Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 29, 2025Fund LettersDamian BirdDNP Dino Polska S.A. Consumer StaplesFood & Staples Retailing Bull NYSEgrowth, Margins, market share, resilience, retail, supermarkets, vertical integration
Oct 29, 2025Fund LettersDamian BirdHUGEL Hugel Inc. Health CareMedical Aesthetics Bull -Aesthetics, Botox, Brand, FDA approval, Fillers, global expansion, Margins
Oct 29, 2025Fund LettersDamian BirdINP InPost SA MaterialsLogistics & Parcel Delivery Bull -Apm, e-commerce, efficiency, expansion, FCF, Logistics, Margins, Sustainability
Oct 29, 2025Fund LettersDamian BirdACCT Accton Technology Corp. Information TechnologyNetworking Equipment Bull NYSEAI infrastructure, Bandwidth, data centers, growth, hyperscalers, Margins, Networking
Oct 29, 2025Fund LettersDamian BirdPROS Prosus N.V. OtherInternet & Digital Media Bull Euronext Stock Exchangebuybacks, Emerging markets, Fintech, growth, Internet, NAV discount, Tencent
Oct 29, 2025Fund LettersDamian BirdCATL Contemporary Amperex Technology Co. Ltd. OtherElectric Vehicle Battery Manufacturing Bull Shanghai Stock Exchangeenergy storage, Ev batteries, growth, innovation, Margins, policy support, R&D
Oct 29, 2025Fund LettersDeiya PernasNVDA NVIDIA Corp. Information TechnologySemiconductors & AI Hardware Bull NASDAQAI, CapEx, data centers, Demand, GPUs, semiconductors, Utilization
Oct 29, 2025Fund LettersTristan WaineELIX LN Elixirr International plc IndustrialsConsulting Services Bull NYSEacquisition, Consulting, Eps accretion, expansion, growth, Margins, valuation
Oct 29, 2025Fund LettersRayna Lesser HannawaySOFI SoFi Technologies FinancialsConsumer Finance Bull NASDAQDeposits, Digitalbanking, Fintech, growth, Lending
Oct 29, 2025Fund LettersRayna Lesser HannawayBE Bloom Energy IndustrialsElectrical Equipment Bull NYSEAidemand, datacenters, Electrification, Fuelcells, Onsitepower
Oct 29, 2025Fund LettersRayna Lesser HannawayGOOGL Alphabet Inc. Communication ServicesInternet Content & Information Bull NASDAQadvertising, AI, antitrust, cloud, Ecosystem, Freecashflow, network, Search
Oct 29, 2025Fund LettersRayna Lesser HannawayTSLA Tesla, Inc. Consumer DiscretionaryAuto Manufacturers Bull NASDAQAutonomy, Batteries, EVs, FSD, Margins, monetization, Scalability, Software
Oct 29, 2025Fund LettersRavenel B. Curry IIILSEG LN London Stock Exchange Group plc FinancialsFinancial Data & Exchanges Bull NYSEAI, buybacks, Clearing, Exchanges, financial data, growth, indices, Margins, recurring revenue, valuation
Oct 29, 2025Fund LettersDamian BirdDNP Dino Polska S.A. Consumer StaplesFood & Staples Retailing Bull NYSEgrowth, Margins, market share, resilience, retail, supermarkets, vertical integration
Oct 29, 2025Fund LettersDamian BirdHUGEL Hugel Inc. Health CareMedical Aesthetics Bull -Aesthetics, Botox, Brand, FDA approval, Fillers, global expansion, Margins
Oct 29, 2025Fund LettersDamian BirdINP InPost SA MaterialsLogistics & Parcel Delivery Bull -Apm, e-commerce, efficiency, expansion, FCF, Logistics, Margins, Sustainability
Oct 29, 2025Fund LettersDamian BirdACCT Accton Technology Corp. Information TechnologyNetworking Equipment Bull NYSEAI infrastructure, Bandwidth, data centers, growth, hyperscalers, Margins, Networking
Oct 29, 2025Fund LettersDamian BirdPROS Prosus N.V. OtherInternet & Digital Media Bull Euronext Stock Exchangebuybacks, Emerging markets, Fintech, growth, Internet, NAV discount, Tencent
Oct 29, 2025Fund LettersDamian BirdCATL Contemporary Amperex Technology Co. Ltd. OtherElectric Vehicle Battery Manufacturing Bull Shanghai Stock Exchangeenergy storage, Ev batteries, growth, innovation, Margins, policy support, R&D
Oct 29, 2025Fund LettersDeiya PernasNVDA NVIDIA Corp. Information TechnologySemiconductors & AI Hardware Bull NASDAQAI, CapEx, data centers, Demand, GPUs, semiconductors, Utilization

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: