Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2025Fund LettersBaron Fifth Avenue Growth FundDPZ.L Domino's Pizza Group PLC Consumer DiscretionaryRestaurants Bull London Stock ExchangeCapital-light, Consumer Discretionary, franchise expansion, market leader, market share gains, Master Franchisee, Pizza Delivery, royalties, UK
Sep 30, 2025Fund LettersBaron Health Care FundUHAL U-Haul Holding Company IndustrialsCommercial Services & Supplies Bull NASDAQAnalyst Coverage Gap, capital allocation, Cash Flow Reinvestment, Dual Business Model, recurring revenue, REIT Economics, Self-storage, Truck Rental
Sep 30, 2025Fund LettersBaron Health Care FundBOL.PA Bollore SE Communication ServicesMedia Bull Euronext ParisAsset Simplification, balance sheet improvement, conglomerate discount, france, media, NAV discount, Sum-of-parts, Universal Music Group, value unlock, Vivendi
Sep 30, 2025Fund LettersBaron Health Care Fund005930.KS Samsung Electronics Co Ltd Information TechnologySemiconductors & Semiconductor Equipment Bull Korea Stock ExchangeArtificial Intelligence, DRAM, Fabrication, HBM, memory chips, NVIDIA, Regulatory Improvement, semiconductors, South Korea, Taiwan Alternative
Sep 30, 2025Fund LettersFPA Source CapitalUHAL U-Haul Holding Company IndustrialsCommercial Services & Supplies Bull NASDAQAnalyst Coverage Gap, capital allocation, Cash Flow Reinvestment, Dual Business Model, long-term investment, recurring revenue, REIT Economics, Sector Misclassification, Self-storage, Truck Rental
Sep 30, 2025Fund LettersFPA Source CapitalBOL.PA Bollore SE Communication ServicesMedia Bull Euronext ParisAsset Simplification, balance sheet improvement, conglomerate, discount to NAV, media, net asset value, Structural Transformation, Universal Music Group, value unlocking, Vivendi
Sep 30, 2025Fund LettersFPA Source Capital005930.KS Samsung Electronics Co Ltd Information TechnologySemiconductors & Semiconductor Equipment Bull Korea Stock ExchangeArtificial Intelligence, DRAM, Geographic Diversification, HBM, memory chips, NVIDIA, oligopoly, Semiconductor Fabrication, semiconductors, South Korea
Sep 30, 2025Fund LettersEmerald Wealth Partners - Focused Equity StrategySOL.AX Washington H. Soul Pattinson FinancialsAsset Management & Custody Banks Bull ASXCash generative, Defensive portfolio, diversified holdings, investment company, long-term returns, Management Tenure, merger, net cash, outperformance, permanent capital
Sep 30, 2025Fund LettersMountain Vista Wealth ManagementELUT Elutia Inc. Health CareHealth Care Equipment & Supplies Bear NASDAQbiologics, Cardiac Devices, healthcare, M&A, Management Risk, Medical devices, value destruction
Sep 30, 2025Fund LettersMountain Vista Wealth ManagementZETA Zeta Global Holdings Corp. Communication ServicesInteractive Media & Services Bull NYSEadvertising technology, Artificial Intelligence, digital marketing, Martech, SaaS, Software, Value
Sep 30, 2025Fund LettersMountain Vista Wealth ManagementXERS Xeris Pharmaceuticals Inc. Health CarePharmaceuticals Bull NASDAQCushing's Syndrome, growth, healthcare, high margins, pharmaceuticals, rare disease, Specialty pharma
Sep 30, 2025Fund LettersMountain Vista Wealth ManagementMDXH MDxHealth Health CareHealth Care Equipment & Supplies Bull NASDAQBiotech, diagnostics, growth, healthcare, Medical devices, Prostate Cancer, Value
Sep 30, 2025Fund LettersPeapack PrivateUHAL U-Haul Holding Company IndustrialsCommercial Services & Supplies Bull NASDAQAnalyst Coverage, business transformation, capital allocation, Cash Flow Reinvestment, Occupancy Ramp, recurring revenue, REIT Economics, Self-storage, Truck Rental
Sep 30, 2025Fund LettersPeapack PrivateBOL.PA Bollore SE Communication ServicesMedia Bull Euronext Parisasset value, balance sheet, conglomerate, Corporate Restructuring, discount to NAV, Europe, media, net asset value, Sum-of-parts, Universal Music Group, Vivendi
Sep 30, 2025Fund LettersPeapack Private005930.KS Samsung Electronics Co Ltd Information TechnologySemiconductors & Semiconductor Equipment Bull Korea Stock ExchangeArtificial Intelligence, automotive, consumer electronics, Corporate Governance, data centers, DRAM, geopolitical risk, HBM, memory chips, NVIDIA, semiconductors, South Korea
Sep 30, 2025Fund LettersBiondo Investment AdvisorsBSX Boston Scientific Corp. Health Care Equipment & ServicesHealth Care Equipment Bull NYSECardiology, Endoscopy, growth, healthcare, Medical devices, Medtech, Neuromodulation
Sep 30, 2025Fund LettersBiondo Investment AdvisorsISRG Intuitive Surgical Inc. Health Care Equipment & ServicesHealth Care Equipment Bull NASDAQda Vinci, growth, healthcare, Medical devices, Medtech, recurring revenue, Robotic Surgery
Sep 30, 2025Fund LettersBiondo Investment AdvisorsSNPS Synopsys Inc. Software & ServicesApplication Software Bull NASDAQAI, Design Automation, Eda, growth, Ip, Semiconductor Software, Software
Sep 30, 2025Fund LettersBiondo Investment AdvisorsASML ASML Holding NV Technology Hardware & EquipmentSemiconductor Equipment Bull NASDAQAI infrastructure, Euv, growth, Lithography, Netherlands, semiconductors, technology
Sep 30, 2025Fund LettersBiondo Investment AdvisorsFICO Fair Isaac Corp. Software & ServicesApplication Software Bull NYSEanalytics, Consumer credit, credit scoring, Fintech, growth, Mortgage, Software

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