Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 14, 2025Fund LettersRecurve CapitalCVNA Carvana Co. Consumer DiscretionarySpecialty Retail Bull NYSEConsumer Surplus, debt restructuring, deleveraging, e-commerce, Free Cash Flow, Platform business, secular growth, turnaround, Unit economics, used car retail
Jul 14, 2025Twitter / X@realrosecelineGLBE Global-e Online Ltd. Information TechnologyApplication Software Bull NASDAQecommerce, Glbe, Logistics, Logistics Real Estate, Margins, Margins Look, Payments, Photonics
Jul 14, 2025Twitter / X@evrgn11112231BME.L B&M European Value Retail S.A. Consumer StaplesFood Retail Bull London Stock ExchangeFmcg, Fmcg Pricing, Government IT, Lfl, Lfls, retail, Street, UK
Jul 14, 2025Twitter / X@EAS0000104088.T Air Water Inc. MaterialsIndustrial Gases Bull TokyoAir Water, Case You, dividend, dividend yield, process control, Profit, Water, yield
Jul 14, 2025Fund LettersJonathan WellumCCO CN Cameco, Corp. EnergyCoal & Consumable Fuels Bull New York Stock Exchangeenergy, Mining, Nuclear, SMR, uranium
Jul 14, 2025Fund LettersAaron ChanRH RH Consumer DiscretionaryHomefurnishings Bull New York Stock ExchangeBrand, Luxury, Pricingpower, retail, tariffs
Jul 14, 2025Fund LettersAaron ChanCCOI Cogent Communications Holdings, Inc. Communication ServicesAlternative Carriers Bull NASDAQBandwidth, FCF, Integration, Internet, Telecom
Jul 14, 2025Fund LettersAaron ChanCVNA Carvana Co. Consumer DiscretionaryAutomotive E-Commerce Bull NASDAQAutos, deleveraging, ecommerce, Operatingleverage, turnaround
Jul 14, 2025Fund LettersMatthew PetersonBABA Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock Exchangebuybacks, China, cloud, ecommerce, Regulation, valuation
Jul 14, 2025Fund LettersDavid BastianNLOP Net Lease Office Properties Real EstateOffice REITs Bull New York Stock ExchangeAssetsales, buybacks, Caprate, Offices, REIT
Jul 14, 2025Fund LettersDavid BastianMAGN Magnera Corporation MaterialsSpecialty Chemicals Bull New York Stock ExchangeCyclicality, earnings, Insiders, materials, tariffs
Jul 14, 2025Fund LettersDavid BastianUNFI United Natural Foods, Inc. Consumer StaplesFood Distributors Bull New York Stock Exchangecybersecurity, Distribution, guidance, Margins, turnaround
Jul 14, 2025Fund LettersDavid BastianAKA a.k.a. Brands Holding Corp. Consumer DiscretionaryApparel Retail Bull New York Stock Exchangeecommerce, fashion, Margins, Sourcing, tariffs
Jul 14, 2025Fund LettersAndrew LarkeAIR FP Airbus SE IndustrialsAerospace & Defense Bull Euronext Stock ExchangeAerospace, Defense, duopoly, margin expansion, Order Backlog, Supply Chain Recovery
Jul 14, 2025Fund LettersAndrew LarkeQAN AU Qantas Airways Limited IndustrialsAirlines Bull New York Stock ExchangeAirlines, Fleet Upgrade, loyalty program, Structural Growth, Travel Recovery, valuation
Jul 14, 2025Fund LettersAndrew LarkeSTO AU Santos Limited EnergyOil, Gas & Consumable Fuels Bull New York Stock Exchangeenergy, Free cash flow inflection, LNG, Project Development, takeover target, undervalued
Jul 14, 2025Fund LettersAndrew LarkeVEA AU Viva Energy Group Limited EnergyOil, Gas & Consumable Fuels Bull New York Stock ExchangeConvenience Store, Energy Retail, Otr, Refining Margins, synergies, turnaround
Jul 14, 2025Fund LettersAndrew LarkeHBM CN Hudbay Minerals Inc. MaterialsMetals & Mining Bull Toronto Stock ExchangeCopper, deleveraging, Gold, Mining, production growth, Project Development
Jul 14, 2025Fund LettersAndrew LarkeNXE CN NexGen Energy Ltd. EnergyOil & Gas Exploration & Production Bull Toronto Stock ExchangeDevelopment Stage, nuclear energy, strategic asset, supply deficit, uranium
Jul 14, 2025Fund LettersAndrew LarkeFTT CN Finning International Inc. IndustrialsTrading Companies & Distributors Bull Toronto Stock Exchangeaftermarket, buybacks, Caterpillar Dealer, Copper, data centers, Mining Services, Power systems, valuation discount

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: