Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 9, 2025Fund LettersElisa MazenCLS CN Celestica Inc. Information TechnologyElectronic Manufacturing Services Bull NYSEAI, buybacks, growth, infrastructure, manufacturing, Margins, valuation
Oct 9, 2025Fund LettersElisa MazenUCB BB UCB SA FinancialsBiotechnology Bull Shanghai Stock ExchangeBiotech, growth, Immunology, Margins, Neurology, pipeline, valuation
Oct 9, 2025Fund LettersAram GreenKD US Kratos Defense & Security Solutions, Inc. Information TechnologyAerospace & Defense Bull NASDAQAerospace, backlog, Defense, Drones, growth, Hypersonic, Margins, valuation
Oct 9, 2025Fund LettersAram GreenBE US Bloom Energy Corp. IndustrialsElectrical Equipment Bull NYSEAI, data centers, Electrification, energy transition, Fuel cells, growth, Margins, valuation
Oct 9, 2025Fund LettersJohn BaldiODFL Old Dominion Freight Line Inc. IndustrialsTrucking Bull NASDAQdividends, Industrials, Logistics, Margins, recovery, Transportation, Trucking
Oct 9, 2025Fund LettersJohn BaldiMARSH Marsh & McLennan Cos. FinancialsInsurance Brokers Bull NYSEBrokerage, cash flow, defensive, dividends, growth, Insurance, Quality
Oct 9, 2025Fund LettersJohn BaldiLHX L3Harris Technologies Inc. IndustrialsAerospace & Defense Bull NYSEAerospace, backlog, cash flow, Defense, dividends, growth, Security
Oct 9, 2025Fund LettersJohn BaldiTEL TE Connectivity Ltd. Information TechnologyElectronic Components Bull NYSEAI, Automation, Connectivity, dividends, growth, Industrials, Sensors
Oct 9, 2025Fund LettersJohn BaldiORCL Oracle Corp. Information TechnologySystems Software Bull NYSEAI, cloud, enterprise, growth, Margins, recurring revenue, Software
Oct 9, 2025Fund LettersJohn BaldiAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, cash flow, dividends, growth, infrastructure, semiconductors
Oct 9, 2025Fund LettersThomas HuggerMPC Minh Phu Seafood Corp. EnergyFood Products Bull Ho Chi Minh Stock ExchangeExports, growth, Margins, Seafood, turnaround, Vietnam
Oct 9, 2025Value Investors Clubmarwari25TECHNOE IN Techno Electric & Engineering Co. Ltd. IndustrialsConstruction & Engineering / Electrical EPC—National Stock Exchange of IndiaAI-infra trifecta, BOT-or-bust risk, capex cliffhanger, data-center arms dealer, EPC warhorse to cloud landlord, hyperscale desi alpha, RailTel edge cartel, smart-meter money machine
Oct 9, 2025Value Investors Clubtaiidea3994 JP Money Forward Information TechnologyApplication Software Bull NYSESaaS, SME software, Cloud accounting, Japan digitization, Vertical software, Activist catalysts, MBO optionality, High-margin subscription
Oct 9, 2025SubstackWinter GemsRI.PA Pernod Ricard Consumer StaplesBeverages - Wineries & Distilleries Bull -Euronext Paris, mid single digit growth, P/E rerating, Pernod Ricard, premium spirits, pricing recovery, strategic international brands, Undervalued Stock, visibility, volume growth
Oct 9, 2025SubstackRijnberk Invest InsightsBKNG Booking Holdings Consumer DiscretionaryTravel Services Bull -Booking Holdings, brand portfolio, competitive pressures, economic recovery, global reach, long-term growth, market opportunity, online travel services, stock price decline, travel industry
Oct 8, 2025Fund LettersVictoria HardieGNC AU GrainCorp Ltd Consumer StaplesAgricultural Products Bull Australian Securities Exchangeagriculture, Biofuels, buybacks, Cyclicality, Volumes
Oct 8, 2025Fund LettersVictoria HardieINA AU Ingenia Communities Group Real EstateResidential REITs Bull Australian Securities ExchangeDemographics, Governance, growth, Housing, Operatingleverage
Oct 8, 2025Fund LettersVictoria HardieLIC AU Lifestyle Communities Ltd Real EstateResidential REITs Bull Australian Securities Exchangedeleveraging, Downsizers, Housing, Navdiscount, Optionality
Oct 8, 2025Fund LettersVictoria HardieBBN AU Baby Bunting Group Ltd Consumer DiscretionarySpecialty Retail Bull Australian Securities Exchangeexpansion, Margins, Operatingleverage, retail, turnaround
Oct 8, 2025Fund LettersVictoria HardieLLC AU Lendlease Group Real EstateDiversified Real Estate Activities Bull Australian Securities Exchangebuybacks, Capitalrecycling, development, Nta, turnaround

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