Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersDavid G. HerroAMP IM Amplifon SpA Health CareHealth Care Supplies Bull Borsa IstanbulDemographics, growth, Hearing, retail, valuation
Jun 30, 2025Fund LettersDavid G. HerroTMV GR TeamViewer AG Information TechnologyApplication Software Bull Xetraenterprise, Germany, growth, Software, valuation
Jun 30, 2025Fund LettersNick GriffinENR GR Siemens Energy AG IndustrialsElectrical Components & Equipment Bull XetraDecarbonisation, Electrification, Grid, infrastructure, Power
Jun 30, 2025Fund LettersNick GriffinMSFT Microsoft Corp. Information TechnologySystems Software Bull NASDAQAI, cloud, hyperscalers, productivity, Software
Jun 30, 2025Fund LettersSilas MyersMTD Mettler-Toledo International Inc. Health CareLife Sciences Tools & Services Bull New York Stock Exchangecashflow, China, instruments, Laboratory, Pricing, Regulation
Jun 30, 2025Fund LettersSilas MyersAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQAI, China, Ecosystem, services, Smartphones, Subscriptions
Jun 30, 2025Fund LettersSilas MyersMETA Meta Platforms, Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, Digital, Engagement, monetization, Platforms
Jun 30, 2025Fund LettersSilas MyersMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, cloud, enterprise, Freecashflow, Moat, Subscription
Jun 30, 2025Fund LettersSilas MyersAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, ASICs, cashflow, hyperscalers, Margins, semiconductors
Jun 30, 2025Fund LettersDaniel KingTTE FP TotalEnergies SE EnergyIntegrated Oil & Gas Bull Euronext Stock Exchangecashflow, energy, LNG, renewables, valuation
Jun 30, 2025Fund LettersSilas MyersAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQAI, Ecosystem, Hardware, retail, services
Jun 30, 2025Fund LettersSilas MyersORCL Oracle Corp. Information TechnologyApplication Software Bull NASDAQAI, cloud, enterprise, infrastructure, SaaS
Jun 30, 2025Fund LettersSilas MyersAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, ASICs, datacenter, hyperscalers, semiconductors
Jun 30, 2025Fund LettersSilas MyersMSFT Microsoft Corp. Information TechnologySystems Software Bull NASDAQAI, cloud, infrastructure, productivity, Software
Jun 30, 2025Fund LettersAlan PullenTSM TSMC Information TechnologySemiconductors & Semiconductor Equipment Bull New York Stock ExchangeAI, Fabrication, Foundry, innovation, Margins, scale, semiconductors
Jun 30, 2025Fund LettersCristiano SouzaTXN Texas Instruments Incorporated Information TechnologySemiconductors Bull NASDAQAnalog Semiconductors, capital expenditure, Catalog Chips, Free Cash Flow Growth, Supply Chain Security, US Manufacturing, vertical integration
Jun 30, 2025Fund LettersC.T. FitzpatrickISS DC ISS A/S IndustrialsDiversified Support Services Bull NASDAQcashflow, Contracts, deleveraging, efficiency, Outsourcing, turnaround, Wages
Jun 30, 2025Fund LettersC.T. FitzpatrickMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAdoption, Automation, CapEx, cloud, Margins, Partnerships, productivity, Stickiness
Jun 30, 2025Fund LettersC.T. FitzpatrickIQV IQVIA Holdings, Inc. Health CareLife Sciences Tools & Services Bull New York Stock Exchangeanalytics, backlog, biopharma, Margins, Outsourcing, Subscriptions, Trials
Jun 30, 2025Fund LettersC.T. FitzpatrickUNH UnitedHealth Group, Inc. Health CareManaged Health Care Bull New York Stock ExchangeMargins, Medicare, Regulation, Repricing, Scrutiny, turnaround, Utilization

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