Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersAlan BreedAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI infrastructure, capital return, custom silicon, Free Cash Flow, hyperscalers, Software
Jun 30, 2025Fund LettersSilas MyersGE GE Aerospace IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, aftermarket, Engines, market share, recurring revenue
Jun 30, 2025Fund LettersSilas MyersJNJ Johnson & Johnson Health CarePharmaceuticals Bull New York Stock Exchangehealthcare, litigation, pharmaceuticals, Regulatory risk, Talc
Jun 30, 2025Fund LettersSilas MyersGE GE Aerospace IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, aftermarket, Engines, market share, recurring revenue
Jun 30, 2025Fund LettersSilas MyersBRK.B Berkshire Hathaway Inc. FinancialsMulti-Sector Holdings Bull New York Stock ExchangeBuffett, capital allocation, Cash Pile, conglomerate, dividend, Succession
Jun 30, 2025Fund LettersSilas MyersAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQcash flow, Ecosystem, Edge AI, Installed base, services
Jun 30, 2025Fund LettersSilas MyersNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, Blackwell, Compute Power, infrastructure, semiconductors
Jun 30, 2025Fund LettersSilas MyersORCL Oracle Corporation Information TechnologySystems Software Bull New York Stock ExchangeAI, backlog, Bookings, cloud, hyperscaler, Oci
Jun 30, 2025Fund LettersSilas MyersMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, Azure, backlog, cloud, Enterprise software, generative AI
Jun 30, 2025Fund LettersAdam PeckMSA MSA Safety Incorporated IndustrialsIndustrial Machinery Bull New York Stock ExchangeDetection, Fire, Industrial, PPE, Safety
Jun 30, 2025Fund LettersAdam PeckGFF Griffon Corporation IndustrialsBuilding Products Bull New York Stock Exchangebrands, Building, Doors, Homecenter, Margins
Jun 30, 2025Fund LettersAdam PeckLMNR Limoneira Company Consumer StaplesFood Products Bull NASDAQAgribusiness, Citrus, Farmland, realestate, Water
Jun 30, 2025Fund LettersAdam PeckECG Everus Construction Group Inc. IndustrialsConstruction & Engineering Bull New York Stock Exchangebacklog, construction, datacenters, infrastructure, tariffs
Jun 30, 2025Fund LettersAdam PeckTILE Interface, Inc. IndustrialsBuilding Products Bull NASDAQBuilding, Commercial, ESG, Flooring, Sustainability
Jun 30, 2025Fund LettersAdam PeckABEO Abeona Therapeutics Inc. Health CareBiotechnology Bull NASDAQBiotech, dermatology, Gene, Raredisease, Therapy
Jun 30, 2025Fund LettersAdam PeckARIS Aris Water Solutions, Inc. IndustrialsEnvironmental & Facilities Services Bull New York Stock Exchangeinfrastructure, midstream, Permian, Recycling, Water
Jun 30, 2025Fund LettersAdam PeckLEU Centrus Energy Corp. EnergyUranium Bull New York Stock ExchangeHALEU, Nuclear, Reactors, uranium, utilities
Jun 30, 2025Fund LettersRichard StaveleyFSJ LN James Fisher & Sons plc IndustrialsMarine Freight & Logistics Bull New York Stock ExchangeDefence, deleveraging, energy, engineering, Marine, Smallcap, Transportation, turnaround, UK
Jun 30, 2025Fund LettersRichard StaveleyFLO LN Flowtech Fluidpower plc IndustrialsIndustrial Distribution Bull New York Stock ExchangeAcquisitions, Distribution, Fluidpower, Hydraulics, Industrials, Smallcap, turnaround, UK
Jun 30, 2025Fund LettersDavid G. HerroJEN GR Jenoptik AG Information TechnologyElectronic Equipment & Instruments Bull Xetragrowth, Lithography, Photonics, semiconductors, valuation

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