Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 17, 2025Fund LettersCassandra A. HardmanRHM GR Rheinmetall AG IndustrialsAerospace & Defense Bull XETRAAmmunition, Defense, Europe, Joint venture, Rearmament
Jul 17, 2025Fund LettersCassandra A. HardmanIFX GR Infineon Technologies AG Information TechnologySemiconductors Bull XETRAAutos, Cyclicality, Electrification, marketshare, semiconductors
Jul 17, 2025Fund LettersCassandra A. HardmanDTE GR Deutsche Telekom AG Communication ServicesIntegrated Telecommunication Services Bull XETRAcashflow, dividends, infrastructure, rerating, Telecom
Jul 17, 2025Fund LettersCassandra A. Hardman8750 JP Dai-ichi Life Holdings, Inc. FinancialsLife & Health Insurance Bull New York Stock ExchangeInsurance, Interestrates, Japan, M&A, Rotation
Jul 17, 2025Fund LettersCassandra A. HardmanCBK GR Commerzbank AG FinancialsDiversified Banks Bull XETRAbanking, dividends, Europe, turnaround, valuation
Jul 17, 2025Fund LettersCassandra A. HardmanBN Brookfield, Corp. FinancialsAsset Management & Custody Banks Bull New York Stock ExchangeCapital markets, exit, Fundraising, monetization, tariffs
Jul 17, 2025Fund LettersCassandra A. HardmanMRVL Marvell Technology, Inc. Information TechnologySemiconductors Bull NASDAQAI, Competition, consolidation, exit, valuation
Jul 17, 2025Fund LettersCassandra A. Hardman6501 JP Hitachi, Ltd. IndustrialsIndustrial Conglomerates Bull New York Stock Exchangeenergy transition, Grid, Nuclear, restructuring, Software
Jul 17, 2025Fund LettersCassandra A. HardmanCBK GR Commerzbank AG FinancialsDiversified Banks Bull XETRAGermany, profitability, Rates, restructuring, turnaround
Jul 17, 2025Fund LettersCassandra A. HardmanUNH UnitedHealth Group, Inc. Health CareManaged Health Care Bull New York Stock ExchangeExecution, exit, guidance, Investigation, Medical Loss Ratio
Jul 17, 2025Fund LettersCassandra A. HardmanTSM Taiwan Semiconductor Manufacturing Co., Ltd. Information TechnologySemiconductors Bull New York Stock ExchangeAI, Demand, Foundry, manufacturing, Monopoly
Jul 17, 2025Fund LettersCassandra A. HardmanLLY Eli Lilly and Company Health CarePharmaceuticals Bull New York Stock ExchangeDiabetes, Formulary, GLP-1, Obesity, pipeline
Jul 17, 2025Fund LettersCassandra A. HardmanVRTX Vertex Pharmaceuticals, Inc. Health CareBiotechnology Bull NASDAQCounterfeit, Cystic fibrosis, Margins, Royalty, Transition
Jul 17, 2025Fund LettersCassandra A. HardmanTMUS T-Mobile US, Inc. Communication ServicesWireless Telecommunication Services Bull NASDAQacquisition, ARPU, Churn, Subscribers, Wireless
Jul 17, 2025Fund LettersCassandra A. HardmanMELI MercadoLibre, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQconsolidation, ecommerce, Fintech, Latin America, Penetration
Jul 17, 2025Fund LettersCassandra A. HardmanRHM GR Rheinmetall AG IndustrialsAerospace & Defense Bull XETRAAmmunition, backlog, Defense, Europe, Rearmament
Jul 17, 2025Fund LettersCassandra A. HardmanHWM Howmet Aerospace, Inc. IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, aftermarket, Margins, Pricing power, Production
Jul 17, 2025Fund LettersCassandra A. HardmanTEAM Atlassian, Corp. Information TechnologyApplication Software Bull NASDAQAI, Developers, productivity, Software, valuation
Jul 17, 2025Fund LettersChristopher MackCYBR CyberArk Software Ltd. Information TechnologySystems Software Bull NASDAQAI, Identity, Privilege, Recurring, Security, Software
Jul 17, 2025Fund LettersChristopher MackGLOB Globant S.A. Information TechnologyIT Consulting & Other Services Bull New York Stock ExchangeAI, cloud, Consulting, Digital, Smallcaps, Subscription

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