Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Nov 1, 2025SubstackCompound and FireTTD The Trade Desk Communication ServicesAdvertising Agencies Bull -advertising technology, CTV tailwinds, growth potential, investment choice, leadership, market position, NRR, programmatic advertising, strategic initiatives, The Trade Desk
Nov 1, 2025SubstackCompound and FireASML.AS ASML Holding Information TechnologySemiconductor Equipment & Materials Bull -AI chip demand, ASML Holding, EUV technology, growth potential, innovation, investment opportunity, market leadership, photolithography, Q3 results, semiconductors
Nov 1, 2025SubstackCompound and FireJDG.L Judges Scientific Information TechnologyScientific & Technical Instruments Bull -acquisition-driven growth, consolidator, growth potential, investment choice, Judges Scientific, market position, ROIC, scientific instruments, shareholder-friendly, strategic capabilities
Nov 1, 2025SubstackCompound and FireCMG.TO Computer Modelling Group Information TechnologySoftware - Application Bull -Computer Modelling Group, energy transition, growth, investment thesis, M&A focus, market position, Reservoir simulation, Software, strategic initiatives, valuation opportunity
Nov 1, 2025SubstackCompound and FireWOSG.L Watches of Switzerland Group Consumer DiscretionaryLuxury Goods Bull -brand partnerships, Competitive Advantage, growth outlook, Luxury goods, luxury sector, market demand, market presence, retailer, share price increase, Watches of Switzerland
Nov 1, 2025SubstackCompound and FireENX.PA Euronext FinancialsFinancial Data & Stock Exchanges Bull -acquisition, diversified revenue, Euronext, financial services, Growth Opportunities, investment thesis, market position, pan-European, Revenue Growth, stock exchange
Nov 1, 2025SubstackCompound and FireRMV.L Rightmove Communication ServicesInternet Content & Information Bull -competitive position, growth, investment opportunity, market share, online portal, rate cuts, Real Estate, Rightmove, sector weakness, transaction volumes
Nov 1, 2025SubstackCompound and FireKNSL Kinsale Capital Group FinancialsInsurance - Property & Casualty Bull -combined ratio, growth, Insurance, Kinsale Capital Group, Niche markets, operating EPS, ROE, scalable model, underwriting discipline, value creation
Nov 1, 2025SubstackCompound and FireKPG.AX Kelly Partners Group IndustrialsSpecialty Business Services Bull -acquisition, buybacks, financial services, growth potential, investment opportunity, Kelly Partners Group, recurring revenue, ROIC, shareholder value, U.S. listing
Nov 1, 2025SubstackCompound and FireNEDAP.AS Nedap Information TechnologyInformation Technology Services Bull -core holding, diverse sectors, earnings update, growth, investment opportunity, margin expansion, Momentum, Nedap, recurring revenue, technology
Oct 31, 2025Fund LettersHinde GroupNWSA News Corp Communication ServicesPublishing Bull NASDAQAustralia, discount to NAV, Dow Jones, Family Trust, holding company, information services, media, Publishing, REA Group, value unlock
Oct 31, 2025Fund LettersCaledonia InvestmentNWSA News Corp Communication ServicesPublishing Bull NASDAQAsset Spin-off, Australia, discount to NAV, Family Trust, holding company, information services, media, Publishing, turnaround, value unlock
Oct 31, 2025Fund LettersProvident Financial ArticlesNWSA News Corp Communication ServicesPublishing Bull NASDAQAsset Unlock, Australia, discount, Dow Jones, Family Trust, information services, media, Publishing, REA Group, Value
Oct 31, 2025Fund LettersAirlie Australian Share FundNWSA News Corp Communication ServicesPublishing Bull NASDAQAsset Spin-off, Australia, discount to NAV, Dow Jones, Family Trust, information services, media, Publishing, REA Group, value unlock
Oct 31, 2025Fund LettersBrookfield Asset ManagementNWSA News Corp Communication ServicesPublishing Bull NASDAQAsset Discount, Australia, Dow Jones, Family Trust, holding company, information services, media, Publishing, REA Group, value unlock
Oct 31, 2025Fund LettersGuinness Global InnovatorsAC.PS Ayala Corporation FinancialsMulti-Sector Holdings Bull Philippine Stock Exchangebanking, conglomerate, Emerging markets, NAV discount, Philippines, Real Estate, telecommunications, Value
Oct 31, 2025Fund LettersGuinness Global Innovators005930.KS Samsung Electronics Co., Ltd. Information TechnologyTechnology Hardware, Storage & Peripherals Bull Korea Stock ExchangeAI infrastructure, memory chips, semiconductors, South Korea, technology hardware, Value AI Exposure
Oct 31, 2025Fund LettersGuinness Global InnovatorsGold Barrick Gold Corporation MaterialsGold Bull NYSECentral Bank Demand, Commodities, gold mining, Low-cost producer, materials, profit margins
Oct 31, 2025Fund LettersFirebird US Value FundNWSA News Corp Communication ServicesPublishing Bull NASDAQAustralia, discount, Dow Jones, Family Trust, holding company, information services, media, Publishing, REA Group, Value
Oct 31, 2025Fund LettersTMR Partners Long OnlyNWSA News Corp Communication ServicesPublishing Bull NASDAQAustralia, discount to NAV, Dow Jones, Family Trust, information services, media, Professional Information, Publishing, REA Group, value unlock

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