Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 21, 2025Fund LettersGeorge L. Smith IIINVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, CapEx, datacenters, GPUs, semiconductors
Jul 21, 2025Fund LettersAchilleas TaxildarisACN Accenture plc Information TechnologyIT Consulting & Services Bull New York Stock Exchange—
Jul 21, 2025Fund LettersAchilleas TaxildarisMCK McKesson Corporation Health CareHealth Care Distributors Bull New York Stock ExchangeAcquisitions, cashflow, Distribution, efficiency, Glp1, healthcare
Jul 21, 2025Fund LettersAchilleas TaxildarisAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, datacenters, hyperscalers, Margins, Networking, semiconductors, Software
Jul 21, 2025Fund LettersEmerson BluhmGLBE Globale-e Online Ltd. Information TechnologyIT Services Bear NASDAQCrossborder, cybersecurity, ecommerce, Execution, tariffs
Jul 21, 2025Fund LettersEmerson BluhmAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bear NASDAQAI, China, Hardware, services, Smartphones
Jul 21, 2025Fund LettersEmerson BluhmSPOT Spotify Technology S.A. Communication ServicesEntertainment Bull New York Stock ExchangeAudio, Margins, Pricing_Power, Streaming, Subscriptions
Jul 21, 2025Fund LettersEmerson BluhmPANW Palo Alto Networks, Inc. Information TechnologySystems Software Bull NASDAQAI, Cloud_Security, cybersecurity, Firewalls, Platforms
Jul 21, 2025Fund LettersEmerson BluhmV Visa Inc. FinancialsData Processing & Outsourced Services Bull New York Stock ExchangeCards, Cashless, Fintech, Networks, Payments
Jul 21, 2025Fund LettersEmerson BluhmOKTA Okta, Inc. Information TechnologySystems Software Bull NASDAQcybersecurity, enterprise, Identity, SaaS, Zero_Trust
Jul 21, 2025Fund LettersEmerson BluhmTEAM Atlassian Corporation Information TechnologyApplication Software Bull NASDAQcloud, Collaboration, enterprise, productivity, Software
Jul 21, 2025Fund LettersEmerson BluhmNFLX Netflix, Inc. Communication ServicesEntertainment Bull NASDAQadvertising, Content, Streaming, Subscriptions, Video
Jul 21, 2025Fund LettersEmerson BluhmNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, cloud, datacenters, GPUs, semiconductors
Jul 21, 2025Fund LettersDavid E. LevansonEVD GR CTS Eventim AG & Co. KGaA Communication ServicesEntertainment Bull XETRADemand, entertainment, expansion, Margins, Ticketing
Jul 21, 2025Fund LettersDavid E. LevansonSE Sea Limited Communication ServicesEntertainment Bull New York Stock Exchangeecommerce, Fintech, Gaming, growth, Margins
Jul 21, 2025Fund LettersDavid E. Levanson2330 TT Taiwan Semiconductor Manufacturing Co., Ltd. Information TechnologySemiconductors & Semiconductor Equipment Bull Taiwan Stock ExchangeAdvancedpackaging, AI, Capacity, Foundry, semiconductors
Jul 21, 2025Fund LettersDavid E. LevansonSPOT Spotify Technology S.A. Communication ServicesEntertainment Bull New York Stock Exchangeadvertising, Margins, monetization, Streaming, Subscriptions
Jul 21, 2025Fund LettersDavid E. LevansonMELI MercadoLibre, Inc. Consumer DiscretionaryBroadline Retail Bull NASDAQecommerce, Ecosystem, Fintech, Logistics, Penetration
Jul 21, 2025Fund LettersBrian A. ChristiansenNET Cloudflare, Inc. Information TechnologyIT Services Bull New York Stock Exchangecybersecurity, Edge, Enterprises, growth, Networking, valuation
Jul 21, 2025Fund LettersBrian A. ChristiansenMELI MercadoLibre, Inc. Consumer DiscretionaryBroadline Retail Bull NASDAQecommerce, Fintech, Logistics, Margins, Penetration, Regulation

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