Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 14, 2026Fund LettersKayode O. AjeREA AU REA Group Ltd. Communication ServicesInteractive Media & Services Bull New York Stock ExchangeAI, Data, marketplace, Networkeffects, Property
Jan 14, 2026Fund LettersVictoria HardieGNC AU GrainCorp Limited Consumer StaplesAgricultural Products Bear New York Stock Exchangeagriculture, Cyclicality, Grains, Margins, Volumes
Jan 14, 2026Fund LettersVictoria HardieINA AU Ingenia Communities Group Real EstateResidential Bull New York Stock ExchangeDemographics, growth, Housing, Landlease, settlements
Jan 14, 2026Fund LettersVictoria HardieLIC AU Lifestyle Communities Limited Real EstateResidential Bull New York Stock Exchangedeleveraging, Demographics, Housing, Retirement, settlements
Jan 14, 2026Fund LettersVictoria HardieBBN AU Baby Bunting Group Limited Consumer DiscretionarySpecialty Retail Bull New York Stock ExchangeComps, Margins, Refurbishments, retail, turnaround
Jan 14, 2026Fund LettersVictoria HardieLLC AU Lendlease Group Real EstateReal Estate Development Bull New York Stock Exchangebuybacks, Capitalrecycling, development, Gearing, Nta
Jan 14, 2026Fund LettersCassandra A. HardmanDTE GR Deutsche Telekom AG Communication ServicesIntegrated Telecommunication Services Bear XetraARPU, cashflow, Competition, Margins, Telecom
Jan 14, 2026Fund LettersCassandra A. HardmanNEX FP Nexans SA IndustrialsElectrical Equipment Bear Euronext Stock ExchangeDelays, Electrification, Execution, Projects, valuation
Jan 14, 2026Fund LettersCassandra A. HardmanWEIR LN Weir Group PLC IndustrialsIndustrial Machinery Bull New York Stock Exchangeaftermarket, Copper, Margins, Mining, Software
Jan 14, 2026Fund LettersCassandra A. HardmanMELI MercadoLibre Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQCompetition, Fintech, Logistics, Margins, Reinvestment
Jan 14, 2026Fund LettersCassandra A. Hardman7011 JP Mitsubishi Heavy Industries Ltd. IndustrialsIndustrial Conglomerates Bull New York Stock ExchangeDefense, energy, Orders, Policy, Turbines
Jan 14, 2026Fund LettersCassandra A. HardmanRHM GR Rheinmetall AG IndustrialsAerospace & Defense Bull New York Stock Exchangebacklog, Defense, growth, Procurement, visibility
Jan 14, 2026Fund LettersCassandra A. HardmanSTAN LN Standard Chartered PLC FinancialsDiversified Banks Bull New York Stock Exchangebuybacks, emergingmarkets, Fees, ROE, Wealth
Jan 14, 2026Fund LettersCassandra A. HardmanAZN AstraZeneca PLC Health CarePharmaceuticals Bull New York Stock Exchangegrowth, Oncology, Phase3, pipeline, Policy
Jan 14, 2026Fund LettersCassandra A. HardmanSDZ SW Sandoz Group Ltd. Health CarePharmaceuticals Bull Swiss ExchangeBiosimilars, Generics, Glp1, pipeline, Regulation
Jan 14, 2026Fund LettersCassandra A. HardmanVRT Vertiv Holdings Co. IndustrialsElectrical Components & Equipment Bull New York Stock ExchangeAI, cloud, Cooling, datacenters, infrastructure, Margins, Power
Jan 14, 2026Fund LettersCassandra A. HardmanHDB HDFC Bank Limited FinancialsDiversified Banks Bull New York Stock ExchangeAccessibility, banking, Deposits, Integration, NIM, Share, synergy
Jan 14, 2026Fund LettersCassandra A. HardmanELAN Elanco Animal Health Incorporated Health CarePharmaceuticals Bull New York Stock ExchangeAcquisitions, consolidation, Logistics, Margins, Parasiticides, pipeline, valuation
Jan 14, 2026Fund LettersCassandra A. HardmanCCJ Cameco Corporation EnergyCoal & Consumable Fuels Bull New York Stock ExchangeContracting, Decarbonization, Nuclear, Scarcity, Underinvestment, uranium
Jan 14, 2026Fund LettersCassandra A. Hardman6501 JP Hitachi, Ltd. IndustrialsIndustrial Conglomerates Bull New York Stock ExchangeDigital, Execution, guidance, infrastructure, Margins, profitability

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