Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 17, 2025Fund LettersRupal J. Bhansali6920 JP Lasertec Corporation Information TechnologySemiconductor Equipment Bull NYSEAI, CapEx, Equipment, Euv, Foundries, growth, Process, semiconductors
Jul 17, 2025Fund LettersRupal J. BhansaliBBVA SM Banco Bilbao Vizcaya Argentaria SA FinancialsDiversified Banks Bull Brasil Bolsa Balcãobanking, Capital, consolidation, Digitalisation, Emerging, Margins, Mexico, Re-rating
Jul 17, 2025Fund LettersRupal J. Bhansali6920 JP Lasertec Corporation Information TechnologySemiconductor Equipment Bull NYSEAI, CapEx, Equipment, Euv, Foundries, Inspection, Lithography, semiconductors
Jul 17, 2025Fund LettersAmy ZhangTECH Bio-Techne Corporation Health CareLife Sciences Tools & Services Bull NASDAQbiopharma, diagnostics, innovation, Lifescience, Reagents, research, Tools
Jul 17, 2025Fund LettersAmy ZhangNEOG Neogen Corporation Health CareDiagnostics & Research Bull NASDAQagriculture, Animalsafety, diagnostics, Foodsafety, Genomics, Regulation, turnaround
Jul 17, 2025Fund LettersAmy ZhangFSS Federal Signal Corporation IndustrialsIndustrial Machinery Bull NYSEaftermarket, backlog, Equipment, Industrial, infrastructure, Municipal, Safety
Jul 17, 2025Fund LettersAmy ZhangRBC RBC Bearings Incorporated Consumer DiscretionaryIndustrial Machinery Bull NYSEAerospace, aftermarket, Bearings, Defense, engineering, Industrial, Oem
Jul 17, 2025Fund LettersAmy ZhangTPC Tutor Perini Corporation IndustrialsConstruction & Engineering Bull NYSEbacklog, construction, Earningsgrowth, Execution, infrastructure, Margins, Projects
Jul 17, 2025Fund LettersAmy ZhangRYAN Ryan Specialty Holdings, Inc. FinancialsInsurance Brokers Bull NYSEBrokerage, Distribution, Earningsgrowth, Insurance, M&A, Pricing, specialty
Jul 17, 2025Fund LettersAmy ZhangCWAN Clearwater Analytics Holdings, Inc. Information TechnologyApplication Software Bull NYSEanalytics, Assetmanagement, cloud, Fintech, leverage, M&A, SaaS
Jul 17, 2025Fund LettersAmy ZhangVRT Vertiv Holdings Co. IndustrialsElectrical Components & Equipment Bull NYSEAI, backlog, CapEx, Cooling, datacenters, infrastructure, Power
Jul 17, 2025Fund LettersAmy ZhangNET Cloudflare, Inc. Information TechnologySystems Software Bull NYSEcloud, Edgecomputing, Networking, SaaS, Sase, Security, Zerotrust
Jul 17, 2025Fund LettersAmy ZhangPLTR Palantir Technologies Inc. Information TechnologyApplication Software Bull NYSEAI, analytics, Dataplatforms, Defense, Government, SaaS, Software
Jul 17, 2025Value Investors ClubRaisingCapitalJPM JPMorgan Chase & Co. FinancialsDiversified Banks Bull NYSEAI, Blockchain, stablecoins
Jul 17, 2025Value Investors Clubthrive25MCW Mister Car Wash Inc. Consumer DiscretionarySpecialty Consumer Services Bull NYSECar wash, consumer staple behavior, private equity, recurring revenue, subscription model
Jul 17, 2025Value Investors ClubRaisingCapitalJPM JPMorgan Chase & Co. FinancialsDiversified Banks Bull NYSEAI, Blockchain, stablecoins
Jul 17, 2025SubstackBiotenicVERV Verve Therapeutics, Inc. Other- Bear -biotechnology, cardiovascular diseases, competitive landscape, contingent value right, Eli Lilly, gene therapy, investment risk, LDL-C reduction, safety concerns, Verve Therapeutics
Jul 17, 2025Value Investors ClubRaisingCapitalJPM JPMorgan Chase & Co. FinancialsDiversified Banks—NYSEstablecoin, JPMD, GENIUS Act, deposit token, TBTF, blockchain, Kinexys, compliance costs, Treasury, NIM
Jul 17, 2025Value Investors Clubthrive25MCW Mister Car Wash, Inc. Consumer DiscretionarySpecialized Consumer Services—NYSEcar wash, subscription, UWC, sale-leaseback, unit economics, pricing power, Titanium tier, comps, fragmentation, boring compounder
Jul 17, 2025Value Investors ClubJSTCTRTX TPG RE Finance Trust Real EstateMortgage REITs—NYSEREIT, commercial real estate, CRE lending, dividend growth, book value discount, multifamily, office exposure, proactive reserves, buybacks, TPG

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