Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersAbhay DeshpandeAI FP Air Liquide S.A. Information TechnologyChemicals Bull Euronext Stock Exchangecash flow, Defensives, Europe, Industrial Gases, Localization
Jun 30, 2025Fund LettersAbhay DeshpandeISS DC ISS A/S OtherFacilities Services Bull NASDAQDeglobalization, Europe, Facilities, Outsourcing, services
Jun 30, 2025Fund LettersJoe Bauernfreund1926 JP Raito Kogyo Co., Ltd. IndustrialsConstruction & Engineering Bull NYSE—
Jun 30, 2025Fund LettersJoe Bauernfreund3106 JP Kurabo Industries Ltd. IndustrialsTextiles Bull NYSEbuybacks, diversification, Governance, Margins, materials, restructuring
Jun 30, 2025Fund LettersJoe Bauernfreund4347 JP Broadmedia Corporation Communication ServicesAlternative Carriers Bull NYSEEducation, Elearning, Engagement, Governance, Margins, restructuring
Jun 30, 2025Fund LettersNick GreenwoodTFG NA Tetragon Financial Group Limited FinancialsCapital Markets Bull Euronext Stock ExchangeAlternatives, buybacks, Clos, discount, Exits, Fees, Governance, IRR, NAV
Jun 30, 2025Fund LettersNick GreenwoodGRID LN Gresham House Energy Storage Fund plc OtherCapital Markets Bull NYSEBatteries, Contracts, discount, dividends, infrastructure, NAV, Refinancing, renewables, Storage
Jun 30, 2025Fund LettersNick GreenwoodSEIT LN SDCL Energy Efficiency Income Trust plc FinancialsCapital Markets Bull NYSEbuybacks, deleveraging, discount, dividend, efficiency, Governance, infrastructure, NAV, renewables
Jun 30, 2025Fund LettersMark L. YockeyAI FP Air Liquide SA Information TechnologyChemicals Bull Euronext Stock Exchangeelectronics, Energytransition, Hydrogen, Industrialgases, Margins
Jun 30, 2025Fund LettersMark L. YockeyARGX BB argenx SE Health CareBiotechnology Bear Shanghai Stock ExchangeAutoimmune, biologics, Competition, Demand, Expenses
Jun 30, 2025Fund LettersMark L. YockeyMOVE SW Medacta Group SA Health CareHealth Care Equipment Bull Swiss Exchangegrowth, Implants, Margins, Medtech, Orthopedics, Procedures
Jun 30, 2025Fund LettersMark L. YockeyUCB BB UCB SA FinancialsBiotechnology Bull Shanghai Stock Exchangegrowth, Immunology, Keywords: biologics, Margins, Neurology, pipeline
Jun 30, 2025Fund LettersMark L. Yockey064350 KS Hyundai Rotem Company IndustrialsConstruction Machinery & Heavy Trucks Bull Korea ExchangeDefense, Exports, infrastructure, Margins, Orders, Rail
Jun 30, 2025Fund LettersMark L. Yockey7011 JP Mitsubishi Heavy Industries, Ltd. IndustrialsIndustrial Conglomerates Bull Taiwan Stock Exchangebacklog, Defense, Electrification, machinery, Orders, Turbines
Jun 30, 2025Fund LettersMark L. YockeyBAB LN Babcock International Group PLC OtherAerospace & Defense Bull NYSEbuybacks, Defense, dividends, Europe, growth, infrastructure, Margins, NATO
Jun 30, 2025Fund LettersBrian YacktmanVMC Vulcan Materials Company MaterialsConstruction Materials Bull NYSEaggregates, Buildingmaterials, construction, Inflationprotection, infrastructure, Nimby, Pricingpower
Jun 30, 2025Fund LettersDavid RidlandAJB LN AJ Bell plc FinancialsInvestment Platforms Bull London Stock ExchangeCulture, growth, Investment-platform, Switching, valuation
Jun 30, 2025Fund LettersDavid RidlandGRG LN Greggs plc Consumer DiscretionarySpecialty Stores Bull London Stock ExchangeBrand, Distribution, Food-on-the-go, growth, valuation
Jun 30, 2025Fund LettersDavid RidlandCRDA LN Croda International plc MaterialsSpecialty Chemicals Bull London Stock ExchangeChemicals, Formulations, Regulation, resilience, specialty
Jun 30, 2025Fund LettersDavid RidlandITRK LN Intertek Group plc IndustrialsTesting, Inspection & Certification Bull London Stock ExchangeCertification, Compliance, Quality, Recurring, Switching

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