Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 7, 2026Fund LettersJacob FundRDDT Reddit Internet Content & InformationInteractive Media & Services Bull New York Stock ExchangeAd Monetization, AI Training Data, Community Platform, Conversational Data, Data licensing, LLM, social media, User-generated content
Apr 7, 2026Fund LettersJacob FundAVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT CrowdStrike Software - InfrastructureSystems Software Bull NASDAQAgentic AI, AI Security, cloud-native, cybersecurity, endpoint protection, Enterprise security, Falcon platform, Threat Intelligence
Apr 7, 2026Fund LettersJacob FundCRCL Circle Internet Group Capital MarketsFinancial Technology Bull New York Stock ExchangeBlockchain, Developer Infrastructure, Digital Currency, Fintech, Payments infrastructure, stablecoin, Tokenization, USDC
Apr 1, 2026Fund LettersPenn Davis McFarlandCRM Salesforce, Inc. Software - ApplicationApplication Software Bull New York Stock ExchangeAgentforce, AI integration, Cloud software, CRM, Customer service, Enterprise software, founder-led, market leader, SaaS, Sales Automation
-Value Investors Club-CFX LN Colefax Group Plc Consumer DiscretionaryHome Furnishings Neutral London Stock ExchangeLuxury Interiors, Founder-Owned, Share Retirement, Cash-Rich, Premium Pricing, Outsourced Model, Tariff Mitigation, Buybacks
-Value Investors Club-AEO American Eagle Outfitters Inc. Consumer DiscretionaryApparel Retail—NYSEAerie comps rebound, back-to-school season surprise., share count reduction boosts EPS, Viral ad drives denim traffic
-Value Investors Club-CRGO Freightos Ltd IndustrialsAir Freight & Logistics—NASDAQlong-term TAM capture from digitization of trade., Q2 results with accelerating revenue + new large carriers
-Value Investors Club-PATH UiPath Inc. Information TechnologyApplication Software—NYSEAdoption of agentic workflows, standardization protocols, improved retention, continued FCF strength.
-—-- - --—-—

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: