Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 20, 2025Value Investors ClubporgeCYRX Cryoport Health CareLife Sciences Tools / Logistics Bull NASDAQindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Oct 20, 2025Value Investors Clubyxd0950BA The Boeing Company IndustrialsCommercial Services & Supplies Bull New York Stock Exchangeindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Oct 20, 2025Value Investors ClubMississippiCoAPPN Appian Corp. Information TechnologySoftware Bull NASDAQcloud, Digital platforms, Enterprise software, IT services, Software, technology
Oct 20, 2025Fund LettersTom CouttsASML NA ASML Holding N.V. Information TechnologySemiconductor Equipment Bull Euronext Stock ExchangeAI, Equipment, Euv, growth, Margins, Monopoly, semiconductors
Oct 20, 2025Fund LettersTom CouttsMELI MercadoLibre Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQBrazil, e-commerce, Fintech, GMV, growth, Logistics, Margins
Oct 20, 2025Fund LettersTom CouttsSPOT Spotify Technology S.A. Communication ServicesEntertainment Bull NYSEAudio, FCF, growth, Margins, monetization, Streaming, Users
Oct 20, 2025Fund LettersTom CouttsADYEY Adyen N.V. Information TechnologyFinancial Technology Bull Euronext Stock ExchangeDigital, Fintech, guidance, Payments, profitability, Scalability, tariffs
Oct 20, 2025Fund LettersAlex SummersHyundai Glovis 086280 KS IndustrialsLogistics Bull NYSEautomotive, Exports, growth, Hyundai, Integration, Logistics
Oct 20, 2025Fund LettersAlex SummersB3 SA B3SA3 BZ FinancialsFinancial Data & Stock Exchanges Bull Brasil Bolsa BalcãoBrazil, diversification, Exchange, growth, Interest rates, Volumes
Oct 20, 2025Fund LettersAlex SummersMercadoLibre MELI Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQArgentina, Brazil, e-commerce, Fintech, GMV, growth, Margins
Oct 20, 2025Fund LettersAlex SummersSamsung Electronics 005930 KS Information TechnologySemiconductors Bull NYSEAI, Contracts, Foundry, growth, Memory, semiconductors, Tesla
Oct 20, 2025Fund LettersAlex SummersCATL CN Contemporary Amperex Technology Co. Limited OtherElectrical Equipment Bull Shenzhen Stock ExchangeBatteries, dividends, energy storage, EV, Margins, market share, profitability
Oct 20, 2025Fund LettersAndrew LarkeWTG AU Westgold Resources Ltd. FinancialsPrecious Metals Bull Australian Securities ExchangeCost Reduction, Exploration, Fiscal deficits, Gold, inflation hedge, production growth
Oct 20, 2025Fund LettersAndrew LarkeMIN Mineral Resources Ltd. MaterialsMetals & Mining Bull Australian Securities Exchangecash flow, diversification, Governance, infrastructure, Iron ore, Lithium, Mining
Oct 20, 2025Fund LettersAndrew LarkeHBM Hudbay Minerals Inc. MaterialsMetals & Mining Bull NYSEcash flow, Copper, infrastructure, Mining, Mitsubishi, Partnership, U.s. supply
Oct 20, 2025Fund LettersAndrew LarkeNXE CN NexGen Energy Ltd. MaterialsUranium Bull TSXCanada, energy transition, Exploration upside, Low cost, Nuclear, Permitting, uranium
Oct 20, 2025Fund LettersBalkar SilviaAFN CN Ag Growth International Inc. IndustrialsFarm & Heavy Machinery Bull NYSEagriculture, deleveraging, Equipment, growth, ROIC, valuation
Oct 20, 2025Fund LettersBalkar SilviaDAVA Endava Plc. Information TechnologyIT Services Bear NYSEAI, Digital transformation, Execution, financial services, IT services, risk management
Oct 20, 2025Fund LettersBalkar SilviaEPAM EPAM Systems Inc. Information TechnologyIT Services Bear NYSEAI, Consulting, Digital, IT services, Margins, transformation
Oct 20, 2025Fund LettersBalkar SilviaNU Nu Holdings Ltd. FinancialsFintech Bull NYSEdigital banking, Fintech, growth, Latin America, ROE, Scalability

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