Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 18, 2025Fund LettersNZS Capital - GrowthTOST Toast Information TechnologyApplication Software Bull NYSEDigital transformation, enterprise, Fintech, network effects, payment processing, POS Systems, Restaurant technology, SaaS, SMB, vertical software
Jul 18, 2025SubstackPacific Northwest EdgeADBE Adobe Inc. SoftwareApplication Software Bull NASDAQ Stock MarketAdobe, AI, Competitive Advantage, Creative Cloud, Free Cash Flow, network economy, PE ratio, Photoshop, Pricing power, Share Buybacks
Jul 18, 2025Fund LettersHubert AartsWAT Waters Corporation Health CareLife Sciences Tools & Services Bull New York Stock ExchangeConsumables, Cyclicality, instruments, Lifescience, Margins, Regulation, Testing
Jul 18, 2025Fund LettersJordan McNameeW Wayfair Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock ExchangeCompetition, Demand, ecommerce, Home goods, Inflection, Margins
Jul 18, 2025Fund LettersJordan McNameeCVNA Carvana Co. Consumer DiscretionaryAutomotive Retail Bull New York Stock ExchangeAutos, ecommerce, growth, Margins, scale, turnaround
Jul 18, 2025Fund LettersJordan McNameeTDUP ThredUp Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQecommerce, Fulfillment, Inflection, margin expansion, Resale
Jul 18, 2025Fund LettersBrad SlingerlendTOST Toast, Inc. Information TechnologyInternet Services & Infrastructure Bull New York Stock Exchangenetwork effects, Payments, Restaurants, SaaS, Software, vertical market
Jul 18, 2025Fund LettersScott KlarquistRKT Rocket Companies, Inc. FinancialsMortgage Finance Bull New York Stock ExchangeFintech, Housing, Mortgages, platform, synergies
Jul 18, 2025Fund LettersScott KlarquistSD SandRidge Energy, Inc. EnergyOil & Gas Exploration & Production Bull New York Stock Exchangeenergy, Freecashflow, inflation, Oilgas, Supplydiscipline
Jul 18, 2025Fund LettersScott KlarquistCART Maplebear Inc. (Instacart) Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQadvertising, convenience, ecommerce, marketplace, Networkeffects
Jul 18, 2025Fund LettersScott KlarquistGNW Genworth Financial, Inc. FinancialsLife & Health Insurance Bull New York Stock ExchangeActivism, buybacks, Insurance, restructuring, Sumoftheparts
Jul 18, 2025Fund LettersScott KlarquistTPB Turning Point Brands, Inc. Consumer StaplesTobacco Bull New York Stock Exchangecashflow, Consumerbrands, Nicotine, Secularshift, tobacco
Jul 18, 2025Fund LettersScott KlarquistPSHZF Pershing Square Holdings Ltd. FinancialsClosed-End Funds Bull Euronext Stock ExchangeActivism, Capitalallocation, Closedend, discount, rerating
Jul 18, 2025Fund LettersDavid K. ShermanBALY Bally's Corporation Consumer DiscretionaryCasinos & Gaming Bull NYSEcashflow, Credit, deleveraging, Gaming, restructuring
Jul 18, 2025Fund LettersNick TomprasV Visa Inc. FinancialsData Processing & Outsourced Services Bear NYSEdisruption, Fintech, Moat, Payments, valuation
Jul 18, 2025Fund LettersNick TomprasMU Micron Technology, Inc. Information TechnologySemiconductors Bear NASDAQAI, Cyclical, Discipline, Memory, valuation
Jul 18, 2025Fund LettersNick TomprasLRCX Lam Research Corporation Information TechnologySemiconductor Equipment Bull NASDAQAI, CapEx, Cycles, Equipment, semiconductors
Jul 18, 2025Fund LettersNick TomprasGLXY CN Galaxy Digital Holdings, Ltd. FinancialsCapital Markets Bull TSXCrypto, datacenters, infrastructure, Optionality, Power
Jul 18, 2025Value Investors ClubCCWVOW Vow ASA Consumer DiscretionaryEnvironmental & Facilities Services—-cruise, maritime, wastewater, pyrolysis, biochar, IMO, retrofit cycle, backlog, covenant waiver, turnaround
Jul 18, 2025Value Investors Clubgcose4CZR Caesars Entertainment Inc. Consumer DiscretionaryCasinos & Gaming—NASDAQcasinos, gaming, digital betting, William Hill, FCF inflection, deleveraging, buybacks, Las Vegas, omni-channel, undervaluation

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