Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
-Fund LettersBrown Capital Management International All Company FundNVO Novo Nordisk Health CarePharmaceuticals Bull NYSEBlockbuster Drugs, Denmark, Diabetes, duopoly, GLP-1, manufacturing, Obesity, pharmaceuticals
-Fund LettersBrown Capital Management International All Company FundICLR ICON Health CareLife Sciences Tools & Services Neutral NASDAQClinical trials, Cro, FDA, Industry Uncertainty, Ireland, Pharmaceutical Services, Regulatory, Top Three
-Fund LettersBrown Capital Management International All Company FundAFX.DE Carl Zeiss Meditec Health CareHealth Care Equipment Bull XETRAAging demographics, China recovery, Equipment, Germany, healthcare, market leader, medical technology, Ophthalmology
-Fund LettersBrown Capital Management International All Company FundMELI MercadoLibre Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQBrazil, e-commerce, Ecosystem, Fintech, growth, Latin America, Logistics, Underpenetrated
-Fund LettersBrown Capital Management International All Company FundAJB.L AJ Bell FinancialsInvestment Banking & Brokerage Bull London Stock ExchangeDual Channel, high margins, market share, platform, Retirement Assets, ROE, UK, wealth management
-Fund LettersBrown Capital Management International All Company FundNZYM-B.CO Novonesis MaterialsSpecialty Chemicals Bull Nasdaq Copenhagenbiotechnology, Denmark, Enzymes, merger, Mission-Critical, Multi-Industry, Planetary Health, synergies
-Fund LettersBrown Capital Management International All Company FundCOH.AX Cochlear Health CareHealth Care Equipment Bull Australian Securities ExchangeAustralia, Cochlear Implants, Hearing Loss, market leader, Medical devices, patents, R&D, underpenetrated market
-Fund LettersBrown Capital Management International All Company FundGIVN.SW Givaudan MaterialsSpecialty Chemicals Bull SIX Swiss ExchangeCustomer Stickiness, Diversified, Flavors, Fragrances, IP Rights, Mission-Critical, specialty chemicals, Switzerland
-Fund LettersClearBridge Investments All Cap GrowthWDAY Workday Inc Information TechnologyApplication Software Bull NASDAQCloud Applications, Enterprise software, ERP, Finance Software, investment initiatives, SaaS, subscription growth
-Fund LettersClearBridge Investments All Cap GrowthMDB MongoDB Inc Information TechnologySystems Software Bull NASDAQAI applications, Database Software, IT Sector, margin expansion, Modern Applications, Non-GAAP Profitability, SaaS, Vector Search
-Fund LettersTurtle CreekGIL.TO Gildan Activewear Inc. Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull Toronto Stock ExchangeActivewear, activist, Apparel, Canada, Founder CEO, Global, Governance, manufacturing, Textiles, turnaround, vertically integrated
-Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity strategyAPH Amphenol Corporation Information TechnologyElectronic Components Bull NYSEAI, Connectors, data centers, Electronic Components, Fiber Optic, infrastructure, technology hardware
-Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity strategyHUBS HubSpot Information TechnologyApplication Software Neutral NYSEApplication Software, cloud-based, CRM, Marketing automation, SaaS, SMB
-Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity strategyEME EMCOR Group IndustrialsConstruction & Engineering Bull NYSEbacklog, Construction services, Electrical Systems, Industrials, infrastructure, Mechanical Systems, utilities
-Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity strategyVEEV Veeva Systems Health CareHealth Care Technology Bull NYSEAI, cloud-based, CRM, Data Analytics, Health Care Technology, life sciences, SaaS, subscription revenue
-Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity strategyBJ BJ's Wholesale Club Consumer StaplesHypermarkets & Super Centers Bull NYSEconsumer staples, defensive, membership model, recurring revenue, value-oriented, Warehouse club
-Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity strategyORLY O'Reilly Automotive Consumer DiscretionarySpecialty Retail Bull NASDAQAutomotive Aftermarket, Consumer Discretionary, defensive, Specialty retail, value-oriented
-Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity strategyCRWD CrowdStrike Holdings Information TechnologySystems Software Bull NASDAQcloud-based, cybersecurity, Endpoint Security, growth, recurring revenue, SaaS, technology
-Fund LettersJDP Capital300750.SZ Contemporary Amperex Technology Co. Limited Information TechnologyElectronic Equipment, Instruments & Components Bull Shenzhen Stock Exchangebattery technology, China, Electrification, energy storage, energy transition, Ev batteries, geopolitical risk, Lithium-ion, Oem Partnerships, Virtual Power Plants
-Fund LettersJDP CapitalBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAnt Group, China, Chinese tech, e-commerce, Fintech, Investment Holdings, Sum-of-parts, Value

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