Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2025Fund LettersPearu PõldSOHOO Sotherly Hotels Inc Real EstateHotel & Resort REITs Bull New York Stock Exchangearbitrage, Eventdriven, mergers, Preferreds, REITs
Dec 31, 2025Fund LettersTimo SmutsGMAB Genmab A/S Health CareBiotechnology Bull NASDAQBiotech, Optionality, Patentcliff, pipeline, R&D
Dec 31, 2025Fund LettersBen PrestonGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, cloud, Moats, Optionality, Search, semiconductors
Dec 31, 2025Fund LettersPearu PõldLNW Light & Wonder Inc Consumer DiscretionaryGaming Bull NASDAQbuybacks, Gaming, Listings, Multipleexpansion, valuation
Dec 31, 2025Fund LettersPearu PõldJEF Jefferies Financial Group Inc FinancialsInvestment Banking & Brokerage Bull New York Stock ExchangeCreditmarkets, Cycles, Investmentbanking, Mna, valuation
Dec 31, 2025Fund LettersPearu PõldFI Fiserv Inc FinancialsData Processing & Outsourced Services Bull New York Stock Exchangebuybacks, Fintech, Payments, turnaround, valuation
Dec 31, 2025Fund LettersPearu PõldGDEN Golden Entertainment Inc Consumer DiscretionaryCasinos & Gaming Bear NASDAQActivism, Casinos, Governance, Takeprivate, valuation
Dec 31, 2025Fund LettersPearu PõldFWRD Forward Air Corp IndustrialsAir Freight & Logistics Bull NASDAQleverage, Logistics, Mna, turnaround, valuation
Dec 31, 2025Fund LettersPearu PõldBHR Braemar Hotels & Resorts Inc Real EstateHotel & Resort REITs Bull New York Stock ExchangeGovernance, Hotels, Liquidation, REITs, Special_Situations
Dec 31, 2025Fund LettersThomas HuggerFPT VN FPT Corporation Information TechnologyIT Services Bull New York Stock ExchangeEarningsrecovery, Outsourcing, rerating, Software, Vietnam
Dec 31, 2025Fund LettersThomas HuggerCOMB SL Commercial Bank of Ceylon PLC FinancialsBanks Bull New York Stock Exchangebanking, recovery, ROE, Sri_Lanka, valuation
Dec 31, 2025Fund LettersThomas HuggerLUCK PK Lucky Cement Ltd. MaterialsConstruction Materials Bull New York Stock ExchangeCement, diversification, expansion, infrastructure, valuation
Dec 31, 2025Fund LettersMatthew PageGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, cloud, infrastructure, monetization, Platforms, Silicon
Dec 31, 2025Fund LettersMatthew PageNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAcceleration, Competition, datacenters, inference, semiconductors, valuation
Dec 31, 2025Fund LettersMatthew PageMDT Medtronic plc Health CareHealth Care Equipment Bull New York Stock ExchangeAblation, Approvals, Cardiology, Devices, growth, Medtech
Dec 31, 2025SubstackMonopolistic InvestorUBER Uber Technologies, Inc. TransportationRidesharing Bull New York Stock Exchangeautonomous vehicles, Driver compensation, Global network, GM's Cruise, R&D investment, regulatory challenges, Ridesharing, share repurchases, UBER, Waymo partnership
Dec 31, 2025SubstackMonopolistic InvestorV Visa Inc. Financial ServicesCredit Services Neutral New York Stock ExchangeA2A card, antitrust litigation, buybacks, capital allocation, DOJ case, Featurespace acquisition, Global network, infrastructure spending, payments technology, Visa
Dec 31, 2025SubstackMonopolistic InvestorMSFT Microsoft Corporation TechnologySoftware Neutral NASDAQ Stock MarketAI infrastructure, CapEx, data centers, FTC investigation, Microsoft, Nvidia GPUs, regulatory challenges, Software dominance, Teams bundling, Xbox sales
Dec 31, 2025SubstackMonopolistic InvestorDUOL Duolingo, Inc. EducationEducational Technology Bull NASDAQ Stock MarketAI-first approach, Chess and PVP, Duolingo, Duolingo Music, Language learning, LinkedIn integration, NextBeat acquisition, Public backlash, R&D investment, user engagement
Dec 31, 2025SubstackMonopolistic InvestorASML ASML Holding N.V. SemiconductorsSemiconductor Equipment & Materials Bull NASDAQ Stock MarketASML, capital allocation, China sales, High-NA machines, Intel, R&D investment, semiconductors, supply chain, technological leadership, TSMC

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