Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 9, 2025Fund LettersJ.P. DonvilleVHI CN VitalHub Corp. MaterialsHealth Care Technology Bull TSXAcquisitions, AI, Margins, Referrals, Software
Jul 9, 2025Fund LettersJ.P. DonvilleE CN Enterprise Group Inc. EnergyConstruction & Engineering Bull TSXContracts, growth, Installations, LNG, Turbines
Jul 9, 2025Fund LettersElisa MazenMC FP LVMH Moet Hennessy - Louis Vuitton SE FinancialsApparel, Accessories & Luxury Goods Bear Euronext Stock ExchangeDemand, Luxury, Margins, restructuring, valuation
Jul 9, 2025Fund LettersElisa MazenAEM CN Agnico Eagle Mines Ltd. MaterialsGold Bull TSXcashflow, Gold, Hedging, inflation, Production
Jul 9, 2025Fund LettersElisa MazenEOAN GR E.On SE UtilitiesMulti-Utilities Bull -CapEx, dividends, earnings, Regulation, utilities
Jul 9, 2025Fund LettersElisa MazenTSCO LN Tesco plc Consumer DiscretionaryFood Retail Bull NYSEcashflow, grocery, inflation, Margins, scale
Jul 9, 2025Fund LettersElisa Mazen7011 JP Mitsubishi Heavy Industries, Ltd. IndustrialsIndustrial Conglomerates Bull NYSEbacklog, Defense, energy, infrastructure, Margins
Jul 9, 2025Fund LettersJohn BaldiAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, cashflow, semiconductors, Software, valuation
Jul 9, 2025Fund LettersJohn BaldiXOM Exxon Mobil Corporation EnergyIntegrated Oil & Gas Bull NYSEcashflow, energy, Margins, Production, valuation
Jul 9, 2025Fund LettersJohn BaldiLHX L3Harris Technologies, Inc. IndustrialsAerospace & Defense Bull NYSEbacklog, cashflow, Defense, Margins, valuation
Jul 9, 2025Fund LettersSamer HakouraOCSL Oaktree Specialty Lending Corporation FinancialsAsset Management & Custody Banks Bear NASDAQBDC, Credit, Defaults, dividends, NAV
Jul 9, 2025Fund LettersSamer HakouraKMX CarMax, Inc. Consumer DiscretionaryAutomotive Retail Bear NYSEAutos, Competition, Credit, Margins, retail
Jul 9, 2025Fund LettersSamer HakouraCCOI Cogent Communications Holdings, Inc. Communication ServicesAlternative Carriers Bull NASDAQcashflow, Fiber, Integration, Telecom, Wavelengths
Jul 9, 2025Fund LettersSamer HakouraAMZN Amazon.com, Inc. Consumer DiscretionaryBroadline Retail Bull NASDAQadvertising, Automation, cloud, ecommerce, Freecashflow
Jul 9, 2025Fund LettersSamer HakouraKFS Kingsway Financial Services, Inc. Consumer DiscretionaryMulti-line Insurance Bull NYSEAcquisitions, EBITDA, Execution, Rollup, Smallcap
Jul 9, 2025Fund LettersSamer HakouraKKR KKR & Co., Inc. FinancialsAsset Management & Custody Banks Bull NYSEAlternatives, compounding, Fees, Insurance, Privateequity
Jul 9, 2025Fund LettersSamer HakouraBN Brookfield Corp. FinancialsAsset Management & Custody Banks Bull NYSEAlternatives, Decarbonization, Fees, infrastructure, Insurance
Jul 9, 2025Fund LettersSamer HakouraFFH Fairfax Financial Holdings, Ltd. FinancialsProperty & Casualty Insurance Bull TSXcompounding, Float, Insurance, underwriting, Yields
Jul 9, 2025Value Investors Clubhuqiu3600 HK Modern Dental Group Limited Health CareMedical Equipment & Supplies Bull Hong Kong Stock Exchangebuybacks, Dental prosthetics, healthcare, Hong Kong, Intraoral scanning, manufacturing
Jul 9, 2025Value Investors ClubRtg123CIRSA Cirsa OtherCasinos & Gaming Bull -Blackstone, casino, deleveraging, EBITDA growth, Gaming, IPO, Latin America, Online expansion, rerating, Spain

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