Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 31, 2025Fund LettersJanes Henderson Global Sustainable Equity FundICLR ICON plc Health CareLife Sciences Tools & Services Bull NASDAQbiotechnology, Clinical research, Clinical trials, Cro, drug development, Healthcare services, life sciences, Pharmaceutical
May 31, 2025Fund LettersJanes Henderson Global Sustainable Equity FundAPG APi Group Corporation IndustrialsCommercial Services & Supplies Bull NYSEEnergy Retrofits, Fire Detection, industrial services, infrastructure, Life Safety, security services, Specialty Services, Sustainable Development
May 31, 2025Fund LettersJanes Henderson Global Sustainable Equity FundPRY.MI Prysmian SpA IndustrialsElectrical Equipment Bull Borsa ItalianaAI infrastructure, Cables, data centers, energy transition, ESG, Low-Carbon, renewable energy, telecommunications
May 31, 2025Fund LettersJanes Henderson Global Sustainable Equity FundNXTR Nextracker Inc IndustrialsElectrical Equipment Bull NASDAQAI infrastructure, data centers, electrical equipment, renewable energy, software solutions, Solar, supply chain, Utility Scale
May 31, 2025Twitter / X@siyulSOC Sable Offshore Corp. EnergyOil & Gas Exploration & Production Bull New York Stock ExchangeBulls, Legal, Opposition, Payments, POS, Short Term Legal, SOC, Soc Bulls
May 31, 2025Value Investors ClubkerrcapSTX Seagate Technology Holdings Information TechnologyDatacenter Bull NASDAQAI, data center, hyperscalers
May 31, 2025SubstackRijnberk Invest InsightsCRM Salesforce, Inc. Information TechnologySoftware - Application Bull NYSE—
May 31, 2025SubstackJam Invest86.HK Sun Hung Kai & Co. Other- Neutral NYSE—
May 30, 2025Fund LettersArgosy InvestorsFMX Fomento Economico Mexicano SAB de CV Consumer StaplesFood Distributors Bull NYSECoca-Cola, conglomerate, convenience stores, Latin America, Store growth, synergies, Value
May 30, 2025Fund LettersArgosy InvestorsCELH Celsius Holdings Inc. Consumer StaplesSoft Drinks Bull NASDAQacquisition, Better-for-You, Brand Consolidation, Distribution, Energy drinks, GARP, growth, Pepsi Partnership
May 30, 2025Fund LettersArgosy InvestorsHOV Hovnanian Enterprises Inc. Consumer DiscretionaryHomebuilding Bull NYSEbalance sheet, debt reduction, homebuilder, multiple expansion, Refinancing, turnaround, Value
May 30, 2025Fund LettersArgosy InvestorsW Wayfair Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSECyclical, e-commerce, furniture, growth, market share, online retail, valuation
May 30, 2025Twitter / X@R2DiscoveryREMEDY Remedy Entertainment Plc Communication ServicesInteractive Home Entertainment Bull NASDAQ HelsinkiAlan, Alan Wake, Game, Games, Most Likely, Radar, Remedy, Satellite
May 30, 2025Twitter / X@jupiters_stringEAF GrafTech International Ltd. Industrials- Bull New York Stock ExchangeArc, Coke, Eaf, Electrodes, Needle, Needle Coke, Payments, Steel
May 30, 2025Value Investors Clubsag301WEGRY Weir Group plc IndustrialsMining Equipment Bull London Stock Exchangecompounder, Copper, Gold, Mining
May 30, 2025Short ThesisShortfinderFIP FTAI Infrastructure Inc IndustrialsConstruction & Engineering Bear NASDAQCapEx, Covenants, Dilution, leverage, Liquidity
May 30, 2025SubstackAltay Cap4119.T Nippon Pigment MaterialsSpecialty Chemicals Bull NYSE—
May 29, 2025Fund LettersHayden CapitalSE Sea Ltd Communication ServicesInteractive Media & Services Bull NYSEBrazil, competitive moat, e-commerce, EBITDA margins, Gmv Growth, international expansion, Latin America, Logistics, market share, operating leverage
May 29, 2025Value Investors Clubtodd1123TSE Trinseo PLC (chemicals) MaterialsCommodities Bull NYSECommodities, FCF inflection, Tarrifs
May 29, 2025Value Investors ClubmtmutomboSKYH Sky Harbour Group Corp. Real EstateTransportation Infrastructure Bear NYSEAirports, Jets

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