Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 20, 2025Fund LettersBrian CampbellAWI Armstrong World Industries, Inc. IndustrialsBuilding Products Bull New York Stock ExchangeAcquisitions, Building Products, Margins, Moat, Pricing
Jul 20, 2025Fund LettersBrian CampbellNEU NewMarket Corporation MaterialsChemicals Bull New York Stock Exchangebuybacks, Capacity, Chemicals, Defense, oligopoly
Jul 20, 2025Fund LettersBrian CampbellGTES Gates Industrial Corporation Plc IndustrialsIndustrial Machinery Bull New York Stock Exchangedeleveraging, Free Cash Flow, Industrial, Pricing, Replacement Demand
Jul 20, 2025Fund LettersBrian CampbellPGR The Progressive Corporation FinancialsProperty & Casualty Insurance Bear New York Stock ExchangeAuto Insurance, capital returns, growth, Margins, underwriting
Jul 20, 2025Fund LettersBrian CampbellBRK.B Berkshire Hathaway Inc. Class B FinancialsMulti-Sector Holdings Bear New York Stock Exchangebalance sheet, conglomerate, Defensiveness, Factor Rotation, underwriting
Jul 20, 2025Fund LettersBrian CampbellSCHW The Charles Schwab Corporation FinancialsInvestment Banking & Brokerage Bull New York Stock Exchangebalance sheet, Brokerage, Cash Sorting, Moat, Net New Assets
Jul 20, 2025Fund LettersBrian CampbellTEL TE Connectivity Ltd. Information TechnologyElectronic Components Bull New York Stock ExchangeAI demand, buybacks, cash flow, Connectivity, Electronic Components
Jul 20, 2025Fund LettersBrian CampbellNEU NewMarket Corporation MaterialsChemicals Bull New York Stock Exchangebuybacks, Chemicals, Defense, deleveraging, tariffs
Jul 20, 2025Fund LettersBrian CampbellCB Chubb Limited FinancialsProperty & Casualty Insurance Bull New York Stock ExchangeBook Value, diversification, Expense Control, Insurance, underwriting
Jul 20, 2025Fund LettersBrian CampbellAPD Air Products and Chemicals, Inc. MaterialsIndustrial Gases Bull New York Stock Exchangecapital discipline, clean energy, de-risking, Industrial Gases, profitability
Jul 20, 2025Fund LettersBrian CampbellPM Philip Morris International Inc. Consumer StaplesTobacco Bull New York Stock Exchangecashflow, Nicotine, Pricing, Regulation, Smoke-Free
Jul 20, 2025Fund LettersBrian CampbellMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, cloud, enterprise, platform, productivity
Jul 20, 2025Value Investors Clubma1ibumanWEAV Weave Communications Inc. Health CareApplication Software Bull NYSEAI integration, digital communications, Healthcare IT, profitability inflection, re-rating catalyst, recurring revenue, SaaS, TrueLark acquisition, VC overhang, vertical software
Jul 20, 2025Value Investors Clubgcose4HLF Herbalife Ltd. Consumer StaplesPersonal Products Bull NYSEdeleveraging, Digital transformation, distributor productivity, Emerging markets, Free Cash Flow, GLP-1 complement, Herbalife One, multiple expansion, turnaround, undervalued
Jul 20, 2025Value Investors Clubma1ibumanWEAV Weave Communications Inc Health CareApplication Software—NYSESaaS, healthcare IT, dental software, optometry, TrueLark, AI receptionist, VC overhang, rerating, cloud software, SMB
Jul 20, 2025Value Investors Clubgcose4HLF Herbalife Ltd Consumer StaplesPackaged Foods & Meats—NYSEHerbalife, nutrition, MLM, Herbalife One, digital transformation, GLP-1, weight management, FCF, deleveraging, turnaround
Jul 20, 2025Value Investors ClubsstraderJBS JBS Foods Consumer StaplesPackaged Foods & Meats—NYSEJBS, protein, beef, poultry, pork, cross-border relisting, NYSE, IFRS to GAAP, Russell inclusion, S&P inclusion, Tyson, Pilgrim’s Pride
Jul 19, 2025Fund LettersOwen FitzpatrickZTS Zoetis Inc. Health CarePharmaceuticals Bear NYSEAnimalhealth, Competition, Demand, growth, Margins, portfolio, Pricing, valuation
Jul 19, 2025Fund LettersOwen FitzpatrickEXPE Expedia Group, Inc. Consumer DiscretionaryHotels, Resorts & Cruise Lines Bear NASDAQCompetition, Cyclical, Demand, Margins, recession, tariffs, Travel, Volatility
Jul 19, 2025Fund LettersOwen FitzpatrickCB Chubb Limited FinancialsProperty & Casualty Insurance Bear NYSECapital, Insurance, Margins, premiums, Pricing, Rotation, underwriting, valuation

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