Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 19, 2025Fund LettersOwen FitzpatrickBDX Becton, Dickinson and Company Health CareHealth Care Supplies Bear NYSEdiagnostics, Funding, growth, guidance, Margins, Medtech, Policy, tariffs
Jul 19, 2025Fund LettersOwen FitzpatrickAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, buybacks, diversification, dividend, Freecashflow, Margins, Networking, semiconductors
Jul 19, 2025Fund LettersOwen FitzpatrickORCL Oracle Corporation Information TechnologySystems Software Bull NYSEbacklog, buybacks, cloud, infrastructure, Margins, Recurring, SaaS, Software
Jul 19, 2025Fund LettersJake KeysASML US ASML Holding N.V. Information TechnologySemiconductor Equipment Bull NASDAQEquipment, Euv, Lithography, semiconductors, technology
Jul 19, 2025Fund LettersJake KeysLRCX US Lam Research Corporation Information TechnologySemiconductor Equipment Bull NASDAQCyclicals, Equipment, Foundries, semiconductors, technology
Jul 19, 2025Fund LettersJake KeysEXP US Eagle Materials Inc. MaterialsConstruction Materials Bull NYSEBarriers, Cement, construction, materials, Pricing
Jul 19, 2025Value Investors ClubStockOperatorTURSG Türkiye Sigorta A.Ş. FinancialsInsurance Bull Borsa IstanbulP&C, TRY, Turkey
Jul 19, 2025Value Investors Clubma1ibumanBMBL Bumble Inc. Communication ServicesInteractive Media & Services Bear NYSEAI disruption, behavioral churn, CHGG analog, flawed turnaround, founder return, generative AI, Online Dating, secular decline, social apps, user imbalance
Jul 19, 2025Value Investors Clubma1ibumanBMBL Bumble Inc Communication ServicesInteractive Media & Services—NASDAQonline dating, turnaround risk, AI disruption, CHGG comp, OnlyFans, Hinge, Grindr, short thesis
Jul 19, 2025SubstackThe 10x RadarDERM Journey Medical HealthcareDrug Manufacturers - Specialty & Generic Bull -Claude Maraoui, commercial strategy, dermatology, Emrosi, FDA approval, Journey Medical, Medicis, payer coverage, prescription traction, rosacea treatment
Jul 18, 2025Fund LettersGrey Owl CapitalDLTR Dollar Tree, Inc. Consumer DiscretionaryGeneral Merchandise Stores Bull NASDAQCorporate Spinoff, discount retail, Family Dollar, inflation hedge, Pricing power, transformation, Value
Jul 18, 2025Fund LettersGrey Owl CapitalDG Dollar General Corporation Consumer DiscretionaryGeneral Merchandise Stores Bull NYSEconsumer staples, discount retail, inflation hedge, Pricing power, Rural Markets, Tactical Trade, Value
Jul 18, 2025Fund LettersOptimist FundRVLV Revolve Group Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAdding Position, e-commerce, Fashion retail, Revenue Growth, tariffs, valuation
Jul 18, 2025Fund LettersOptimist FundW Wayfair Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEChinese Competition, De Minimis, e-commerce, Home goods, market share, Revenue Inflection
Jul 18, 2025Fund LettersOptimist FundCVNA Carvana Co. Consumer DiscretionarySpecialty Retail Bull NYSEe-commerce, EBITDA margin, Long-term Target, scaling, Unit growth, Used cars
Jul 18, 2025Fund LettersOptimist FundTDUP ThredUp Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQe-commerce, Fulfillment, Guidance Raise, Inflection, Resale, scaling
Jul 18, 2025Fund LettersAlpine Capital ResearchV Visa Inc. Information TechnologyData Processing & Outsourced Services Bear NYSEBlockchain Technology, Competitive Moats, Digital Assets Disruption, Duopolistic Control, high margins, payment processing, Valuation Derating
Jul 18, 2025Fund LettersAlpine Capital ResearchMU Micron Technology Information TechnologySemiconductors & Semiconductor Equipment Neutral NASDAQCompetitive Advantage, memory semiconductors, Opportunistic Investment, profit-taking, Strong Fundamentals, Valuation Discipline
Jul 18, 2025Fund LettersAlpine Capital ResearchLRCX Lam Research Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAttractive Valuations, Fabrication Machinery, Modern Utility, Semiconductor Ecosystem, semiconductor equipment, Technology Enabler
Jul 18, 2025Fund LettersAlpine Capital ResearchGLXY.TO Galaxy Digital Holdings Information TechnologyData Processing & Outsourced Services Bull Toronto Stock ExchangeAI infrastructure, Asymmetric, Bitcoin mining, CoreWeave Partnership, data centers, Digital Assets, Electricity, ERCOT, West Texas

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