Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 10, 2025Short ThesisGrizzly researchPONY Pony AI Inc Information TechnologyApplication Software (Autonomous Driving) Bear Ho Chi Minh Stock ExchangeAI software, autonomous driving, China risk, Geopolitics, Regulatory
Jul 10, 2025SubstackCompound and FireWOSG.L Watches of Switzerland Group Consumer DiscretionaryLuxury Goods Bull NYSE—
Jul 9, 2025Fund LettersEnnismore Global Equity FundCLNX.MC Cellnex Telecom SA Real EstateSpecialized REITs Bull Madrid Stock Exchangeactivist, Cell Towers, Europe, Free Cash Flow, infrastructure, TCI, telecom infrastructure, turnaround
Jul 9, 2025Fund LettersEnnismore Global Equity FundASSECO.WA Asseco Poland SA Information TechnologySystems Software Bull Warsaw Stock Exchangecapital allocation, Constellation Software, margin expansion, Mission-Critical, Poland, recurring revenue, vertical market software, VMS
Jul 9, 2025Fund LettersEnnismore Global Equity FundKRNV.ST Karnov Group AB Communication ServicesProfessional Services Bull Nasdaq StockholmAI tools, information services, Legal Services, margin expansion, market leader, Nordic, SaaS, Subscription
Jul 9, 2025Fund LettersMunro Global Growth FundSIE.DE Siemens Energy IndustrialsElectrical Equipment Bull XETRAClimate, electrical equipment, Electrification, energy transition, Germany, Grid Infrastructure, Industrial, Power generation, renewable energy, Transformers
Jul 9, 2025Fund LettersMunro Global Growth FundMSFT Microsoft Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Azure, Cloud computing, Digital transformation, Enterprise software, growth, SaaS, technology
Jul 9, 2025Fund LettersLongriver Investment PartnersNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI training, Artificial Intelligence, CUDA, data center, Graphics Processing Units, high-performance computing, machine learning, semiconductors
Jul 9, 2025Fund LettersLongriver Investment PartnersTSM Taiwan Semiconductor Manufacturing Co Ltd Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEAdvanced Packaging, AI chips, CoWoS, Foundry, Gate-All-Around, Process Technology, Semiconductor manufacturing, Taiwan
Jul 9, 2025Fund LettersLongriver Investment Partners0700.HK Tencent Holdings Ltd Communication ServicesInteractive Media & Services Bull HKEXArtificial Intelligence, Chinese Technology, digital payments, Enterprise Services, Gaming, Mini Programs, social media, WeChat
Jul 9, 2025Fund LettersLongriver Investment PartnersMETA Meta Platforms Inc Communication ServicesInteractive Media & Services Bull NASDAQAd Optimization, advertising technology, Artificial Intelligence, Consumer Internet, digital marketing, machine learning, platform, social media
Jul 9, 2025Fund LettersMiddle Coast InvestingDECK Deckers Outdoor Corporation Consumer DiscretionaryFootwear Bull NYSEAthletic Shoes, brand portfolio, Consumer Discretionary, Footwear, growth, Hoka, tariffs, UGG, Value, Vietnam
Jul 9, 2025Fund LettersMiddle Coast InvestingLYFT Lyft Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQduopoly, growth, international expansion, new management, Ridesharing, SaaS, technology, Transportation, turnaround
Jul 9, 2025Fund LettersDKAM Donville Kent Asset ManagementGSY.TO GoEasy FinancialsConsumer Finance Bull TSXCollections, consumer finance, Credit Products, growth, loan book, Non-prime Lending, Product Diversification, Revenue Yield
Jul 9, 2025Fund LettersDKAM Donville Kent Asset ManagementGRID.TO Tantalus TechnologyElectronic Equipment, Instruments & Components Bull TSXElectrical Grid, Grid Monitoring, infrastructure, recurring revenue, Smart Grid, technology, TruSense, utilities
Jul 9, 2025Fund LettersDKAM Donville Kent Asset ManagementMDA.TO MDA Space IndustrialsAerospace & Defense Bull TSXacquisition, Aerospace, Canadarm3, government contracts, Lunar Gateway, Space Industry, Space Technology, valuation
Jul 9, 2025Fund LettersDKAM Donville Kent Asset ManagementVHI.TO VitalHub Health CareHealth Care Technology Bull TSXAcquisitions, AI products, cross-selling, Digitization, EBITDA margins, Healthcare Systems, Healthcare Technology, Patient Referrals, Software
Jul 9, 2025Fund LettersDKAM Donville Kent Asset ManagementZDC.TO Zedcor TechnologyTechnology Hardware, Storage & Peripherals Bull TSXAmazon, EBITDA margins, enterprise clients, growth, Remote Monitoring, security solutions, technology, valuation disconnect
Jul 9, 2025Fund LettersDKAM Donville Kent Asset ManagementE.TO Enterprise Group EnergyOil & Gas Equipment & Services Bull TSXacquisition, Canada, Commercial Buildings, Energy Services, infrastructure, LNG, natural gas, power solutions, Turbines
Jul 9, 2025Fund LettersLiberty Park Capital ManagementHAYPP.ST HAYPP Group AB Consumer StaplesTobacco Bull Nasdaq Stockholmconsumer staples, e-commerce, Europe, growth, Nicotine pouches, Online Distribution, Organic Search, Regulatory Moat, Tobacco Alternatives, US market

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