Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 23, 2025Twitter / X@InvestSpecialSCHL Scholastic Corporation Communication ServicesPublishing Bull NASDAQdebt, Evaluators, Marketing Software, Retail Space, Satellite, Soho, Space, Sqft
Jul 23, 2025Twitter / X@CParyse86296SCHL Scholastic Corporation Consumer DiscretionaryPublishing Bull NasdaqEstate, Logistics, Logistics Real Estate, process control, Publishing, Real Estate, Schl, Trading Ebitda
Jul 23, 2025Fund LettersDan RollerVTY LN Vistry Group PLC Consumer DiscretionaryHomebuilding Bull London Stock Exchangebuybacks, Capital-light, homebuilding, Partnerships, Roce, UK
Jul 23, 2025Fund LettersWill ThomsonENVX Enovix Corporation IndustrialsElectrical Components & Equipment Bull NASDAQBatteries, Energy-Density, growth, innovation, Shortsqueeze, Silicon-Anode
Jul 23, 2025Fund LettersWill Thomson6368 JP Organo Corporation IndustrialsMachinery Bull New York Stock ExchangeFabs, Purification, semiconductors, Triopoly, valuation, Water
Jul 23, 2025Fund LettersWill ThomsonCHG LN Chemring Group PLC IndustrialsAerospace & Defense Bull New York Stock ExchangeBudgets, Defense, duopoly, Energetics, Pricingpower, Rearmament
Jul 23, 2025Fund LettersMaya BittarUNH UnitedHealth Group Inc. Health CareManaged Health Care Bull New York Stock Exchangehealthcare, Managedcare, Medicare, recovery, valuation
Jul 23, 2025Fund LettersMaya BittarLLY Eli Lilly and Company Health CarePharmaceuticals Bull New York Stock ExchangeDiabetes, innovation, Obesity, pharma, pipeline
Jul 23, 2025Fund LettersMaya BittarPGR Progressive Corporation FinancialsProperty & Casualty Insurance Bull New York Stock ExchangeData, Insurance, Pricing, profitability, underwriting
Jul 23, 2025Fund LettersMaya BittarDHR Danaher Corporation Health CareLife Sciences Tools & Services Bull New York Stock ExchangeBiotech, Cyclicality, diagnostics, Lifescience, Margins
Jul 23, 2025Fund LettersMaya BittarNEE NextEra Energy, Inc. UtilitiesElectric Utilities Bull New York Stock Exchangebacklog, dividends, Regulation, renewables, utilities
Jul 23, 2025Fund LettersMaya BittarTEL TE Connectivity Ltd. Information TechnologyElectronic Components Bull New York Stock ExchangeAutomation, Connectivity, growth, Industrials, Margins
Jul 23, 2025Fund LettersMaya BittarJPM JPMorgan Chase & Co. FinancialsDiversified Banks Bull New York Stock Exchangebanking, buybacks, Capitalmarkets, Regulation, scale
Jul 23, 2025Fund LettersMaya BittarMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, cloud, enterprise, scale, Software
Jul 23, 2025Fund LettersMaya BittarAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQEcosystem, Hardware, Margins, Regulation, services
Jul 23, 2025Fund LettersMaya BittarORCL Oracle Corporation Information TechnologyApplication Software Bull New York Stock ExchangeAI, backlog, cloud, enterprise, growth
Jul 23, 2025Fund LettersRudi van NiekerkART SJ Argent Industrial Limited MaterialsIndustrial Conglomerates Bull Johannesburg Stock Exchangebuybacks, capital allocation, cashflow, Diversification :Contentreference[Oaicite:0]{Index=0}, Industrial, valuation
Jul 23, 2025Fund LettersTim EriksenENDI ENDI Corp. FinancialsAsset Management & Custody Banks Bull -asset management, AUM growth, cash flow, Margins, valuation
Jul 23, 2025Fund LettersTim EriksenPROM Propel Media Inc. EnergyInteractive Media & Services Bull -advertising, arbitrage, digital media, microcap, valuation
Jul 23, 2025Fund LettersOwen FitzpatrickZTS Zoetis Inc. Health CarePharmaceuticals Bear NYSEAnimalhealth, Competition, Demand, growth, Margins, portfolio, Pricing, 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: