Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
-Fund LettersBrown Capital Management International All Company FundASML ASML Holding Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, DUV, Equipment, Euv, HBM, Lithography, manufacturing, Monopoly, Netherlands, semiconductors, technology
-Fund LettersBrown Capital Management International All Company FundNVO Novo Nordisk Health CarePharmaceuticals Bull NASDAQ Copenhagenbiotechnology, Denmark, Diabetes, GLP-1, growth, healthcare, market leader, Obesity, Ozempic, pharmaceuticals, Wegovy
-Fund LettersEagle Capital ManagementTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull NYSEAI, automotive, Cyclical, Foundry, market leader, Process Technology, semiconductors, Taiwan
-Fund LettersEagle Capital ManagementSAP SAP SE Information TechnologySystems Software Bull NYSEcloud transition, Enterprise software, ERP, Germany, margin expansion, recurring revenue, SaaS, Software
-Fund LettersEagle Capital ManagementWWD Woodward Inc. IndustrialsAerospace & Defense Bull NASDAQAerospace, Commercial Aircraft, Cyclical Recovery, Industrial Controls, manufacturing, market share, Operational Turnaround
-Fund LettersEagle Capital ManagementAMZN Amazon.com Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAWS, Capacity utilization, Cloud computing, e-commerce, margin expansion, operational efficiency, technology, turnaround
-Fund LettersEagle Capital ManagementHUM Humana Inc. Health CareManaged Health Care Bull NYSEcontrarian, Cyclical Recovery, defensive, healthcare, managed care, market leader, Medicare Advantage, Regulatory
-Fund LettersBarometer Capital ManagementTMX TMX Group Ltd. FinancialsCapital Markets Bull TSXCanada, Capital Formation, Capital markets, Derivative Markets, Exchange Operator, financial services, market volatility, trading volumes, transaction fees
-Fund LettersBarometer Capital ManagementHWM Howmet Aerospace Inc. IndustrialsAerospace & Defense Bull NYSEAerospace, Aftermarket Parts, Aviation Recovery, Commercial Aviation, Engine Components, manufacturing, Service Business, supply chain
-Fund LettersBarometer Capital ManagementERJ Embraer SA IndustrialsAerospace & Defense Bull NYSEAerospace, Aircraft Manufacturing, backlog growth, Brazil, Commercial Aviation, contract wins, Executive Jets, Japan market, Regional Jets
-Fund LettersBarometer Capital ManagementAEM Agnico Eagle Mines Ltd. MaterialsGold Bull TSXAustralia, Europe, Gold, inflation hedge, low risk, Mining, North America, organic growth, Precious Metals, Senior Producer
-Fund LettersApis Deep Value Fund4506.T Sumitomo Pharma Health CarePharmaceuticals Bear Tokyo Stock ExchangeAcquisitions, Bear, Japan, Neuropsychiatric, Oncology, Patent cliff, pharmaceuticals, women's health
-Fund LettersApis Deep Value Fund8069.TW E Ink Holdings Information TechnologyElectronic Components Bull Taiwan Stock ExchangeAmazon, E-paper, Electronic Displays, growth, Monopoly, patents, Taiwan, technology, Walmart
-Fund LettersApis Deep Value Fund1405.HK DPC Dash Consumer DiscretionaryRestaurants Bull Hong Kong Stock Exchangebrand recognition, China, franchise, growth, Pizza, Restaurant, store expansion, turnaround
-Fund LettersSpree Capital AdvisersWCC Wesco International Capital GoodsTrading Companies & Distributors Bull NYSEB2b, broadband, Communications, Distributor, Electrical, Electrification, infrastructure, Manufacturing Renaissance, market consolidation, Scale Player, secular growth, supply chain, Technology investment, utilities, Value-based pricing
-Fund LettersApis Deep Value FundNRP Natural Resource Partners EnergyOil, Gas & Consumable Fuels Bull NYSECarbon Sequestration, coal, deleveraging, dividends, energy, Free Cash Flow, royalties, Soda Ash, turnaround, Value
-Fund LettersApis Deep Value FundKRX012450 Poongsan Corporation MaterialsMetals & Mining Bull Korea ExchangeAmmunition, Artillery, Copper, Defense, Korea, materials, Military, Mining, Munitions, Value
-Fund LettersLatitude Global FundFGR.PA Eiffage SA IndustrialsConstruction & Engineering Bull Euronext ParisConcessions, construction, defensive, energy transition, france, Inflation Protection, infrastructure, Motorways, Toll Roads, Value
-Fund LettersLatitude Global FundDG.PA Vinci SA IndustrialsConstruction & Engineering Bull Euronext ParisConcessions, construction, defensive, energy transition, france, Inflation Protection, infrastructure, Motorways, Toll Roads, Value
-Fund LettersLangdon Global Smaller CompaniesMEDP Medpace Holdings Inc Health CareLife Sciences Tools & Services Bull NASDAQBiotech Services, Cincinnati, Clinical trials, Cro, growth, healthcare, life sciences, pharmaceuticals

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