Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 16, 2025Fund LettersLiontrust GF Special Situations FundBNZL.L Bunzl plc IndustrialsTrading Companies & Distributors Bull London Stock ExchangeDistribution, Foodservice, Industrials, Operational Issues, UK, US Exposure, value opportunity
Jul 16, 2025Fund LettersLiontrust GF Special Situations FundSHEL.L Shell plc EnergyIntegrated Oil & Gas Bear London Stock Exchangebuybacks, Commodity Exposure, energy, Integrated Oil, LNG, M&A, Oil & Gas, UK
Jul 16, 2025Fund LettersLiontrust GF Special Situations FundBP.L BP plc EnergyIntegrated Oil & Gas Bear London Stock Exchangebuybacks, Commodity Exposure, energy, Integrated Oil, M&A Target, Oil & Gas, UK
Jul 16, 2025Fund LettersLaughing Water CapitalVTY.L Vistry Group PLC Consumer DiscretionaryHomebuilding Bull LSEaffordable housing, asset-light, Discount to book, government funding, recovery, UK housing
Jul 16, 2025Fund LettersLaughing Water CapitalPAR PAR Technology Corp Information TechnologyTechnology Hardware, Storage & Peripherals Bull NYSEBurger King, M&A, Multi-product, Pipeline Growth, Restaurant technology, SaaS
Jul 16, 2025Fund LettersLaughing Water CapitalNN NextNav Inc. Communication ServicesWireless Telecommunication Services Bull NASDAQ5G, Fcc, Gps, Mobile Networks, national security, regulatory catalyst, Spectrum
Jul 16, 2025Fund LettersLaughing Water CapitalLFCR Lifecore Biomedical Inc. Health CareLife Sciences Tools & Services Bull NASDAQBiosecure Act, Biotech, CDMO, Fill-Finish, M&A Target, Re-shoring, tariffs
Jul 16, 2025Fund LettersLaughing Water CapitalSES.TO SECURE Waste Infrastructure Corp IndustrialsEnvironmental & Facilities Services Bull TSXCanada, EBITDA margins, multiple expansion, Oil Services, recurring revenue, Share Buybacks, waste management
Jul 16, 2025Fund LettersLaughing Water CapitalCLAR Clarus Corp. Consumer DiscretionaryLeisure Products Bull NASDAQAsset Sale, brand value, Chairman Alignment, Consumer products, Outdoor Gear, turnaround, Value
Jul 16, 2025Fund LettersWhite Falcon Capital ManagementTIXT.TO Telus International Inc. Information TechnologyIT Services Bull Toronto Stock ExchangeCanada, Fair value, IT services, Parent Company, Special Situation, take-private, Technical Selling, undervaluation
Jul 16, 2025Fund LettersWhite Falcon Capital ManagementDAVA Endava plc Information TechnologyIT Services Bull NYSEArtificial Intelligence, Competitive pressure, Digital transformation, Enterprise Technology, IT services, Legacy Modernization, Project Volume Growth
Jul 16, 2025Fund LettersWhite Falcon Capital ManagementEPAM EPAM Systems Inc. Information TechnologyIT Services Bull NYSEArtificial Intelligence, Competitive pressure, Digital transformation, Enterprise Technology, IT services, Legacy Modernization, Project Volume Growth
Jul 16, 2025Fund LettersWhite Falcon Capital ManagementW Wayfair Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQasset-light, asymmetric risk-reward, e-commerce, furniture, Home goods, marketplace model, Tariff Protection, Vendor Competition
Jul 16, 2025Fund LettersWhite Falcon Capital ManagementATZ.TO Aritzia Inc. Consumer DiscretionarySpecialty Retail Bull Toronto Stock Exchangeasymmetric risk-reward, Canada, e-commerce, fashion, market overreaction, Specialty retail, tariff impact, US Expansion
Jul 16, 2025SubstackSZEWCWC.DE Cewe Stiftung & Co. KGaA Photography ServicesPhotofinishing, Online Printing Bull Frankfurt Stock Exchangeconsistent growth, defensive investment, dividend increases, Online Printing, Photography Services, risk-reward profile, Share Buybacks, Stable Business Model, Undervalued Stock
Jul 16, 2025SubstackSZEWHBMN.SW HBM Healthcare Investments Healthcare InvestmentBiotech, Medtech, Life Sciences Bull SIX Swiss ExchangeBiotech, digital health, discount to NAV, diversified portfolio, Healthcare Investment, long-term investment, Medtech, NAV growth, Share Buybacks
Jul 16, 2025SubstackSZEWGROW.L Molten Ventures Venture CapitalVenture Capital Bull London Stock Exchangeconservative valuation, discount to NAV, European Startups, IPO, market sentiment, Revolut, Share Buybacks, Startup Investments, Venture Capital
Jul 16, 2025Twitter / X@InvestSpecialCVEO Civeo Corporation IndustrialsHuman Resource & Employment Services Bull New York Stock ExchangeAustralia, Canada, Canadian, Cveo, Engine, Engine Capital, process control, Underutilized
Jul 16, 2025Fund LettersPeter BaughanBKNG Booking Holdings Inc. Consumer DiscretionaryOnline Travel Services Bull NASDAQAI, Margins, Personalization, platform, Travel
Jul 16, 2025Fund LettersPeter BaughanADBE Adobe Inc. Information TechnologyApplication Software Bull NASDAQAI Workflows, Content, Margins, Software

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