Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2025Fund LettersBiondo Investment AdvisorsLLY Eli Lilly & Co. Pharmaceuticals, Biotechnology & Life SciencesPharmaceuticals Bull NYSEBiotech, Diabetes, GLP-1, growth, healthcare, Obesity, pharmaceuticals
Sep 30, 2025Fund LettersMountain Vista Wealth ManagementMSFT Microsoft Corporation Information TechnologySoftware Bull NASDAQAI, Azure, Cloud computing, enterprise, Software, technology
Sep 30, 2025Fund LettersMountain Vista Wealth Management1211.HK BYD Company Limited Consumer DiscretionaryAutomobiles Bull HKEXautomotive, battery technology, China, Electric Vehicles, manufacturing, vertical integration
Sep 30, 2025Fund LettersMountain Vista Wealth ManagementMETA Meta Platforms, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, digital advertising, social media, technology, user engagement, Video Content
Sep 30, 2025Fund LettersMountain Vista Wealth ManagementASML ASML Holding N.V. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQEUV technology, High NA, Lithography, Netherlands, semiconductor equipment, technology
Sep 30, 2025Fund LettersMountain Vista Wealth ManagementORCL Oracle Corporation Information TechnologySoftware Bull NYSEAI training, cloud infrastructure, Database, hyperscaler, Software, technology
Sep 30, 2025Fund LettersMountain Vista Wealth ManagementAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Networking, semiconductors, Software, technology, XPU Chips
Sep 30, 2025Fund LettersThe Wolf of Harcourt StreetELUT Elutia Inc. Health CareHealth Care Equipment & Supplies Bear NASDAQAsset Sale, Cardiac Devices, exit, Management Disappointment, Medical devices, Poor Execution
Sep 30, 2025Fund LettersThe Wolf of Harcourt StreetZETA Zeta Global Holdings Corp. Communication ServicesInteractive Media & Services Bull NYSEadvertising technology, AI, Cookie-free, market share gains, Martech, Software, undervalued
Sep 30, 2025Fund LettersThe Wolf of Harcourt StreetXERS Xeris Pharmaceuticals Inc. Health CarePharmaceuticals Bull NASDAQcommercial execution, Cushing's Syndrome, growth, high margins, pharmaceuticals, rare disease, Specialty pharma
Sep 30, 2025Fund LettersThe Wolf of Harcourt StreetMDXH MDxHealth Health CareLife Sciences Tools & Services Bull NASDAQBiotech, diagnostics, growth, healthcare, Medical devices, Prostate Cancer, undervalued
Sep 30, 2025Fund LettersHighwood Value PartnersSOL.AX Washington H. Soul Pattinson FinancialsAsset Management & Custody Banks Bull ASXasset management, Australia, cash generation, Defensive portfolio, diversified holdings, investment company, long-term returns, permanent capital
Sep 30, 2025Fund LettersGROW FundsXERS Xeris Pharmaceuticals Inc. Health CarePharmaceuticals Bull NASDAQBiotech, Cushing's Syndrome, growth, healthcare, high margins, rare disease, Specialty pharmaceuticals
Sep 30, 2025Fund LettersGROW FundsMDXH MDxHealth Health CareHealth Care Equipment & Supplies Bull NASDAQBiotech, diagnostics, growth, healthcare, Medical devices, Prostate Cancer, Value
Sep 30, 2025Fund LettersBiondo Investment AdvisorsRIEN.SW Rieter Holding AG IndustrialsIndustrial Machinery Bull SIX Swiss Exchangeacquisition, arbitrage, Capital Raise, Equity, Industrial Equipment, Specialized Manufacturing, Switzerland, Textile Machinery
Sep 30, 2025Fund LettersBiondo Investment AdvisorsDPZ.L Domino's Pizza Group PLC Consumer DiscretionaryRestaurants Bull London Stock Exchangeasset-light, Consumer Discretionary, Equity, franchise expansion, market share gains, Master Franchisee, Pizza Delivery, UK Market Leader
Sep 30, 2025Fund LettersEQUAM Global Value FundUHAL U-Haul Holding Company IndustrialsCommercial Services & Supplies Bull NASDAQcapital allocation, Disciplined Management, Hybrid Business Model, Real Estate, recurring revenue, REIT Economics, Self-storage, Truck Rental, value creation
Sep 30, 2025Fund LettersEQUAM Global Value FundBOL.PA Bollore SE Communication ServicesMedia Bull Euronext ParisAsset Simplification, conglomerate discount, Corporate Restructuring, media, net asset value, Sum-of-parts, Universal Music Group, Value Realization, Vivendi
Sep 30, 2025Fund LettersEQUAM Global Value Fund005930.KS Samsung Electronics Co Ltd Information TechnologySemiconductors & Semiconductor Equipment Bull Korea Stock ExchangeArtificial Intelligence, DRAM, Geographic Diversification, HBM, memory chips, NVIDIA, Regulatory Improvements, semiconductors, South Korea, turnaround
Sep 30, 2025Fund LettersSkybound Wealth ManagementMDT Medtronic plc Health CareHealth Care Equipment & Supplies Bull NYSECEO change, healthcare, innovation, Medical devices, operational efficiency, R&D Focus, spin-off, turnaround

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