Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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, 2025SubstackSleepy SolMETA Meta Platforms, Inc. Communication ServicesInternet Content & Information Neutral -ad impressions, AI initiatives, capital expenditures, investor caution, Meta Platforms, net debt, Q3 2025 earnings, Reality Labs, Revenue Growth, valuation concerns
Oct 29, 2025SubstackSZEWJSE.JO JSE FinancialsFinancial Data & Stock Exchanges Bull -financial services, Growth Opportunities, Johannesburg Stock Exchange, JSE, valuation
Oct 29, 2025SubstackSZEWBOLSAA.MX Bolsa Mexicana FinancialsFinancial Data & Stock Exchanges Bear -Bolsa Mexicana, financial services, growth potential, stock exchange, valuation
Oct 29, 2025SubstackSZEWKINVB.ST Kinnevik Other- Bull -Digital Consumer, investment, IPOs, Kinnevik, NAV discount
Oct 29, 2025SubstackSZEWGROW.L Molten Ventures FinancialsAsset Management Bull -investment, Molten Ventures, NAV discount, technology, Venture Capital
Oct 29, 2025SubstackSZEWHBMN.SW HBM Healthcare FinancialsAsset Management Bull -HBM Healthcare, healthcare, investment company, NAV discount, portfolio
Oct 29, 2025SubstackSZEWCWC.DE Cewe Consumer DiscretionaryPersonal Services Bull -Cewe, photography, Share Buybacks, stable business, valuation
Oct 29, 2025SubstackSZEWWEW.DE Westwing Consumer DiscretionaryFurnishings, Fixtures & Appliances Bull -e-commerce, home and living, Special Situation, technical factors, Westwing
Oct 29, 2025SubstackSZEWZAL.DE Zalando Consumer DiscretionaryInternet Retail Neutral -e-commerce, economic headwinds, fashion, growth, Zalando
Oct 29, 2025SubstackSZEWDHER.DE Delivery Hero Consumer DiscretionaryInternet Retail Neutral -Delivery Hero, divestment, e-commerce, food delivery, Prosus
Oct 29, 2025SubstackSZEWEUZ.DE Eurokai Health CareMedical Devices Bull -container terminals, Eurokai, Logistics, Sum-of-the-Parts, Transportation
Oct 29, 2025SubstackSZEWTNXT.MI Tinexta Information TechnologyInformation Technology Services Bull -business services, diversification, hidden value, Sum-of-the-Parts, Tinexta
Oct 29, 2025SubstackSZEWKGH.WA KGHM MaterialsCopper Bull -commodity, Copper, KGHM, Mining, Silver
Oct 29, 2025SubstackSZEWGPW.WA GPW FinancialsFinancial Data & Stock Exchanges Bull -defensive, GPW, regulatory changes, valuation, Warsaw Stock Exchange
Oct 29, 2025SubstackSZEWGMEXICOB.MX Grupo Mexico MaterialsOther Industrial Metals & Mining Bull -commodity, Copper, Grupo Mexico, Mining, NAV discount
Oct 29, 2025SubstackSZEWKSPI.KZ Kaspi Other- Bear -inflation, Interest rates, Kaspi, Kazakhstan, Regulation
Oct 29, 2025SubstackSZEWINTR Inter&co FinancialsBanks - Regional Bull -financial technology, growth potential, Inter&co, Nubank, valuation gap
Oct 29, 2025SubstackSZEWNBG6.DE Nürnberger Beteiligungen FinancialsInsurance - Diversified Bull -acquisition, Insurance, Nürnberger Beteiligungen, takeover, valuation
Oct 29, 2025SubstackSZEWB3SA3.SA B3 FinancialsFinancial Data & Stock Exchanges Neutral -B3, Brazil, Interest rates, stock exchange, valuation

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