Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersRegency Wealth ManagementBSX Boston Scientific Corp. Health Care Equipment & SuppliesHealth Care Equipment Bull NYSEAtrial Fibrillation, cardiovascular, Electrophysiology, growth, Healthcare Equipment, innovation, M&A, Medical devices, Minimally Invasive
Jun 30, 2025Fund LettersNixon CapitalFICO Fair Isaac Corp. SoftwareApplication Software Bull NYSEanalytics, Consumer credit, credit scoring, financial software, Mortgage, Pricing power, recurring revenue, Regulatory Moat
Jun 30, 2025Fund LettersNixon CapitalAVGO Broadcom Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAI, custom silicon, high margins, hyperscaler, infrastructure software, M&A, Private Cloud, semiconductors, Vmware
Jun 30, 2025Fund LettersNixon CapitalBSX Boston Scientific Corp. Health Care Equipment & SuppliesHealth Care Equipment Bull NYSEcardiovascular, Electrophysiology, Healthcare Equipment, innovation, M&A, Medical devices, Minimally Invasive, Procedure-Based Revenue
Jun 30, 2025Fund LettersPolen Capital - Global GrowthACGL|APH|COO|CSGP|DKNG|GWRE|IDXX|IOT|IT|LPLA|MSCI|MTD|PCOR|ROP|TECH|VRSK IDEXX Laboratories Inc Health CareLife Sciences Tools & Services Bull NASDAQDefensive growth, healthcare, life sciences, Pet Diagnostics, recurring revenue, Veterinary
Jun 30, 2025Fund LettersPolen Capital - Global GrowthSBUX Starbucks Corporation Consumer DiscretionaryRestaurants Bull NASDAQBrand, Consumer Discretionary, Operations, Restaurant, retail, turnaround
Jun 30, 2025Fund LettersPolen Capital - Global GrowthADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Oracle Corporation Information TechnologySystems Software Bull NASDAQAI, cloud infrastructure, Database, Enterprise software, SaaS, technology
Jun 30, 2025Fund LettersWestEnd CapitalFICO Fair Isaac Corp. SoftwareApplication Software Bull NYSEAuto lending, credit scoring, financial software, Mortgage, recurring revenue, Regulatory Moat, risk management, royalty model, turnaround, Value
Jun 30, 2025Fund LettersWestEnd CapitalAVGO Broadcom Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAI infrastructure, capital return, custom silicon, high margins, hyperscalers, M&A, Private Cloud, semiconductors, Software, Vmware
Jun 30, 2025Fund LettersWestEnd CapitalBSX Boston Scientific Corp. Health Care Equipment & SuppliesHealth Care Equipment Bull NYSEAtrial Fibrillation, cardiovascular, Electrophysiology, growth, Healthcare Technology, M&A, Medical devices, Minimally Invasive, Procedure-Based Revenue
Jun 30, 2025Fund LettersSandhill Investment Management- Challenger Limited FinancialsInsurance Bull Australian Securities ExchangeAnnuities, Australia, Equity, financial services, Insurance, regulatory catalyst, Retirement, Value
Jun 30, 2025Fund LettersSandhill Investment ManagementAIBG.L AIB Group FinancialsBanks Bull London Stock Exchangebanking, buyback, Equity, European banks, financial services, Government Overhang, Ireland, Value
Jun 30, 2025Fund LettersSandhill Investment ManagementNEM Newmont Corporation MaterialsMetals & Mining Bull NYSEcentral banks, Commodities, Equity, geopolitical, Gold, Mining, Precious Metals, Safe Haven
Jun 30, 2025Fund LettersSandhill Investment ManagementSCCO Southern Copper Corporation MaterialsMetals & Mining Bull NYSECommodities, Copper, Electric Vehicles, Equity, geopolitical, Industrial Metals, Mining, renewables, supply constraints
Jun 30, 2025Fund LettersSandhill Investment ManagementLYG Lloyds Banking Group FinancialsBanks Bull London Stock Exchangebanking, defensive, Equity, Europe, European banks, financial services, undervalued, Value
Jun 30, 2025Fund LettersFortress - Caribbean Growth FundFICO Fair Isaac Corp. SoftwareApplication Software Bull NYSEConsumer credit, credit scoring, Financial Analytics, Mortgage, Pricing power, Regulatory Moat, royalty model, share repurchases
Jun 30, 2025Fund LettersFortress - Caribbean Growth FundAVGO Broadcom Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAI infrastructure, capital return, custom silicon, high margins, M&A, Private Cloud, semiconductors, Software, Vmware
Jun 30, 2025Fund LettersFortress - Caribbean Growth FundBSX Boston Scientific Corp. Health Care Equipment & SuppliesHealth Care Equipment Bull NYSEcardiovascular, Electrophysiology, Healthcare Equipment, innovation, M&A, Medical devices, Minimally Invasive, recurring revenue
Jun 30, 2025Fund LettersGDS InvestmentsFCX Freeport-McMoRan Inc MaterialsCopper Bull NYSECommodity Scarcity, Copper, domestic production, materials, Mining, strategic assets, US
Jun 30, 2025Fund LettersGDS InvestmentsSIE.DE Siemens AG IndustrialsIndustrial Machinery Bull XETRADigitization, Factory Automation, Germany, Industrial technology, Industrials, manufacturing, Reshoring

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