Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersBaron Discovery FundMEG Montrose Environmental Group, Inc. IndustrialsEnvironmental & Facilities Services Bull NYSEattractive valuation, Bull, environmental services, Industrial Activity, organic growth, regulatory compliance, State Regulation, Testing and Monitoring
Jun 30, 2025Fund LettersBaron Discovery FundKTOS Kratos Defense & Security Solutions, Inc. IndustrialsAerospace & Defense Bull NASDAQAerospace & Defense, Bull, defense technology, Drone Engines, government contracts, Hypersonic Technology, Microwave Electronics, Space Technology, Unmanned systems
Jun 30, 2025Fund LettersMeridian Growth FundDKNG DraftKings, Inc. Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQDaily Fantasy Sports, Digital gaming, Free Cash Flow, Market expansion, Online Casino, prediction markets, Sports betting
Jun 30, 2025Fund LettersMeridian Growth FundFSS Federal Signal Corp. IndustrialsMachinery Bull NYSEContrarian Investing, innovation, Municipal Equipment, Production Normalization, Sewer Cleaners, Specialty Machinery, Street Sweepers
Jun 30, 2025Fund LettersMeridian Growth FundCW Curtiss-Wright Corp. IndustrialsAerospace & Defense Bull NYSEAerospace & Defense, defense electronics, Diversified Industrial, market share gains, Naval & Power, Order Pipeline, Valuation Discipline
Jun 30, 2025Fund LettersMeridian Growth FundCOO The Cooper Companies, Inc. Health CareHealth Care Equipment & Supplies Bull NYSEContact lenses, Fertility, Healthcare Equipment, market share gains, medical technology, Reproductive Care, Women's Healthcare
Jun 30, 2025Fund LettersMeridian Growth FundHALO Halozyme Therapeutics, Inc. Health CareBiotechnology Bull NASDAQbiologics, biotechnology, Drug Delivery Platform, ENHANZE Technology, healthcare innovation, Medicare Pricing, Subcutaneous Delivery
Jun 30, 2025Fund LettersMeridian Growth FundZD Ziff Davis, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAcquisitions, Business Cloud Services, Copyright Litigation, digital media, EBITDA growth, organic growth, SaaS
Jun 30, 2025Fund LettersMagellan Global Opportunities FundTSM Taiwan Semiconductor Manufacturing Company Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEAdvanced Manufacturing, AI, capital-intensive, data centers, Foundry, market dominance, semiconductors, supply chain, Taiwan, technology
Jun 30, 2025Fund LettersPacker & CoINDF.JK Indofood Sukses Makmur Tbk PT Consumer StaplesPackaged Foods & Meats Bull IDXAfrica, Asia, consumer staples, Emerging markets, Food Manufacturing, growth, Instant Noodles, Packaged Foods
Jun 30, 2025Fund LettersPacker & Co017670.KS SK Telecom Co Ltd Communication ServicesWireless Telecommunication Services Bull KRX5G, Asia, Communication Services, infrastructure, South Korea, technology, telecommunications, Wireless
Jun 30, 2025Fund LettersPacker & Co0001.HK CK Hutchison Holdings Limited IndustrialsIndustrial Conglomerates Bull HKEXAsia, conglomerate, Diversified, dividend, infrastructure, Ports, telecommunications, Value
Jun 30, 2025Fund LettersPacker & CoJMHLY Jardine Matheson Holdings Limited IndustrialsIndustrial Conglomerates Bull OTCAsia, conglomerate, Diversified, dividend, Emerging markets, growth, Industrial, Value
Jun 30, 2025Fund LettersPacker & CoPBR Petróleo Brasileiro S.A. - Petrobras EnergyOil, Gas & Consumable Fuels Bull NYSEBrazil, Emerging markets, energy, offshore drilling, Oil & Gas, Pre-salt, valuation, Value
Jun 30, 2025Fund LettersPacker & CoCEO CNOOC Limited EnergyOil, Gas & Consumable Fuels Bull NYSEChina, commodity, Emerging markets, energy, offshore drilling, Oil & Gas, valuation, Value
Jun 30, 2025Fund LettersPacker & Co0700.HK Tencent Holdings Limited Communication ServicesInteractive Media & Services Bull HKEXChina, Communication Services, Gaming, growth, internet services, social media, technology, valuation
Jun 30, 2025Fund LettersPacker & CoBIDU Baidu Inc Communication ServicesInteractive Media & Services Bull NASDAQArtificial Intelligence, China, Communication Services, growth, internet services, search engine, technology, valuation
Jun 30, 2025Fund LettersPacker & CoBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEChina, Consumer Discretionary, e-commerce, growth, internet services, market leader, technology, valuation
Jun 30, 2025Fund LettersPacker & CoVIPS Vipshop Holdings Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEChina, Consumer Discretionary, Discount Platform, e-commerce, fashion, online retail, technology, valuation
Jun 30, 2025Fund LettersMar Vista US Quality SelectGE GE Aerospace IndustrialsAerospace & Defense Bull NYSEAerospace, aftermarket services, Aircraft engines, Aviation Growth, Defense, recurring revenue, Turbofan Technology

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