Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 10, 2025Fund LettersDan MoreheadHSDT US Solana Company (formerly Helius Medical Technologies) FinancialsBlockchain Infrastructure Bull NASDAQBlockchain, Crypto, Depin, Fintech, growth, infrastructure, Solana, Tokens
Oct 10, 2025Fund LettersDavid G. HerroSHL GR Siemens Healthineers AG Health CareHealth Care Equipment Bull -diagnostics, Health Care, innovation, Margins, Medical devices, turnaround
Oct 10, 2025Fund LettersDavid G. HerroITRK LN Intertek Group Plc IndustrialsProfessional Services Bull NYSEcash flow, ESG, Regulation, services, Tic, valuation
Oct 10, 2025Fund LettersDavid G. HerroFEMSAUBD MM Fomento Económico Mexicano SAB de CV Consumer StaplesFood & Staples Retailing Bull NYSEBeverages, buybacks, capital allocation, dividends, Mexico, retail
Oct 10, 2025Fund LettersDavid G. HerroDSY FP Dassault Systèmes SE Consumer StaplesApplication Software Bull Euronext Stock Exchangecloud, innovation, Simulation, Software, switching costs, valuation
Oct 10, 2025Fund LettersDavid G. HerroBNZL LN Bunzl Plc Consumer StaplesDistribution Bull NYSEcash flow, defensive, Distribution, M&A, Re-rating, scale
Oct 10, 2025Fund LettersDavid G. HerroCFF FP Robertet SA MaterialsFragrances & Flavors Bull Euronext Stock ExchangeBrand, compounding, consumer, Fragrances, Luxury, Natural-ingredients, Pricing power
Oct 10, 2025Fund LettersDavid G. HerroKSPI JP Kansai Paint Co. Ltd. Information TechnologySpecialty Chemicals Bull NYSEbuybacks, Coatings, cost-cutting, dividend, Industrials, Japan, recovery
Oct 10, 2025Fund LettersDavid G. Herro6951 JP JEOL Ltd. Information TechnologyScientific Instruments Bull NYSECapEx, instruments, Japan, recurring revenue, Science, semiconductors, valuation
Oct 10, 2025Fund LettersDavid G. HerroALT FP Alten SA Health CareEngineering Services Bull Euronext Stock Exchangeengineering, growth, M&A, Outsourcing, R&D, recovery, valuation
Oct 10, 2025Fund LettersWilliam C. NygrenUNP US Union Pacific Corp. IndustrialsRailroads Bull NYSEefficiency, infrastructure, Logistics, merger, Pricing, Rail, Value
Oct 10, 2025Fund LettersWilliam C. NygrenTRGP US Targa Resources Corp. EnergyMidstream Bull NYSEcashflow, dividend, energy, Gas, infrastructure, midstream, valuation
Oct 10, 2025Fund LettersMargaret WebbWISE LN Wise plc OtherFinancial Technology Bull NYSECross-Border, Fintech, network effects, Payments, platform, Regulation, Scalability
Oct 10, 2025Fund LettersJohn NeffCSU CN Constellation Software Inc. Information TechnologyApplication Software Bull TSXAI, compounding, growth, leadership, M&A, resilience, Software, valuation, Verticals
Oct 10, 2025Value Investors ClubDeliberate PracticeSEVN PM Philippine Seven Corporation Real EstateFood Retail—Philippine Stock ExchangeBPO apocalypse overhyped, Convenience insurgency, DC-density warfare, EM sleeper monster, Filipinnovation tailwind, Logistics death-moat, POGO hangover trade
Oct 10, 2025Short ThesisFuzzy PandaRCAT Red Cat Holdings, Inc. IndustrialsAerospace & Defense Bear NASDAQDrones, Srr Program, Defense Procurement, Foia, Itar/China Components, Guidance Risk, Nato Sales
Oct 9, 2025Fund LettersDan DavidowitzUBER Uber Technologies Inc. Information TechnologyGround Transportation Bull NYSEadvertising, network effects, Regulatory, Subscriptions, Take rate
Oct 9, 2025Fund LettersDan DavidowitzSNPS Synopsys Inc. Information TechnologyApplication Software Bull NASDAQEda, margin expansion, Pricing power, Secular tailwind, switching costs
Oct 9, 2025Fund LettersDan DavidowitzBSX Boston Scientific Corp. Health CareMedical Devices Bull NYSECardio devices, Category leadership, FCF, Margins, Procedure adoption
Oct 9, 2025Fund LettersDan DavidowitzINTU Intuit Inc. Information TechnologyApplication Software Bull NASDAQARPU, Ecosystem, Fintech attach, Pricing power, SMB software

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