Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 29, 2026Fund LettersMerion Road CapitalFEIM Frequency Electronics Inc. Communication EquipmentElectronic Equipment, Instruments & Components Bull NASDAQActivist Situation, Aerospace, defense technology, Electronic Warfare, government contracts, Missile-Defense, Quantum Sensing, small-cap, Space Infrastructure
Apr 29, 2026Fund LettersMerion Road CapitalBUKS Butler National Corporation Aerospace & DefenseAerospace & Defense Bull -Aerospace, Casino Divestiture, Defense, growth, index inclusion, margin expansion, small-cap, uplisting
Apr 29, 2026Fund LettersMerion Road CapitalHON Honeywell International Inc. ConglomeratesIndustrial Conglomerates Bull NASDAQAerospace, aftermarket services, Defense, industrial conglomerate, Military, Portfolio simplification, Quantum Computing, spin-off, Value Realization
Apr 29, 2026Fund LettersROCKLINC Partners FundCSL Carlisle Companies Incorporated Building Products & EquipmentBuilding Products Bull New York Stock Exchangebarriers to entry, Building Products, capital allocation, construction materials, market leader, Non-Discretionary, premium pricing, Roofing, secular growth, Warranty
Apr 29, 2026Fund LettersOrbis International EquityMAGN Magnum Household & Personal ProductsPackaged Foods & Meats Bull -Away-from-home Consumption, Brand Equity, Cold Chain Distribution, consumer staples, demerger, Freezer Cabinets, ice cream, Margin recovery, market leadership, operational optimization
Apr 29, 2026Fund LettersOldfield Partners Overstone World All Cap Equity FundSTLA Stellantis N.V. Auto ManufacturersAutomobiles Bull New York Stock Exchangeautomotive, contrarian, Cyclical, Europe, manufacturing, turnaround, Value
Apr 29, 2026Fund LettersOldfield Partners Overstone World All Cap Equity FundGold Barrick Gold Corporation Capital MarketsGold Bull New York Stock Exchangedefensive, Diversifier, gold mining, Hedge, materials, Precious Metals, Value
Apr 29, 2026Fund LettersOldfield Partners Overstone World All Cap Equity Fund- easyJet OtherAirlines Bull New York Stock Exchangecontrarian, Cyclical, Europe, Fuel Costs, Low-Cost Airline, Transportation, Value
Apr 29, 2026Fund LettersTrojan Fund from Troy Asset ManagementMSFT Microsoft Corporation Software - InfrastructureSystems Software Bull NASDAQArtificial Intelligence, capital expenditure, Cloud computing, Enterprise security, Enterprise software, Free Cash Flow, Model Agnostic, Office Suite
Apr 29, 2026Fund LettersTrojan Fund from Troy Asset ManagementGOOGL Alphabet Inc. Internet Content & InformationInteractive Media & Services Bull NASDAQArtificial Intelligence, Cloud computing, digital advertising, generative AI, market share gains, search engine, Technology Platforms, TPU Chips
Apr 29, 2026Fund LettersSpheria Global Opportunities FundITRK.L Intertek Specialty Business ServicesResearch & Consulting Services Bull New York Stock ExchangeCertification, Global Services, Inspection, Quality Assurance, Regulatory, strategic review, supply chain, Testing, UK Listed, value unlock
Apr 29, 2026Fund LettersSpheria Global Opportunities FundCF CF Industries Agricultural InputsFertilizers & Agricultural Chemicals Bull New York Stock Exchangecash generation, commodity, Energy Complex, Fertilizer, geopolitical, manufacturing, natural gas, Nitrogen, North America, Structural Advantage
Apr 29, 2026SubstackAlpha Seeker 84BE Bloom Energy Renewable EnergyFuel Cells Bull New York Stock ExchangeAI infrastructure, Bloom Energy, clean energy, Cost Curve, Fuel cells, hyperscaler demand, Oracle contract, permitting advantage, Revenue Growth, service annuity
Apr 29, 2026SubstackAlpha Seeker 84GOOG Alphabet Inc. TechnologyInternet Content & Information Bull Nasdaq Stock MarketAI solutions, CapEx increase, Cloud growth, competitive moat, Contracted Backlog, Free Cash Flow, operating margins, revenue diversification, technology leadership, TPU hardware sales
Apr 29, 2026SubstackRijnberk Invest InsightsLRCX Lam Research Semiconductors & Semiconductor EquipmentSemiconductor Equipment Bull NASDAQ Stock MarketAI boom, Deposition, Etching, financial health, geopolitical risks, innovation, market share, semiconductor equipment, shareholder returns, Wafer Cleaning
Apr 28, 2026Fund LettersFairlight Alpha Fund- Beng Kuang Marine Limited OtherOil & Gas Equipment & Services Bull New York Stock Exchangeasset-light, FPSO, margin expansion, Marine services, Oil & Gas Equipment, recurring revenue, Singapore, turnaround
Apr 28, 2026Fund LettersFairlight Alpha Fund- Cematrix Corporation OtherConstruction Materials Bull Toronto Stock ExchangeCellular Concrete, construction materials, defensive, growth, infrastructure, Tunnels, US, Value
Apr 28, 2026Fund LettersRockwood StrategicVID.L Videndum Consumer ElectronicsTechnology Hardware, Storage & Peripherals Bull New York Stock Exchangebrand portfolio, Broadcast Equipment, Content Creation, manufacturing, Media Technology, Operational Leverage, turnaround
Apr 28, 2026Fund LettersRockwood StrategicVANQ.L Vanquis Banking Group Banks - RegionalConsumer Finance Bull New York Stock Exchangebanking, consumer finance, credit cards, financial services, recovery, turnaround, Value
Apr 28, 2026Fund LettersRockwood Strategic- Filtronic OtherTechnology Hardware, Storage & Peripherals Bull New York Stock ExchangeAerospace, Defense, GaN Technology, growth, RF components, Satellites, Space Technology

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