Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 14, 2025Fund LettersDavid SteinthalHCA HCA Healthcare, Inc. Health CareHealth Care Facilities Bull New York Stock ExchangeHealthcare Policy, Hospitals, risk management, Top Holding, valuation
Jul 14, 2025Fund LettersDavid SteinthalEXP Eagle Materials Inc. MaterialsConstruction Materials Bull New York Stock Exchangeconstruction materials, housing cycle, infrastructure, Low-cost producer, valuation
Jul 14, 2025Fund LettersDavid SteinthalUNH UnitedHealth Group Incorporated Health CareManaged Health Care Bear New York Stock Exchangeexit, Governance Risk, Healthcare services, Management Quality, Medicare Advantage, Profit Warning
Jul 14, 2025Fund LettersDavid SteinthalJ Jacobs Solutions Inc. IndustrialsConstruction & Engineering Bull New York Stock ExchangeAdvanced Manufacturing, Engineering services, infrastructure, margin expansion, spin-off, valuation re-rating, Water
Jul 14, 2025Fund LettersGeorge HadjiaUNH UnitedHealth Group Incorporated Health CareManaged Health Care Bull New York Stock Exchangehealthcare, Insurance, Medicare, turnaround, valuation
Jul 14, 2025Fund LettersGeorge HadjiaCRM Salesforce, Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAI, Automation, Data, SaaS, Software
Jul 14, 2025Fund LettersGeorge HadjiaAPG APi Group Corporation IndustrialsSpecialty Services Bull New York Stock Exchangeconsolidation, Inspections, Margins, Recurring, services
Jul 14, 2025Fund LettersGeorge HadjiaHEM Hemnet Group AB Communication ServicesInteractive Media & Services Bull NASDAQgrowth, Portals, Pricing, Property, Subscriptions
Jul 14, 2025Fund LettersElliot FarleySXS LN Spectris IndustrialsElectronic Equipment & Instruments Bull New York Stock Exchangebidding war, Catalysts, private equity, takeover, valuation
Jul 14, 2025Fund LettersElliot FarleyCIBR First Trust Cyber Security ETF FinancialsExchange-Traded Funds Bull NASDAQcybersecurity, Defense, Geopolitics, Software, Threat Detection
Jul 14, 2025Fund LettersElliot FarleyCHRY LN Chrysalis FinancialsClosed-End Funds Bull New York Stock Exchangebuybacks, discount, Liquidity, NAV, private equity
Jul 14, 2025Fund LettersElliot Farley9896 JP JK Japan FinancialsAsset Management & Custody Banks Bull New York Stock ExchangeCapEx, Currency, Governance, Japan, Wages
Jul 14, 2025Fund LettersElliot FarleyETLN GR L&G Europe Ex UK ETF FinancialsExchange-Traded Funds Bull Bourse de CasablancaCapital Rotation, Defense spending, Europe, Industrials, NATO
Jul 14, 2025Fund LettersAndrew CarreonSWON SE SoftwareOne Holding AG Information TechnologyIT Consulting & Other Services Bull Swiss Exchangecloud, Margins, Procurement, Software, transformation
Jul 14, 2025Fund LettersKyle TushausPUBM PubMatic, Inc. Information TechnologyCommunication Services Bull NASDAQadtech, advertising, growth, marketplace, Publishers, Scalability, Streaming, valuation
Jul 14, 2025Fund LettersKyle TushausMGNI Magnite, Inc. Communication ServicesCommunication Services Bull NASDAQadtech, advertising, antitrust, Digital, Margins, Programmatic, Publishers, Streaming
Jul 14, 2025Value Investors Club2fly4wifi1523.HK Plover Bay Technologies Ltd (Peplink) Information TechnologyCommunications Equipment Bull Hong Kong Stock ExchangeSaaS, technology, WAN
Jul 14, 2025Value Investors Clubmiser861IONQ IONQ Inc Information TechnologySemiconductors Bear NYSEInsider selling, Korea, Quantum Computing
Jul 14, 2025Value Investors ClubdeepgameHSBC HSBC Holdings PLC FinancialsDiversified Banks Bear London Stock ExchangeEPS risk, Hong Kong, HSBC, Macro hedge, NIM compression, PTBV, rate sensitivity
Jul 14, 2025Value Investors ClubdeerwoodCRCT Cricut Inc Information TechnologyLeisure Products Bear NASDAQEBIT miss, Insider selling, Margin compression, DYI

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: