Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 8, 2025Fund LettersTimo SmutsSE Sea Limited Consumer DiscretionaryBroadline Retail Bull NASDAQe-commerce, Gaming, growth, leadership, operating leverage, Payments, Southeast Asia
Oct 8, 2025Fund LettersTimo SmutsASII IJ Astra International Tbk Consumer StaplesAutomobile Distributors Bull NYSEAutos, Consumption, dividend, Finance arm, market share, Mining Services, valuation
Oct 8, 2025Fund LettersTimo SmutsJAR LN Jardine Matheson Holdings Ltd. IndustrialsIndustrial Conglomerates Bull NYSEAllocation, Asia consumer, buybacks, conglomerate, dividend, recovery, valuation
Oct 8, 2025Fund LettersBen PrestonCRSP CRISPR Therapeutics AG Health CareBiotechnology Bull NASDAQCasgevy, Cash runway, Gene Editing, Launch curve, Reimbursement, Scalability, Vertex partnership
Oct 8, 2025Fund LettersBen PrestonINSM Insmed Incorporated Health CareBiotechnology Bull NASDAQCatalysts, Drug launch, operating leverage, Payer access, profitability, Respiratory, Tpip
Oct 8, 2025Fund LettersBen PrestonGMAB DC Genmab A/S Health CareBiotechnology Bull NASDAQAdcs, Antibody platform, Keytruda-like royalties, Patent cliff, pipeline, rerating, royalties
Oct 8, 2025Fund LettersBen PrestonALNY Alnylam Pharmaceuticals, Inc. Health CareBiotechnology Bull NASDAQDrug launch, operating leverage, pipeline, profitability, Reimbursement, Rnai
Oct 8, 2025Fund LettersHenryInvestsUPST Upstart Holdings, Inc. FinancialsConsumer Finance Bull NASDAQAI underwriting, Funding, growth, operating leverage, Partnerships, Product Diversification, Securitization
Oct 8, 2025Fund LettersHenryInvestsCRWV CoreWeave Inc. Information TechnologyCloud Infrastructure Bull -AI, cloud, Contracts, Gpu, growth, infrastructure, Recurring
Oct 8, 2025Fund LettersHenryInvestsNBIS Nebius Holdings Ltd. Communication ServicesCloud Computing Bull -AI, cloud, growth, hyperscaler, infrastructure, Scalability
Oct 8, 2025Fund LettersHenryInvestsUEC Uranium Energy Corp. MaterialsUranium Bull NYSEAI infrastructure, Energy security, growth, Nuclear, Power, uranium
Oct 8, 2025Fund LettersHenryInvestsGRND Grindr Inc. Information TechnologyInteractive Media & Services Bull NYSECommunity, Engagement, growth, monetization, Social, Subscription
Oct 8, 2025Fund LettersHenryInvestsUPST Upstart Holdings Inc. FinancialsConsumer Finance Bull NASDAQAI, Credit, diversification, Fintech, Lending, profitability, underwriting
Oct 8, 2025Fund LettersAdam SchwartzHCC Warrior Met Coal Inc. MaterialsMetals & Mining Bull NYSECapital-projects, cash flow, coal, energy, Mining, Steel, turnaround
Oct 8, 2025Fund LettersAdam SchwartzTDW Tidewater Inc. EnergyOilfield Services Bull NYSEbuybacks, energy, leverage, Marine, Offshore, Oilfield, Supply, valuation
Oct 8, 2025Fund LettersAdam SchwartzLXS Lanxess AG MaterialsSpecialty Chemicals Bull -Chemicals, deleveraging, Free Cash Flow, Germany, restructuring, valuation
Oct 8, 2025Fund LettersAdam SchwartzFLG Flagstar Financial Corp. FinancialsBanks Bull NYSEbanking, Credit, management, recovery, regional banks, turnaround, valuation
Oct 8, 2025Fund LettersAdam SchwartzBLDR Builders FirstSource Inc. IndustrialsBuilding Products Bull NYSEBuilding materials, buybacks, cash flow, construction, growth, Housing, leverage
Oct 8, 2025Value Investors ClubLDMRJET2 Jet2 PLC Consumer DiscretionaryAirlines Bull London Stock ExchangeAirline, Leisure travel, Packaged holidays, Vertical integration, Buybacks, Low-cost carrier, UK consumer,Deep value
Oct 8, 2025Value Investors ClubStockOperatorAMBEA Ambea OtherHealth Care Facilities & Services Bull NASDAQElderly care, Nordics, Roll-up, Demographic tailwinds, Specialty care, Mental health, CPI-linked revenue, Compounder, M&A

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