Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 1, 2025Fund LettersBrummer Multi-Strategy FundNU Nu Holdings Ltd. FinancialsConsumer Finance Bull NYSEBrazil, contrarian, Credit risk, Currency, digital banking, Fintech, PIX, Value
Apr 1, 2025Fund LettersBrummer Multi-Strategy FundSE Sea Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEe-commerce, Emerging markets, Fintech, Gaming, profitability, Southeast Asia, Tariff Immunity
Apr 1, 2025Fund LettersBrummer Multi-Strategy FundMETA Meta Platforms Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, Artificial Intelligence, forward earnings, High quality, market correction, social media, Value
Apr 1, 2025Fund LettersBrummer Multi-Strategy FundASML ASML Holding N.V. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQChina, Euv, geopolitical, Lithography, Manufacturing Equipment, Monopoly, semiconductors, TSMC
Apr 1, 2025Fund LettersBrummer Multi-Strategy FundNU Nu Holdings Ltd. FinancialsConsumer Finance Bull NYSEBrazil, contrarian, Credit risk, Currency, digital banking, Fintech, PIX, Value
Apr 1, 2025Fund LettersBrummer Multi-Strategy FundSE Sea Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEe-commerce, Emerging markets, Fintech, Gaming, profitability, Southeast Asia, Tariff Immunity
Apr 1, 2025Fund LettersBrummer Multi-Strategy FundNU Nu Holdings Ltd. FinancialsConsumer Finance Bull NYSEBrazil, contrarian, Credit risk, Currency, digital banking, Fintech, PIX, Value
Apr 1, 2025Fund LettersBrummer Multi-Strategy FundSE Sea Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEe-commerce, Emerging markets, Fintech, Gaming, profitability, Southeast Asia, Tariff Immunity
Apr 1, 2025Fund LettersBrummer Multi-Strategy FundMETA Meta Platforms Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, Artificial Intelligence, forward earnings, High quality, market correction, social media, Value
Apr 1, 2025Fund LettersBrummer Multi-Strategy FundASML ASML Holding N.V. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQChina, Euv, geopolitical, Lithography, Manufacturing Equipment, Monopoly, semiconductors, TSMC
Apr 1, 2025Twitter / X@ragingbullcapENZ Enzo Biochem, Inc. Health CareLife Sciences Tools & Services Bull OTCcash, Couple, Els, NOLs, OTC, Valuing, Valuing Els, Worth
Apr 1, 2025Twitter / X@CapitalPmhBIG Big Technologies plc IndustrialsSecurity & Alarm Services Bull London Stock Exchange-AIMBig, Electronic, Government IT, Legal, Murray, Sara, Sara Murray, Tagging
Apr 1, 2025Value Investors Clubdifferentiatedfractal31415DASTY Dassault Systèmes SE Information TechnologyApplication Software Bear Euronext Stock Exchange3D Experience, Medidata, PEG premium, SolidWorks, Subscriptions, tariffs
Apr 1, 2025Value Investors ClubRoundhouseAAUC Allied Gold MaterialsGold Bull TSXAfrica, Emerging markets, Ethiopia, gold mining, Low-cost producer, NAV discount, Streaming finance, Value re-rating
Apr 1, 2025Value Investors ClubShakaluOUKPY Metso Oyj IndustrialsMachinery Bear -cyclical downturn, Finland industrials, Management turnover, margin compression, Mining equipment
Mar 31, 2025Fund LettersHeartland Mid Cap Value FundPRGO Perrigo Co. PLC Drug Manufacturers - Specialty & GenericPharmaceuticals Bull New York Stock ExchangeGovernment Policy, Healthcare Reform, Infant Formula, Manufacturing Consolidation, Over-the-counter, preventive care, Self-care, Store Brand
Mar 31, 2025Fund LettersHeartland Mid Cap Value FundMIDD The Middleby Corporation Specialty Industrial MachineryMachinery Bull NASDAQActivist Investment, Brand Integration, Commercial Foodservice, Food processing equipment, margin expansion, spin-off, turnaround, valuation discount
Mar 31, 2025Fund LettersHeartland Mid Cap Value FundTDY Teledyne Technologies, Inc. Scientific & Technical InstrumentsElectronic Equipment, Instruments & Components Bull New York Stock ExchangeAerospace, defense electronics, high barriers to entry, Machine vision, Precision Instrumentation, Quality Value, secular growth, Sensing Technologies
Mar 31, 2025Fund LettersMinotaur Global Opportunities FundRHM.DE Rheinmetall IndustrialsAerospace & Defense Bull XETRAAmmunition, backlog, cash generation, Defense, European, geopolitical, manufacturing, Margins, Military, vertical integration
Mar 31, 2025Fund LettersMinotaur Global Opportunities FundIPX.AX IperionX MaterialsSpecialty Chemicals Bull ASXAerospace, Defense, manufacturing, materials, Reshoring, small-cap, tariffs, technology, Titanium, US

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