Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 19, 2025Fund LettersEric MintzALNY US Alnylam Pharmaceuticals, Inc. Health CareBiotechnology Bull NASDAQBiotech, growth, innovation, pipeline, Rnai, Ttr, valuation
Oct 19, 2025Fund LettersEric MintzWYNN US Wynn Resorts, Ltd. Consumer DiscretionaryCasinos & Gaming Bull NASDAQdiversification, EBITDA, Gaming, Macau, recovery, Travel, valuation
Oct 19, 2025Fund LettersEric MintzMPWR US Monolithic Power Systems, Inc. Information TechnologySemiconductors Bull NASDAQAI, Automation, growth, Margins, Power management, semiconductors, valuation
Oct 19, 2025Fund LettersMatthew KammSPOT Spotify Technology SA Communication ServicesMedia & Entertainment Bull NYSEgrowth, media, monetization, Streaming, Subscriptions
Oct 19, 2025Fund LettersMatthew KammWING Wingstop Inc. Consumer DiscretionaryRestaurants Bull NASDAQefficiency, franchise, growth, Restaurants, technology
Oct 19, 2025Fund LettersMatthew KammLSCC Lattice Semiconductor Corp. Information TechnologySemiconductors Bull NASDAQAI, growth, Hardware, robotics, semiconductors
Oct 19, 2025Fund LettersMatthew KammINSM Insmed Inc. Health CareBiotechnology Bull NASDAQBiotech, FDA, growth, innovation, Pulmonary
Oct 19, 2025Fund LettersMatthew KammARGX argenx SE Health CareBiotechnology Bull Shanghai Stock ExchangeAutoimmune, Biotech, growth, innovation, pharmaceuticals
Oct 19, 2025Fund LettersAlison Shimada300750 CH Contemporary Amperex Technology Co. Ltd. IndustrialsElectrical Components & Equipment Bull Shenzhen Stock ExchangeBatteries, Chemistry, Ess, EV, expansion, Integration, Margins, Storage, Subsidies
Oct 19, 2025Fund LettersAlison Shimada005930 KS Samsung Electronics Co., Ltd. Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEAI, DRAM, Foundry, HBM, Margins, Nand, semiconductors, Utilization, valuation
Oct 19, 2025Fund LettersAlison ShimadaBABA US Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI, buybacks, China, cloud, e-commerce, growth, Margins, Monetisation, valuation
Oct 18, 2025Twitter / X@killapabkaiDCTH Delcath Systems, Inc. Health CareBiotechnology Bull NASDAQChopin, Kit, Kits, Oncology, Peak, Peak-sales, Sales, Treatment
Oct 18, 2025Value Investors ClubDenverCapPEP PepsiCo, Inc. IndustrialsCommercial Services & Supplies Bear NASDAQindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Oct 18, 2025Value Investors ClubalcideholderTPB Turning Point Brands, Inc. FinancialsBanks Bull New York Stock Exchangebanking, Credit, Deposits, financial services, Interest rates, Lending
Oct 18, 2025SubstackWinter GemsDGE.L Diageo plc Consumer StaplesBeverages - Wineries & Distilleries Neutral -Canadian Whisky, Captain Morgan, Diageo, Inventory Adjustments, Johnnie Walker, Scotch Segment, Smirnoff, tariffs, tequila, U.S. market
Oct 18, 2025SubstackWinter GemsRCO.PA Rémy Cointreau Consumer StaplesBeverages - Wineries & Distilleries Bear -Asian market, bearish outlook, Cautious Approach, Chinese market, Cognac, Market Vulnerability, Mid-Autumn Festival, Regional Fluctuations, Rémy Cointreau, Sales Decline
Oct 18, 2025SubstackWinter GemsRI.PA Pernod Ricard Consumer StaplesBeverages - Wineries & Distilleries Neutral -Absolut, Glenlivet, Inventory Adjustments, Jameson, Pernod Ricard, premium brands, Redbreast, RTD Portfolio, tariffs, U.S. market
Oct 18, 2025SubstackWinter GemsMC.PA LVMH Moët Hennessy Louis Vuitton Consumer DiscretionaryLuxury Goods Bull -Brand Positioning, Champagne, High-end Consumers, Luxury goods, LVMH, Market Resilience, Moet Chandon, organic growth, U.S. market, Veuve Clicquot
Oct 17, 2025Twitter / X@LaTranquillumTALK.ST Talkpool AG Information TechnologyIT Consulting & Other Services Bull NASDAQ OMX StockholmDefense, Fiber, Germany, Insurance, Pakistan, Sweden, Talkpool, Telecom
Oct 17, 2025Twitter / X@AskeladdenTXCRMT America’s Car-Mart, Inc. Consumer DiscretionaryAutomotive Retail Bull NASDAQAuto, Book, Credit, Crmt, Payments, Satellite, Subprime, Subprime Auto

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