Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 24, 2025Fund LettersJason L. WhiteLSEG LN London Stock Exchange Group plc FinancialsFinancial Exchanges & Data Bull NYSEAi partnership, financial data, Moat, monetization, Pricing pressure, risk management
Oct 24, 2025Fund LettersJason L. WhiteASND Ascendis Pharma A/S Health CareBiotechnology Bull NASDAQBiotech, innovation, Launch uptake, pipeline, platform, Revenue visibility
Oct 24, 2025Fund LettersJason L. WhitePSTG Pure Storage Inc. Information TechnologyComputer Hardware Bull NYSEAll-flash storage, ARR, Cost efficiency, hyperscalers, market share, Subscriptions
Oct 24, 2025Fund LettersJason L. WhiteMOD Modine Manufacturing Co. Consumer DiscretionaryElectrical Components & Equipment Bull NYSEAI infrastructure, Capacity growth, hyperscale, margin expansion, secular tailwinds, thermal management
Oct 24, 2025Fund LettersJeffrey GermainSMC JP SMC Corporation EnergyMachinery Bull NYSEAutomation, balance sheet, Industrials, manufacturing, Margins, Pneumatics, Value
Oct 24, 2025Fund LettersKrishna MohanrajHIK Hikma Pharmaceuticals Health CarePharmaceuticals Bull NYSEEmerging markets, growth, Injectables, Margins, pharmaceuticals, valuation
Oct 24, 2025Fund LettersKrishna MohanrajFRAN FNV IndustrialsMaterials—Options Clearing CorporationFranco-nevada’s capital-light royalty model and balance sheet strength provide leveraged upside to higher gold prices. with 80%+ ebitda margins and defensive cash flow, It remains a strategic inflation hedge.
Oct 24, 2025Fund LettersKrishna MohanrajTSM Taiwan Semiconductor Manufacturing Co. Ltd. Information TechnologySemiconductors Bull NYSEAI, Foundry, growth, HPC, leadership, manufacturing, semiconductors
Oct 24, 2025Fund LettersPatricia Ribeiro688008 CH Montage Technology Co. Ltd. Information TechnologySemiconductors Bull Shanghai Stock ExchangeAI, Chips, data centers, growth, Ics, Networking, semiconductors
Oct 24, 2025Fund LettersPatricia Ribeiro2308 TT Delta Electronics Inc. Information TechnologyElectrical Equipment Bull NYSEAI, Electrification, Energy systems, EVs, growth, Industrials, Power
Oct 24, 2025Fund LettersRakesh BordiaARK FP Arkema S.A. MaterialsChemicals Bear Euronext Stock ExchangeAcquisitions, Chemicals, Demand, inflation, leadership, Margins, specialty materials
Oct 24, 2025Fund LettersRakesh BordiaDTG GR Daimler Truck Holding AG OtherAutomobiles Bear -automotive, dividends, Electrification, Europe, Hydrogen, tariffs, trucks
Oct 24, 2025Fund LettersRakesh Bordia6762 JP TDK Corp. Information TechnologyElectronic Components Bull NYSEAI, Batteries, electronics, EV, innovation, semiconductors, Sensors, Storage
Oct 24, 2025Fund LettersRakesh BordiaBABA Alibaba Group Holding Ltd. Consumer DiscretionaryE-Commerce Bull NYSEAI, China, cloud, Consumption, e-commerce, growth, restructuring, valuation
Oct 24, 2025Fund LettersTom PressATRO Astronics Corporation IndustrialsAerospace & Defense Bull NASDAQAerospace, backlog, Contracts, Defense, electronics, leverage, manufacturing, Margins, recovery, valuation
Oct 24, 2025Fund LettersTom PressBE Bloom Energy Corporation IndustrialsRenewable Electricity Bull NYSEAI, backlog, energy, Fuel cells, growth, hyperscalers, infrastructure, Margins, Power, renewables
Oct 24, 2025Fund LettersTom PressXMTR Xometry Inc. IndustrialsCommercial Services & Supplies Bull NASDAQAI, Automation, Digitization, growth, manufacturing, Margins, marketplace, Partnerships, Reshoring, supply chain
Oct 24, 2025Fund LettersTom PressHOOD Robinhood Markets Inc. FinancialsCapital Markets Bull NASDAQCrypto, Engagement, expansion, financials, Fintech, growth, Interest income, platform, profitability, Trading
Oct 24, 2025Fund LettersTom PressGEV GE Vernova IndustrialsElectrical Equipment Bull NYSEAI, backlog, Decarbonization, Electrification, energy, Grid, growth, infrastructure, Margins, renewables
Oct 24, 2025Fund LettersTom PressORCL Oracle Corporation Information TechnologySystem Software Bull NYSEAI, backlog, buybacks, cloud, enterprise, growth, infrastructure, Margins, Partnerships, Software

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