Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 12, 2025Fund LettersWayne JonesPWH AU PWR Holdings Ltd. Consumer DiscretionaryAuto Components Bull Australian Securities ExchangeAerospace, Cooling, Defense, engineering, growth, manufacturing, Margins, recovery
Oct 12, 2025Fund LettersWayne JonesLOV AU Lovisa Holdings Ltd. Consumer DiscretionarySpecialty Retail Bull Australian Securities Exchangeacquisition, expansion, Global, growth, Jewelry, Margins, retail, valuation
Oct 12, 2025Fund LettersAnkur ShahHOOD Robinhood Markets Inc. FinancialsCapital Markets Bull NASDAQbanking, Brokerage, diversification, Fintech, growth, platform
Oct 12, 2025Fund LettersAnkur ShahDIS The Walt Disney Co. Communication ServicesMedia & Entertainment Bull NYSEcash flow, entertainment, growth, media, restructuring, Streaming
Oct 12, 2025Fund LettersAnkur ShahXLF Financial Select Sector SPDR Fund OtherFinancials ETF Bull NYSEBanks, dividends, ETF, financials, Macro, Value
Oct 11, 2025Twitter / X@OilandGasInvestSKYE Skye Bioscience, Inc. BiotechnologyBiotechnology Bear NASDAQAntibody, Biotech, CB1, Combination, Glp1, Nimacimab, Obesity, Phase2a, Wegovy, Weightloss
Oct 11, 2025Twitter / X@TMTMoatsDELL Dell Technologies Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull New York Stock Exchangecash, cash flow, DELL, infrastructure demand, Server, Servers, Servers Dell, Total Revenue
Oct 11, 2025SubstackRijnberk Invest InsightsLRCX Lam Research Information TechnologySemiconductor Equipment & Materials Neutral -AI hardware, Capital-light, Etch and deposition, Free Cash Flow, long-term growth, market leader, Quiet compounder, Semiconductor manufacturing, Structural positioning, Technological necessity
Oct 11, 2025SubstackRijnberk Invest InsightsAIR Airbus Group IndustrialsAerospace & Defense Neutral -Aerospace, backlog, Defense and space, European industrial, Fleet renewal, Global air travel, long-term growth, market dominance, Megatrends, Structural compounder
Oct 11, 2025SubstackRijnberk Invest InsightsUMG Universal Music Group Other- Bull -Artist roster, Cash-flow machine, European compounder, Global music monetization, long-term growth, market dominance, Music rights, Music streaming, recurring revenue, Social media integration
Oct 11, 2025SubstackRijnberk Invest InsightsSAP SAP SE Information TechnologySoftware - Application Neutral -AI integration, Cloud transformation, Enterprise software, European tech leader, long-term growth, recurring revenue, S/4HANA Cloud, Stable cash flows, switching costs, Underappreciated
Oct 11, 2025SubstackRijnberk Invest InsightsBN Brookfield Corporation FinancialsAsset Management Bull -asset management, Bruce Flatt, Complexity discount, Distributable earnings growth, Global energy transition, Inflation-protected cash flows, infrastructure, Long-term compounder, renewable energy, undervalued
Oct 11, 2025SubstackPacific Northwest EdgeOKE Oneok EnergyOil & Gas Midstream Bull -capital-intensive, debt management, dividend yield, Export projects, Fixed-fee contracts, infrastructure, midstream energy, Natural gas liquids, Pipeline network, Scale economies
Oct 10, 2025Fund LettersRick RyskalczykAJG Arthur J. Gallagher & Co. FinancialsInsurance Brokers Bull New York Stock ExchangeAcquisitions, consolidation, earnings growth, insurance brokerage, Mid-market, recurring revenue
Oct 10, 2025Fund LettersRick RyskalczykCR Crane Company IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, aircraft production, backlog, Industrials, Oem, secular growth
Oct 10, 2025Twitter / X@LaTranquillumTEM1V.HE Tecnotree Oyj Information TechnologyApplication Software Bull Nasdaq HelsinkiEurope, Exchanges, FCF, Fintech, Receivables, SaaS, Tecnotree, Telecom
Oct 10, 2025Fund LettersGeorge HadjiaPAR UN PAR Technology Corp Information TechnologyEnterprise Software Bull NYSEacquisition, ARR, growth, McDonald's, Restaurant, SaaS, Software, turnaround
Oct 10, 2025Fund LettersGeorge HadjiaSNPS US Synopsys Inc Information TechnologyElectronic Design Automation Bull NASDAQAI, Design, Eda, growth, Margins, semiconductors, Software, valuation
Oct 10, 2025Fund LettersGeorge HadjiaGOOGL US Alphabet Inc Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, Hardware, innovation, monetization, Search, technology
Oct 10, 2025Fund LettersGeorge HadjiaASML NA ASML Holding NV Information TechnologySemiconductor Equipment Bull Euronext Stock ExchangeAI, Euv, growth, Lithography, Monopoly, semiconductors, technology, valuation

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