Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
-Fund LettersClearBridge Investments Large Cap ValueAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, custom silicon, Durable Growth, Low-20s P/E, Mid-Teens EPS Growth, semiconductors, Subscription-Based, VMware Acquisition
-Fund LettersClearBridge Investments Large Cap ValueSBUX Starbucks Corporation Consumer DiscretionaryRestaurants Bull NASDAQBreakfast Consumption, Brian Niccol, Coffee, customer experience, Global Brand, Normalized Basis, operational expertise, Restaurants, turnaround
-Fund LettersClearBridge Investments Large Cap ValueORLY O'Reilly Automotive, Inc. Consumer DiscretionaryAutomotive Retail Bull NASDAQAuto parts, Automotive Retail, Best-in-Class Operator, Consumer Discretionary, Counter-cyclical, high-ROIC, market share gains, Reasonable Valuation
-Fund LettersClearBridge Investments Large Cap ValueAPD Air Products and Chemicals, Inc. MaterialsIndustrial Gases Bull NYSEasset divestitures, capital allocation, China exposure, Green Hydrogen, Industrial Gases, NEOM Project, operational focus, Succession Planning
-Fund LettersClearBridge Investments Large Cap ValueSHW The Sherwin-Williams Company MaterialsSpecialty Chemicals Bull NYSEBest-in-Class Operator, High-Quality Franchise, Housing, market share gains, Paint, Pricing power, Raw Material Deflation, specialty chemicals
-Fund LettersClearBridge Investments Large Cap ValueMCK McKesson Corporation Health CareHealth Care Distributors Bull NYSEdefensive, Drug Distribution, healthcare, Low Economic Sensitivity, Medical-Surgical, Oncology, Optum Contract, Pharmaceutical, Post-COVID Normalization
-Fund LettersClearBridge Investments Large Cap ValueINTC Intel Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, Cyclical, market share, P&C, Product Positioning, Refresh Cycle, semiconductors, Server, turnaround, Value
-Fund LettersEagle Capital ManagementWWD Woodward, Inc. IndustrialsAerospace & Defense Bull NASDAQAerospace, aftermarket, Commercial Aviation, Engine Controls, growth, margin expansion, Narrowbody aircraft, Sole Source, Technical Moats, Value
-Fund LettersRodrigo BenedettiEW Edwards Lifesciences Corporation Health Care Equipment & SuppliesHealth Care Equipment Bull NYSEAsymmetric, healthcare, Heart Disease, market share, Medical devices, Medtech, Structural Heart, TAVR, TMTT, Valve Replacement
-Fund LettersSpree Capital AdvisersBLND Blend Labs Inc Software & ServicesApplication Software Bull NYSEBanking Infrastructure, financial services, Fintech, market share gains, Mortgage Technology, operating leverage, platform, Pricing power, SaaS, Usage-Based Revenue
-Fund LettersApis Deep Value FundSOON.SW Sonova Holding AG Health CareHealth Care Equipment Bear SIX Swiss ExchangeCostco, Generic Competition, Hearing Aids, Market Share Loss, premium valuation, Short, Switzerland
-Fund LettersApis Deep Value FundPLUG Plug Power Inc IndustrialsIndustrial Machinery Bear NASDAQcapital raising, cash burn, Dilution, Hydrogen, Short, Technology Risk, Unprofitable
-Fund LettersApis Deep Value Fund2238.HK GAC Group Consumer DiscretionaryAutomobile Manufacturers Bear Hong Kong Stock ExchangeBYD Competition, Chinese Automotive, Electric Vehicles, joint ventures, Short, Structural decline
-Fund LettersApis Deep Value FundTPB Turning Point Brands Inc Consumer StaplesTobacco Bull NYSEcapital allocation, Growth Optionality, market share, Nicotine pouches, Rolling Papers, tobacco
-Fund LettersApis Deep Value FundTLN Talen Energy Corporation UtilitiesIndependent Power Producers & Energy Traders Bull NASDAQAmazon Contract, data centers, Independent Power Producer, infrastructure, Nuclear Power, share repurchases
-Fund LettersApis Deep Value FundRCAT Red Cat Holdings Inc IndustrialsAerospace & Defense Bull NASDAQDefense, Drones, government contracts, Military, Momentum, NATO, Trump administration
-Fund LettersApis Deep Value Fund4046.T Osaka Soda Co Ltd MaterialsSpecialty Chemicals Bull Tokyo Stock ExchangeGLP-1, healthcare, hidden value, Japan, Peptide Drugs, Silica Gel, specialty chemicals
-Fund LettersApis Deep Value Fund267270.KS Iljin Electric Co Ltd IndustrialsElectrical Components & Equipment Bull Korea Stock Exchangeelectrical equipment, Export Sales, growth, Korea, Order Backlog, Transformers
-Fund LettersApis Deep Value FundHNRG Hallador Energy Company EnergyCoal & Consumable Fuels Bull NASDAQcoal, Contract Repricing, data centers, Electricity, Indiana, Power generation, Value
-Fund LettersKovitz Core EquityLVS Las Vegas Sands Corp Consumer DiscretionaryCasinos & Gaming Neutral NYSEChina recovery, COVID Recovery, Gaming, Macao, Premium Mass, risk management, Stimulus, Tourism

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