Explore Our Winter 2025 Equity Research Pitches
Eli Lilly - Healthcare & Pharmaceuticals
Eli Lilly and Company is a global pharmaceutical leader headquartered in Indianapolis, historically renowned for pioneering the mass production of insulin. Recently, the firm has become one of the world's most valuable companies, driven by its dominant portfolio of treatments for diabetes, obesity, and Alzheimer's disease.
Tesco plc - Consumer Goods & Services
Tesco is the United Kingdom's largest retailer and a dominant force in the grocery market, leveraging a massive store network and online presence to serve millions of customers. The company has recently secured strong financial growth and market share gains by aggressively using its "Clubcard" loyalty data to drive personalized value and competitive pricing strategies.
Mastercard - Financial & Professional Services
Mastercard is a global technology company in the payments industry that connects consumers, financial institutions, and businesses, generating revenue through transaction processing fees rather than by issuing cards or lending money. Recently, the firm has aggressively diversified beyond core consumer payments into high-growth areas like value-added services—such as AI-driven fraud detection and data analytics—and the massive business-to-business (B2B) payments market.
Applied Materials - Technology, Media, & Telecommunications
Applied Materials is the world's largest supplier of equipment, services, and software for the manufacture of semiconductor chips and displays, effectively providing the essential tools used to build virtually every new chip and advanced screen. The company is currently leveraging its dominance in materials engineering to capture massive growth from the AI boom, particularly through high-demand technologies like advanced packaging and memory (DRAM) for high-performance computing.
Taiwan Semiconductor Manufacturing Company - Emerging Markets
Taiwan Semiconductor Manufacturing Company (TSMC) is the world's largest contract chipmaker, effectively holding a near-monopoly on the advanced manufacturing capabilities required to build high-performance processors for giants like Apple and Nvidia. As the sole supplier of the cutting-edge silicon powering the modern AI revolution, the firm has established itself as the most critical bottleneck and enabler in the global technology supply chain.
Nutrien - Industrials and Natural Resources
Nutrien is the world's largest provider of crop inputs and services, operating a vertically integrated business that combines massive upstream production of potash and nitrogen with a global retail network serving millions of growers. In 2025, the company has prioritized "simplifying" its portfolio to drive efficiency, recently achieving record potash sales volumes while initiating a strategic review to potentially divest its phosphate business.