Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 22, 2025Fund LettersTony ConiarisSCHW The Charles Schwab Corp. FinancialsInvestment Banking & Brokerage Bull New York Stock ExchangeAssetgathering, Brokerage, Deposits, Netinterestmargin, Wealthmanagement
Jul 22, 2025Fund LettersJafar Rizvi3697 JP SHIFT Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAI, Japan, Quality, services, Software, Testing
Jul 22, 2025Fund LettersJafar Rizvi4527 JP Rohto Pharmaceutical Co., Ltd. Consumer StaplesPersonal Products Bull New York Stock ExchangeAI, consumer, eyecare, healthcare, innovation, manufacturing
Jul 22, 2025Fund LettersJafar RizviGLOB Globant S.A. Information TechnologyIT Consulting & Other Services Bull New York Stock ExchangeAI, Consulting, Digital, growth, Platforms, Subscription
Jul 22, 2025Fund LettersJafar RizviCYBR CyberArk Software Ltd. Information TechnologySystems Software Bull NASDAQAI, cybersecurity, Identity, Recurring, Regulation, Software
Jul 22, 2025Fund LettersKathleen A. McCarragherBSX Boston Scientific Corporation Health CareHealth Care Equipment Bull New York Stock ExchangeCardiology, Devices, innovation, Margins, Medtech, Procedures
Jul 22, 2025Fund LettersKathleen A. McCarragherSHOP Shopify Inc. Information TechnologyE-commerce & Auction Services Bull NASDAQecommerce, Globalization, Merchants, Platforms, profitability, Subscriptions
Jul 22, 2025Fund LettersKathleen A. McCarragherHUBS HubSpot, Inc. Information TechnologyApplication Software Bull New York Stock ExchangeCRM, Enterprises, growth, Margins, SaaS, Subscriptions
Jul 22, 2025Fund LettersLouis CamhiAIRO Airo Group Holdings, Inc. IndustrialsAerospace & Defense Bull NASDAQAerospace, Bridgefinancing, Defense, Drones, IPO
Jul 22, 2025Fund LettersBernard HornGNC LN Greencore Group plc Consumer StaplesPackaged Foods & Meats Bull New York Stock Exchangeconvenience, Food, scale, Staples, UK
Jul 22, 2025Fund LettersBernard Horn000660 KS SK hynix Inc. Information TechnologySemiconductors Bull New York Stock ExchangeAI, datacenters, growth, HBM, semiconductors
Jul 22, 2025Fund LettersBernard Horn8002 JP Marubeni Corporation IndustrialsTrading Companies & Distributors Bull New York Stock Exchangebuybacks, conglomerate, Governance, Japan, Trading
Jul 22, 2025Fund LettersBernard HornUNH UnitedHealth Group Incorporated Health CareManaged Health Care Bear New York Stock Exchangehealthcare, Managedcare, Margins, Regulation, Usa
Jul 22, 2025Fund LettersBernard HornGNC LN Greencore Group plc Consumer StaplesPackaged Foods & Meats Bull New York Stock Exchangeconvenience, Food, Margins, Mna, UK
Jul 22, 2025Fund LettersBernard Horn000660 KS SK hynix Inc. Information TechnologySemiconductors Bull New York Stock ExchangeAI, Cyclical, datacenters, Memory, semiconductors
Jul 22, 2025Fund LettersBernard Horn8002 JP Marubeni Corporation IndustrialsTrading Companies & Distributors Bull New York Stock Exchangebuybacks, diversification, Governance, Japan, Trading
Jul 22, 2025Fund LettersChris WallerJDG LN Judges Scientific plc IndustrialsScientific & Technical Instruments Bull New York Stock Exchangeacquisition, Capitalallocation, compounder, Scientificinstruments, UK
Jul 22, 2025Fund LettersChris WallerWOSG LN Watches of Switzerland Group plc Consumer DiscretionarySpecialty Stores Bull New York Stock ExchangeCapitalallocation, Luxury, Pricingpower, retail, tariffs
Jul 22, 2025Fund LettersChris WallerJET2 LN Jet2 plc IndustrialsAirlines Bull New York Stock ExchangeAirlines, buybacks, growth, Travel, Value
Jul 22, 2025Fund LettersArne Alsin9868 HK Xpeng Inc. Consumer DiscretionaryAutomobile Manufacturers Bull New York Stock ExchangeAutomation, CapEx, China, EVs, innovation, robotics

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