Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 1, 2026SubstackWinter GemsBBD-B.TO Bombardier Inc. Aerospace & DefenseBusiness Jets Bull Toronto Stock ExchangeAerospace, Bombardier, business jets, Challenger series, Defense, deleveraging, Free Cash Flow, Global 8000, M&A Opportunities, Order Backlog
May 1, 2026Fund LettersLong Cast AdvisersRSSS Research Solutions Inc Software - ApplicationInteractive Media & Services Bull NASDAQAcademic, acquisition target, AI, information services, innovation, research, SaaS, technology
May 1, 2026Fund LettersLong Cast AdvisersMAMA Mama's Creations Inc Packaged FoodsFood Products Bull NASDAQcapital efficiency, consumer staples, Food Products, growth, leadership, Management transformation, scale, turnaround
May 1, 2026Fund LettersLong Cast AdvisersPDEX Pro-Dex Inc Medical Instruments & SuppliesHealth Care Equipment Bull NASDAQCommercialization, growth, Management Quality, Medical devices, Orthopedic, Partnership, supply chain, Surgical Instruments
May 1, 2026Fund LettersLong Cast AdvisersMTRX Matrix Service Company Engineering & ConstructionConstruction & Engineering Bull NASDAQconstruction, Cyclical, EBITDA, engineering, Management Change, Mining, turnaround, Value
May 1, 2026SubstackMonopolistic InvestorGMCR Keurig Green Mountain Consumer GoodsBeverages Bull NASDAQ Stock MarketBeverages, coffee machines, consumer goods, Gross margin, innovation, K-cup pods, Keurig Green Mountain, market disruption, subscription model
May 1, 2026SubstackMonopolistic InvestorORCL Oracle Corp TechnologyEnterprise Software Bull New York Stock ExchangeAcquisitions, business applications, database management, Enterprise software, Gross margin, innovation, market leadership, Oracle Corp, technology
May 1, 2026SubstackMonopolistic InvestorHD Home Depot RetailHome Improvement Retail Bull New York Stock ExchangeBuilding materials, Customer loyalty, Gross margin, Home Depot, home improvement, market leadership, operational efficiency, retail, retail sector
May 1, 2026SubstackMonopolistic InvestorMNST Monster Beverage BeveragesNon-Alcoholic Beverages Bull NASDAQ Stock MarketBeverages, brand innovation, Capital-light, Customer Acquisition, Energy drinks, Gross margin, market growth, Monster Beverage, Outsourcing
May 1, 2026SubstackMonopolistic InvestorLUV Southwest Airlines AirlinesPassenger Airlines Bull New York Stock ExchangeAirlines, Customer loyalty, low-fare, operating margin, operational efficiency, passenger airlines, Share Buybacks, short-haul flights, Southwest Airlines
May 1, 2026SubstackMonopolistic InvestorJKHY Jack Henry & Associates TechnologyFinancial Software Bull NASDAQ Stock MarketAcquisitions, Banks, financial software, Gross margin, insider ownership, Jack Henry & Associates, niche market, technology, vertical market
May 1, 2026SubstackMonopolistic InvestorCSCO Cisco Systems TechnologyNetworking Equipment Bear NASDAQ Stock MarketCisco Systems, dot-com bubble, Gross margin, internet protocol, Market Hype, networking equipment, networking solutions, technology, valuation risks
May 1, 2026SubstackMonopolistic InvestorQCOM Qualcomm TechnologySemiconductors Bull NASDAQ Stock Market3G networks, Capital-light, CDMA technology, Gross margin, Intellectual Property, Qualcomm, Scalability, semiconductors, telecommunications
May 1, 2026SubstackMonopolistic InvestorNXST Nexstar Broadcasting MediaBroadcasting Bull NASDAQ Stock MarketAcquisitions, Constellation Software, insider ownership, Market expansion, media industry, Nexstar Broadcasting, operating margin, serial acquirer, TV stations
May 1, 2026Fund LettersAristotle Small Cap Equity FundNVST Envista Holdings Medical Instruments & SuppliesHealth Care Equipment & Supplies Bull New York Stock ExchangeDemographics, Dental, healthcare, Medical devices, recurring revenue, turnaround, Value
May 1, 2026Fund LettersAristotle Small Cap Equity FundHAE Haemonetics Medical DevicesHealth Care Equipment & Supplies Bull New York Stock ExchangeBlood Management, defensive, healthcare, Medical devices, Plasmapheresis, R&D, Value
May 1, 2026Fund LettersAristotle Small Cap Equity Fund- Huron Consulting Group OtherProfessional Services Bull NASDAQConsulting, Digital transformation, Education, healthcare, Regulatory, Technology Services, Value
May 1, 2026Fund LettersAristotle Small Cap Equity FundMTSI MACOM Technology Solutions SemiconductorsSemiconductors & Semiconductor Equipment Bull NASDAQ5G, data centers, Defense, growth, manufacturing, semiconductors, Telecom
May 1, 2026Fund LettersAristotle Small Cap Equity FundAEIS Advanced Energy Industries Electrical Equipment & PartsElectronic Equipment, Instruments & Components Bull NASDAQAI infrastructure, data centers, growth, power electronics, semiconductors, technology
May 1, 2026Fund LettersAntipodes Global FundPGR Progressive Corporation Insurance - Property & CasualtyProperty & Casualty Insurance Bull New York Stock ExchangeAuto Insurance, combined ratio, Distribution, market share, Property & Casualty, underwriting, US

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