Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2023Fund LettersNCG Micro Cap Growth StrategyAUGX Augmedix Health Care Equipment & ServicesHealth Care Technology Bull NASDAQAI automation, Clinician Burnout, Healthcare Efficiency, Healthcare Technology, Medical Documentation, Remote Services
Dec 31, 2023Fund LettersNCG Micro Cap Growth StrategyACVA ACV Auctions Consumer DiscretionarySpecialty Retail Bull NASDAQDigital Marketplace, market disruption, profitability inflection, Two-sided Platform, Used Vehicles, Wholesale Auctions
Dec 31, 2023Fund LettersNCG Micro Cap Growth StrategyDCBO Docebo Information TechnologySoftware Bull NASDAQEnterprise software, Learning Management System, market share gains, platform, Revenue Growth, SaaS
Dec 31, 2023Fund LettersNCG Micro Cap Growth StrategyCSTL Castle Bioscience Health Care Equipment & ServicesLife Sciences Tools & Services Bull NASDAQCash Flow Breakeven, Medical Diagnostics, Oncology, Skin Cancer, Under-penetrated Market, volume growth
Dec 31, 2023Fund LettersNCG Micro Cap Growth StrategyTNDM Tandem Diabetes Care Health Care Equipment & ServicesHealth Care Equipment Bull NASDAQDiabetes, Healthcare Technology, Insulin Pump, Medical devices, product innovation, turnaround
Dec 31, 2023Fund LettersNCG Small Cap Growth StrategyCSTL Castle Bioscience Health CareLife Sciences Tools & Services Bull NASDAQAcquisitions, Cash Flow Breakeven, Compressed Valuation, Medical Diagnostics, Mental health, Oncology Testing, Skin Cancer, Under-Penetration
Dec 31, 2023Fund LettersNCG Small Cap Growth StrategyTNDM Tandem Diabetes Care Health CareHealth Care Equipment Bull NASDAQDepressed valuation, diabetes care, Growth Reacceleration, Insulin Pump, Medical Device, New products, product innovation, turnaround
Dec 31, 2023Fund LettersNCG Small Cap Growth StrategyASIC|CWAN|INSP|KRMN|KTOS|MAC|MEG|RH|WYNN Clearwater Analytics Holdings Information TechnologyApplication Software Bull NYSE2021 IPO, Analytics Platform, Asset Managers, Insurance, Investment Accounting, market share gains, SaaS, valuation opportunity
Dec 31, 2023Fund LettersNCG Small Cap Growth StrategyNTRA Natera Health CareLife Sciences Tools & Services Bull NASDAQCell-free DNA, diagnostics, Genetic Testing, MRD Testing, NIPT, Oncology, personalized medicine, women's health
Dec 31, 2023Fund LettersNCG Small Cap Growth StrategyARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM Endava Information TechnologyIT Consulting & Other Services Bull NYSEbanking, Cyclical Recovery, Digital transformation, Fintech, IT services, Outsourcing, Payments, Telecom
Dec 31, 2023Fund LettersNCG Small Cap Growth StrategyACGL|APH|COO|CSGP|DKNG|GWRE|IDXX|IOT|IT|LPLA|MSCI|MTD|PCOR|ROP|TECH|VRSK Guidewire Software Information TechnologyApplication Software Bull NYSEcloud migration, Digital transformation, Insurance-software, Legacy Replacement, P&C insurance, platform, SaaS, turnaround
Dec 31, 2023Fund LettersNCG Small Cap Growth StrategyBRZE Braze Information TechnologyApplication Software Bull NASDAQCross-Channel, Customer Engagement, high margins, market disruption, Marketing Technology, platform, Real Time, SaaS
Dec 31, 2023Fund LettersNCG Small Cap Growth StrategyMEDP Medpace Holdings Health CareLife Sciences Tools & Services Bull NASDAQbiopharma, Clinical trials, contract research, Cro, growth, Healthcare services, life sciences, market share
Sep 30, 2023Fund LettersNCG Large Cap Growth StrategyWDAY Workday Inc Information TechnologyApplication Software Bull NASDAQcloud migration, Cloud software, Enterprise software, financial management, Fortune 500, HCM, Human capital management, SaaS
Sep 30, 2023Fund LettersNCG Large Cap Growth StrategyADBE Adobe Inc Information TechnologyApplication Software Bull NASDAQAI integration, Cloud software, Creative Cloud, digital media, Document Cloud, Experience Cloud, SaaS, subscription model
Sep 30, 2023Fund LettersNCG Large Cap Growth StrategyKNSL Kinsale Capital Group Inc FinancialsProperty & Casualty Insurance Bull NYSEclaims management, Excess & Surplus, premium growth, Property & Casualty, specialty insurance, technology platform, underwriting
Dec 31, 2023Fund LettersNCG SMID Cap Growth StrategyDXCM DexCom Health CareHealth Care Equipment Bull NASDAQCgm, Continuous Glucose Monitoring, diabetes care, Geographic Expansion, market leadership, Medical devices, profitability growth, Reimbursement
Dec 31, 2023Fund LettersNCG SMID Cap Growth StrategyMELI|NFLX|ORCL|TCOM|VRTX|YUMC Vertiv Holdings Information TechnologyElectronic Equipment & Instruments Bull NYSEAI, backup power, Cloud computing, Datacenter infrastructure, margin expansion, Pure-Play, secular growth, thermal management
Dec 31, 2023Fund LettersNCG SMID Cap Growth StrategyCSTL Castle Bioscience Health CareBiotechnology Bull NASDAQAcquisitions, balance sheet strength, Cash Flow Breakeven, Medical Diagnostics, Oncology Testing, Skin Cancer, Under-Penetrated Markets, valuation compression
Dec 31, 2023Fund LettersNCG SMID Cap Growth StrategyTNDM Tandem Diabetes Care Health CareHealth Care Equipment Bull NASDAQdiabetes care, Healthcare Technology, Insulin Pump, Medical devices, product innovation, product launches, turnaround, valuation recovery

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: