Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 4, 2025 | Fund Letters | Dave Adams | SUPN | Supernus Pharmaceuticals Inc. | Health Care | Biotechnology | Bull | NASDAQ | cash flow, CNS, growth, healthcare, innovation, pharmaceuticals, profitability | Login |
| Nov 4, 2025 | Fund Letters | Howard Gleicher | NEM GR | Nemetschek SE | Materials | Software | Bull | - | Aec, construction, Digital Twin, Margins, recurring revenue, SaaS, Software, Subscription | Login |
| Nov 4, 2025 | Fund Letters | Howard Gleicher | 4385 JP | MonotaRO Co. Ltd. | Consumer Discretionary | Industrial Distribution | Bull | NYSE | B2b, Digital, e-commerce, growth, Industrials, Margins, MRO, scale | Login |
| Nov 4, 2025 | Fund Letters | Howard Gleicher | FCFS | FirstCash Holdings Inc. | Financials | Consumer Finance | Bull | NASDAQ | acquisition, cash flow, consumer finance, defensive, expansion, growth, Pawn | Login |
| Nov 4, 2025 | Fund Letters | Howard Gleicher | 005930 KS | Samsung Electronics Co. Ltd. | Information Technology | Semiconductors | Bull | NYSE | AI, DRAM, Foundry, growth, innovation, Memory, Partnerships, semiconductors | Login |
| Nov 4, 2025 | Fund Letters | Derek Pilecki | MBG GR | Mercedes-Benz Group AG | Other | Automobile Manufacturers | Bull | NYSE | Autos, buybacks, dividends, Electrification, Luxury, Margins, Pricingpower, valuation | Login |
| Nov 4, 2025 | Fund Letters | Sean M. Thorpe | WMMVY | Wal-Mart de México S.A.B. de C.V. | Consumer Discretionary | Food & Staples Retailing | Bull | Dubai Financial Market | Brand, consumer, Digital, e-commerce, growth, Margins, Mexico, Payments, retail, scale | Login |
| Nov 4, 2025 | Fund Letters | Sean M. Thorpe | 9830 JP | MonotaRO Co., Ltd. | Industrials | Industrial Distribution | Bull | NYSE | B2b, e-commerce, growth, Industrials, innovation, Japan, Margins, platform, Procurement, Scalability | Login |
| Nov 4, 2025 | Fund Letters | Sean M. Thorpe | BAP | Credicorp Ltd. | Financials | Diversified Banks | Bull | NYSE | asset quality, banking, Digital, diversification, Emerging markets, Finance, loan growth, ROE, valuation | Login |
| Nov 4, 2025 | Fund Letters | Sean M. Thorpe | 005930 KS | Samsung Electronics Co., Ltd. | Information Technology | Semiconductors | Bull | NYSE | AI, data centers, DRAM, Foundry, growth, innovation, Memory, Partnerships, Pricing, semiconductors | Login |
| Nov 4, 2025 | Fund Letters | Howard Gleicher | NEM GR | Nemetschek SE | Materials | Software | Bull | - | Aec, construction, Digital Twin, Margins, recurring revenue, SaaS, Software, Subscription | Login |
| Nov 4, 2025 | Fund Letters | Howard Gleicher | 4385 JP | MonotaRO Co. Ltd. | Consumer Discretionary | Industrial Distribution | Bull | NYSE | B2b, Digital, e-commerce, growth, Industrials, Margins, MRO, scale | Login |
| Nov 4, 2025 | Fund Letters | Howard Gleicher | FCFS | FirstCash Holdings Inc. | Financials | Consumer Finance | Bull | NASDAQ | acquisition, cash flow, consumer finance, defensive, expansion, growth, Pawn | Login |
| Nov 4, 2025 | Fund Letters | Howard Gleicher | 005930 KS | Samsung Electronics Co. Ltd. | Information Technology | Semiconductors | Bull | NYSE | AI, DRAM, Foundry, growth, innovation, Memory, Partnerships, semiconductors | Login |
| Nov 4, 2025 | Fund Letters | Sean M. Thorpe | WMMVY | Wal-Mart de México S.A.B. de C.V. | Consumer Discretionary | Food & Staples Retailing | Bull | Dubai Financial Market | Brand, consumer, Digital, e-commerce, growth, Margins, Mexico, Payments, retail, scale | Login |
| Nov 4, 2025 | Fund Letters | Sean M. Thorpe | 9830 JP | MonotaRO Co., Ltd. | Industrials | Industrial Distribution | Bull | NYSE | B2b, e-commerce, growth, Industrials, innovation, Japan, Margins, platform, Procurement, Scalability | Login |
| Nov 4, 2025 | Fund Letters | Sean M. Thorpe | BAP | Credicorp Ltd. | Financials | Diversified Banks | Bull | NYSE | asset quality, banking, Digital, diversification, Emerging markets, Finance, loan growth, ROE, valuation | Login |
| Nov 4, 2025 | Fund Letters | Sean M. Thorpe | 005930 KS | Samsung Electronics Co., Ltd. | Information Technology | Semiconductors | Bull | NYSE | AI, data centers, DRAM, Foundry, growth, innovation, Memory, Partnerships, Pricing, semiconductors | Login |
| Nov 4, 2025 | Substack | Triples Investing | 1075.HK | Capital Information Company Limited | Information Technology | Information Technology Services | Bull | - | Capital Information Company, Chinese Equities, Digital Authentication, Hong Kong-listed, investment opportunity, IT services, market mispricing, profitable growth, subsidiary valuation, undervalued | Login |
| Nov 4, 2025 | Substack | Triples Investing | XNET | Xunlei Limited | Information Technology | Software - Infrastructure | Bull | - | ADR delisting risk, Arashi Vision, Chinese Equities, cloud services, investment opportunity, market mispricing, profitable growth, subsidiary valuation, undervalued, Xunlei Limited | Login |
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