Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 9, 2025Fund LettersAshva Capital ManagementHWM Howmet Aerospace Capital GoodsAerospace & Defense Bull NYSEAerospace, Aviation Recovery, capital allocation, Defense, high switching costs, margin expansion, Precision Engineering
Jul 9, 2025Fund LettersAshva Capital ManagementCRDO Credo Technology Technology Hardware & EquipmentSemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, connectivity solutions, data centers, Edge computing, hyperscale, Low Power, semiconductors
Jul 9, 2025Fund LettersAshva Capital ManagementHOOD Robinhood Markets Diversified Financial ServicesInvestment Banking & Brokerage Bull NASDAQBrokerage, cost structure, credit card, Customer Acquisition, Disruptive Platform, Fintech, Retail Finance
Jul 9, 2025Fund LettersWarden CapitalPLTR Palantir Technologies Inc Information TechnologyApplication Software Bear NYSEEnterprise software, government clients, Growth Requirements, Overvaluation, Portfolio Hedge, put options, Revenue Multiple, Valuation Extreme
Jul 9, 2025Fund LettersWarden CapitalSPWH Sportsman's Warehouse Holdings Inc Consumer DiscretionarySpecialty Retail Bull NASDAQCost Reduction, EBITDA multiple, Firearms, new CEO, same-store sales, Specialty retail, Sporting goods, turnaround
Jul 9, 2025Twitter / X@CapitalPmhFIN Finseta Financials- Bull London Stock ExchangeCanada, Dubai, Exchanges, Finseta, Hnwis, Our, Payments, Transactions
Jul 9, 2025Fund LettersDaniel ShvartsmanTRIP TripAdvisor Inc. Communication ServicesInteractive Media Bull NASDAQActivism, growth, marketplace, Travel, valuation
Jul 9, 2025Fund LettersDaniel ShvartsmanABM ABM Industries Inc. IndustrialsFacilities Services Bull New York Stock Exchangeenergy, Facilities, Microgrid, Recurring, services
Jul 9, 2025Fund LettersDaniel ShvartsmanDECK Deckers Outdoor Corp. Consumer DiscretionaryFootwear Bull New York Stock ExchangeBrand, Footwear, growth, tariffs, valuation
Jul 9, 2025Fund LettersDaniel ShvartsmanLYFT Lyft Inc. IndustrialsGround Transportation Bull NASDAQcashflow, growth, mobility, Ridesharing, turnaround
Jul 9, 2025Fund LettersDavid MacNicolVZ Verizon Communications Inc. Communication ServicesIntegrated Telecommunication Services Bull New York Stock Exchangedividend, Free Cash Flow, guidance, Telecom, valuation
Jul 9, 2025Fund LettersCharles P. MurphyLAKE Lakeland Industries, Inc. IndustrialsSafety Equipment Bull NASDAQemergingmarkets, Ordertiming, Protectiveequipment, recovery, tariffs
Jul 9, 2025Fund LettersCharles P. MurphySKY Skyline Champion Corporation IndustrialsBuilding Products Bull New York Stock Exchangeaffordability, Cyclicality, Housing, manufacturing, Margins
Jul 9, 2025Fund LettersCharles P. MurphyNSSC Napco Security Technologies, Inc. IndustrialsSecurity Systems Bull NASDAQMargins, Recurringrevenue, Security, services, tariffs
Jul 9, 2025Fund LettersCharles P. MurphyXMTR Xometry, Inc. IndustrialsIndustrial Distribution Neutral NASDAQmanufacturing, marketplace, Operatingleverage, Reshoring, Supplychain
Jul 9, 2025Fund LettersMargaret WebbTIGO Millicom International Cellular SA Communication ServicesWireless Telecommunication Services Bull NASDAQcashflow, Emerging markets, Margins, Telecom, turnaround
Jul 9, 2025Fund LettersMargaret WebbKAR SS Karnov Group AB Consumer DiscretionaryResearch & Consulting Services Bull NASDAQAI, Margins, Pricing power, Software, Subscription
Jul 9, 2025Fund LettersMargaret WebbFLUT Flutter Entertainment Plc Consumer DiscretionaryCasinos & Gaming Bull NYSEgrowth, leadership, Margins, Online-Gaming, Regulation
Jul 9, 2025Fund LettersJ.P. DonvilleGSY CN GoEasy Ltd. OtherConsumer Finance Bull TSXCredit, Delinquencies, Demand, growth, Lending
Jul 9, 2025Fund LettersJ.P. DonvilleGRID CN Tantalus Systems Holding Inc. OtherElectronic Equipment & Instruments Bull TSXGrid, IoT, Modernization, Recurring, utilities

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