Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 2, 2025Fund LettersMiller Wealth ManagementASML ASML Holding NV Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Capital equipment, Euv, Lithography, Monopoly, semiconductors, technology
Jul 2, 2025Fund LettersMiller Wealth ManagementSE Sea Limited Communication ServicesInteractive Media & Services Bull NYSEDigital Entertainment, e-commerce, Fintech, Growth investing, margin expansion, revenue acceleration, Southeast Asia
Jul 2, 2025Fund LettersThe Wolf of Harcourt StreetASML ASML Holding NV Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Chip Manufacturing, Euv, High-NA tools, Lithography, Netherlands, semiconductors, Technology equipment
Jul 2, 2025Fund LettersMiller Wealth ManagementINPST.L InPost SA IndustrialsAir Freight & Logistics Bull LSEAutomated, Disruptor, E-commerce logistics, European expansion, growth, Last-mile Delivery, Parcel Lockers
Jul 2, 2025Fund LettersMiller Wealth ManagementUBER Uber Technologies Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEautonomous vehicles, mobility, network effects, platform, Ride Sharing, robotaxi, technology
Jul 2, 2025Fund LettersThe Wolf of Harcourt StreetSE Sea Limited Communication ServicesInteractive Media & Services Bull NYSEe-commerce, Emerging markets, Fintech, Gaming, Growth investing, margin expansion, revenue acceleration, Southeast Asia
Jul 2, 2025Fund LettersThe Wolf of Harcourt StreetINPST.L InPost SA IndustrialsAir Freight & Logistics Bull LSEAutomated, Disruptor, E-commerce logistics, European expansion, Last-mile Delivery, Network expansion, Parcel Lockers, UK market
Jul 2, 2025Fund LettersThe Wolf of Harcourt StreetUBER Uber Technologies Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEautonomous vehicles, Distribution, infrastructure, network effects, platform, ride-hailing, robotaxi, technology
Jul 2, 2025Fund LettersBrummer Multi-Strategy FundASML ASML Holding NV Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Capital equipment, Euv, Lithography, Monopoly, semiconductors, technology
Jul 2, 2025Fund LettersBrummer Multi-Strategy FundSE Sea Limited Communication ServicesInteractive Media & Services Bull NYSEe-commerce, Fintech, Gaming, Growth investing, margin expansion, revenue acceleration, Southeast Asia
Jul 2, 2025Fund LettersBrummer Multi-Strategy FundINPST.L InPost SA IndustrialsAir Freight & Logistics Bull LSEAutomation, Disruptor, E-commerce logistics, European expansion, Last-mile Delivery, network effects, Parcel Lockers
Jul 2, 2025Fund LettersBrummer Multi-Strategy FundUBER Uber Technologies Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEautonomous vehicles, distribution network, mobility, platform, ride-hailing, robotaxi, technology
Jul 2, 2025Fund LettersEugene NgPLTR Palantir Technologies Inc. Information TechnologySoftware Bull NASDAQcompounder, Data-integration, enterprise, Government, network effects, S-curves, Singularity to Plurality
Jul 2, 2025Fund LettersShomik GhoshMDA CN MDA Space Ltd. IndustrialsAerospace & Defense Bull TSXbacklog, Constellations, Geointelligence, robotics, Satellites, Space, valuation
Jul 2, 2025Value Investors Clubbuggs1815LMT Lockheed Martin Corp. IndustrialsAerospace & Defense Bull NYSEF-35 sustainment, NATO spend, restocking, hypersonics, Space Force, missile defense, valuation, dividend
Jul 2, 2025Value Investors ClubChapterTwelveCapitalOML Omni-Lite Industries Canada MaterialsAerospace & Defense Bull TSXAerospace recovery, DP Cast turnaround, Monzite growth, Cal-Nano stake, CEO Dave Robbins, micro-cap value
Jul 2, 2025Value Investors ClubMrStingyORGN Origin Materials Inc. MaterialsSpecialty Chemicals Bull NASDAQPET closures, thermoforming, mono-material recycling, tethered caps, qualification risk, financing/dilution, EBITDA breakeven 2H26
Jul 2, 2025Value Investors Clubbuggs1815LMT Lockheed Martin Corp. IndustrialsAerospace & Defense Bull NYSEF-35 sustainment, NATO spend, restocking, hypersonics, Space Force, missile defense, valuation, dividend
Jul 2, 2025Value Investors Clubvalueinvestor03NSRGY Nestlé S.A. Consumer StaplesPackaged Foods & Meats Bull -pet care, coffee, L’Oréal stake, cost savings, pricing/volume recovery, dividend, defensive staples
Jul 1, 2025Fund LettersTorre FinancialCRM Salesforce Information TechnologySoftware Bull NYSEAI agents, Cloud software, CRM, Enterprise software, margin expansion, market leader, operating leverage, Pricing power, SaaS, subscription revenue, Underearning, Workflow Integration

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