Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 14, 2026Fund LettersCassandra A. Hardman7011 JP Mitsubishi Heavy Industries Ltd. IndustrialsIndustrial Conglomerates Bull New York Stock ExchangeDefense, energy, Orders, Policy, Turbines
Jan 14, 2026Fund LettersCassandra A. HardmanRHM GR Rheinmetall AG IndustrialsAerospace & Defense Bull New York Stock Exchangebacklog, Defense, growth, Procurement, visibility
Jan 14, 2026Fund LettersCassandra A. HardmanSTAN LN Standard Chartered PLC FinancialsDiversified Banks Bull New York Stock Exchangebuybacks, emergingmarkets, Fees, ROE, Wealth
Jan 14, 2026Fund LettersCassandra A. HardmanAZN AstraZeneca PLC Health CarePharmaceuticals Bull New York Stock Exchangegrowth, Oncology, Phase3, pipeline, Policy
Jan 14, 2026Fund LettersCassandra A. HardmanSDZ SW Sandoz Group Ltd. Health CarePharmaceuticals Bull Swiss ExchangeBiosimilars, Generics, Glp1, pipeline, Regulation
Jan 14, 2026Fund LettersCassandra A. HardmanVRT Vertiv Holdings Co. IndustrialsElectrical Components & Equipment Bull New York Stock ExchangeAI, cloud, Cooling, datacenters, infrastructure, Margins, Power
Jan 14, 2026Fund LettersCassandra A. HardmanHDB HDFC Bank Limited FinancialsDiversified Banks Bull New York Stock ExchangeAccessibility, banking, Deposits, Integration, NIM, Share, synergy
Jan 14, 2026Fund LettersCassandra A. HardmanELAN Elanco Animal Health Incorporated Health CarePharmaceuticals Bull New York Stock ExchangeAcquisitions, consolidation, Logistics, Margins, Parasiticides, pipeline, valuation
Jan 14, 2026Fund LettersCassandra A. HardmanCCJ Cameco Corporation EnergyCoal & Consumable Fuels Bull New York Stock ExchangeContracting, Decarbonization, Nuclear, Scarcity, Underinvestment, uranium
Jan 14, 2026Fund LettersCassandra A. Hardman6501 JP Hitachi, Ltd. IndustrialsIndustrial Conglomerates Bull New York Stock ExchangeDigital, Execution, guidance, infrastructure, Margins, profitability
Jan 14, 2026Fund LettersCassandra A. HardmanLLY Eli Lilly and Company Health CarePharmaceuticals Bull New York Stock ExchangeAccess, Diabetes, Glp1, Launch, Obesity, Prescriptions, tariffs
Jan 14, 2026Fund LettersCassandra A. HardmanMELI MercadoLibre Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQadvertising, Competition, Ecosystem, Fintech, Logistics, Margins, Reinvestment
Jan 14, 2026Fund LettersCassandra A. HardmanUBER Uber Technologies Inc. IndustrialsPassenger Ground Transportation Bull New York Stock ExchangeAutonomy, Freecashflow, mobility, Networks, platform, profitability
Jan 14, 2026Fund LettersCassandra A. HardmanRHM GR Rheinmetall AG IndustrialsAerospace & Defense Bull New York Stock Exchangebacklog, Defense, growth, Procurement, Rearmament, visibility
Jan 14, 2026Fund LettersCassandra A. HardmanEL Estée Lauder Companies Inc. Consumer StaplesPersonal Products Bull New York Stock ExchangeDemand, Luxury, Margins, Stabilization, Travel, turnaround
Jan 14, 2026Fund LettersCassandra A. HardmanC Citigroup Inc. FinancialsDiversified Banks Bull New York Stock Exchangebuybacks, Discipline, Regulation, rerating, transformation, Volatility
Jan 14, 2026Fund LettersGerard FergusonRTX RTX Corporation IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, aftermarket, backlog, Defense, Rearmament, visibility
Jan 14, 2026Fund LettersDonny BuchananCGS AU Cogstate Limited Health CareHealth Care Technology Bull New York Stock Exchangebacklog, Clinicaltrials, Cognition, growth, Healthcaretechnology
Jan 14, 2026Fund LettersDonny BuchananMFG AU Magellan Financial Group Ltd FinancialsAsset Management Bull New York Stock ExchangeAssetmanagement, buybacks, Capital, Sumofparts, valuation
Jan 14, 2026Fund LettersGreg DeanBUR LN Burford Capital Limited FinancialsSpecialty Finance Bull New York Stock ExchangeCashrealization, diversification, Litigationfinance, Optionality, valuation

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