Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 20, 2025Fund LettersPaulina McPaddenSHOP Shopify Inc. Information TechnologyApplication Software Bull NYSEe-commerce, global expansion, GMV, Margins, network effects, Point of Sale, SaaS
Oct 20, 2025Fund LettersPaulina McPaddenADYEN Adyen NV Information TechnologyTransaction & Payment Processing Bull -Digital adoption, e-commerce, EBITDA, Fintech, Margins, Payments, secular growth
Oct 20, 2025Fund LettersPaulina McPaddenSPOT Spotify Technology SA Communication ServicesStreaming Services Bull NYSEadvertising, ARPU, Engagement, Free Cash Flow, Margins, Personalization, Streaming
Oct 20, 2025Fund LettersPaulina McPaddenMELI MercadoLibre Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQe-commerce, Fintech, GMV, Latin America, long-term growth, Margins, market share
Oct 20, 2025Fund LettersRichard StaveleyFSJ James Fisher & Sons plc IndustrialsEngineering & Marine Services Bull NYSEasset sales, Defense, deleveraging, engineering, Margins, recovery, restructuring
Oct 20, 2025Fund LettersRichard StaveleyFLO Flowtech Fluidpower plc IndustrialsIndustrial Distribution Bull NYSEDigital transformation, EBITDA, Industrial distribution, insider ownership, Margin recovery, restructuring
Oct 20, 2025Fund LettersRichard StaveleyVANQ Vanquis Banking Group plc FinancialsConsumer Finance Bull NYSEconsumer finance, cost-cutting, Deposits, Regulation, Rote, turnaround, valuation
Oct 20, 2025Fund LettersRobert J. HarrisLKQ LKQ Corporation Consumer DiscretionaryAuto Parts & Equipment Bear NASDAQAuto parts, Cost control, Cyclicality, exit, inflation, Margins, Reallocation, Repair, tariffs, Volumes
Oct 20, 2025Fund LettersRobert J. HarrisVLO Valero Energy Corporation EnergyOil & Gas Refining & Marketing Bull NYSEcashflow, Cost advantage, Decarbonization, Diesel, energy, FCF, Margins, refining, shareholder returns, valuation
Oct 20, 2025Fund LettersTyler HardtELV Elevance Health Inc. Health CareManaged Health Care Bull NYSEbuybacks, Eps recovery, health insurance, Medicare, Pbm, ROIC, valuation
Oct 20, 2025Fund LettersTyler HardtODFL Old Dominion Freight Line Inc. IndustrialsTrucking & Logistics Bull NASDAQFCF, Logistics, Ltl, Pricing power, recovery, Reinvestment, ROIC, Trucking
Oct 20, 2025Fund LettersTyler HardtGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, Chips, cloud, diversification, FCF, platform, productivity
Oct 20, 2025Fund LettersTyler HardtMU Micron Technology Inc. Information TechnologySemiconductors & Memory Bull NASDAQAI, Capacity, HBM, leverage, Memory, Pricing power, semiconductors
Oct 20, 2025Fund LettersVivian Y. ChenFOUR Shift4 Payments Inc. Information TechnologyTransaction & Payment Processing Services Bull NYSEe-commerce, Fintech, hospitality, Margins, market share, Payments, valuation
Oct 20, 2025Fund LettersVivian Y. ChenPYPL PayPal Holdings Inc. FinancialsTransaction & Payment Processing Services Bull NASDAQcost discipline, digital payments, Fintech, growth, Margins, scale, valuation
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 SilviaFNV CN Franco-Nevada Corp. MaterialsPrecious Metals Bull TSXbalance sheet, compounding, Gold, inflation hedge, Margins, Optionality, royalties

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