Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2025Fund LettersSkybound Wealth ManagementHTHT H World Group Limited Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQBrand Penetration, China, franchise model, Hotels, market share, Middle Class, Unit economics, valuation discount
Sep 30, 2025Fund LettersSkybound Wealth ManagementELUT Elutia Inc. Health CareHealth Care Equipment & Supplies Bear NASDAQAsset Sale, capital allocation, Cardiac Devices, Management Disappointment, Medical devices, shareholder value
Sep 30, 2025Fund LettersSkybound Wealth Management1211.HK BYD Company Limited Consumer DiscretionaryAutomobiles Bull HKEXbattery technology, China, Cost advantage, Electric Vehicles, global expansion, manufacturing, market share, vertical integration
Sep 30, 2025Fund LettersSkybound Wealth ManagementBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI platform, capital returns, China, Cloud computing, digital infrastructure, e-commerce, LLM, market share, regulatory support
Sep 30, 2025Fund LettersSkybound Wealth ManagementZETA Zeta Global Holdings Corp. Communication ServicesInteractive Media & Services Bull NYSEadvertising, Artificial Intelligence, Cookie-free, market share gains, Marketing Technology, SaaS, valuation discount
Sep 30, 2025Fund LettersSkybound Wealth ManagementXERS Xeris Pharmaceuticals Inc. Health CarePharmaceuticals Bull NASDAQBiotech, Cushing's Syndrome, high margins, rare disease, Revenue Growth, sales force expansion, Specialty pharmaceuticals
Sep 30, 2025Fund LettersSkybound Wealth ManagementMDXH MDxHealth Health CareLife Sciences Tools & Services Bull NASDAQBiotech, diagnostics, healthcare, Medical devices, Prostate Cancer, Revenue Growth, valuation discount
Sep 30, 2025Fund LettersBrighton JonesADS.DE Adidas AG Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull XETRAathleisure, athletic apparel, Brand Equity, Consumer Discretionary, Football, Germany, Global Sports, Marketing, Sportswear, turnaround
Sep 30, 2025Fund LettersMountain Vista Wealth ManagementSOL.AX Washington H. Soul Pattinson FinancialsAsset Management & Custody Banks Bull ASXasset management, Australia, Defensive portfolio, diversified holdings, investment company, Listed Securities, long-term returns, permanent capital, private equity
Sep 30, 2025Fund LettersMountain Vista Wealth ManagementMDT Medtronic plc Health CareHealth Care Equipment & Supplies Bull NYSEChronic Diseases, Healthcare Technology, innovation, Medical devices, Strategic Refocusing, turnaround, Value
Sep 30, 2025Fund LettersMountain Vista Wealth ManagementHTHT H World Group Limited Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQChina, Emerging Middle Class, franchise model, Hotels, market share gains, operational efficiency, Value
Sep 30, 2025Fund LettersMountain Vista Wealth Management1211.HK BYD Company Limited Consumer DiscretionaryAutomobiles Bull HKEXautomotive, battery technology, China, Cost advantage, Electric Vehicles, growth, market leader, vertical integration
Sep 30, 2025Fund LettersMountain Vista Wealth ManagementBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEArtificial Intelligence, China, Cloud computing, digital infrastructure, e-commerce, LLM, market leader, Value
Sep 30, 2025Fund LettersDr. Hendrik LeberUPWK Upwork Inc. IndustrialsHuman Resource & Employment Services Bull NASDAQEnterprise adoption, Freelancers, platform, profitability, valuation
Sep 30, 2025Fund LettersDr. Hendrik LeberUMI BB Umicore SA/NV MaterialsSpecialty Chemicals Bull Shanghai Stock ExchangeAsset Sale, Commodities, critical metals, Recycling, turnaround
Sep 30, 2025Fund LettersDr. Hendrik LeberPEP PepsiCo, Inc. Consumer StaplesBeverages Bull NASDAQactivist, dividends, efficiency, Margins, Refranchising
Sep 30, 2025Fund LettersDr. Hendrik LeberKGH PW KGHM Polska Miedz S.A. MaterialsMetals & Mining Bull New York Stock ExchangeCopper, Deglobalization, Silver, strategic materials, Structural Deficit
Sep 30, 2025Fund LettersDr. Hendrik LeberHIMS Hims & Hers Health, Inc. Health CareHealth Care Technology Bull New York Stock Exchangeinternational expansion, profitability, recurring revenue, Subscription, telemedicine
Sep 30, 2025Fund LettersDr. Hendrik LeberHAL Halliburton Company EnergyOil & Gas Equipment & Services Bull New York Stock ExchangeDeregulation, Drilling, Energy Policy, oilfield services, production growth
Sep 30, 2025Fund LettersDr. Hendrik LeberZAL GR Zalando SE Consumer DiscretionaryInternet & Direct Marketing Retail Bull Xetraacquisition, e-commerce, margin expansion, platform, synergies

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: