Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 22, 2026Fund LettersAntipodes Global FundQRVO Qorvo SemiconductorsSemiconductors Bull NASDAQAerospace, Analog, automotive, Data Centres, Defense, M&A, Power management, Rf Semiconductors, Smartphones, Structural Growth
Jul 22, 2026Fund LettersAntipodes Global FundBKNG Booking Holdings Travel ServicesInternet & Direct Marketing Retail Bull NASDAQAI disruption, Consumer Discretionary, Direct Traffic, Internet, loyalty program, network effects, Online Travel Agency, Travel Bookings
Jul 22, 2026Fund LettersAntipodes Global FundSUZB3.SA Suzano Paper & Paper ProductsPaper Products Neutral -Brazil, China Demand, Commodities, Cyclical, hardwood pulp, Low-cost producer, materials, Pulp & paper
Jul 22, 2026Fund LettersAntipodes Global Value FundTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors Bull New York Stock Exchange2nm Technology, 3nm Technology, Advanced Process Nodes, AI, Foundry, high-performance computing, semiconductors, Taiwan
Jul 22, 2026Fund LettersAntipodes Global Value FundIFX.DE Infineon Technologies SemiconductorsSemiconductors Bull Frankfurt Stock Exchange (Deutsche Börse)AI data centers, AI infrastructure, Automotive Microcontrollers, Electrification, Germany, manufacturing capacity, power solutions, semiconductors
Jul 22, 2026Fund LettersAntipodes Global FundBABA Alibaba Internet RetailInternet & Direct Marketing Retail Bull New York Stock ExchangeAI, buybacks, China, Cloud computing, Consumer Discretionary, e-commerce, Free Cash Flow, Internet
Jul 22, 2026Fund LettersAntipodes Global FundVAL Valaris Oil & Gas DrillingOil & Gas Drilling Neutral New York Stock ExchangeContract Awards, Day-rates, Drillships, Energy Services, M&A, offshore drilling, Oil & Gas
Jul 22, 2026Fund LettersAntipodes Global Fund6525.T Kokusai Electric Corporation Semiconductor Equipment & MaterialsSemiconductors & Semiconductor Equipment Bull Japan Exchange Group (Tokyo Stock Exchange)Advanced Memory, AI capex, Deposition Equipment, Japan, Leading-Edge Fabs, Logic Manufacturing, semiconductor equipment, Wafer Fabrication
Jul 22, 2026Fund LettersAntipodes Global Fund3711.TW ASE Technology Holding Co. SemiconductorsSemiconductors & Semiconductor Equipment Bull Taiwan Stock ExchangeAdvanced Packaging, AI chips, high-performance computing, semiconductor equipment, semiconductors, Structural Growth, Taiwan, Testing Services
Jul 22, 2026Fund LettersAntipodes Global FundIFX.DE Infineon Technologies SemiconductorsSemiconductors Bull Frankfurt Stock Exchange (Deutsche Börse)AI infrastructure, automotive, Data Centres, Electrification, Germany, manufacturing capacity, Microcontrollers, power solutions, semiconductors
Jul 22, 2026Fund LettersAppalaches CapitalMCK McKesson Corporation Medical DistributionHealth Care Distributors Bull New York Stock Exchangebiologics, Biosimilars, capital efficiency, defensive, Generic Drugs, Healthcare Supply Chain, high-ROIC, oligopoly, Patent cliff, Pharmaceutical Distribution, Value
Jul 22, 2026Fund LettersMayar CapitalLONN.SW Lonza Group AG Diagnostics & ResearchLife Sciences Tools & Services Bull -biologics, contract manufacturing, growth, life sciences, pharmaceuticals, Pricing power, Pure-Play, Quality, secular growth, switching costs, Switzerland
Jul 22, 2026Fund LettersMayar CapitalBNZL.L Bunzl PLC Food DistributionTrading Companies & Distributors Bull London Stock ExchangeB2b, cash generation, Distribution, dividend aristocrat, recurring revenue, Roll-up Strategy, switching costs, Temporary Issues, turnaround, UK, Value
Jul 22, 2026Fund LettersMayar CapitalCRDA.L Croda International Specialty ChemicalsSpecialty Chemicals Bull London Stock Exchangeagriculture, B2b, Consumer Care, Cyclical Recovery, life sciences, margin expansion, pharmaceuticals, Pricing power, specialty chemicals, UK, Value
Jul 22, 2026Fund LettersMayar CapitalGOOG Alphabet Inc. Internet Content & InformationInteractive Media & Services Bear NASDAQadvertising, Bear, capital structure, equity issuance, insider activity, Internet, Management Signal, Overvaluation, technology
Jul 22, 2026Fund LettersWasatch Small Cap Growth StrategyAAON AAON, Inc. Building Products & EquipmentBuilding Products Bull NASDAQAI infrastructure, Building Products, Contributor, data center cooling, HVAC, Record Backlog, revenue acceleration
Jul 22, 2026Fund LettersWasatch Small Cap Growth StrategyECG Everus Construction Group, Inc. Engineering & ConstructionConstruction & Engineering Bull NASDAQAI infrastructure, Data center infrastructure, Durable Growth, Electrical Contracting, Grid Upgrades, Power Transmission, Top Contributor
Jul 22, 2026Fund LettersWasatch Small Cap Growth StrategyFROG JFrog Ltd. Software - ApplicationApplication Software Bull NASDAQAI Beneficiary, cloud revenue growth, Devops, SaaS, Security, Software Supply Chain, Top Contributor
Jul 22, 2026Fund LettersWasatch Small Cap Growth StrategyOLLI Ollie's Bargain Outlet Holdings, Inc. Discount StoresSpecialty Stores Bull NASDAQCloseout Merchandise, consumer resilience, Defensive growth, Detractor, Discount Retailer, value proposition
Jul 22, 2026Fund LettersWasatch Small Cap Growth StrategyPCOR Procore Technologies, Inc. Software - ApplicationApplication Software Bull New York Stock ExchangeAI Beneficiary, competitive moat, Construction Software, Detractor, network effects, proprietary data, SaaS

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