Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 11, 2025Fund LettersColin McWeyEG Everest Group, Ltd. FinancialsReinsurance Bull New York Stock ExchangePricing, Reinsurance, turnaround, underwriting, valuation
Jul 11, 2025Fund LettersAnthonyNLOP Net Lease Office Properties Real EstateOffice REITs Bull New York Stock Exchangecashflow, leverage, Liquidation, NAV, realestate
Jul 11, 2025Fund LettersAnthonyCPH CN Cipher Pharmaceuticals Inc. Health CarePharmaceuticals Bull Toronto Stock Exchangeacquisition, cashflow, dermatology, Licensing, Margins
Jul 11, 2025Fund LettersAnthony6249 JP Gamecard-Joyco Holdings, Inc. Information TechnologyElectronic Equipment, Instruments & Components Bull New York Stock Exchangebuybacks, cash, Governance, Ncav, ROIC
Jul 11, 2025Fund LettersAnthony7952 JP Kawai Musical Instruments Manufacturing Co., Ltd. Consumer DiscretionaryLeisure Products Bull New York Stock ExchangeBook, Demand, Margins, Pianos, valuation
Jul 11, 2025Fund LettersAnthony8291 JP Nissan Tokyo Sales Holdings Co., Ltd. Consumer DiscretionaryAutomotive Retail Bull New York Stock ExchangeActivism, Book, cash, Dealerships, realestate
Jul 11, 2025Fund LettersDavid BarrLSPD CN Lightspeed Commerce Inc. Information TechnologyInternet Services & Infrastructure Bear New York Stock Exchangegrowth, Software, strategy, take-private, valuation
Jul 11, 2025Fund LettersDavid BarrCVO CN Coveo Solutions Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAI, Enterprise Search, growth, Software, valuation
Jul 11, 2025Fund LettersTyler HardtVZ Verizon Communications Inc. Communication ServicesIntegrated Telecommunication Services Bear New York Stock ExchangeEarningspressure, leverage, Pricing, Telecom, Value trap
Jul 11, 2025Fund LettersTyler HardtBF/B Brown-Forman Corporation (Class B) Consumer StaplesDistillers & Vintners Bull New York Stock Exchangecompounder, Consumerstaples, premiumization, Spirits, valuation
Jul 11, 2025Fund LettersTyler HardtSLB Schlumberger Limited EnergyOil & Gas Equipment & Services Bull New York Stock ExchangeCyclicals, energy, Offshore, Oilservices, valuation
Jul 11, 2025Fund LettersSamantha McLemoreQXO QXO Inc. IndustrialsTrading Companies & Distributors Bull New York Stock ExchangeBuilding Products, Distribution, growth, M&A, Roll-up
Jul 11, 2025Fund LettersSamantha McLemoreIAC IAC Inc. Communication ServicesInteractive Media & Services Bull NASDAQbuybacks, digital media, holding company, SOTP, valuation
Jul 11, 2025Fund LettersSamantha McLemoreUNH UnitedHealth Group Inc. Health CareManaged Health Care Bull New York Stock ExchangeCycle, earnings, healthcare, Insurance, valuation
Jul 11, 2025Fund LettersAlex KopelSPOT Spotify Technology S.A. Communication ServicesInteractive Media & Services Bull New York Stock ExchangeAudio, Engagement, margin expansion, Streaming, Subscription
Jul 11, 2025Fund LettersAlex KopelMETA Meta Platforms, Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, compounding, Drawdowns, social media
Jul 11, 2025Fund LettersDavid M. PoppeGOOG Alphabet Inc. Class C Communication ServicesInternet Content & Information Bull NASDAQadvertising, AI, cloud, innovation, Search
Jul 11, 2025Fund LettersDavid M. PoppeFISV Fiserv Inc. Other- Bull NYSEBanks, growth, Payments, Terminals, valuation
Jul 11, 2025Fund LettersDavid M. PoppeKNSL Kinsale Capital Group Inc. FinancialsInsurance - Property & Casualty Bull NYSEExpenses, growth, Insurance, specialty, underwriting
Jul 11, 2025Value Investors ClubmrbingGLIBA (GLIBK/GLIBB) GCI Liberty, Inc. Communication ServicesTelecommunication Services Bull NASDAQAlaska, Free cash flow inflection, spin-off, Telecom

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