Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersJonathan T. BloomNSIT Insight Enterprises Inc. Information TechnologyElectronics & Computer Distribution Bull NASDAQbuybacks, cloud, IT services, Modernization, scale
Jun 30, 2025Fund LettersJohn FoxGEHC GE HealthCare Technologies Inc. Health CareHealth Care Equipment Bull NASDAQAI, diagnostics, healthcare, Imaging, recurring revenue
Jun 30, 2025Fund LettersJohn FoxENTG Entegris Inc. Information TechnologySemiconductor Materials & Equipment Bull NASDAQCyclicals, materials, recovery, semiconductors, technology
Jun 30, 2025Fund LettersMargaret WebbWTB LN Whitbread plc Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull NYSEassets, Hotels, Margins, restructuring, valuation
Jun 30, 2025Fund LettersMargaret WebbCOST LN Costain Group plc Consumer DiscretionaryConstruction & Engineering Bull NYSEContracts, engineering, growth, infrastructure, valuation
Jun 30, 2025Fund LettersPeter CooperCDW CDW Corporation Information TechnologyIT Consulting & Other Services Bear NASDAQCyclicality, Hardware, It, Risk, spending
Jun 30, 2025Fund LettersPeter CooperBME LN B&M European Value Retail S.A. FinancialsGeneral Merchandise Stores Bear NYSEExecution, Margins, retail, Risk, Value
Jun 30, 2025Fund LettersPeter CooperTKO TKO Group Holdings, Inc. Communication ServicesMovies & Entertainment Bull NYSEEvents, media, Monetisation, rights, sports
Jun 30, 2025Fund LettersPeter CooperG24 GR Scout24 SE Communication ServicesInteractive Media & Services Bull -growth, Margins, marketplace, Property, restructuring
Jun 30, 2025Fund LettersPearu PõldIGT International Game Technology PLC Real EstateCasinos & Gaming Bull NYSEcapital returns, Gaming, Lottery, restructuring, Transaction
Jun 30, 2025Fund LettersPearu PõldEHAB Enhabit, Inc. Health CareHealth Care Services Bull NYSEdeleveraging, Home-Health, Hospice, Reimbursement, spinoff
Jun 30, 2025Fund LettersPearu PõldSHCO Soho House & Co Inc. Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull NYSE—
Jun 30, 2025Fund LettersPearu PõldNSTS NSTS Bancorp, Inc. FinancialsThrifts & Mortgage Finance Bull NASDAQBanks, Illinois, M&A, tangible book, Thrift
Jun 30, 2025Fund LettersPearu PõldIOR Income Opportunity Realty Investors, Inc. FinancialsReal Estate Operating Companies Bull NYSEBook Value, Control, Real Estate, Squeeze-Out, Tender
Jun 30, 2025Fund LettersPearu PõldCKX CKX Lands, Inc. EnergyReal Estate Management & Development Bull NYSEland, Louisiana, microcap, Real Estate, Strategic
Jun 30, 2025Fund LettersPearu PõldTHRD Third Harmonic Bio, Inc. OtherBiotechnology Bull NASDAQBiotech, Cash-Return, Governance, Liquidation, Special Situation
Jun 30, 2025Fund LettersPearu PõldRPTX Repare Therapeutics Inc. Health CareBiotechnology Bull NASDAQBiotech, Liquidation, Oncology, Partnerships, Strategic
Jun 30, 2025Fund LettersPearu PõldMURA Mural Oncology plc Health CareBiotechnology Bull NASDAQBiotech, cash, Liquidation, spin-off, takeover
Jun 30, 2025Fund LettersPearu PõldEPIX ESSA Pharma Inc. Health CareBiotechnology Bull NASDAQActivists, Biotech, cash, Liquidation, Oncology
Jun 30, 2025Fund LettersPearu PõldATHA Athira Pharma, Inc. Health CareBiotechnology Bull NASDAQActivists, Als, Biotech, cash, Liquidation

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