Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 28, 2026Fund LettersSGA - Global GrowthCP Canadian Pacific Kansas City RailroadsRail Transportation Bull New York Stock ExchangeCross-border Trade, Equity, Freight, margin expansion, Nearshoring, Psr, Rail Transportation, share repurchase, Tri-national Network
Apr 28, 2026Fund LettersSGA - Global GrowthTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock ExchangeAI, Equity, Foundry, Geographic Diversification, manufacturing, Process Nodes, semiconductors, Taiwan, technology leadership
Apr 28, 2026Fund LettersSGA - Global GrowthARM Arm Holdings SemiconductorsSemiconductors & Semiconductor Equipment Bull NASDAQAI, CSS Platform, data center, Equity, hyperscalers, Mobile computing, Power Efficient Computing, royalties, semiconductors
Apr 28, 2026Fund LettersAlluvial Capital ManagementGMS.L Gulf Marine Services PLC Oil & Gas Equipment & ServicesOil, Gas & Consumable Fuels Bull New York Stock Exchangedeleveraging, geopolitical, London-listed, Middle East, Offshore, Oil & Gas, renewable energy, Support Vessels, Value
Apr 28, 2026Fund LettersAlluvial Capital ManagementMCD McDermott International Ltd. RestaurantsOil, Gas & Consumable Fuels Bull -Bankruptcy, construction, EBITDA, energy, engineering, Middle East, Offshore, Refinancing, turnaround
Apr 28, 2026Fund LettersAlluvial Capital ManagementFTLF FitLife Brands Inc. Packaged FoodsPersonal Products Neutral NASDAQacquisition, Amazon, consumer staples, e-commerce, leverage, Nutritional Supplements, Sports Nutrition, turnaround
Apr 28, 2026Fund LettersAlluvial Capital ManagementEACO EACO Corp. Electronics & Computer DistributionTrading Companies & Distributors Bull -Distributor, Electrical Components, Fasteners, growth, Industrial, OTC, turnaround, Value
Apr 28, 2026Fund LettersPzena Focused Value strategyCDW CDW Corporation Information Technology ServicesTechnology Hardware, Storage & Peripherals Bull NASDAQAI Adaptation, market leadership, portfolio expansion, technology distribution, Technology Reseller, value-added services
Apr 28, 2026Fund LettersPzena Focused Value strategyACN Accenture plc Information Technology ServicesIT Services Bull New York Stock ExchangeAI implementation, Cyclical Recovery, Digital transformation, Enterprise Services, It consulting, Process automation
Apr 28, 2026Fund LettersPzena Focused Value strategyCTSH Cognizant Technology Solutions Corporation Information Technology ServicesIT Services Bull NASDAQAI disruption, Digital transformation, IT services, organic growth, Outsourcing, Technology Consulting
Apr 28, 2026Fund LettersPzena Focused Value strategyCOF Capital One Financial Corporation Credit ServicesConsumer Finance Bull New York Stock ExchangeAI impact, banking, consumer finance, credit cards, credit quality, geopolitical risk
Apr 28, 2026Fund LettersPzena Focused Value strategyHUM Humana Inc. Healthcare PlansHealth Care Plans Bull New York Stock ExchangeCMS, health insurance, healthcare, Medicare Advantage, Regulatory, Value
Apr 28, 2026Fund LettersDiamond Hill International9435.T Hikari Tsushin ConglomeratesDiversified Telecommunication Services Bull New York Stock Exchangecash generation, investment portfolio, Japanese Telecom, recurring revenue, SME Services, Sum-of-parts, Value
Apr 28, 2026Fund LettersDiamond Hill InternationalRTO.L Rentokil Initial Specialty Business ServicesCommercial Services & Supplies Bull New York Stock Exchangeacquisition integration, business services, Global, pest control, recurring revenue, resilient demand, turnaround
Apr 28, 2026Fund LettersDiamond Hill International- SWCC Electrical Equipment & PartsElectrical Equipment Bull New York Stock ExchangeAI infrastructure, Corporate Governance, Japan, Japanese Industrials, Power Infrastructure, Return on capital, robotics
Apr 28, 2026Fund LettersDiamond Hill International028260.KS Samsung C&T Engineering & ConstructionTrading Companies & Distributors Bull New York Stock ExchangeBioprocessing, conglomerate, Corporate Governance, Dividend Growth, holding company, Samsung Group, South Korea
Apr 28, 2026Fund LettersDiamond Hill InternationalDEO Diageo Beverages - Wineries & DistilleriesBeverages Bull New York Stock ExchangeBeverages, consumer staples, Global Brands, premium brands, Spirits, turnaround, Value
Apr 28, 2026Fund LettersDiamond Hill InternationalIMO.TO Imperial Oil Oil & Gas IntegratedOil, Gas & Consumable Fuels Bull New York Stock ExchangeCanada, Cyclical, Disciplined Management, energy, Integrated Oil, refining, Upstream
Apr 28, 2026Fund LettersDiamond Hill InternationalCNQ.TO Canadian Natural Resources Oil & Gas E&POil, Gas & Consumable Fuels Bull New York Stock ExchangeCanada, capital allocation, cost discipline, Cyclical, energy, Independent Producer, Oil & Gas
Apr 28, 2026Fund LettersDiamond Hill International005930.KS Samsung Electronics Consumer ElectronicsSemiconductors & Semiconductor Equipment Bull New York Stock ExchangeAI infrastructure, Cyclical, growth, memory chips, semiconductors, South Korea, technology hardware

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