersJames EnglandQDEL QuidelOrtho Corp. Health CareDiagnostics Bull NASDAQdiagnostics, healthcare, recovery, Recurringrevenue, synergies
Aug 2, 2025Fund LettersJames EnglandPACK Ranpak Holdings Corp. MaterialsPackaging Bull New York Stock ExchangeAutomation, ecommerce, Margins, Packaging, Sustainability
Aug 2, 2025Fund LettersJames EnglandSG The Honest Company Inc. Consumer DiscretionaryRestaurants Bull New York Stock ExchangeAutomation, expansion, Margins, Restaurants, traffic
Aug 2, 2025Fund LettersJames EnglandNVTS Navitas Semiconductor Corp. Information TechnologySemiconductors Bull NASDAQefficiency, Electrification, Gan, Partnerships, semiconductors
Aug 2, 2025Fund LettersJames EnglandBWXT BWX Technologies Inc. IndustrialsAerospace & Defense Bull New York Stock Exchangebacklog, cashflow, Defense, Nuclear, SMR
Aug 2, 2025Fund LettersJames EnglandCCO CN Cameco Corp. EnergyUranium Bull Toronto Stock ExchangeEnergytransition, Nuclear, Pricingpower, Supplydemand, uranium
Aug 2, 2025Fund LettersJack PailingTHG LN THG plc FinancialsInternet & Direct Marketing Retail Bear NYSEAlignment, Branding, Churn, Governance, Incentives
Aug 2, 2025Fund LettersJack PailingNAH LN NAHL Group plc Communication ServicesResearch & Consulting Services Bear NYSECatalysts, Liquidity, M&A, Risk, valuation
Aug 2, 2025Fund LettersJack PailingMACF LN Macfarlane Group plc MaterialsTrading Companies & Distributors Bull NYSEAcquisitions, Distribution, FCF, Packaging, Switchingcosts
Aug 1, 2025Fund LettersHorizon Kinetics6544.T Japan Elevator Service Holdings Co Ltd IndustrialsCommercial Services & Supplies Bull Tokyo Stock Exchangedomestic economy, Elevator Maintenance, growth, Japan, market share expansion, operational efficiency, Owner operator, recurring revenue, Service Provider, technology innovation
Aug 1, 2025Fund LettersSRK CapitalSNWV Sanuwave Health, Inc. Health CareHealth Care Equipment & Supplies Bull NASDAQgrowth, high margins, Key Accounts, Medical Device, NASDAQ uplisting, National Sales Force, Russell 2000, Tissue Regeneration
Aug 1, 2025Fund LettersSRK CapitalSLSN Solésence, Inc. MaterialsSpecialty Chemicals Neutral NASDAQmanufacturing, NASDAQ uplisting, personal care, Russell 2000, specialty chemicals, Sunscreen, turnaround, zinc oxide
Aug 1, 2025Fund LettersSRK CapitalICCC ImmuCell Corporation Health CareBiotechnology Bull NASDAQAnimal Health, Beef, biotechnology, Dairy, FDA approval, Mastitis, Scours, Single Digit Multiple, Veterinary
Aug 1, 2025Fund LettersSRK CapitalISSC Innovative Solutions & Support TechnologyAerospace & Defense Bull NASDAQAcquisitions, Aerospace, Defense, Flight Systems, manufacturing, operating leverage, Pennsylvania, vertical integration
Aug 1, 2025Fund LettersVan Der Mandele Arar Fund1969.HK China YuHua Education Group Consumer DiscretionaryEducation Services Bull Hong Kong Stock ExchangeCCP Policy, China, contrarian, deep value, Education Services, Regulatory risk, turnaround, Vocational Training
Aug 1, 2025Fund Letters1 Main CapitalMCFT MasterCraft Boat Consumer DiscretionaryLeisure Products Bull NASDAQbrand loyalty, Cyclical Recovery, Dealer Destocking, leisure products, net cash, operating leverage, recreational boats, Share Buybacks

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