Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 20, 2025Fund LettersBalkar SilviaNFI CN NFI Group Inc. Consumer DiscretionaryAutomobiles Bull NYSEcash flow, Electrification, EV, Public transit, Transportation, turnaround
Oct 20, 2025Fund LettersBalkar SilviaAMD Advanced Micro Devices Inc. Information TechnologySemiconductors Bull NASDAQAI, data centers, growth, innovation, Margins, semiconductors
Oct 20, 2025Fund LettersBalkar SilviaSSL CN Sandstorm Gold Ltd. MaterialsPrecious Metals Bull NYSEcash flow, deleveraging, Gold, inflation hedge, leverage, royalties
Oct 20, 2025Fund LettersBalkar SilviaTFPM CN Triple Flag Precious Metals Corp. MaterialsPrecious Metals Bull NYSEcompounding, diversification, FCF, Gold, royalties, Streaming
Oct 20, 2025Fund LettersBalkar SilviaFNV CN Franco-Nevada Corp. MaterialsPrecious Metals Bull NYSEbalance sheet, compounding, Gold, inflation hedge, Margins, Optionality, royalties
Oct 20, 2025Fund LettersBrad SlingerlendSAIL SailPoint Technologies Holdings Inc. Information TechnologyCybersecurity Bull NYSEAI, cybersecurity, Enterprise adoption, Identity, SaaS, TAM, Zero trust
Oct 20, 2025Fund LettersBrian A. ChristiansenTEAM Atlassian Corp. Plc. Information TechnologySoftware Bull NASDAQAI, Collaboration, growth, productivity, SaaS, Software
Oct 20, 2025Fund LettersBrian A. ChristiansenDEXCOM Dexcom Inc. Health CareMedical Devices Bull NASDAQDiabetes, growth, healthcare, innovation, Margin recovery, Sensors
Oct 20, 2025Fund LettersBrian A. ChristiansenINTU Intuitive Surgical Inc. Information TechnologyMedical Devices Bull NASDAQgrowth, innovation, Margins, Medical devices, robotics, Surgery
Oct 20, 2025Fund LettersBrian A. ChristiansenNFLX Netflix Inc. Communication ServicesStreaming Media Bull NASDAQadvertising, Engagement, leadership, Margins, Streaming, Subscriptions, valuation
Oct 20, 2025Fund LettersBrian A. ChristiansenAXON Axon Enterprise Inc. IndustrialsPublic Safety Technology Bull NASDAQAI, ARR, growth, Public safety, SaaS, technology, Workflow
Oct 20, 2025Fund LettersBrian A. ChristiansenGALD Galderma Group AG Health CarePharmaceuticals Bull Swiss ExchangeAesthetics, dermatology, growth, guidance, Injectables, margin, pharmaceuticals
Oct 20, 2025Fund LettersBrian A. ChristiansenSHOP Shopify Inc. Information TechnologyE-Commerce Bull NYSEe-commerce, enterprise, GMV, growth, International, Margins, SaaS
Oct 20, 2025Fund LettersBrian A. ChristiansenGOOGL Alphabet Inc. Communication ServicesInternet Services Bull NASDAQadvertising, AI, cloud, innovation, monetization, Regulatory, Search
Oct 20, 2025Fund LettersBrian A. ChristiansenNVDA NVIDIA Corp. Information TechnologySemiconductors Bull NASDAQAI, Compute, datacenter, growth, innovation, margin, Pricing, semiconductors
Oct 20, 2025Fund LettersBrian SmoluchAII CN Almonty Industries Inc. FinancialsMetals & Mining Bull TSXcash flow, Critical Minerals, Mining, Molybdenum, Non-china supply, Tungsten, vertical integration
Oct 20, 2025Fund LettersChris DaviesUOB United Overseas Bank FinancialsBanks Bull NYSEbanking, Governance, Regional, stability, valuation
Oct 20, 2025Fund LettersChris DaviesSEB Aktiebolaget Skandinaviska Enskilda Banken IndustrialsBanks Bull NYSEbanking, Lending, Nordics, profitability, stability, valuation
Oct 20, 2025Fund LettersChris DaviesB3 SA B3SA3 BZ FinancialsFinancial Data & Stock Exchanges Bull Brasil Bolsa BalcãoBrazil, Exchange, Financial markets, growth, Interest rates, Monopoly
Oct 20, 2025Fund LettersChristopher SmithTSM Taiwan Semiconductor Manufacturing Co. Ltd. Information TechnologySemiconductors Bull NYSEAI, Capacity utilization, EPS growth, Foundry, Pricing power, semiconductors

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