Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 21, 2025Fund LettersCassandra A. HardmanSTAN Standard Chartered PLC FinancialsBanks Bull NYSEAsia banking, capital return, Digital Assets, ROE, Tokenization, wealth management
Oct 21, 2025Fund LettersCassandra A. HardmanCTVA Corteva Inc. MaterialsAgricultural Chemicals Bear NYSEagriculture, Crop protection, Pricing, Regulation, Seeds, Yields
Oct 21, 2025Fund LettersCassandra A. HardmanVRT Vertiv Holdings Co. IndustrialsElectrical Equipment Bull NYSEAI, data centers, Digitalization, infrastructure, Margins, Power management
Oct 21, 2025Fund LettersCassandra A. HardmanPRY PRYSMIAN S.p.A. IndustrialsElectrical Equipment Bull -Electrification, Grid modernization, infrastructure, Power cables, renewable energy, tariffs
Oct 21, 2025Fund LettersCassandra A. HardmanAEIS Advanced Energy Industries Inc. IndustrialsElectronic Equipment, Instruments & Components Bull NASDAQAI, data centers, Free Cash Flow, Power systems, Precision equipment, semiconductors
Oct 21, 2025Fund LettersChris WallerGLIBA GCI Liberty Inc. Communication ServicesTelecommunications Bull NASDAQAcquisitions, compounding, FCF, Liberty, tax shield, Telecom
Oct 21, 2025Fund LettersChris WallerWOSG Watches of Switzerland Group plc Consumer DiscretionaryLuxury Retail Bull NYSEConsumer luxury, FCF, retail, Rolex, tariffs, valuation
Oct 21, 2025Fund LettersChris WallerJDG Judges Scientific plc Information TechnologyScientific Instruments Bull NYSEFunding, M&A, recovery, research, ROIC, scientific instruments
Oct 21, 2025Fund LettersChris WallerSEG Seaport Entertainment Corp. Real EstateReal Estate Development Bull NASDAQasset value, cash flow, Catalyst, Real Estate, turnaround, undervalued
Oct 21, 2025Fund LettersChris WallerJET2 London Stock Exchange Group plc Consumer DiscretionaryAirlines & Travel Bull NYSEAirlines, buybacks, Free Cash Flow, growth, Travel, valuation
Oct 21, 2025Fund LettersCraigh CepukenasOLLI Ollie’s Bargain Outlet Holdings Inc. Consumer DiscretionaryBroadline Retail Bull NASDAQdisruption, Loyalty, Off-price retail, Sourcing, Store growth, Trade-down
Oct 21, 2025Fund LettersCraigh CepukenasCGNX Cognex Corp. Information TechnologyElectronic Equipment, Instruments & Components Bull NASDAQAI enablement, Automation, Cost Reduction, Cycle recovery, Machine vision, Sme adoption
Oct 21, 2025Fund LettersCraigh CepukenasMTSI MACOM Technology Solutions Holdings Inc. Information TechnologySemiconductors Bull NASDAQAnalog rf, design wins, Fab transition, Margins, Optical, recovery
Oct 21, 2025Fund LettersCraigh CepukenasTWST Twist Bioscience Corp. Health CareLife Sciences Tools & Services Bull NASDAQlife sciences, Margins, Ngs, Partnerships, scale, Synthetic dna
Oct 21, 2025Fund LettersCraigh CepukenasINSM Insmed Inc. Health CareBiotechnology Bull NASDAQBiotech, Bronchiectasis, Commercialization, operating leverage, pipeline, TAM
Oct 21, 2025Fund LettersCraigh CepukenasMOD Modine Manufacturing Co. Consumer DiscretionaryElectrical Components & Equipment Bull NYSECapacity, Cooling, data centers, hyperscale, Revenue upgrade, secular growth
Oct 21, 2025Fund LettersCraigh CepukenasLSCC Lattice Semiconductor Corp. Information TechnologySemiconductors Bull NASDAQAI data centers, Destocking, FPGAs, Inflection, Margins, robotics
Oct 21, 2025Fund LettersH. George DaiVERX Vertex Inc. Information TechnologyApplication Software Bear NASDAQBookings, Compliance, Demand, ERP, Guidance cut, Sales cycles, Tax software
Oct 21, 2025Fund LettersH. George DaiPLMR Palomar Holdings FinancialsProperty & Casualty Insurance Bear NASDAQCatastrophe, combined ratio, guidance, Margins, premiums, specialty insurance, underwriting
Oct 21, 2025Fund LettersH. George DaiSPSC SPS Commerce Information TechnologyApplication Software Bear NASDAQDeceleration, Edi, guidance, Outlook, SaaS, Sales cycles, supply chain

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