Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 20, 2025Fund LettersBalkar SilviaFNV CN Franco-Nevada Corp. MaterialsPrecious Metals Bull TSXbalance 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 SmoluchAII CN Almonty Industries Inc. FinancialsMetals & Mining Bull TSXcash flow, Critical Minerals, Mining, Molybdenum, Non-china supply, Tungsten, vertical integration
Oct 20, 2025Fund LettersChris DaviesUOB United Overseas Bank FinancialsBanks Bull NYSEbanking, Governance, Regional, stability, valuation
Oct 20, 2025Fund LettersChris DaviesSEB Aktiebolaget Skandinaviska Enskilda Banken IndustrialsBanks Bull NYSEbanking, Lending, Nordics, profitability, stability, valuation
Oct 20, 2025Fund LettersChristopher SmithTSM Taiwan Semiconductor Manufacturing Co. Ltd. Information TechnologySemiconductors Bull NYSEAI, Capacity utilization, EPS growth, Foundry, Pricing power, semiconductors
Oct 20, 2025Fund LettersChristopher SmithRR Rolls-Royce Holdings plc IndustrialsAerospace & Defense Bull NYSE—
Oct 20, 2025Fund LettersChristopher SmithGE General Electric Co. IndustrialsAerospace & Defense Bull NYSEAerospace, aftermarket, Cyclicality, Engines, Margins, ROIC, travel demand
Oct 20, 2025Fund LettersChristopher SmithNVDA NVIDIA Corp. Information TechnologySemiconductors Bull NASDAQAI, capital intensity, data centers, earnings growth, GPUs, hyperscale, semiconductors
Oct 20, 2025Fund LettersChristopher SmithMSFT Microsoft Corp. Information TechnologySystem Software Bull NASDAQAI, cloud, Digital transformation, Enterprise transformation, recurring revenue, ROIC
Oct 20, 2025Fund LettersDavid PolanskyMAMA Mama’s Creations Inc. Consumer StaplesPackaged Foods Bull NASDAQacquisition, Deli, EBITDA, Food, growth, Integration, M&A, Prepared foods, scale, valuation
Oct 20, 2025Fund LettersDavid PolanskyCELH Celsius Holdings Inc. Consumer StaplesBeverages Bull NASDAQBeverages, Distribution, EBITDA, Energy drinks, growth, Margins, market share, Partnership, PepsiCo, Re-rating
Oct 20, 2025Fund LettersEmerson BluhmMNDY monday.com Ltd. Information TechnologyApplication Software Bull NASDAQAI, Margins, SaaS, User growth, Work management
Oct 20, 2025Fund LettersEmerson BluhmDUOL Duolingo Inc. Information TechnologyEducation Technology Bull NASDAQAI, Edtech, gamification, monetization, Subscription
Oct 20, 2025Fund LettersEmerson BluhmRBLX Roblox Corp. Communication ServicesInteractive Media & Services Bull NYSEAI, Engagement, Gaming, monetization, User-generated content
Oct 20, 2025Fund LettersEmerson BluhmAPP AppLovin Corp. Communication ServicesDigital Advertising Bull NASDAQadtech, AI, ecommerce, Margins, Scalability, Self-serve
Oct 20, 2025Fund LettersEmerson BluhmTSM TSMC Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEAI, CapEx, Foundry, Margins, Packaging, semiconductors
Oct 20, 2025Fund LettersEmerson BluhmNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, datacenter, GPUs, hyperscalers, Pricing power, semiconductors
Oct 20, 2025Fund LettersHarvey Warren SaxMRVL Marvell Technology Inc. Information TechnologySemiconductors Bull NASDAQAI, buybacks, growth, hyperscalers, Margins, Networking, semiconductors
Oct 20, 2025Fund LettersHarvey Warren SaxAMD Advanced Micro Devices Inc. Information TechnologySemiconductors Bull NASDAQAI, cloud, datacenters, GPUs, growth, Margins, semiconductors

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