Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 29, 2025Value Investors Clubrazor99204620 Global Tax Free Co., Ltd. (KOSDAQ) IndustrialsPayments Refunds Bull -Korea
May 29, 2025Value Investors ClubJLHRANGI Angi Inc. Communication ServicesInteractive Media & Services Bull NASDAQHome Services, Spinoff
May 29, 2025Value Investors ClubJLHRASLI abrdn European Logistics Income plc FinancialsIndustrial REITs / Logistics Bull London Stock ExchangeEurope, REIT, UK
May 29, 2025Short ThesisPaurana CapitalEWTX Edgewise Therapeutics Inc Health CareBiotechnology Bear NASDAQBecker, Dilution, HCM, Readouts, Safety
May 29, 2025Short ThesisShortfinderCSAI Cloudastructure Inc Information TechnologyApplication Software Bear NASDAQChurn, Convertible, Dilution, Equity line, Surveillance
May 28, 2025Fund LettersArtemis Global Select FundSAF.PA Safran S.A. IndustrialsAerospace & Defense Bull Euronext ParisAerospace, Aviation, Defense, france, Opportunistic, Value
May 28, 2025Fund LettersArtemis Global Select FundMETA Meta Platforms, Inc. Communication ServicesInteractive Media & Services Bull NASDAQdigital advertising, innovation, social media, technology, undervalued, user engagement
May 28, 2025Fund LettersArtemis Global Select FundTTEK Tetra Tech, Inc. IndustrialsResearch & Consulting Services Bull NASDAQConsulting, contrarian, Engineering services, government contracts, political risk, Value
May 28, 2025Fund LettersArtemis Global Select FundPG The Procter & Gamble Company Consumer StaplesPersonal Products Bull NYSEbrand portfolio, consumer staples, defensive, Pricing power, Retail Relationships, Scale Advantages
May 28, 2025Fund LettersArtemis Global Select FundWPM Wheaton Precious Metals Corp. MaterialsGold Bull NYSECommodities, Gold, Mining, Precious Metals, Record Revenues, Streaming
May 28, 2025Fund LettersArtemis Global Select FundSTAN.L Standard Chartered PLC FinancialsDiversified Banks Bull LSEbanking, capital allocation, Cost control, income growth, Share Buybacks, UK
May 28, 2025Fund LettersArtemis Global Select FundCEG Constellation Energy Corporation UtilitiesIndependent Power Producers & Energy Traders Neutral NASDAQenergy, Event-driven, M&A, profit-taking, utilities
May 28, 2025Fund LettersArtemis Global Select FundTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull NYSEFoundry, manufacturing, market leader, semiconductors, Taiwan, technology
May 28, 2025Fund LettersArtemis Global Select FundAMZN Amazon.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Neutral NASDAQAI, Cloud computing, e-commerce, market sentiment, technology
May 28, 2025Fund LettersArtemis Global Select FundNVDA NVIDIA Corporation Information TechnologySemiconductors Neutral NASDAQAI, China, Competitive Threat, Gpu, semiconductors, technology
May 28, 2025Fund LettersArtemis Global Select FundGLOB Globant S.A. Information TechnologyIT Consulting & Other Services Bull NYSEcontrarian, IT services, Software Development, Technology Services, Value
May 28, 2025Twitter / X@pennycheckAIP Arteris, Inc. Information TechnologySemiconductor Equipment Bull NASDAQAip, Arteris, diagnostics, Interconnect, Mobileye, Radar, semiconductors, Socs
May 28, 2025Value Investors Clubrapper7122.T The Kinki Sharyo Co., Ltd. IndustrialsRailroads Bull Taiwan Stock ExchangeActivists, railroads
May 28, 2025Short ThesisSpruce PointTEM Tempus AI Inc Health CareHealth Care Technology Bear NASDAQAI revenue, ARR, Health data, IPO, SBC
May 27, 2025Fund LettersRGA Investment AdvisorsLULU Lululemon Athletica Inc. Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull NASDAQathleisure, Brand, China, competitive moat, fashion, international expansion, Men's Growth, Performance Apparel, Proprietary Fabrics, share repurchases

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