Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 3, 2025Value Investors ClubWranglerLIN Linde PLC MaterialsIndustrial Gases Bull NYSEindustrial gases, pricing power, compounder, network effects, inflation hedge, long-term hold
Jul 3, 2025Value Investors ClubNick CarrawayIRD Opus Genetics Inc. Health CareBiotechnology Bull NASDAQgene therapy, retinal disease, PRV, Luxturna precedent, RMAT, high risk/high reward
Jul 3, 2025Value Investors ClubTheSpiceTradeGTE 9.5% 2029 Gran Tierra Energy Inc. EnergyOil & Gas Exploration & Production—Deutsche Börse / Frankfurt Stock Exchangehigh yield bonds, amortization, coupon carry, oil hedging, Colombia E&P, leverage reduction, 21% YTM
Jul 2, 2025Fund LettersVision Capital9618.HK JD.com Consumer DiscretionaryInternet & Direct Marketing Retail Bull Hong Kong Stock ExchangeChina, cross-selling, Customer Acquisition, e-commerce, food delivery, Market Share Gain, Strategic expansion, user retention
Jul 2, 2025Fund LettersVision Capital3690.HK Meituan Consumer DiscretionaryInternet & Direct Marketing Retail Bull Hong Kong Stock ExchangeChina, competitive moat, economies of scale, food delivery, Geographic Expansion, market share, platform, Subsidies, technology
Jul 2, 2025Fund LettersSmallvalueCAL.MI Caltagirone SpA MaterialsConstruction Materials Bull Borsa ItalianaDiversified Holding Company, Family-Controlled Business, Financial Stakes, Italian Conglomerate, net cash position, real estate portfolio, Value Investment, White Cement Leader
Jul 2, 2025Fund LettersSmallvalueORO.MI Orsero SpA Consumer StaplesFood Distributors Bull Borsa Italianacash generation, European markets, Fresh Produce Distribution, infrastructure investment, margin expansion, Premium Fruit Mix, Working Capital Management
Jul 2, 2025Fund LettersSmallvalueTOYA.WA Toya S.A. Consumer DiscretionarySpecialty Retail Bull Warsaw Stock Exchangecash flow generation, Consumer Goods Distribution, Emerging markets, Export Growth, Geographic Diversification, margin expansion, Polish Retailer
Jul 2, 2025Fund LettersSigil Stable FundASML ASML Holding NV Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, Euv, Lithography, Netherlands, semiconductors, Technology equipment, Value
Jul 2, 2025Fund LettersSigil Stable FundSE Sea Limited Communication ServicesInteractive Media & Services Bull NYSEDigital Entertainment, e-commerce, growth, margin expansion, platform, revenue acceleration, Southeast Asia
Jul 2, 2025Fund LettersSigil Stable FundINPST.L InPost SA IndustrialsAir Freight & Logistics Bull LSEDisruptor, E-commerce logistics, Europe, Last-mile Delivery, Network expansion, Parcel Lockers, Value
Jul 2, 2025Fund LettersSigil Stable FundUBER Uber Technologies Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEautonomous vehicles, distribution network, growth, mobility, platform, ride-hailing, technology
Jul 2, 2025Fund LettersEasterly - Income Opportunities FundASML ASML Holding NV Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, Cyclical, Euv, High NA, Lithography, Monopoly, Netherlands, semiconductors, Value
Jul 2, 2025Fund LettersEasterly - Income Opportunities FundSE Sea Limited Communication ServicesInteractive Media & Services Bull NYSEDigital Entertainment, e-commerce, Fintech, Gaming, growth, margin expansion, revenue acceleration, Southeast Asia
Jul 2, 2025Fund LettersEasterly - Income Opportunities FundINPST.L InPost SA IndustrialsAir Freight & Logistics Bull LSEDisruptor, E-commerce logistics, European expansion, Last-mile Delivery, Parcel Lockers, Reinvestment runway, UK market, Value
Jul 2, 2025Fund LettersEasterly - Income Opportunities FundUBER Uber Technologies Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEautonomous vehicles, distribution network, growth, Mobility Services, platform, Ride Sharing, robotaxi, technology
Jul 2, 2025Fund LettersPM Capital Global Companies FundASML ASML Holding NV Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI demand, Chip Manufacturing, EUV lithography, High-NA tools, Netherlands, semiconductors, Technology equipment
Jul 2, 2025Fund LettersPM Capital Global Companies FundSE Sea Limited Communication ServicesInteractive Media & Services Bull NYSEe-commerce, Fintech, Gaming, Growth investing, Internet platform, margin expansion, revenue acceleration, Southeast Asia
Jul 2, 2025Fund LettersPM Capital Global Companies FundINPST.L InPost SA IndustrialsAir Freight & Logistics Bull LSEAutomated delivery, Disruptor, E-commerce logistics, European expansion, Last-mile Delivery, Logistics Infrastructure, Parcel Lockers
Jul 2, 2025Fund LettersPM Capital Global Companies FundUBER Uber Technologies Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEautonomous vehicles, distribution network, Mobility Services, platform, ride-hailing, robotaxi, technology platform

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