Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 9, 2026SubstackRijnberk Invest InsightsUBER Uber Technologies Inc. TechnologyRide-Hailing & Delivery Services Bull New York Stock Exchangeautonomous vehicles, Delivery Services, Free Cash Flow, growth metrics, long-term investment, Market expansion, network effects, operational efficiency, ride-hailing, valuation
May 8, 2026SubstackAlpha Seeker 84CORZ CoreWeave TechnologyData Center Infrastructure Neutral Nasdaq Stock MarketAI infrastructure, capital deployment, construction advantage, CoreWeave, Customer Diversification, data center, hyperscaler contracts, margin upgrade, negotiating leverage, project bond
May 8, 2026SubstackAlpha Seeker 84DOCN DigitalOcean Holdings, Inc. TechnologyCloud Computing Bull New York Stock ExchangeAI Customer ARR, AI-native cloud, Cloud computing, data center capacity, DigitalOcean, infrastructure, large customer ARR, Pricing power, Revenue Growth, valuation
May 7, 2026Fund LettersMindset Value FundGRUSF Grown Rogue Drug Manufacturers - Specialty & GenericAgricultural Products Bull Dubai Financial MarketAgricultural Products, Cannabis, Capacity utilization, Cultivation, Equity, Multi-State, Oregon, Value
May 7, 2026Fund LettersMindset Value FundLEEEF LEEF Brands Drug Manufacturers - Specialty & GenericAgricultural Products Bull Dubai Financial MarketAgricultural Products, California, Cannabis, Equity, growth, manufacturing, microcap, vertical integration
May 7, 2026Fund LettersMindset Value Fund- Consorcio Ara OtherHomebuilding Bull New York Stock Exchangedividend, Equity, growth, homebuilding, Mexico, Real Estate, turnaround, Value
May 7, 2026Fund LettersBengal CapitalGRUSF Grown Rogue International Inc. Drug Manufacturers - Specialty & GenericAgricultural Products Bull Dubai Financial MarketAgricultural Products, Branded Products, Cannabis, capacity expansion, Cultivation, growth, indoor farming, Multi-State Operator, small-cap
May 6, 2026Fund LettersAshva Capital ManagementGM General Motors Company Auto ManufacturersAutomobile Manufacturers Bull New York Stock ExchangeAutomaker, capital allocation, contrarian, Cyclical, Electric Vehicles, Free Cash Flow, Share Buybacks, Value
May 6, 2026SubstackModern Value InvestingBMBL Bumble Inc. TechnologyInteractive Media & Services Bull Nasdaq Stock MarketAI-driven features, alternative billing, ARPPU, deleveraging, EBITDA margin, organic marketing, quality reset, Refinancing, Technology Stack, User Experience
May 6, 2026SubstackMindset ValueGRUSF Grown Rogue CannabisCannabis Cultivation Bull Over-the-CounterCannabis cultivation, EBITDA growth, Grown Rogue, Illinois and Minnesota, interstate commerce, market pricing, New Jersey expansion, production capacity, strategic positioning
May 6, 2026SubstackMindset ValueLEEEF LEEF Brands CannabisCannabis Extracts Bull Over-the-CounterCalifornia Market, cannabinoid inputs, cannabis extracts, Cost Reduction, gross margins, interstate commerce, LEEF Brands, pesticide-free, Salisbury Canyon Ranch
May 6, 2026SubstackMindset ValueARA.MX Consorcio Ara Real EstateResidential Construction Bull Mexican Stock ExchangeConsorcio Ara, dividend, growth story, leadership transformation, Mexican Stock Exchange, residential construction, return on equity, undervaluation, Value trap
May 5, 2026Fund LettersThe Sound Shore FundMRVL Marvell Technology, Inc. SemiconductorsSemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Amazon, Asic, custom chips, data centers, Google, hyperscalers, Networking, Optical, semiconductors
May 5, 2026Fund LettersThe Sound Shore FundQCOM Qualcomm Incorporated SemiconductorsSemiconductors & Semiconductor Equipment Bull NASDAQAI, automotive, data centers, Developer Tools, diversification, IoT, Licensing, Mobile Chips, semiconductors
May 5, 2026Fund LettersBaron Asset FundGWRE Guidewire Software, Inc. Software - ApplicationApplication Software Bull New York Stock ExchangeAI Tailwind, Annual Recurring Revenue, cloud migration, cross-selling, Insurance-software, Property & Casualty, SaaS, Sticky Customer Base
May 5, 2026Fund LettersBaron Asset FundIT Gartner, Inc. Information Technology ServicesResearch & Consulting Services Bull New York Stock Exchangeadvisory services, AI Beneficiary, Consulting, Free Cash Flow, proprietary data, Research Services, Syndicated Research, Technology Research
May 5, 2026Fund LettersBaron Asset FundCSGP CoStar Group, Inc. Real Estate ServicesReal Estate Services Bull NASDAQAI Disruption Concerns, commercial real estate, Data Analytics, information services, marketplace, Real Estate Services, recurring revenue, Residential Real Estate
May 5, 2026Fund LettersBaron Asset FundVRT Vertiv Holdings Co Electrical Equipment & PartsElectrical Equipment Bull New York Stock ExchangeAI infrastructure, critical infrastructure, data centers, digital infrastructure, electrical equipment, liquid cooling, Modular Solutions, thermal management
May 5, 2026Fund LettersBaron Asset Fund- Quanta Services, Inc. OtherConstruction & Engineering Bull New York Stock ExchangeCommunications, data centers, Electrification, Grid modernization, infrastructure, renewable energy, Specialty Contracting, utilities
May 5, 2026Fund LettersCity Different Investments - Global EquityCCO Cameco Corp Advertising AgenciesUranium Bull New York Stock ExchangeBaseload Power, climate change, Commodity Cycle, Energy security, energy transition, Equity, Nuclear Power, uranium

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