Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
-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
-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

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: