Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Nov 4, 2025Fund LettersAndrew HollingworthMETA Meta Platforms Inc. Communication ServicesInternet Services Bull NASDAQadvertising, AI, compounding, innovation, Margins, Owner-manager, social media
Nov 4, 2025Fund LettersAndrew HollingworthNU Nu Holdings Ltd. FinancialsBanking Services Bull NYSECustomer loyalty, digital banking, Fintech, growth, Reinvestment, ROE, scale
Nov 4, 2025Fund LettersAndrew HollingworthWISE LN Wise Plc. OtherFintech Bull NYSEdisruption, Fintech, FX, growth, Payments, Reinvestment, ROIC, scale
Nov 4, 2025Fund LettersDave AdamsCOLB Columbia Banking System Inc. FinancialsBanks Bull NASDAQbanking, Capital, dividends, efficiency, EPS growth, merger, synergies
Nov 4, 2025Fund LettersDave AdamsMTSI MACOM Technology Solutions Holdings Inc. Information TechnologySemiconductors Bull NASDAQ5G, Connectivity, data centers, Margins, Optical, Rf, semiconductors
Nov 4, 2025Fund LettersDave AdamsMRCY Mercury Systems Inc. IndustrialsAerospace & Defense Bull NASDAQAerospace, backlog, Computing, Defense, Government, growth, Security
Nov 4, 2025Fund LettersDave AdamsSUPN Supernus Pharmaceuticals Inc. Health CareBiotechnology Bull NASDAQcash flow, CNS, growth, healthcare, innovation, pharmaceuticals, profitability
Nov 4, 2025Fund LettersHoward GleicherNEM GR Nemetschek SE MaterialsSoftware Bull -Aec, construction, Digital Twin, Margins, recurring revenue, SaaS, Software, Subscription
Nov 4, 2025Fund LettersHoward Gleicher4385 JP MonotaRO Co. Ltd. Consumer DiscretionaryIndustrial Distribution Bull NYSEB2b, Digital, e-commerce, growth, Industrials, Margins, MRO, scale
Nov 4, 2025Fund LettersHoward GleicherFCFS FirstCash Holdings Inc. FinancialsConsumer Finance Bull NASDAQacquisition, cash flow, consumer finance, defensive, expansion, growth, Pawn
Nov 4, 2025Fund LettersHoward Gleicher005930 KS Samsung Electronics Co. Ltd. Information TechnologySemiconductors Bull NYSEAI, DRAM, Foundry, growth, innovation, Memory, Partnerships, semiconductors
Nov 4, 2025Fund LettersDerek PileckiMBG GR Mercedes-Benz Group AG OtherAutomobile Manufacturers Bull NYSEAutos, buybacks, dividends, Electrification, Luxury, Margins, Pricingpower, valuation
Nov 4, 2025Fund LettersSean M. ThorpeWMMVY Wal-Mart de México S.A.B. de C.V. Consumer DiscretionaryFood & Staples Retailing Bull Dubai Financial MarketBrand, consumer, Digital, e-commerce, growth, Margins, Mexico, Payments, retail, scale
Nov 4, 2025Fund LettersSean M. Thorpe9830 JP MonotaRO Co., Ltd. IndustrialsIndustrial Distribution Bull NYSEB2b, e-commerce, growth, Industrials, innovation, Japan, Margins, platform, Procurement, Scalability
Nov 4, 2025Fund LettersSean M. ThorpeBAP Credicorp Ltd. FinancialsDiversified Banks Bull NYSEasset quality, banking, Digital, diversification, Emerging markets, Finance, loan growth, ROE, valuation
Nov 4, 2025Fund LettersSean M. Thorpe005930 KS Samsung Electronics Co., Ltd. Information TechnologySemiconductors Bull NYSEAI, data centers, DRAM, Foundry, growth, innovation, Memory, Partnerships, Pricing, semiconductors
Nov 4, 2025Fund LettersHoward GleicherNEM GR Nemetschek SE MaterialsSoftware Bull -Aec, construction, Digital Twin, Margins, recurring revenue, SaaS, Software, Subscription
Nov 4, 2025Fund LettersHoward Gleicher4385 JP MonotaRO Co. Ltd. Consumer DiscretionaryIndustrial Distribution Bull NYSEB2b, Digital, e-commerce, growth, Industrials, Margins, MRO, scale
Nov 4, 2025Fund LettersHoward GleicherFCFS FirstCash Holdings Inc. FinancialsConsumer Finance Bull NASDAQacquisition, cash flow, consumer finance, defensive, expansion, growth, Pawn
Nov 4, 2025Fund LettersHoward Gleicher005930 KS Samsung Electronics Co. Ltd. Information TechnologySemiconductors Bull NYSEAI, DRAM, Foundry, growth, innovation, Memory, Partnerships, semiconductors

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