Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
-Fund LettersLangdon Global Smaller CompaniesWOSG.L Watches of Switzerland Group PLC Consumer DiscretionarySpecialty Retail Bull London Stock ExchangeConsumer Discretionary, Luxury Retail, Rolex, Specialty retail, turnaround, UK, Value, Watches
-Fund LettersLangdon Global Smaller CompaniesRBREW.CO Royal Unibrew A/S Consumer StaplesBrewers Bull NASDAQ CopenhagenAcquisitions, Beverages, consumer staples, Cyclical Recovery, defensive, Denmark, Distribution, Europe, Value
-Fund LettersLatitude Global FundIBKR Interactive Brokers Group, Inc. FinancialsInvestment Banking & Brokerage Bull NASDAQAccount Growth, Brokerage, competitive moat, Fintech, market share gains, net interest margin, operating leverage, Prime Brokerage, technology, Trading Platform
-Fund LettersInfuse PartnersNVDA NVIDIA Corporation Technology Hardware & EquipmentSemiconductors & Semiconductor Equipment Bull NASDAQAI, competitive moat, CUDA, data centers, hyperscalers, semiconductors, technology infrastructure
-Fund LettersInfuse PartnersHFG.DE HelloFresh SE Consumer StaplesFood & Staples Retailing Bull Frankfurt Stock Exchangefood distribution, founder-led, low valuation, Meal kits, Operational Leverage, Ready-to-Eat Meals, turnaround
-Fund LettersInfuse PartnersTSLA Tesla Inc Consumer DiscretionaryAutomobiles Neutral NASDAQAI, autonomous driving, cyclical industry, Electric Vehicles, Long-term Vision, Narrative Premium, robotics
-Fund LettersInfuse PartnersSHEL.L Shelly Group AD Technology Hardware & EquipmentElectronic Equipment, Instruments & Components Bull London Stock Exchangehigh conviction, IoT, Low Cost Manufacturing, Samsung Partnership, semiconductor chips, Smart home, TAM expansion
-Fund LettersInfuse PartnersMELI MercadoLibre Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQe-commerce, Fintech, High Growth, Latin America, marketplace, network effects, Payments
-Fund LettersInfuse PartnersNU Nu Holdings Ltd Financial ServicesConsumer Finance Bull NYSEBrazil, digital banking, financial services, Fintech, High Growth, Latin America, Mexico, Superapp
-Fund LettersInfuse PartnersINTEG.ST Intellego Technologies AB Health Care Equipment & ServicesHealth Care Equipment Bull Stockholm Stock ExchangeDosimeters, High Growth, Medical devices, patent protection, Swedish Microcap, UV Technology, vertical integration
-Fund LettersInfuse PartnersAXON Axon Enterprise Inc Technology Hardware & EquipmentTechnology Hardware, Storage & Peripherals Bear NASDAQBody Cameras, Cloud software, Conducted Energy Devices, government contracts, high valuation, Law Enforcement Technology, Trimming Position
-Fund LettersClearBridge Investments Small Cap Growth StrategyMOD Modine Manufacturing IndustrialsMachinery Bull NYSEAir Quality, Climate Solutions, HVAC, Inflecting Demand, manufacturing, Margin Improvement, thermal management, Vehicle Equipment
-Fund LettersClearBridge Investments Small Cap Growth StrategyFLR Fluor IndustrialsConstruction & Engineering Bull NYSEconstruction, data centers, engineering, global scale, GLP-1 Manufacturing, Megaprojects, Mining, nuclear energy, Procurement
-Fund LettersClearBridge Investments Small Cap Growth StrategyCWAN Clearwater Analytics Information TechnologySoftware Bull NASDAQAnalytics Solutions, Cloud software, Investment Accounting, margin expansion, Revenue Growth, SaaS, vertical software
-Fund LettersClearBridge Investments Small Cap Growth StrategyTGTX TG Therapeutics Health CareBiotechnology Bull NASDAQbiotechnology, Briumvi, Chronic Disease, Commercial Stage, market share growth, multiple sclerosis, Pharmaceutical
-Fund LettersClearBridge Investments Small Cap Growth StrategyOSCR Oscar Health Health CareHealth Care Services Bull NYSEACA Exchange, Geographic Expansion, Health Care Services, health insurance, managed care, Margin Improvement, market share gains
-Fund LettersClearBridge Investments Small Cap Growth StrategyBE Bloom Energy IndustrialsElectrical Equipment Bull NYSEAI data centers, alternative energy, electrical equipment, Fuel cells, Industrials, Power generation, Utilities Partnership
-Fund LettersLeaven Partners8732.T Money Partners Group Diversified Financial ServicesSpecialized Finance Bull Tokyo Stock ExchangeFintech, FX Trading, Japanese Financial Services, Merger Arbitrage, small-cap, takeover target, Tokyo Stock Exchange
-Fund LettersIthaka US Growth StrategyASML ASML Holding N.V. Information TechnologySemiconductor Equipment Bear NASDAQChina Trade War, Cyclical, EUV technology, Fab Equipment, Moore's Law, photolithography, semiconductor equipment
-Fund LettersIthaka US Growth StrategyUBER Uber Technologies, Inc. Consumer DiscretionaryInternet Services & Infrastructure Bear NYSEautonomous vehicles, Delivery Services, Freight, Gig Economy, marketplace, Mobility Platform, Regulatory risk

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