Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 21, 2025Fund LettersCassandra A. HardmanSUZUKI Suzuki Motor Corp. OtherAutomobiles Bull NYSEautomotive, Consumption, Gst cuts, Margins, Policy stimulus
Oct 21, 2025Fund LettersCassandra A. HardmanPROS Prosus N.V. OtherInternet & Direct Marketing Retail Bull Euronext Stock ExchangeAI, Ecosystem, Internet, NAV discount, restructuring, Tencent
Oct 21, 2025Fund LettersCassandra A. HardmanSDZ Sandoz Group Ltd. Health CarePharmaceuticals Bull Swiss ExchangeBiosimilars, Generics, GLP-1, growth, pharmaceuticals, pipeline
Oct 21, 2025Fund LettersCassandra A. HardmanUCB UCB S.A. FinancialsBiotechnology Bull Shanghai Stock ExchangeBimzelx, Biotech, capacity expansion, Hs, Immunology, pipeline
Oct 21, 2025Fund LettersCassandra A. HardmanTSM Taiwan Semiconductor Manufacturing Co. Ltd. Information TechnologySemiconductors Bull NYSEAI, Capacity, Foundry, HPC, Pricing power, semiconductors
Oct 21, 2025Fund LettersCassandra A. HardmanADYEN Atlassian Corp. Information TechnologyApplication Software Bear NASDAQAI, cloud migration, Collaboration, growth, SaaS, Software
Oct 21, 2025Fund LettersCassandra A. HardmanSTAN Standard Chartered PLC FinancialsBanks Bull NYSEAsia banking, capital return, Digital Assets, ROE, Tokenization, wealth management
Oct 21, 2025Fund LettersCassandra A. HardmanCTVA Corteva Inc. MaterialsAgricultural Chemicals Bear NYSEagriculture, Crop protection, Pricing, Regulation, Seeds, Yields
Oct 21, 2025Fund LettersCassandra A. HardmanVRT Vertiv Holdings Co. IndustrialsElectrical Equipment Bull NYSEAI, data centers, Digitalization, infrastructure, Margins, Power management
Oct 21, 2025Fund LettersCassandra A. HardmanPRY PRYSMIAN S.p.A. IndustrialsElectrical Equipment Bull -Electrification, Grid modernization, infrastructure, Power cables, renewable energy, tariffs
Oct 21, 2025Fund LettersCassandra A. HardmanAEIS Advanced Energy Industries Inc. IndustrialsElectronic Equipment, Instruments & Components Bull NASDAQAI, data centers, Free Cash Flow, Power systems, Precision equipment, semiconductors
Oct 21, 2025Fund LettersChris WallerGLIBA GCI Liberty Inc. Communication ServicesTelecommunications Bull NASDAQAcquisitions, compounding, FCF, Liberty, tax shield, Telecom
Oct 21, 2025Fund LettersChris WallerWOSG Watches of Switzerland Group plc Consumer DiscretionaryLuxury Retail Bull NYSEConsumer luxury, FCF, retail, Rolex, tariffs, valuation
Oct 21, 2025Fund LettersChris WallerJDG Judges Scientific plc Information TechnologyScientific Instruments Bull NYSEFunding, M&A, recovery, research, ROIC, scientific instruments
Oct 21, 2025Fund LettersChris WallerSEG Seaport Entertainment Corp. Real EstateReal Estate Development Bull NASDAQasset value, cash flow, Catalyst, Real Estate, turnaround, undervalued
Oct 21, 2025Fund LettersChris WallerJET2 London Stock Exchange Group plc Consumer DiscretionaryAirlines & Travel Bull NYSEAirlines, buybacks, Free Cash Flow, growth, Travel, valuation
Oct 21, 2025Fund LettersCraigh CepukenasOLLI Ollie’s Bargain Outlet Holdings Inc. Consumer DiscretionaryBroadline Retail Bull NASDAQdisruption, Loyalty, Off-price retail, Sourcing, Store growth, Trade-down
Oct 21, 2025Fund LettersCraigh CepukenasCGNX Cognex Corp. Information TechnologyElectronic Equipment, Instruments & Components Bull NASDAQAI enablement, Automation, Cost Reduction, Cycle recovery, Machine vision, Sme adoption
Oct 21, 2025Fund LettersCraigh CepukenasMTSI MACOM Technology Solutions Holdings Inc. Information TechnologySemiconductors Bull NASDAQAnalog rf, design wins, Fab transition, Margins, Optical, recovery
Oct 21, 2025Fund LettersCraigh CepukenasTWST Twist Bioscience Corp. Health CareLife Sciences Tools & Services Bull NASDAQlife sciences, Margins, Ngs, Partnerships, scale, Synthetic dna

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: