Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2025Fund LettersEvolve Private WealthADS.DE Adidas AG Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull XETRAathleisure, athletic apparel, Brand Equity, Consumer Discretionary, Football, Germany, Global Sports, Marketing, Sportswear, turnaround
Sep 30, 2025Fund LettersEasterly - Income Opportunities FundELUT Elutia Inc. Health CareHealth Care Equipment & Supplies Bear NASDAQBiotech, Cardiac Devices, healthcare, Management Risk, Medical devices, value destruction
Sep 30, 2025Fund LettersEasterly - Income Opportunities FundZETA Zeta Global Holdings Corp. Communication ServicesInteractive Media & Services Bull NYSEadvertising technology, Artificial Intelligence, digital marketing, growth, Martech, Software, Value
Sep 30, 2025Fund LettersEasterly - Income Opportunities FundXERS Xeris Pharmaceuticals Inc. Health CarePharmaceuticals Bull NASDAQBiotech, Cushing's Syndrome, growth, healthcare, pharmaceuticals, rare disease, Specialty pharma
Sep 30, 2025Fund LettersEasterly - Income Opportunities FundMDXH MDxHealth Health CareHealth Care Equipment & Supplies Bull NASDAQBiotech, diagnostics, growth, healthcare, Medical devices, Prostate Cancer, Value
Sep 30, 2025Fund LettersGuinness ChinaADS.DE Adidas AG Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull XETRAathleisure, athletic apparel, Brand Equity, Consumer Discretionary, Football, Germany, Global distribution, Marketing, Sportswear, turnaround
Sep 30, 2025Fund LettersWestEnd CapitalBSX Boston Scientific Corp. Health Care Equipment & ServicesHealth Care Equipment Bull NYSEEndoscopy, Healthcare Equipment, Interventional Cardiology, Medical devices, Neuromodulation, organic growth, pipeline, Watchman
Sep 30, 2025Fund LettersNixon CapitalBSX Boston Scientific Corp. Health Care Equipment & ServicesHealth Care Equipment Bull NYSEAfib, Endoscopy, Healthcare Equipment, Interventional Cardiology, Medical devices, Medtech, Neuromodulation, Watchman
Sep 30, 2025Fund LettersWestEnd CapitalISRG Intuitive Surgical Inc. Health Care Equipment & ServicesHealth Care Equipment Bull NASDAQda Vinci, Healthcare Equipment, Medical devices, Medtech, Procedures, recurring revenue, Robotic Surgery, Surgical Robotics
Sep 30, 2025Fund LettersNixon CapitalISRG Intuitive Surgical Inc. Health Care Equipment & ServicesHealth Care Equipment Bull NASDAQda Vinci, Healthcare Equipment, Medical devices, Medtech, Procedures, recurring revenue, Robotic Surgery, Surgical Robotics
Sep 30, 2025Fund LettersWestEnd CapitalICLR|LLY|PLTR|SNPS|TGT Synopsys Inc. Software & ServicesApplication Software Bull NASDAQAI chips, China Export, chip design, Design Automation, Eda, Ip, Semiconductor Software, Software Tools
Sep 30, 2025Fund LettersNixon CapitalICLR|LLY|PLTR|SNPS|TGT Synopsys Inc. Software & ServicesApplication Software Bull NASDAQAI chips, China Export, chip design, Design Automation, Eda, IP Licensing, Semiconductor Software, Software Tools
Sep 30, 2025Fund LettersWestEnd CapitalASML ASML Holding NV Technology Hardware & EquipmentSemiconductor Equipment Bull NASDAQAI infrastructure, Chip Manufacturing, Euv, Lithography, Monopoly, Netherlands, semiconductor equipment, technology hardware
Sep 30, 2025Fund LettersNixon CapitalASML ASML Holding NV Technology Hardware & EquipmentSemiconductor Equipment Bull NASDAQAI infrastructure, Capital equipment, Euv, Lithography, Monopoly, Netherlands, semiconductor equipment, technology hardware
Sep 30, 2025Fund LettersWestEnd CapitalFICO Fair Isaac Corp. Software & ServicesApplication Software Bull NYSEanalytics software, Auto finance, credit scoring, financial services, growth, Moat, Mortgage, Pricing power, Regulatory risk
Sep 30, 2025Fund LettersNixon CapitalFICO Fair Isaac Corp. Software & ServicesApplication Software Bull NYSEanalytics software, automotive, credit scoring, financial services, Fintech, Mortgage, Regulatory, SaaS
Sep 30, 2025Fund LettersWestEnd CapitalALLY Eli Lilly & Co. Pharmaceuticals, Biotechnology & Life SciencesPharmaceuticals Bull NYSEbiotechnology, Clinical trials, Diabetes, GLP-1, growth, healthcare, Obesity, pharmaceuticals, R&D
Sep 30, 2025Fund LettersNixon CapitalALLY Eli Lilly & Co. Pharmaceuticals, Biotechnology & Life SciencesPharmaceuticals Bull NYSEbiotechnology, Clinical trials, Diabetes, GLP-1, growth, healthcare, Obesity, pharmaceuticals
Sep 30, 2025Fund LettersOak Ridge investmentADS.DE Adidas AG Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull XETRAApparel, athleisure, Athletic Footwear, Brand Equity, Consumer Discretionary, Football, Germany, Global Sports, Sportswear, turnaround
Sep 30, 2025Fund LettersEvolve Private WealthADS.DE Adidas AG Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull XETRAathleisure, athletic apparel, Brand Equity, Consumer Discretionary, Distribution Networks, Economic Moats, Football, Footwear, Germany, Global Sports, Marketing, Sportswear, turnaround

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