Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2025Fund LettersPM Capital Global Companies FundELUT Elutia Inc. Health CareHealth Care Equipment & Supplies Bear NASDAQCardiac Devices, exit, healthcare, Management Risk, Medical devices, value destruction
Sep 30, 2025Fund LettersPM Capital Global Companies FundZETA Zeta Global Holdings Corp. Communication ServicesInteractive Media & Services Bull NYSEadvertising, Artificial Intelligence, Marketing Technology, Martech, SaaS, Software, Value
Sep 30, 2025Fund LettersPM Capital Global Companies FundXERS Xeris Pharmaceuticals Inc. Health CarePharmaceuticals Bull NASDAQBiotech, Cushing's Syndrome, growth, high-margin, pharmaceuticals, rare disease, Specialty pharma
Sep 30, 2025Fund LettersPM Capital Global Companies FundMDXH MDxHealth Health CareLife Sciences Tools & Services 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, innovation, Marketing, Sportswear, turnaround
Sep 30, 2025Fund LettersThe Wolf of Harcourt StreetMDT Medtronic plc Health CareHealth Care Equipment & Supplies Bull NYSEhealthcare, innovation, Medical devices, operating leverage, R&D, spin-off, turnaround, Value
Sep 30, 2025Fund LettersThe Wolf of Harcourt StreetHTHT H World Group Limited Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQChina, Franchising, Hotels, market share, Middle Class, technology, Unit economics, Value
Sep 30, 2025Fund LettersThe Wolf of Harcourt StreetAVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT BYD Company Limited Consumer DiscretionaryAutomobiles Bull HKEXautomotive, battery technology, China, Cost advantage, Electric Vehicles, growth, Value, vertical integration
Sep 30, 2025Fund LettersThe Wolf of Harcourt StreetBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEArtificial Intelligence, China, Cloud computing, digital infrastructure, e-commerce, LLM, regulatory support, Value
Sep 30, 2025Fund LettersPM Capital Global Companies FundMDT Medtronic plc Health CareHealth Care Equipment & Supplies Bull NYSEChronic Diseases, healthcare, innovation, Medical devices, Operational Leverage, spin-off, turnaround, Value
Sep 30, 2025Fund LettersPM Capital Global Companies FundHTHT H World Group Limited Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQChina, consolidation, Franchising, Hotels, market share, Middle Class, Unit economics, Value
Sep 30, 2025Fund LettersPM Capital Global Companies FundAVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT BYD Company Limited Consumer DiscretionaryAutomobiles Bull HKEXautomotive, Batteries, China, Cost advantage, Electric Vehicles, global expansion, growth, vertical integration
Sep 30, 2025Fund LettersPM Capital Global Companies FundBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEArtificial Intelligence, China, Cloud computing, digital infrastructure, e-commerce, LLM, market share, Value
Sep 30, 2025Fund LettersHighwood Value PartnersAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Information TechnologySoftware Bull NASDAQAI services, Azure, Cloud computing, data centers, Digital transformation, Enterprise software, Office 365
Sep 30, 2025Fund LettersHighwood Value Partners1211.HK BYD Company Limited Consumer DiscretionaryAutomobiles Bull HKEXautomotive, battery technology, China, Cost advantage, Electric Vehicles, EV Platform, vertical integration
Sep 30, 2025Fund LettersHighwood Value PartnersADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Meta Platforms, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI algorithms, digital advertising, Facebook, Instagram, social media, user engagement, Video Content
Sep 30, 2025Fund LettersHighwood Value PartnersASML ASML Holding N.V. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQ2nm Chips, competitive moat, EUV technology, High-NA EUV, Lithography, Netherlands, semiconductor equipment
Sep 30, 2025Fund LettersHighwood Value PartnersADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Oracle Corporation Information TechnologySoftware Bull NYSEAI training, cloud infrastructure, Database, Enterprise software, hyperscaler, Magnificent 7, OpenAI
Sep 30, 2025Fund LettersHighwood Value PartnersAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, data centers, Enterprise software, Networking, semiconductors, technology, XPU Chips
Sep 30, 2025Fund LettersBiondo Investment AdvisorsUHAL U-Haul Holding Company IndustrialsCommercial Services & Supplies Bull NASDAQAnalyst Coverage Gap, capital allocation, Dual Business Model, long-term investment, Occupancy Ramp, Real Estate, recurring revenue, REIT Economics, Self-storage, Truck Rental

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