Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2025Fund LettersCentury ManagementDPZ.L Domino's Pizza Group PLC Consumer DiscretionaryRestaurants Bull London Stock Exchangeasset-light, franchise expansion, free cash flow yield, market share, Master Franchisee, Pizza Delivery, UK Consumer
Sep 30, 2025Fund LettersAGT PartnersMSFT Microsoft Corporation Information TechnologySoftware Bull NASDAQArtificial Intelligence, Azure, Cloud computing, data centers, Digital transformation, Enterprise software, SaaS
Sep 30, 2025Fund LettersAGT Partners1211.HK BYD Company Limited Consumer DiscretionaryAutomobiles Bull HKEXAutomotive Manufacturing, battery technology, China, Cost leadership, Electric Vehicles, EV Platform, vertical integration
Sep 30, 2025Fund LettersAGT PartnersMETA Meta Platforms, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAd Technology, Artificial Intelligence, digital advertising, platform, social media, user engagement, Video Content
Sep 30, 2025Fund LettersAGT PartnersASML ASML Holding N.V. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAdvanced Chips, EUV technology, High-Tech, Lithography, Manufacturing Equipment, Netherlands, semiconductor equipment
Sep 30, 2025Fund LettersAGT PartnersORCL Oracle Corporation Information TechnologySoftware Bull NYSEAI infrastructure, Artificial Intelligence, Cloud computing, Database Software, Enterprise software, hyperscaler, SaaS
Sep 30, 2025Fund LettersAGT PartnersAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Artificial Intelligence, data centers, Enterprise software, Networking, semiconductors, Xpu
Sep 30, 2025Fund LettersACATIS InvestmentMSFT Microsoft Corporation Information TechnologySoftware Bull NASDAQAI, Azure, Bull, Cloud computing, Digital transformation, Enterprise software, SaaS
Sep 30, 2025Fund LettersACATIS Investment1211.HK BYD Company Limited Consumer DiscretionaryAutomobiles Bull HKEXautomotive, battery technology, Bull, China, Cost advantage, Electric Vehicles, vertical integration
Sep 30, 2025Fund LettersACATIS InvestmentMETA Meta Platforms, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, Bull, digital advertising, Facebook, Instagram, social media, user engagement
Sep 30, 2025Fund LettersAirlie Australian Share FundMSFT Microsoft Corporation Information TechnologySoftware Bull NASDAQAI technology, Azure, Cloud computing, enterprise, growth, Software
Sep 30, 2025Fund LettersACATIS InvestmentASML ASML Holding N.V. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQBull, Euv, High NA, Lithography, Netherlands, semiconductors, Technology moat
Sep 30, 2025Fund LettersAirlie Australian Share Fund1211.HK BYD Company Limited Consumer DiscretionaryAutomobiles Bull HKEXautomotive, battery technology, China, Electric Vehicles, growth, vertical integration
Sep 30, 2025Fund LettersAirlie Australian Share FundMETA Meta Platforms, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI technology, digital advertising, growth, social media, user engagement
Sep 30, 2025Fund LettersACATIS InvestmentORCL Oracle Corporation Information TechnologySoftware Bull NYSEAI infrastructure, Bull, Cloud computing, Database, hyperscaler, OpenAI, Software
Sep 30, 2025Fund LettersAirlie Australian Share FundASML ASML Holding N.V. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQEUV technology, growth, Lithography, Monopoly, Netherlands, semiconductor equipment
Sep 30, 2025Fund LettersACATIS InvestmentAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Bull, data centers, Enterprise software, Networking, semiconductors, Xpu
Sep 30, 2025Fund LettersAirlie Australian Share FundORCL Oracle Corporation Information TechnologySoftware Bull NYSEAI infrastructure, Cloud computing, growth, hyperscaler, Software, transformation
Sep 30, 2025Fund LettersAirlie Australian Share FundAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Enterprise software, growth, Networking, semiconductors, Xpu
Sep 30, 2025Fund LettersBaron Fifth Avenue Growth FundRIEN.SW Rieter Holding AG IndustrialsIndustrial Machinery Bull SIX Swiss Exchangeacquisition, arbitrage, Artificial Fibers, Capital Raise, Industrial Equipment, Normalized EBITDA, Switzerland, Textile Machinery

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