Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2024Fund LettersFreddie LaitDLTR US Dollar Tree, Inc. Consumer DiscretionaryGeneral Merchandise Stores Bull NASDAQconsumer, discount, Margins, retail, turnaround
Dec 31, 2024Fund LettersFreddie LaitV US Visa Inc. FinancialsData Processing & Outsourced Services Bull NYSEFintech, Moat, network, Payments, services
Dec 31, 2024Fund LettersFreddie LaitBAC US Bank of America Corporation FinancialsDiversified Banks Bull NYSEBanks, Credit, Deposits, Interest, valuation
Dec 31, 2024Fund LettersFreddie LaitJPM US JPMorgan Chase & Co. FinancialsDiversified Banks Bull NYSEBanks, Deposits, Regulation, Returns, scale
Dec 31, 2024Fund LettersFreddie LaitIBKR US Interactive Brokers Group, Inc. FinancialsInvestment Banking & Brokerage Bull NASDAQBrokerage, growth, scale, technology, Trading
Dec 31, 2024SubstackAltay Cap8181.T Totenko Co., Ltd Consumer DiscretionaryRestaurants Bull NYSE—
Dec 30, 2024Twitter / X@marginofdangerFPH Five Point Holdings, LLC FinancialsReal Estate Development Bull New York Stock ExchangeAcre, Fph, Homebuilders, Inflect Significantly, Irvine, land, Mortgage, NAV
Dec 28, 2024SubstackSpecial Situation InvestingTPL Texas Pacific Land Corporation EnergyOil & Gas E&P Bull NYSE—
Dec 27, 2024Fund LettersPalm Harbour CapitalODET.PA Compagnie de l'Odet FinancialsMulti-Sector Holdings Bull Euronext Parisarbitrage, Asset Disposal, complex structure, conglomerate discount, entertainment, france, holding company, media, Sum-of-parts, Value Realization
Dec 19, 2024Fund LettersAndrew Hill Investment AdvisorsAMZN Amazon.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQArtificial Intelligence, AWS, Cloud computing, e-commerce, Logistics Network, market leadership, online retail, operational efficiency
Dec 19, 2024Fund LettersAndrew Hill Investment AdvisorsANET Arista Networks, Inc. Information TechnologyCommunications Equipment Bull NASDAQAI infrastructure, Cloud networking, Communications Equipment, Data center infrastructure, energy efficiency, Ethernet Cables, network switches
Dec 19, 2024Fund LettersAndrew Hill Investment AdvisorsJPM JPMorgan Chase & Co. FinancialsBanks Bull NYSECommercial Banking, Diversified Banking, financial services, investment banking, scale advantage, Traditional Lending, wealth management
Dec 19, 2024Fund LettersAndrew Hill Investment AdvisorsGEV GE Vernova Inc. IndustrialsElectrical Equipment Bull NYSEclean energy, electricity generation, energy equipment, energy transition, Gas turbines, Hydro, Nuclear, Wind power
Dec 19, 2024Fund LettersAndrew Hill Investment AdvisorsGS The Goldman Sachs Group, Inc. FinancialsInvestment Banking & Brokerage Bull NYSEadvisory services, Deregulation, financial services, investment banking, Mergers acquisitions, Trading, underwriting
Dec 19, 2024Fund LettersAndrew Hill Investment AdvisorsMSFT Microsoft Corporation Information TechnologySoftware Bull NASDAQArtificial Intelligence, Azure, Carbon Negative, Cloud computing, Co-Pilot, Enterprise software, productivity software, Sustainability
Dec 19, 2024Fund LettersAndrew Hill Investment AdvisorsNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQArtificial Intelligence, autonomous vehicles, ChatGPT, Computing, Drug Research, Gaming, GPU Technology, semiconductors
Dec 19, 2024Fund LettersAndrew Hill Investment AdvisorsCEG Constellation Energy Corporation UtilitiesElectric Utilities Bull NASDAQBaseload Power, Carbon-Free, clean energy, Electric Utilities, energy infrastructure, Microsoft partnership, nuclear energy
Dec 19, 2024Fund LettersAndrew Hill Investment AdvisorsGRMN Garmin Ltd. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQautomotive, Aviation, Fitness Wearables, GPS Technology, Health Technology, Marine Electronics, Navigation Systems
Dec 19, 2024Fund LettersAndrew Hill Investment AdvisorsAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQArtificial Intelligence, consumer electronics, Ecosystem, innovation, Smartphones, Tariff risk, technology hardware
Dec 19, 2024SubstackRaging Bull InvestmentsZEG.L Zegona Communications Communication ServicesTelecom Services Bull London Stock Exchange—

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: