Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 1, 2025Fund LettersJack BeiroBABA US Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI, cash, China, cloud, Competition, e-commerce, growth, platform
Oct 1, 2025Fund LettersRyan ReevesTMDX US TransMedics Group, Inc. Health CareMedical Devices Bull NASDAQgrowth, healthcare, innovation, Logistics, Margins, Medical devices, Transplants
Oct 1, 2025Fund LettersAndrew BrownUHR SW Swatch Group AG Consumer DiscretionaryApparel, Accessories & Luxury Goods Bull Swiss Exchangebuybacks, China recovery, Gross margin, Luxury, operating leverage, Real Estate, valuation
Oct 1, 2025Fund LettersMatt FranzBTI LN British American Tobacco plc Consumer StaplesTobacco Bull NYSEcash flow, Defensives, dividends, Pricing power, Regulation, tobacco, Value
Oct 1, 2025Fund LettersPeter BourbeauVRTX US Vertex Pharmaceuticals Inc. Health CareBiotechnology Bull NASDAQBiotech, cash, Cystic fibrosis, growth, Pain, pipeline, R&D, valuation
Oct 1, 2025Fund LettersPeter BourbeauDDOG US Datadog, Inc. Information TechnologyApplication Software Bull NASDAQAI, cloud, growth, innovation, Margins, observability, SaaS
Oct 1, 2025Fund LettersPeter BourbeauORCL US Oracle Corp. Information TechnologySystems Software Bull NYSEAI, cloud, FCF, growth, infrastructure, Margins, Software, valuation
Oct 1, 2025Fund LettersBob SharpeGLOB Globant S.A. Information TechnologyIT Consulting & Other Services Bull NYSEAI, Digital, Itservices, transformation, valuation
Oct 1, 2025Fund LettersBob SharpeCOA LN Coats Group PLC MaterialsApparel, Footwear Components Bull NYSEFootwear, Integration, Margins, scale, Textiles
Oct 1, 2025Fund LettersBob SharpeFEVR LN Fever-Tree Drinks PLC Consumer StaplesSoft Drinks Bull NYSEBeverages, Branding, Distribution, Margins, recovery
Oct 1, 2025Fund LettersBob SharpeTECN SW Tecan Group AG Health CareMedical Instruments & Supplies Bull Swiss ExchangeAutomation, lifesciences, R&D, recovery, valuation
Oct 1, 2025Fund LettersBob SharpeHIK LN Hikma Pharmaceuticals PLC Health CarePharmaceuticals Bull NYSECapacity, Generics, Injectables, Margins, tariffs
Oct 1, 2025Value Investors ClubT0YPAJ182VOYG Voyager Technologies Inc IndustrialsIT Consulting & Other Services Bull TSXDefense tech, Space, Missile defense, Starlab, ISS replacement, NGI program, Call option, GARP
Oct 1, 2025Value Investors Clubtaiidea4464 Soft99 MaterialsHousehold Products Bull NYSEEvent-driven, Japan MBO, Activism, Corporate Governance, Tender Offer, Special Situations, Mispricing, Auto Care, Fine Chemicals
Oct 1, 2025Value Investors ClubPop4PresARE Alexandria Real Estate Equities Real EstateOffice REITs Bear NYSELab Real Estate, Life Sciences, REIT, Oversupply, Biotech Funding, Structural Decline, Bearish
Oct 1, 2025SubstackSZEWIPO IP Group Other- Bull -Commercialization, Discount to Intrinsic Value, Intangible Assets, Intellectual Property, investment management, Investor Interest, IP Group, IPO Market, Market Trends, upside potential
Oct 1, 2025SubstackSZEWKINVB Kinnevik Other- Bull -Digital Consumer, Discount to Intrinsic Value, growth strategy, investment management, Investor Interest, IPO Market, Kinnevik, Market Trends, Revaluation, upside potential
Oct 1, 2025SubstackSZEWGPP Molten Ventures Other- Bull -Discount to Intrinsic Value, Growth Companies, High Spread, investment management, IPO Market, Market Trends, Molten Ventures, Resurgence, technology, upside potential
Oct 1, 2025SubstackTriples InvestingAIM:LIT LCM Capital Management Other- Bull -Arbitration Awards, Asset-backed Loan, Contrarian Investment, Cost Reduction, Debt Holder Risk, Global Litigation Market, Litigation Finance, Management Buyout, Poland Awards, strategic alternatives
Oct 1, 2025SubstackRijnberk Invest InsightsASML.AS ASML Holding N.V. Information TechnologySemiconductor Equipment & Materials Bull Euronext Stock Exchange—

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