Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersPM Capital Australian Companies FundSIE.DE Siemens AG IndustrialsIndustrial Conglomerates Bull Frankfurt Stock ExchangeAutomation, Equity, Europe, Germany, Industrials, manufacturing, Reshoring, technology
Jun 30, 2025Fund LettersPM Capital Australian Companies FundBIRG.I Bank of Ireland FinancialsBanks Bull Irish Stock Exchangebanking, Equity, Europe, European banks, financials, Ireland, low valuation, Value
Jun 30, 2025Fund LettersPM Capital Australian Companies FundINGA.AS ING Groep FinancialsBanks Bull Euronext Amsterdambanking, Equity, Europe, European banks, financials, low valuation, Netherlands, Value
Jun 30, 2025Fund LettersPM Capital Australian Companies FundCABK.MC CaixaBank FinancialsBanks Bull Madrid Stock Exchangebanking, Equity, Europe, European banks, financials, low valuation, Spain, Value
Jun 30, 2025Fund LettersPM Capital Australian Companies FundLLOY.L Lloyds Banking Group FinancialsBanks Bull London Stock Exchangebanking, Equity, Europe, European banks, financials, low valuation, United Kingdom, Value
Jun 30, 2025Fund LettersBiondo Investment AdvisorsFICO Fair Isaac Corp. SoftwareApplication Software Bull NYSEConsumer credit, credit scoring, Financial Analytics, GSE, Mortgage, network effects, Pricing power, Regulatory Moat, royalty model, Share Buybacks
Jun 30, 2025Fund LettersBiondo Investment AdvisorsAVGO Broadcom Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAI infrastructure, capital return, custom silicon, Enterprise software, high margins, hyperscalers, M&A, Private Cloud, semiconductors, Vmware
Jun 30, 2025Fund LettersBiondo Investment AdvisorsBSX Boston Scientific Corp. Health Care Equipment & SuppliesHealth Care Equipment Bull NYSEcardiovascular, Electrophysiology, Healthcare Equipment, innovation, M&A, Medical devices, Minimally Invasive, Procedure-Based Revenue, regulatory barriers
Jun 30, 2025Fund LettersTEAM Asset ManagementAIBG.I AIB Group FinancialsBanks Bull Irish Stock Exchangebuyback, capital allocation, European banks, Financial Crisis Recovery, Government Exit, Irish Banks, Privatization
Jun 30, 2025Fund LettersTEAM Asset ManagementNEM Newmont Corporation MaterialsGold Bull New York Stock Exchangecentral banks, geopolitical tensions, gold mining, Iran-Israel Conflict, Monetary Uncertainty, Safe Haven, Value Disconnect
Jun 30, 2025Fund LettersTEAM Asset ManagementFCX Freeport-McMoRan Inc MaterialsCopper Bull New York Stock ExchangeCommodity Warfare, Copper, Electric Vehicles, geopolitical, Mining, renewable energy, supply constraints, US Assets
Jun 30, 2025Fund LettersTEAM Asset ManagementSIE.DE Siemens AG IndustrialsIndustrial Conglomerates Bull Frankfurt Stock ExchangeDigitization, Factory Automation, Germany, Industrial technology, manufacturing, Reshoring, supply chain, Trade War
Jun 30, 2025Fund LettersTEAM Asset ManagementBIRG.I Bank of Ireland FinancialsBanks Bull Irish Stock ExchangeCredit Growth, European banks, financials, Geographic Diversification, Ireland, operating leverage, Value, yield curve
Jun 30, 2025Fund LettersTEAM Asset ManagementINGA.AS ING Groep FinancialsBanks Bull Euronext AmsterdamCredit Growth, digital banking, Diversified Banking, European banks, financials, Netherlands, Value, yield curve
Jun 30, 2025Fund LettersTEAM Asset ManagementCABK.MC CaixaBank FinancialsBanks Bull Madrid Stock ExchangeCredit Growth, European banks, financials, infrastructure spending, market leader, Spain, Value, yield curve
Jun 30, 2025Fund LettersTEAM Asset ManagementLLOY.L Lloyds Banking Group FinancialsBanks Bull London Stock ExchangeCredit Growth, Defense spending, European banks, financials, infrastructure spending, low valuation, Value, yield curve
Jun 30, 2025Fund LettersBiondo Investment AdvisorsKINP.BR Kinepolis Communication ServicesMovies & Entertainment Bull Euronext BrusselsBelgium, Cinema, consolidation, entertainment, Europe, operating leverage, premium services, Real Estate, Recovery Play, Value
Jun 30, 2025Fund LettersPeapack PrivateKINP.BR Kinepolis Communication ServicesMovies & Entertainment Bull Euronext BrusselsBelgium, Cinema, consolidation, entertainment, Europe, operating leverage, premium services, Real Estate, recovery, Value
Jun 30, 2025Fund LettersDr. Hendrik LeberITM LN ITM Power Plc Electrical EquipmentHeavy Electrical Equipment Bull New York Stock Exchangeclean energy, Electrolyzers, energy transition, Green Hydrogen, Hydrogen, order growth
Jun 30, 2025Fund LettersAlan BreedFICO Fair Isaac Corporation Information TechnologyApplication Software Bull New York Stock Exchangebuybacks, credit scoring, Mortgage Volumes, network effects, Pricing power, Regulatory risk

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