Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 23, 2026Fund LettersAlison ShimadaBABA Alibaba Group Holding Ltd Consumer DiscretionaryInternet & Direct Marketing Retail Bear New York Stock ExchangeChina, cloud, Consumption, ecommerce, monetization
Jan 23, 2026Fund LettersAlison ShimadaABG SJ Absa Group Ltd FinancialsDiversified Banks Bull New York Stock ExchangeAfrica, banking, Currency, Macro, ROE
Jan 23, 2026Fund LettersAlison Shimada3711 TT ASE Technology Holding Co Ltd Information TechnologySemiconductor Assembly & Testing Bull New York Stock ExchangeAdvanced Packaging, AI, Margins, Outsourcing, semiconductors
Jan 23, 2026Fund LettersNick GreenwoodGABI LN GCP Asset Backed Income Fund Ltd FinancialsAsset Backed Securities Bull New York Stock ExchangeAsset backed, Credit, Income, Nav realisation, Winddown
Jan 23, 2026Fund LettersNick GreenwoodBSRT LN Baker Steel Resources Trust Ltd MaterialsDiversified Metals & Mining Bull New York Stock ExchangeCommodities, Cyclicality, Mining, NAV growth, Refinancing
Jan 23, 2026Fund LettersNick GreenwoodGRID LN Gresham House Energy Storage Fund plc UtilitiesElectric Utilities Bull New York Stock ExchangeBattery Storage, cashflow, discount to NAV, energy transition, infrastructure
Jan 23, 2026Fund LettersNick GreenwoodCGEO LN Georgia Capital PLC FinancialsDiversified Financials Bull New York Stock Exchangebuybacks, capital allocation, discount to NAV, Emerging markets, holding company
Jan 23, 2026Fund LettersAndrew MartinBOF BranchOut Food Inc. Consumer StaplesPackaged Foods Bull OTCconsumer, Food tech, growth, patents, Scalability
Jan 23, 2026Fund LettersAndrew MartinSLYG GR Shelly Group SE Information TechnologyConsumer Electronics Bull Xetracompounding, Distribution, IoT, Smart home, Software
Jan 23, 2026Fund LettersAndrew MartinSRB LN Serabi Gold plc MaterialsGold Bull New York Stock Exchangecashflow, Gold, Mining, production growth, valuation
Jan 23, 2026Fund LettersMichael McCloskeyADBE Adobe Inc. Information TechnologyApplication Software Bull NASDAQAI, buybacks, Margins, Software, valuation
Jan 23, 2026Fund LettersMichael McCloskeyICLR ICON plc Health CareLife Sciences Tools & Services Bull NASDAQbacklog, Biotech, Clinical research, Outsourcing, recovery
Jan 23, 2026Fund LettersMichael McCloskeyNVO Novo Nordisk A/S Health CarePharmaceuticals Bull New York Stock ExchangeGLP-1, growth, innovation, Obesity, pharmaceuticals
Jan 23, 2026Fund LettersMichael McCloskeyLULU Lululemon Athletica Inc. Consumer DiscretionaryApparel Retail Bull NASDAQApparel, Brand, Execution, International, Margins
Jan 23, 2026Fund LettersMichael McCloskeyFISV Fiserv Inc. Information TechnologyTransaction & Payment Processing Services Bear New York Stock ExchangeEarnings-quality, management, Payments, turnaround, valuation
Jan 23, 2026Fund LettersMichael McCloskeyCFRUY Compagnie Financière Richemont SA ADR Consumer DiscretionaryLuxury Goods Bull Dubai Financial MarketBrand Equity, China, Jewelry, Luxury, Pricing power
Jan 23, 2026Fund LettersMichael McCloskeyAXP American Express Co. FinancialsConsumer Finance Bull New York Stock ExchangeBrand, consumer spending, Credit, Margins, Payments
Jan 23, 2026Fund LettersMichael McCloskeyGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQArtificial Intelligence, cash flow, scale, Search, semiconductors
Jan 23, 2026Fund LettersChristian OlesenVTU LN Vertu Motors plc Consumer DiscretionaryAutomobile Retailers Bear New York Stock ExchangeAuto retail, capital allocation, Cyclicality, execution risk, Margins
Jan 23, 2026Fund LettersChristian OlesenJPM JPMorgan Chase & Co. FinancialsDiversified Banks Bull New York Stock ExchangeBanks, contrarian, intrinsic value, Sentiment, Volatility

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