Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 1, 2025Fund LettersLongleaf Partners Global FundACI Albertsons Companies Inc Consumer StaplesFood & Staples Retailing Bull NYSEcash generation, consumer staples, defensive, Grocery Retailer, Real Estate, Share Buybacks, Value
Apr 1, 2025Fund LettersAlpha Wealth Funds - The Insiders FundINBX Inhibrx Inc Health CareBiotechnology Bull NASDAQbiotechnology, cancer treatment, China Risk Free, clinical stage, insider buying, Oncology, Phase 2 Trials, Single-Domain Antibodies
Apr 1, 2025Fund LettersAlpha Wealth Funds - The Insiders FundROK Rockwell Automation Inc Information TechnologyElectronic Equipment, Instruments & Components Bull NYSEControl Systems, Digital transformation, Factory Automation, Industrial automation, manufacturing, PLCs, Reshoring, robotics
Apr 1, 2025Fund LettersAlpha Wealth Funds - The Insiders FundZBRA Zebra Technologies Corporation Information TechnologyTechnology Hardware, Storage & Peripherals Neutral NASDAQAutomatic Identification, Barcode Scanners, data capture, Digitization, Industrial technology, RFID Technology, supply chain, tariff impact
Apr 1, 2025Fund LettersAlpha Wealth Funds - The Insiders FundAPPF AppFolio Inc Information TechnologySoftware Bull NASDAQCloud software, market leader, Multi-Tenant Residential, property management, real estate technology, recurring revenue, SaaS, Tariff Immune
Apr 1, 2025Fund LettersAlpha Wealth Funds - The Insiders FundADBE Adobe Inc Information TechnologySoftware Bull NASDAQAI integration, Creative Cloud, creative software, digital media, generative AI, Professional Tools, SaaS, subscription revenue
Apr 1, 2025Fund LettersAlpha Wealth Funds - The Insiders FundMSCI MSCI Inc FinancialsCapital Markets Bull NYSEcompetitive moat, Emerging markets, ETF Benchmarks, financial data, global diversification, Index Provider, international markets, Investment Analytics
Apr 1, 2025Fund LettersAlpha Wealth Funds - The Insiders FundET Energy Transfer EnergyOil, Gas & Consumable Fuels Bull NYSEdividend yield, energy infrastructure, LNG Exports, midstream energy, natural gas, Oil & Gas, Pipelines, Toll Road Model
Apr 1, 2025Fund LettersAlpha Wealth Funds - The Insiders FundGRAL Grail Inc Health CareLife Sciences Tools & Services Bull NASDAQBiotech, Blood Testing, Cancer Screening, diagnostics, Early Detection, FDA approval, Healthcare Technology, Methylation Technology
Apr 1, 2025Fund LettersBaillie Gifford - US Equity GrowthNET Cloudflare, Inc. Information TechnologyInternet Services & Infrastructure Bull NYSEAI inference, Artificial Intelligence, cloud infrastructure, Edge computing, Edge Infrastructure, Low Latency, network effects
Apr 1, 2025Fund LettersBaillie Gifford - US Equity GrowthGLOB Globant S.A. Information TechnologyIT Consulting & Other Services Bull NYSEAI implementation, Artificial Intelligence, Digital Tools, Digital transformation, Enterprise AI, Software Consultancy, Technology Services
Apr 1, 2025Fund LettersBaillie Gifford - US Equity GrowthDKNG DraftKings Inc. Consumer DiscretionaryCasinos & Gaming Bull NASDAQduopoly, Early Mover Advantage, iGaming, Market expansion, online sports betting, Regulatory tailwinds, US gaming market
Apr 1, 2025Fund LettersBaillie Gifford - International AlphaNVO Novo Nordisk A/S Health CarePharmaceuticals Bull NASDAQBiotech, Diabetes, Europe, GLP-1, growth, healthcare, Obesity, pharmaceuticals, semaglutide, Value
Apr 1, 2025Fund LettersBaillie Gifford -Emerging MarketsFEMSA Fomento Economico Mexicano Consumer StaplesFood & Staples Retailing Bull NYSEconsumer staples, convenience stores, defensive, dominant market position, Latin America, Mexico, retail
Apr 1, 2025Fund LettersBaillie Gifford -Emerging MarketsGLOB Globant Information TechnologyIT Services Bull NYSEAI integration, Digital transformation, IT services, Latin America, Software Development, Technology Consulting, User Experience
Apr 1, 2025Fund LettersBaillie Gifford -Emerging MarketsMELI MercadoLibre Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQBrazil, digital payments, e-commerce, Fintech, growth, Latin America, marketplace, platform
Apr 1, 2025Fund LettersBaillie Gifford -International Concentrated Growth1211.HK BYD Company Limited Consumer DiscretionaryAutomobiles Bull Hong Kong Stock Exchangeautonomous driving, Charging Technology, Chinese, Competition, Electric Vehicles, EV, innovation, renewable energy
Apr 1, 2025Fund LettersBaillie Gifford -International Concentrated GrowthTSLA Tesla, Inc. Consumer DiscretionaryAutomobiles Bear NASDAQautomotive, autonomous driving, Competition, Electric Vehicles, EV, robotics, valuation
Apr 1, 2025Fund LettersBaillie Gifford -International Concentrated GrowthNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, Cyclical, GPUs, Hardware, machine learning, Performance, semiconductors, technology
Apr 1, 2025Fund LettersBaillie Gifford -Global AlphaPAYC Paycom Software Information TechnologySoftware Bull NYSECloud software, HCM, HR Software, Human capital management, Payroll Software, SaaS, SMB market

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