Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Jul 8, 2025 | Fund Letters | Jayme Wiggins | PSLV | Sprott Physical Silver Trust | Materials | Precious Metals & Minerals | Bull | New York Stock Exchange | Commodities, Hedging, inflation, Preciousmetals, Silver | Login |
| Jul 8, 2025 | Fund Letters | Jayme Wiggins | PZZA | Papa John's International, Inc. | Consumer Discretionary | Restaurants | Bull | NASDAQ | Consumers, Franchising, growth, Restaurants, turnaround | Login |
| Jul 8, 2025 | Fund Letters | Jayme Wiggins | RES | RPC, Inc. | Energy | Oil & Gas Equipment & Services | Bull | New York Stock Exchange | balance sheet, Cyclicals, energy, Oilfieldservices, Smallcap | Login |
| Jul 8, 2025 | Fund Letters | Jayme Wiggins | CHRD | Chord Energy Corporation | Energy | Oil & Gas Exploration & Production | Bull | NASDAQ | buybacks, cashflow, dividends, energy, Shale | Login |
| Jul 8, 2025 | Fund Letters | Jayme Wiggins | HCSG | Healthcare Services Group, Inc. | Health Care | Health Care Services | Bull | NASDAQ | cashflow, healthcare, Outsourcing, services, Smallcap | Login |
| Jul 8, 2025 | Fund Letters | Luis V. Sanchez | CW | Curtiss-Wright Corporation | Industrials | Aerospace & Defense | Bull | New York Stock Exchange | Aerospace, Data-Center Power, Defense, Nuclear, SMR | Login |
| Jul 8, 2025 | Fund Letters | Hawkins Entrekin | PLTR | Palantir Technologies Inc. | Information Technology | Application Software | Bear | New York Stock Exchange | growth, Hedging, Multiples, Software, valuation | Login |
| Jul 8, 2025 | Fund Letters | Hawkins Entrekin | SPWH | Sportsman's Warehouse Holdings, Inc. | Consumer Discretionary | Specialty Retail | Neutral | NASDAQ | Firearms, Margins, retail, turnaround, valuation | Login |
| Jul 8, 2025 | Fund Letters | Shreekkanth Viswanathan | TRIV IN | Triveni Turbine Limited | Industrials | Industrial Machinery & Supplies & Components | Bull | New York Stock Exchange | aftermarket, CapEx, duopoly, efficiency, Exports, Governance, Netcash, Orderbook, Roce, Turbines | Login |
| Jul 8, 2025 | Fund Letters | Shreekkanth Viswanathan | DNOPY | Dino Polska S.A. | Consumer Staples | Food Retail | Bull | Dubai Financial Market | compounding, expansion, grocery, Poland, Regulations, retail, Staples, traffic | Login |
| Jul 8, 2025 | Fund Letters | Shreekkanth Viswanathan | CPRT | Copart, Inc. | Industrials | Diversified Support Services | Bull | NASDAQ | Auction, Autos, electronics, inflation, Insurance, Labor, Margins, network, platform, Salvage | Login |
| Jul 8, 2025 | Fund Letters | Shreekkanth Viswanathan | KKR | KKR & Co., Inc. | Financials | Capital Markets | Bull | New York Stock Exchange | Annuities, buyout, compounding, Deployment, Drypowder, Realizations, Valuations, Volatility | Login |
| Jul 8, 2025 | Fund Letters | Rodrigo Benedetti | EVO SS | Evolution AB | Communication Services | Interactive Home Entertainment | Bear | NASDAQ | Compliance, Cyclicals, Earningsquality, entertainment, iGaming, Margins, Regulation, Valuationrisk | Login |
| Jul 8, 2025 | Fund Letters | Rodrigo Benedetti | RXST | RxSight Inc. | Health Care | Health Care Supplies | Bull | NASDAQ | Cashrich, growth, Healthtech, Medicaldevices, Momentum, Premiumtechnology, turnaround, valuation, Visioncare | Login |
| Jul 8, 2025 | Fund Letters | Ankur Shah | HWM | Howmet Aerospace Inc. | Industrials | Aerospace & Defense | Bull | NYSE | Aerospace, Defense, Free_cash_flow, Margin_expansion, Switching_costs | Login |
| Jul 8, 2025 | Fund Letters | Ankur Shah | CRDO | Credo Technology Group Holding Ltd | Information Technology | Semiconductors | Bull | NASDAQ | Ai_infrastructure, Data_centers, High_margin_growth, hyperscalers, semiconductors | Login |
| Jul 8, 2025 | Fund Letters | Ankur Shah | HOOD | Robinhood Markets, Inc. | Financials | Investment Banking & Brokerage | Bull | NASDAQ | Brokerage, Customer_acquisition, Digitalization, Fintech, Unit_economics | Login |
| Jul 8, 2025 | Value Investors Club | gary9 | CCCM | Columbus Circle Capital Corp I / ProCap BTC | Other | SPAC | Bull | NASDAQ | Asymmetric, Bitcoin, Crypto, Digital Assets, NAV discount, ProCap, SPAC | Login |
| Jul 8, 2025 | Value Investors Club | randalthor | ABFRL | Aditya Birla Fashion and Retail Ltd | Consumer Discretionary | Luxury Retail | Bull | National Stock Exchange of India | demerger, fashion, India, Luxury, Pantaloons, retail, spin-off | Login |
| Jul 8, 2025 | Value Investors Club | randalthor | EVEREADY | Eveready Industries India Ltd | Industrials | Electrical Components & Equipment | — | National Stock Exchange of India | India batteries, alkaline ramp, brand spend ROI, Burman governance, BIS standards, pricing power | Login |
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