Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 24, 2025Fund LettersDamian BirdBABA Alibaba Group Holding Limited Consumer DiscretionaryBroadline Retail Bear New York Stock ExchangeChina, cloud, Competition, ecommerce, Reinvestment
Jul 24, 2025Fund LettersDamian BirdTME Tencent Music Entertainment Group Communication ServicesMovies & Entertainment Bull New York Stock ExchangeChina, Margins, Music, platform, Streaming
Jul 24, 2025Fund LettersAndrew MackenFND Floor & Decor Holdings, Inc. Consumer DiscretionarySpecialty Stores Bull New York Stock ExchangeFlywheel, Hard Flooring, Housing, retail, scale
Jul 24, 2025Fund LettersHarry BurnDIS The Walt Disney Company Communication ServicesEntertainment Bull New York Stock Exchangemedia, scale, sports, Streaming, transformation
Jul 24, 2025Fund LettersHarry BurnAES The AES Corporation UtilitiesIndependent Power and Renewable Electricity Producers Bull New York Stock Exchangedata centers, infrastructure, renewable energy, tax credits, utilities
Jul 24, 2025Fund LettersHarry BurnFLEX Flex Ltd. Information TechnologyElectronic Equipment, Instruments & Components Bull NASDAQAI infrastructure, data centers, manufacturing, Outsourcing
Jul 24, 2025Fund LettersHarry BurnHOLX Hologic, Inc. Health CareHealth Care Equipment & Supplies Bull NASDAQBuyout Rumors, diagnostics, PE ratio, valuation, women's health
Jul 24, 2025Fund LettersHarry BurnTEVA Teva Pharmaceutical Industries Limited Health CarePharmaceuticals Bull New York Stock Exchangedrug pipeline, growth acceleration, pharmaceuticals, turnaround
Jul 24, 2025Fund LettersSteven L. KielENDI ENDI Corp. FinancialsAsset Management Bull Dubai Financial MarketAssetmanagement, AUM, cashflow, discount, growth, valuation
Jul 24, 2025Fund LettersSteven L. KielLQDA Liquidia Corporation Health CareBiotechnology Bull NASDAQBiotech, Commercialization, growth, Prescriptions, Trials, valuation
Jul 24, 2025Value Investors ClubOCNYguyCLS. Celestica Inc. Information TechnologyElectronic Manufacturing Services (EMS)—NYSEAI capex, data centers, HPS, hyperscalers, 800G/1.6T ethernet, network switches, inference (OpenAI, Groq), ASIC, divestiture, SOTP, margin expansion, re-rating
Jul 24, 2025Value Investors Clubjhu2000WW Weight Watchers International, Inc. Consumer DiscretionarySpecialized Consumer Services—NYSEGLP-1, Wegovy, Zepbound, telehealth, clinical services, Behavioral, bankruptcy emergence, cost cuts, FCF, Novo Nordisk, Eli Lilly, subscribers, ARPU, leverage re-rate
Jul 24, 2025Short ThesisGotham City ResearchTPL Texas Pacific Land Corp EnergyOil & Gas E&P Bear -—
Jul 23, 2025Fund LettersMassif CapitalENVX Enovix Corporation Information TechnologyElectronic Equipment, Instruments & Components Bull NASDAQbattery technology, Energy-Density, Fast Charging, growth, Short squeeze, Silicon-Anode, Smartphone, technology
Jul 23, 2025Fund LettersCedar Creek PartnersENDI ENDI Corp FinancialsAsset Management & Custody Banks Bull OTCasset management, AUM growth, cash generation, fixed income, high yield, Interest rates, short-term bonds, Value
Jul 23, 2025Fund LettersCedar Creek PartnersPCHM PharmChem Health CareLife Sciences Tools & Services Bull OTCChairman, Control Position, Drug Testing, M&A, Niche Healthcare, strategic sale, Sweat Patches, value creation
Jul 23, 2025Fund LettersCedar Creek PartnersSODI Solitron Devices Information TechnologyElectronic Equipment, Instruments & Components Bull OTCAmraam, Control Position, Defense Contractor, Himars, Hypersonic Defense, L3Harris, missile systems, RTX, semiconductors, turnaround
Jul 23, 2025Fund LettersCedar Creek PartnersPROM Propel Media Communication ServicesInteractive Media & Services Bull Expert MarketAsset-based lending, digital advertising, dividend, Expert Market, Failed M&A, Healthcare Marketing, programmatic advertising, Revenue Growth, Value
Jul 23, 2025Fund LettersAvenue Investment ManagementBCE.TO BCE Inc. Communication ServicesIntegrated Telecommunication Services Bear Toronto Stock Exchange5G infrastructure, Asset-Heavy, Canada, capital-intensive, Cash Flow Deficit, dividend cut, regulated utility, telecommunications
Jul 23, 2025Fund LettersAvenue Investment ManagementCSU.TO Constellation Software Inc. Information TechnologySystems Software Bull Toronto Stock ExchangeAcquisitions, asset-light, capital efficiency, Inflation-Resistant, Mission-Critical, Software, technology, Vertical Markets

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