Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2024Fund LettersArtemis Global Select FundAXP American Express FinancialsConsumer Finance Bull NYSEconsumer finance, credit cards, High-Income Demographics, membership model, network effects, Payment Networks, Premium Brand
Dec 31, 2024Fund LettersLMN CapitalUTDI.DE United Internet Communication ServicesInternet Services & Infrastructure Bull XETRAdigital infrastructure, Fiber Optic, Germany, internet services, Mobile Network, Owner operator, Sum-of-parts, telecommunications, Value, Web Hosting
Dec 31, 2024Fund LettersLMN CapitalROVI.MC Laboratorios Farmacéuticos Rovi Health CarePharmaceuticals Bull Madrid Stock ExchangeAnticoagulants, Biosimilar, contract manufacturing, Crisis-resistant, Family-owned, Heparins, Injectable Drugs, Long-acting Injections, pharmaceuticals, Regulatory Moat, Spain
Dec 31, 2024Fund LettersHood River Capital - International Opportunity FundNBIS Nebius Information TechnologyData Processing & Outsourced Services Bull NASDAQAI infrastructure, Artificial Intelligence, autonomous driving, cloud platform, data centers, GPU Clusters, Netherlands, NVIDIA investment
Dec 31, 2024Fund LettersHood River Capital - International Opportunity FundJUST.L Just Group PLC FinancialsLife & Health Insurance Bull London Stock ExchangeAsset Base Expansion, financials, life insurance, Mid-tier Market, retirement income, Revenue Growth, UK
Dec 31, 2024Fund LettersOld West Capital ManagementWLDBF WildBrain Ltd. Communication ServicesMovies & Entertainment Bull TSXacquisition target, Apple partnership, AVOD Platform, Brand Reactivation, Children's Entertainment, Consumer products, Content production, Intellectual Property, Licensing, Peanuts Franchise, Streaming, turnaround, Value, YouTube Network
Dec 31, 2024Fund LettersLars AhnsCOP GR CompuGroup Medical SE & Co. KGaA Health CareHealth Care Technology Bull XetraEvebitda, Governance, Healthcareit, Privateequity, Software
Dec 31, 2024Fund LettersLars AhnsJST GR JOST Werke SE IndustrialsConstruction Machinery & Heavy Transportation Equipment Bull Xetraacquisition, cashflow, Cyclicality, EVEBIT, Industrials
Dec 31, 2024Fund LettersDr. Hendrik LeberADP Automatic Data Processing, Inc. IndustrialsHuman Resource & Employment Services Bull NASDAQbalance sheet strength, Dividend Growth, Hr Technology, Payroll, recurring revenue, Retention Rate
Dec 31, 2024Fund LettersDr. Hendrik LeberVRTX Vertex Pharmaceuticals Incorporated Health CareBiotechnology Bear NASDAQbiotechnology, clinical trial, drug development, pipeline, Placebo Effect, Risk
Dec 31, 2024Fund LettersDr. Hendrik LeberGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQArtificial Intelligence, cloud, Competitive Advantage, innovation, Quantum Computing, R&D
Dec 31, 2024Fund LettersDr. Hendrik LeberPLTR Palantir Technologies Inc. Information TechnologyApplication Software Bull New York Stock ExchangeArtificial Intelligence, defense contracts, Government Spending, Military, Revenue Growth, valuation
Dec 31, 2024Fund LettersAlejandro MuñozJTKWY Just Eat Takeaway.com N.V. Consumer DiscretionaryRestaurants Bull NASDAQdeleveraging, divestiture, EV/EBITDA, food delivery, restructuring, turnaround
Dec 31, 2024Fund LettersDavid RidlandNXT LN Next plc EnergySpecialty Stores Bull London Stock Exchangeecommerce, Logistics, Omnichannel, retail, Returns
Dec 31, 2024Fund LettersDavid RidlandULVR LN Unilever plc Consumer StaplesConsumer Packaged Goods Bull London Stock Exchangebrands, consumer, Digital, Disintermediation, Staples
Dec 31, 2024Fund LettersDavid RidlandNFLX Netflix Inc Communication ServicesEntertainment Bull NASDAQContent, disruption, scale, Streaming, Subscriptions
Dec 31, 2024Fund LettersFreddie LaitCOR US Cencora, Inc. Health CareHealth Care Technology Bull NYSEDistribution, growth, healthcare, oligopoly, specialty
Dec 31, 2024Fund LettersFreddie LaitUNH US UnitedHealth Group Incorporated Health CareManaged Health Care Bull NYSEDemographics, healthcare, Insurance, scale, Vbc
Dec 31, 2024Fund LettersFreddie LaitKO US The Coca-Cola Company Consumer StaplesSoft Drinks Bull NYSEBeverages, Concentrate, defensive, dividend, franchise
Dec 31, 2024Fund LettersFreddie LaitULVR LN Unilever PLC Consumer StaplesPersonal Products Bull London Stock Exchangeactivist, dividend, Personalcare, spin-off, Staples

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