Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 17, 2025Fund LettersNikola DvornakWING Wingstop Inc. Consumer DiscretionaryRestaurants Bull NASDAQBrand, consumer, Franchising, growth, Margins, Restaurants
Jul 17, 2025Fund LettersNikola DvornakGALD SW Galderma Group AG Health CarePharmaceuticals Bull Swiss ExchangeAesthetics, consumer, dermatology, growth, healthcare, Injectables
Jul 17, 2025Fund LettersCameron RobertsonTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull New York Stock ExchangeAI, CapEx, Foundry, semiconductors, Taiwan, technology leadership
Jul 17, 2025Fund LettersCameron Robertson2202 HK China Vanke Co., Ltd. Real EstateReal Estate Development Bull New York Stock ExchangeChina, contrarian, Cyclicals, policy support, Real Estate, restructuring
Jul 17, 2025Fund LettersCameron RobertsonMYOR IJ PT Mayora Indah Tbk Consumer StaplesPackaged Foods & Meats Bull New York Stock Exchangebrands, Compounders, consumer, Consumption, Emerging markets, Snacks
Jul 17, 2025Fund LettersTed AlexanderWIZZ LN Wizz Air Holdings Plc IndustrialsAirlines Bear New York Stock ExchangeAirlines, Competition, Cost Inflation, Cyclicals, Execution, Overcapacity
Jul 17, 2025Fund LettersTed AlexanderCCO CN Cameco Corporation EnergyOil, Gas & Consumable Fuels Bull New York Stock ExchangeCommodities, Decarbonisation, Energy security, inflation hedge, Nuclear, uranium
Jul 17, 2025Fund LettersTed AlexanderWIZZ LN Wizz Air Holdings Plc IndustrialsAirlines Bear New York Stock ExchangeAirlines, Capacity, Competition, Cyclicals, Risk, Travel
Jul 17, 2025Fund LettersTed AlexanderCCO CN Cameco Corporation EnergyOil, Gas & Consumable Fuels Bull New York Stock ExchangeBaseload, Commodities, Decarbonisation, energy, Nuclear, uranium
Jul 17, 2025Fund LettersTodd MorrisIBN ICICI Bank Limited FinancialsDiversified Banks Bull New York Stock ExchangeCredit_Growth, Financial_Inclusion, India, Retail_Banking
Jul 17, 2025Fund LettersTodd MorrisICLR ICON plc Health CareLife Sciences Tools & Services Bear NASDAQClinical_Research, Drug_Development, Life_Sciences_Services, Pharma_Outsourcing
Jul 17, 2025Fund LettersTodd MorrisGLOB Globant S.A. Information TechnologyIT Consulting & Other Services Bear New York Stock Exchangecloud, Digital_Transformation, Enterprise_AI, IT_Services
Jul 17, 2025Fund LettersTodd MorrisAON Aon plc FinancialsInsurance Brokers Bear New York Stock ExchangeInsurance_Broking, Professional_Services, Reinsurance, Risk_Management
Jul 17, 2025Fund LettersTodd MorrisSAP GR SAP SE Information TechnologyApplication Software Bull XetraCloud_Software, Digital_Transformation, ERP, Subscription_Revenue
Jul 17, 2025Fund LettersTodd Morris8035 JP Tokyo Electron Ltd. Information TechnologySemiconductor Equipment Bull New York Stock ExchangeAi_infrastructure, Foundry_Capex, semiconductors, Wafer_Equipment
Jul 17, 2025Fund LettersTodd MorrisMELI MercadoLibre, Inc. Consumer DiscretionaryBroadline Retail Bull NASDAQDigital_Payments, e-commerce, Fintech, Latin_America, Online_Advertising
Jul 17, 2025Fund LettersWilliam C. NygrenZBH Zimmer Biomet Holdings, Inc. Health CareHealth Care Equipment & Supplies Bull New York Stock Exchangeaging, healthcare, Medical devices, Orthopedics, robotics, turnaround
Jul 17, 2025Fund LettersWilliam C. NygrenCRM Salesforce, Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAI, CRM, Margins, SaaS, Software, transformation
Jul 17, 2025Fund LettersWilliam C. NygrenNKE NIKE, Inc. Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull New York Stock ExchangeApparel, Brand, consumer, Footwear, Margins, turnaround
Jul 17, 2025Fund LettersWilliam C. NygrenAMZN Amazon.com, Inc. Consumer DiscretionaryBroadline Retail Bull NASDAQAI, cloud, ecommerce, Logistics, network effects, scale

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