Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 31, 2025Fund LettersTAMIM Fund Australia Small Cap IncomeAHC.AX Austco Healthcare Limited Health CareHealth Care Technology Bull ASXacquisition integration, Australia, EBITDA growth, Healthcare Technology, medical equipment, Nurse Call Systems, order book, small-cap
Jul 31, 2025Fund LettersTrojan Fund from Troy Asset ManagementHUBB Hubbell Incorporated IndustrialsElectrical Components & Equipment Bull NYSEclimate change, data centers, Electric Vehicles, electrical equipment, Grid Infrastructure, Mission-Critical, Monopolistic, Pricing power, US, utilities
Jul 31, 2025Twitter / X@CParyse86296CZR Caesars Entertainment, Inc. Consumer DiscretionaryCasinos & Gaming Bull NasdaqBusiness, Czr, Digital, Digital Business, iGaming, Physical, Spin, States
Jul 31, 2025Twitter / X@InvestSpecialCVGW Calavo Growers, Inc. Consumer StaplesPackaged Foods & Meats Bull NasdaqCEO, Founder, His, Offer, Out Retirement, Prices Between, Since Founder, Succession
Jul 31, 2025Value Investors Clubissambres839TBI TrueBlue, Inc. IndustrialsHuman Resource & Employment Services Bull New York Stock ExchangeActivist squeeze, Franchise model transplant, SG&A guillotine, Forced sale optionality.
Jul 31, 2025Fund LettersJeremy Deal300750 CH Contemporary Amperex Technology Co. Limited IndustrialsCommunications Equipment Bull Shenzhen Stock ExchangeBatteries, Dominant, energy storage, EV, VPP
Jul 31, 2025Fund LettersJeremy DealBABA Alibaba Group Holding Limited Consumer DiscretionaryDistributors Bull New York Stock ExchangeAnt Group, China, investments, Sum-of-the-Parts, Value
Jul 31, 2025Fund LettersJeremy DealSPOT Spotify Technology S.A. Communication ServicesElectrical Components & Equipment Bull New York Stock ExchangeAudio, Direct Billing, monetization, Pricing power, Streaming
Jul 31, 2025Fund LettersScott LaBrecheMRK Merck & Co., Inc. Health CarePharmaceuticals Bull New York Stock Exchangecashflow, Defensives, dividends, Loe, Oncology, pipeline, vaccines
Jul 31, 2025Fund LettersScott LaBrecheNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, datacenters, Ecosystem, GPUs, growth, hyperscalers, Margins
Jul 31, 2025Fund LettersScott LaBrecheAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, Asic, cashflow, datacenters, growth, Margins, semiconductors
Jul 31, 2025Fund LettersScott LaBrecheORCL Oracle Corporation Information TechnologySystems Software Bull New York Stock ExchangeAI, backlog, cloud, datacenters, productivity, resilience, Software
Jul 31, 2025Fund LettersEddie ReillyOM Outset Medical, Inc. Health CareHealth Care Equipment Bull NASDAQAdoption, Consumables, Devices, Dialysis, innovation, Reimbursement
Jul 31, 2025Fund LettersEddie ReillyLGCY Legacy Education Alliance, Inc. Consumer DiscretionaryDiversified Consumer Services Bull Dubai Financial MarketDemand, Education, Margins, restructuring, Scalability, turnaround
Jul 31, 2025Fund LettersEddie ReillyTDUP ThredUp Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQApparel, Logistics, Margins, Resale, scale, Sustainability
Jul 31, 2025Fund LettersAaron EdelheitNNI Nelnet Inc. FinancialsConsumer Finance Bull New York Stock ExchangeAI, growth, Loans, productivity, Servicing
Jul 31, 2025Fund LettersAaron EdelheitGLASF Glass House Brands Inc. Consumer StaplesCultivation & Agriculture Bear USCannabis, Enforcement, Regulation, Risk, Volatility
Jul 31, 2025Fund LettersAaron EdelheitTBI TrueBlue Inc. IndustrialsHuman Resource & Employment Services Bull New York Stock Exchangeacquisition, franchise, Staffing, synergies, turnaround
Jul 31, 2025Fund LettersAaron EdelheitHQI HireQuest Inc. IndustrialsHuman Resource & Employment Services Bull NASDAQacquisition, cashflow, franchise, Rollup, Staffing
Jul 31, 2025Fund LettersJason L. WhiteIII LN 3i Group plc Information TechnologyAsset Management & Custody Banks Bull NYSEDiscounting, growth, NAV, Privateequity, retail, valuation

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: