Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2025Fund LettersAlex UmanskyMELI MercadoLibre, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQecommerce, Fintech, LatAm, Logistics, Payments
Sep 30, 2025Fund LettersAlex UmanskyISRG Intuitive Surgical, Inc. Health CareHealth Care Equipment Bull NASDAQHospitals, Procedures, Reimbursement, robotics, Surgery
Sep 30, 2025Fund LettersAlex UmanskyTTD The Trade Desk, Inc. Communication ServicesAdvertising Bear NASDAQadvertising, Competition, CTV, Fees, Programmatic
Sep 30, 2025Fund LettersAlex UmanskyTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull New York Stock ExchangeAI, Foundry, Geopolitics, Nodes, Pricing
Sep 30, 2025Fund LettersAlex UmanskyGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, antitrust, cloud, Ecosystem, Search
Sep 30, 2025Fund LettersAlex UmanskyTSLA Tesla, Inc. Consumer DiscretionaryAutomobile Manufacturers Bull NASDAQAI, Autonomy, EVs, manufacturing, robotics
Sep 30, 2025Fund LettersAlex UmanskySHOP Shopify Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAI, ecommerce, Merchants, Payments, SaaS
Sep 30, 2025Fund LettersAlex UmanskyNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, datacenters, GPUs, infrastructure, semiconductors
Sep 30, 2025Fund LettersBrian YacktmanCME US CME Group Inc. FinancialsFinancial Exchanges & Data Bull NASDAQCapitalmarkets, Clearinghouse, Derivatives, Exchanges, Liquidity, Networks, Pricingpower
Sep 30, 2025Fund LettersJacob MitchellGOLD US Barrick Gold Corporation MaterialsGold Mining Bull NYSEcash flow, Fourmile, Gold, Mining, NAV
Sep 30, 2025Fund LettersJacob Mitchell6367 JP Daikin Industries, Ltd. IndustrialsBuilding Products – HVAC Bull NYSEClimate, efficiency, HVAC, Industrials, vertical integration
Sep 30, 2025Fund LettersJacob MitchellGMED US Globus Medical, Inc. Health CareMedical Devices Bull NYSEbuybacks, Demographics, Medtech, robotics, Spine
Sep 30, 2025Fund LettersJacob MitchellPCOR US Procore Technologies, Inc. Information TechnologyApplication Software Bull NYSEconstruction, Digitisation, growth, SaaS, Software
Sep 30, 2025Fund LettersJacob Mitchell4063 JP Shin-Etsu Chemical Co., Ltd. MaterialsSpecialty Chemicals Bull NYSEAI, Chemicals, consolidation, Cost advantage, Wafers
Sep 30, 2025Fund LettersJacob Mitchell300750 CH Contemporary Amperex Technology Co. Limited IndustrialsElectrical Components & Equipment Bull Shenzhen Stock ExchangeBatteries, EVs, growth, Margins, valuation
Sep 30, 2025Fund LettersJacob MitchellGOLD US Barrick Gold Corporation MaterialsGold Mining Bull NYSEcash flow, Gold, growth, Mining, NAV
Sep 30, 2025Fund LettersDave WatersFUM IM Franchi Umberto Marmi S.p.A. Health CareLuxury Stone & Marble Bull Borsa IstanbulLuxury, Marble, materials, Scarcity, tariffs
Sep 30, 2025Fund LettersDave WatersADN CN Acadian Timber Corp. IndustrialsTimber & Forestry Bear TSXCommodities, Cyclicals, Forestry, Housing, Timber
Sep 30, 2025Fund LettersDave WatersCNRD Conrad Industries, Inc. IndustrialsShipbuilding Bull -backlog, Cyclicals, energy, Industrials, Shipbuilding
Sep 30, 2025Fund LettersGreg DeanYETI YETI Holdings, Inc. Consumer DiscretionaryLeisure Products Bull NYSEBrand, buybacks, compounder, expansion, Margins, premiumization

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