Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 1, 2025Fund LettersBaillie Gifford -Global AlphaCRM Salesforce Information TechnologySoftware Bull NYSEAI agents, CRM Software, Customer Service Automation, Data Analytics, Enterprise software, First Mover, SaaS
Apr 1, 2025Fund LettersBaillie Gifford -Global Alpha6146.T Disco Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull Tokyo Stock ExchangeAI infrastructure, Chip Manufacturing, Japan, Precision Manufacturing, semiconductor equipment, Wafer Processing
Apr 1, 2025Fund LettersBaillie Gifford -Global AlphaAZO AutoZone Consumer DiscretionarySpecialty Retail Bull NYSEAutomotive Aftermarket, defensive, market share gains, Non-Discretionary, Pricing power, Specialty retail
Apr 1, 2025Fund LettersBaillie Gifford -Global AlphaENPH Enphase Energy Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQclean technology, Microinverters, renewable energy, Residential Solar, semiconductors, Solar Energy
Apr 1, 2025Fund LettersBaillie Gifford -Global AlphaNU Nubank FinancialsConsumer Finance Bull NYSEBrazil, consumer finance, digital banking, Disruptor, Fintech, Latin America, Mobile Banking
Apr 1, 2025Fund LettersApis Flagship FundWIE.VI Wienerberger MaterialsConstruction Materials Bull Vienna Stock ExchangeBrick Manufacturing, Building materials, consolidation, construction, Cyclical Recovery, Equity, Europe, infrastructure, Value
Apr 1, 2025Fund LettersApis Flagship FundTITK.AT Titan MaterialsConstruction Materials Bull Athens ExchangeBuilding materials, carbon emissions, Cement, consolidation, construction, Cyclical Recovery, Equity, Europe, infrastructure, Value
Apr 1, 2025Fund LettersApis Flagship FundCEM.MI Cementir MaterialsConstruction Materials Bull Borsa ItalianaBuilding materials, carbon emissions, Cement, consolidation, construction, Cyclical Recovery, Equity, Europe, infrastructure, Value
Apr 1, 2025Fund LettersApis Flagship FundBZU.MI Buzzi MaterialsConstruction Materials Bull Borsa ItalianaBuilding materials, carbon emissions, Cement, consolidation, construction, Cyclical Recovery, Equity, Europe, infrastructure, Value
Apr 1, 2025Fund LettersDeep Sail Capital PartnersANET Arista Networks Information TechnologyCommunications Equipment Bull NASDAQAI infrastructure, Cloud computing, data centers, Ethernet, founder-led, growth, high-performance computing, networking equipment, Share Buybacks, Software-Defined Networking
Apr 1, 2025Fund Letters1 Main CapitalENZ Enzo Biochem Health CareLife Sciences Tools & Services Neutral NYSEAsset backed, book value discount, diagnostics, life sciences, Net-Net, strategic review, turnaround
Apr 1, 2025Fund Letters1 Main CapitalTHRD Third Harmonic Bio Pharmaceuticals, Biotechnology & Life SciencesBiotechnology Bull NASDAQarbitrage, Biotech, Cash-Return, Liquidation, Special Situation, strategic review
Apr 1, 2025Fund Letters1 Main CapitalARVN Arvinas Pharmaceuticals, Biotechnology & Life SciencesBiotechnology Bull NASDAQBiotech, cash-rich, clinical stage, Distressed, Partnership, PROTAC, Protein degraders, Value
Apr 1, 2025Fund LettersPenn Davis McFarlandFTRE Fortrea Holdings Inc Health CareLife Sciences Tools & Services Bear NASDAQBiopharmaceutical Services, Clinical trials, contract research organization, Loss Realization, management execution, margin expansion, spinoff, Thesis Failure
Apr 1, 2025Fund LettersPenn Davis McFarlandSFM Sprouts Farmers Market Consumer StaplesFood & Staples Retailing Bull NASDAQCEO change, Grocery Retailer, margin of safety, Natural Foods, Organic Foods, Private-label, same-store sales growth, store expansion, turnaround, Value Investment
Apr 1, 2025Fund LettersProtean Small CapRATOS-B.ST Ratos FinancialsCapital Markets Bull Stockholm Stock ExchangeContrarian Investment, HL Display, holding company, Portfolio Companies, strategic direction, Sweden, Value
Apr 1, 2025Fund LettersProtean Small CapLIND.ST Lindex Consumer DiscretionarySpecialty Retail Bull Stockholm Stock ExchangeFashion retail, Logistics Issues, Nordic Region, turnaround, valuation, Warehouse Transition
Apr 1, 2025Fund LettersProtean Small CapGETI-B.ST Getinge Health Care Equipment & ServicesHealth Care Equipment Bull Stockholm Stock ExchangeHealthcare Equipment, Hospital Equipment, M&A strategy, medical technology, Sweden, tariff impact
Apr 1, 2025Fund LettersProtean Small CapASMD.PA Asmodee Consumer DiscretionaryLeisure Products Bull Euronext ParisCard Games, entertainment, france, M&A Target, organic growth, spin-off, Tabletop Gaming
Apr 1, 2025Fund LettersProtean Small CapITAB.ST ITAB Shop Concept Capital GoodsCommercial Services & Supplies Bull Stockholm Stock ExchangeGate Solutions, M&A Integration, margin expansion, Retail Solutions, Shop Fittings, Sweden

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