Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 4, 2025Fund LettersRobert FeitlerADBE Adobe Inc. Information TechnologyApplication Software Bear NASDAQAI, Competition, Penetration, Pricing, Software
Jul 4, 2025Fund LettersRobert FeitlerICLR ICON plc Health CareLife Sciences Tools & Services Bear NASDAQFunding, Normalization, Outsourcing, Pipelines, visibility
Jul 4, 2025Fund LettersRobert FeitlerTGT Target Corporation Consumer DiscretionaryGeneral Merchandise Stores Bear NYSEDemand, Discretionary, Margins, retail, tariffs
Jul 4, 2025Fund LettersRobert FeitlerLIN Linde plc MaterialsIndustrial Gases Bull NYSEcashflow, Contracts, Gases, Industrial, Pricing
Jul 4, 2025Fund LettersRobert FeitlerAIR FP Airbus SE IndustrialsAerospace & Defense Bull Euronext Stock ExchangeAerospace, backlog, cashflow, Defense, Travel
Jul 4, 2025Fund LettersRobert FeitlerNOW ServiceNow, Inc. Information TechnologySystems Software Bull NYSEAutomation, enterprise, Margins, SaaS, Workflows
Jul 4, 2025Fund LettersRobert FeitlerMRVL Marvell Technology, Inc. Information TechnologySemiconductors Bull NASDAQAI, growth, Interconnect, Networking, valuation
Jul 4, 2025Fund LettersRobert FeitlerAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, cashflow, Pricing, semiconductors, Software
Jul 4, 2025Fund LettersRobert FeitlerTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bear NYSECapEx, Concentration, Geopolitics, Risk, semiconductors
Jul 4, 2025Value Investors Clubdavid101CLST Catalyst Bancorp, Inc. FinancialsMortgage Finance Bull NASDAQbuybacks, Louisiana thrift, Overcapitalized, Sale potential
Jul 4, 2025Value Investors Clubdavid101CLST Catalyst Bancorp Inc. FinancialsThrifts & Mortgage Finance—NASDAQmutual conversion, adjusted TBV, buybacks, Louisiana thrift, overcapitalized, takeout optionality, fair value marks, public funds, brokered CDs
Jul 4, 2025SubstackWonderstcksFOUR.L 4imprint Group Plc Communication ServicesAdvertising Agencies Neutral London Stock Exchange—
Jul 3, 2025Fund LettersFrank Value FundCTLP Cantaloupe Inc Information TechnologyApplication Software Bull NASDAQAll-cash Transaction, Catalyst, mid-cap, Payments, small-cap, Software, take-private, Takeover Premium, Unattended Retail
Jul 3, 2025Fund LettersFrank Value FundVST Vistra Corp UtilitiesIndependent Power and Renewable Electricity Producers Bull NYSEAI Datacenter, electricity generation, Independent Power Producer, S&P 500, share repurchase, Tariff Tantrum, undervalued, utilities
Jul 3, 2025Fund LettersFrank Value FundNRG NRG Energy UtilitiesIndependent Power and Renewable Electricity Producers Bull NYSEacquisition, AI Datacenter, electricity generation, growth, hyperscaler, Independent Power Producer, Northeast US, share repurchase, Texas, utilities
Jul 3, 2025SubstackToff CapILLM.TO Illumin AdtechAdtech Bull Toronto Stock Exchangeaccelerated growth, adtech industry, consumer path data, insider buying, journey advertising, operating leverage, programmatic ad platform, small-cap investment, Toronto Stock Exchange, transparency and control
Jul 3, 2025Fund LettersBrian FrankCTLP Cantaloupe Inc. Information TechnologySoftware - Infrastructure Bull NASDAQacquisition, Payments, Privatization, Recurringrevenue, Vending
Jul 3, 2025Fund LettersBrian FrankVST Vistra Corp. UtilitiesUtilities - Independent Power Producers Bull NYSEbuybacks, Capacity, datacenters, Power, Storage
Jul 3, 2025Fund LettersBrian FrankNRG NRG Energy Inc. UtilitiesUtilities - Independent Power Producers Bull NYSEacquisition, buybacks, datacenters, Electricity, Power
Jul 3, 2025Value Investors Clubfizz808PTEC LN Playtech PLC OtherCasinos & Gaming Bull London Stock Exchangegaming software, Caliplay, Live Casino, Hard Rock, asset monetization, restructuring

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