Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 19, 2025Fund LettersAdam FacklerETR Entergy Corporation UtilitiesElectric Utilities Bull NYSEdividends, Grid, Modernization, Regulation, Renewable integration, utilities
Oct 19, 2025Fund LettersAdam FacklerENB CN Enbridge Inc. EnergyOil & Gas Storage & Transportation Bull TSXcash flow, dividends, growth, infrastructure, LNG, natural gas, Pipelines
Oct 19, 2025Fund LettersAdam FacklerCCI Crown Castle Inc. Real EstateTelecom Tower REITs Bull NYSE5G, AI, deleveraging, dividends, infrastructure, Towers, valuation
Oct 19, 2025Fund LettersJafar RizviMEDI NO Medistim ASA OtherHealth Care Equipment Bull NYSECardio surgery, Disposables, Free Cash Flow, Procedures, Sales expansion, TAM, Utilization
Oct 19, 2025Fund LettersJafar RizviAFX GR Carl Zeiss Meditec AG Health CareHealth Care Equipment Bull -Demographics, Installed base, margin normalization, Ophthalmology, Premium iols, Recurring mix
Oct 19, 2025Fund LettersJafar Rizvi6869 JP Sysmex Corporation Health CareHealth Care Equipment Bull NYSEdiagnostics, Emerging markets, Installed base, Margins, Reagents, recurring revenue, visibility
Oct 19, 2025Fund LettersGeorge DrouliasFranco-Nevada Corporation FNV MaterialsPrecious Metals & Mining Bull NYSEcashflow, diversification, Gold, inflation hedge, Margins, Mining, Royalty
Oct 19, 2025Fund LettersGeorge DrouliasMattel Inc. MAT Consumer DiscretionaryLeisure Products Bull NASDAQbrands, consumer, entertainment, Ip, Licensing, Margins, Toys
Oct 19, 2025Fund LettersGeorge DrouliasSAP SE SAP Information TechnologyApplication Software Bull NYSEAutomation, cloud, enterprise, ERP, recurring revenue, SaaS, Software
Oct 19, 2025Fund LettersGeorge DrouliasTE Connectivity plc TEL IndustrialsElectrical Components & Equipment Bull NYSEautomotive, Electrification, FCF, growth, Industrials, Sensors, technology
Oct 19, 2025Fund LettersGeorge DrouliasAMA SM Amadeus IT Group, S.A. FinancialsSoftware & Services Bull Brasil Bolsa BalcãoAirlines, Digitalization, Hotels, infrastructure, It, Software, Travel
Oct 19, 2025Fund LettersMichael J . ScanlonMU US Micron Technology, Inc. Information TechnologySemiconductors Bull NASDAQAI, data centers, growth, Memory, recovery, semiconductors, valuation
Oct 19, 2025Fund LettersMichael J . ScanlonGOOGL US Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, diversification, growth, Margins, valuation
Oct 19, 2025Fund LettersMichael J . ScanlonCMG US Chipotle Mexican Grill, Inc. Consumer DiscretionaryRestaurants Bear NYSEconsumer, growth, inflation, Margins, Restaurants, valuation
Oct 19, 2025Fund LettersMark L. Yockey3750 HK Contemporary Amperex Technology Co., Limited (CATL) IndustrialsElectrical Components & Equipment Bull NYSEenergy storage, Ev batteries, market share, Oems, profitability, scale, Shipments
Oct 19, 2025Fund LettersMark L. Yockey012450 KS Hanwha Aerospace Co., Ltd. IndustrialsAerospace & Defense Bull NYSEbacklog, CapEx, Defense, Exports, Margins, NATO, Scalability
Oct 19, 2025Fund LettersMark L. YockeyUBSG SW UBS Group AG FinancialsBanks—Diversified Bull Swiss Exchangebuybacks, Capital-rules, Cost control, Inflows, multiple expansion, profitability, wealth management
Oct 19, 2025Fund LettersMark L. YockeyUCB BB UCB SA FinancialsPharmaceuticals Bull Shanghai Stock ExchangeCatalysts, dermatology, guidance, Neurology, operating leverage, Peak-sales, pipeline
Oct 19, 2025Fund LettersEric MintzMDB US MongoDB, Inc. Information TechnologyApplication Software Bull NASDAQAI, architecture, cloud, Databases, growth, Margins, Software
Oct 19, 2025Fund LettersEric MintzINSM US Insmed Inc. Health CareBiotechnology Bull NASDAQApprovals, Biotech, growth, Lung disease, pipeline, R&D, valuation

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