Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 1, 2025Fund LettersNight Watch Investment ManagementXFAB.PA X-FAB Silicon Foundries Information TechnologySemiconductors & Semiconductor Equipment Bull Euronext ParisAnalog Semiconductors, automotive, Belgium, CapEx cycle, Cyclical Recovery, Foundry, insider buying, small-cap, turnaround, Value
Jul 1, 2025Fund LettersNight Watch Investment ManagementHAYPP.ST Haypp Consumer StaplesTobacco Bull Nasdaq Stockholmconsumer staples, Data Insights, e-commerce, growth, Moat, Nicotine pouches, Regulatory Moat, Sweden, Tobacco Alternatives
Jul 1, 2025Fund LettersNight Watch Investment ManagementMRX.L Marex FinancialsCapital Markets Bull London Stock ExchangeCapital markets, Commodities Trading, Counter-cyclical, energy, FCM, Futures Commission Merchant, FX Futures, market maker, Volatility
Jul 1, 2025Fund LettersTweedy, Browne International Value II7202.T Isuzu Motors Consumer DiscretionaryAutomobile Manufacturers Bull Tokyo Stock Exchangeautomotive, commercial vehicles, dividend, Japan, Southeast Asia, trucks, Value
Jul 1, 2025Fund LettersTweedy, Browne International Value II7716.T Nakanishi Inc. Health CareHealth Care Equipment Bull Tokyo Stock ExchangeDental Equipment, Global, healthcare, Japan, Medical devices, niche market, Value
Jul 1, 2025Fund LettersTweedy, Browne International Value IIAZEG.BR Azelis Group MaterialsSpecialty Chemicals Bull Euronext Brusselsasset-light, Belgium, compounder, Distributor, materials, specialty chemicals, Value
Jul 1, 2025Fund LettersGhosh CapitalMDA.TO MDA Space IndustrialsAerospace & Defense Bull TSXAerospace, Canada, Defense, Geointelligence, geopolitical, government contracts, recurring revenue, Satellites, Space Robotics, valuation discount
Jul 1, 2025Fund LettersGhosh CapitalGOOGL Google Communication ServicesInteractive Media & Services Bull NASDAQAI, contrarian, healthcare, Mainstream Adoption, Narrative Disconnect, Search, Silicon Valley, User Experience
Jul 1, 2025Fund LettersGhosh CapitalKNEA.TO Kneat Information TechnologyApplication Software Bull TSXARR, Canada, Distribution, life sciences, platform, Regulated Industries, valuation arbitrage, Vertical SaaS
Jul 1, 2025Fund LettersGhosh CapitalMELI MercadoLibre Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQBrazil, e-commerce, FCF yield, Fintech, growth, Latin America, market inefficiency, Tariff Resilient
Jul 1, 2025Fund LettersGhosh CapitalTOI.TO Topicus Information TechnologyApplication Software Bull TSXAcquisitions, Canada, capital allocation, FCF yield, growth, Software, spinoff, Vertical SaaS
Jul 1, 2025Fund LettersPalm Valley Capital ManagementPZZA Papa John's International Consumer DiscretionaryHotels, Restaurants & Leisure Neutral NASDAQConsumer Discretionary, Franchising, Opportunistic, Pizza, Quick Service, Restaurants, same-store sales, Trading
Jul 1, 2025Fund LettersPalm Valley Capital ManagementRES RPC EnergyEnergy Equipment & Services Bull NYSEcash-rich, contrarian, Cyclical, debt-free, Energy Services, market share, oilfield services, Pressure Pumping
Jul 1, 2025Fund LettersPalm Valley Capital ManagementCHRD Chord Energy EnergyOil, Gas & Consumable Fuels Bull NASDAQdividends, E&P, energy, Free Cash Flow, Oil & Gas, Proven Reserves, Share Buybacks, Value, Williston Basin
Jul 1, 2025Fund LettersPalm Valley Capital ManagementHCSG Healthcare Services Group Health CareHealth Care Services Bull NASDAQCOVID Recovery, debt-free, Free Cash Flow, Healthcare services, market leader, Nursing Homes, Outsourcing, turnaround
Jul 1, 2025Fund LettersBrasada Focused Equity StrategyUBER Uber Technologies Communication ServicesInteractive Media & Services Bull NYSEautonomous vehicles, Equity, food delivery, growth, marketplace, network effects, Ridesharing, technology platform, Transportation
Jul 1, 2025Fund LettersBrasada Focused Equity StrategyWST West Pharmaceutical Services Health CareHealth Care Equipment Bull NYSEbiologics, contract manufacturing, drug delivery, Equity, GLP-1, Healthcare Equipment, Medical devices, pharmaceuticals, Value
Jul 1, 2025Fund LettersRothschild & Co LongRun Equity FundCRM Salesforce Information TechnologyApplication Software Bull NYSEAgentforce, AI, cloud, CRM, enterprise, margin expansion, recurring revenue, SaaS, Software, Workflow Integration
Jul 1, 2025Fund LettersRothschild & Co LongRun Equity FundORLY O'Reilly Automotive Consumer DiscretionarySpecialty Retail Bull NASDAQaftermarket, Antifragile, automotive, consolidation, defensive, Distribution, DIY, high-ROIC, market share, Parts, Professional, retail
Jul 1, 2025SubstackThe 10x RadarPYPD PolyPid BiotechnologyDrug Delivery Bull Nasdaq Stock Marketbiotechnology, Cash runway, drug delivery, FDA approval, market penetration, milestone payments, Partnerships, Phase 3 trial, PLEX Technology, Surgical Site Infections

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