Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 14, 2025Fund LettersAndrew LarkeAIR FP Airbus SE IndustrialsAerospace & Defense Bull Euronext Stock ExchangeAerospace, Defense, duopoly, margin expansion, Order Backlog, Supply Chain Recovery
Jul 14, 2025Fund LettersAndrew LarkeQAN AU Qantas Airways Limited IndustrialsAirlines Bull New York Stock ExchangeAirlines, Fleet Upgrade, loyalty program, Structural Growth, Travel Recovery, valuation
Jul 14, 2025Fund LettersAndrew LarkeSTO AU Santos Limited EnergyOil, Gas & Consumable Fuels Bull New York Stock Exchangeenergy, Free cash flow inflection, LNG, Project Development, takeover target, undervalued
Jul 14, 2025Fund LettersAndrew LarkeVEA AU Viva Energy Group Limited EnergyOil, Gas & Consumable Fuels Bull New York Stock ExchangeConvenience Store, Energy Retail, Otr, Refining Margins, synergies, turnaround
Jul 14, 2025Fund LettersAndrew LarkeHBM CN Hudbay Minerals Inc. MaterialsMetals & Mining Bull Toronto Stock ExchangeCopper, deleveraging, Gold, Mining, production growth, Project Development
Jul 14, 2025Fund LettersAndrew LarkeNXE CN NexGen Energy Ltd. EnergyOil & Gas Exploration & Production Bull Toronto Stock ExchangeDevelopment Stage, nuclear energy, strategic asset, supply deficit, uranium
Jul 14, 2025Fund LettersAndrew LarkeFTT CN Finning International Inc. IndustrialsTrading Companies & Distributors Bull Toronto Stock Exchangeaftermarket, buybacks, Caterpillar Dealer, Copper, data centers, Mining Services, Power systems, valuation discount
Jul 14, 2025Fund LettersDavid SteinthalHCA HCA Healthcare, Inc. Health CareHealth Care Facilities Bull New York Stock ExchangeHealthcare Policy, Hospitals, risk management, Top Holding, valuation
Jul 14, 2025Fund LettersDavid SteinthalEXP Eagle Materials Inc. MaterialsConstruction Materials Bull New York Stock Exchangeconstruction materials, housing cycle, infrastructure, Low-cost producer, valuation
Jul 14, 2025Fund LettersDavid SteinthalUNH UnitedHealth Group Incorporated Health CareManaged Health Care Bear New York Stock Exchangeexit, Governance Risk, Healthcare services, Management Quality, Medicare Advantage, Profit Warning
Jul 14, 2025Fund LettersDavid SteinthalJ Jacobs Solutions Inc. IndustrialsConstruction & Engineering Bull New York Stock ExchangeAdvanced Manufacturing, Engineering services, infrastructure, margin expansion, spin-off, valuation re-rating, Water
Jul 14, 2025Fund LettersGeorge HadjiaUNH UnitedHealth Group Incorporated Health CareManaged Health Care Bull New York Stock Exchangehealthcare, Insurance, Medicare, turnaround, valuation
Jul 14, 2025Fund LettersGeorge HadjiaCRM Salesforce, Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAI, Automation, Data, SaaS, Software
Jul 14, 2025Fund LettersGeorge HadjiaAPG APi Group Corporation IndustrialsSpecialty Services Bull New York Stock Exchangeconsolidation, Inspections, Margins, Recurring, services
Jul 14, 2025Fund LettersGeorge HadjiaHEM Hemnet Group AB Communication ServicesInteractive Media & Services Bull NASDAQgrowth, Portals, Pricing, Property, Subscriptions
Jul 14, 2025Fund LettersElliot FarleySXS LN Spectris IndustrialsElectronic Equipment & Instruments Bull New York Stock Exchangebidding war, Catalysts, private equity, takeover, valuation
Jul 14, 2025Fund LettersElliot FarleyCIBR First Trust Cyber Security ETF FinancialsExchange-Traded Funds Bull NASDAQcybersecurity, Defense, Geopolitics, Software, Threat Detection
Jul 14, 2025Fund LettersElliot FarleyCHRY LN Chrysalis FinancialsClosed-End Funds Bull New York Stock Exchangebuybacks, discount, Liquidity, NAV, private equity
Jul 14, 2025Fund LettersElliot Farley9896 JP JK Japan FinancialsAsset Management & Custody Banks Bull New York Stock ExchangeCapEx, Currency, Governance, Japan, Wages
Jul 14, 2025Fund LettersElliot FarleyETLN GR L&G Europe Ex UK ETF FinancialsExchange-Traded Funds Bull Bourse de CasablancaCapital Rotation, Defense spending, Europe, Industrials, NATO

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