Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 20, 2025Fund LettersAndrew LarkeHBM Hudbay Minerals Inc. MaterialsMetals & Mining Bull NYSEcash flow, Copper, infrastructure, Mining, Mitsubishi, Partnership, U.s. supply
Oct 20, 2025Fund LettersAndrew LarkeNXE CN NexGen Energy Ltd. MaterialsUranium Bull TSXCanada, energy transition, Exploration upside, Low cost, Nuclear, Permitting, uranium
Oct 20, 2025Fund LettersBalkar SilviaAFN CN Ag Growth International Inc. IndustrialsFarm & Heavy Machinery Bull NYSEagriculture, deleveraging, Equipment, growth, ROIC, valuation
Oct 20, 2025Fund LettersBalkar SilviaDAVA Endava Plc. Information TechnologyIT Services Bear NYSEAI, Digital transformation, Execution, financial services, IT services, risk management
Oct 20, 2025Fund LettersBalkar SilviaEPAM EPAM Systems Inc. Information TechnologyIT Services Bear NYSEAI, Consulting, Digital, IT services, Margins, transformation
Oct 20, 2025Fund LettersBalkar SilviaNU Nu Holdings Ltd. FinancialsFintech Bull NYSEdigital banking, Fintech, growth, Latin America, ROE, Scalability
Oct 20, 2025Fund LettersBalkar SilviaNFI CN NFI Group Inc. Consumer DiscretionaryAutomobiles Bull NYSEcash flow, Electrification, EV, Public transit, Transportation, turnaround
Oct 20, 2025Fund LettersBalkar SilviaAMD Advanced Micro Devices Inc. Information TechnologySemiconductors Bull NASDAQAI, data centers, growth, innovation, Margins, semiconductors
Oct 20, 2025Fund LettersBalkar SilviaSSL CN Sandstorm Gold Ltd. MaterialsPrecious Metals Bull NYSEcash flow, deleveraging, Gold, inflation hedge, leverage, royalties
Oct 20, 2025Fund LettersBalkar SilviaTFPM CN Triple Flag Precious Metals Corp. MaterialsPrecious Metals Bull NYSEcompounding, diversification, FCF, Gold, royalties, Streaming
Oct 20, 2025Fund LettersBalkar SilviaFNV CN Franco-Nevada Corp. MaterialsPrecious Metals Bull NYSEbalance sheet, compounding, Gold, inflation hedge, Margins, Optionality, royalties
Oct 20, 2025Fund LettersBrad SlingerlendSAIL SailPoint Technologies Holdings Inc. Information TechnologyCybersecurity Bull NYSEAI, cybersecurity, Enterprise adoption, Identity, SaaS, TAM, Zero trust
Oct 20, 2025Fund LettersBrian A. ChristiansenTEAM Atlassian Corp. Plc. Information TechnologySoftware Bull NASDAQAI, Collaboration, growth, productivity, SaaS, Software
Oct 20, 2025Fund LettersBrian A. ChristiansenDEXCOM Dexcom Inc. Health CareMedical Devices Bull NASDAQDiabetes, growth, healthcare, innovation, Margin recovery, Sensors
Oct 20, 2025Fund LettersBrian A. ChristiansenINTU Intuitive Surgical Inc. Information TechnologyMedical Devices Bull NASDAQgrowth, innovation, Margins, Medical devices, robotics, Surgery
Oct 20, 2025Fund LettersBrian A. ChristiansenNFLX Netflix Inc. Communication ServicesStreaming Media Bull NASDAQadvertising, Engagement, leadership, Margins, Streaming, Subscriptions, valuation
Oct 20, 2025Fund LettersBrian A. ChristiansenAXON Axon Enterprise Inc. IndustrialsPublic Safety Technology Bull NASDAQAI, ARR, growth, Public safety, SaaS, technology, Workflow
Oct 20, 2025Fund LettersBrian A. ChristiansenGALD Galderma Group AG Health CarePharmaceuticals Bull Swiss ExchangeAesthetics, dermatology, growth, guidance, Injectables, margin, pharmaceuticals
Oct 20, 2025Fund LettersBrian A. ChristiansenSHOP Shopify Inc. Information TechnologyE-Commerce Bull NYSEe-commerce, enterprise, GMV, growth, International, Margins, SaaS
Oct 20, 2025Fund LettersBrian A. ChristiansenGOOGL Alphabet Inc. Communication ServicesInternet Services Bull NASDAQadvertising, AI, cloud, innovation, monetization, Regulatory, Search

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