Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 31, 2026Fund LettersGreen Ash PartnersSATS EchoStar Corporation OtherAlternative Carriers Bull NASDAQarbitrage, Equity, mispricing, Satellite communications, SpaceX Exposure, spectrum assets, Sum-of-the-Parts, Value
Jul 31, 2026Fund LettersAfrican Lions FundTBL.TZ Tanzania Breweries Limited OtherBrewers Bull -Brewers, consumer staples, Demographic Growth, earnings growth, East Africa, essential goods, Frontier Markets, Tanzania, urbanization
Jul 31, 2026Fund LettersAfrican Lions FundSCOM.NR Safaricom PLC OtherIntegrated Telecommunication Services Bull -Demographic Tailwind, earnings growth, East Africa, essential services, Frontier Markets, infrastructure, Kenya, Mobile Money, telecommunications
Jul 31, 2026Fund LettersEasterly - Global Real Estate FundSUI Sun Communities Inc REIT - ResidentialSpecialized REITs Neutral New York Stock Exchangeaffordable housing, capital allocation, Equity, Manufactured housing, Marinas, North America, Portfolio Repositioning, RV Resorts
Jul 31, 2026Fund LettersEasterly - Global Real Estate FundH78.SI Hongkong Land Holdings Ltd Real Estate - DevelopmentDiversified Real Estate Activities Neutral Singapore ExchangeAsean, Asia, China, Equity, Hong Kong, Office, Residential Development, retail, Singapore
Jul 31, 2026Fund LettersEasterly - Global Real Estate FundPLD Prologis Inc REIT - IndustrialIndustrial REITs Neutral New York Stock Exchangedevelopment pipeline, e-commerce, Equity, Global, Industrial, Logistics, mark-to-market, supply chain
Jul 31, 2026Fund LettersEasterly - Global Real Estate FundWELL Welltower Inc REIT - Healthcare FacilitiesHealth Care REITs Bull New York Stock ExchangeDemographics, Equity, healthcare, limited supply, occupancy growth, Outpatient Medical, Rent growth, senior housing
Jul 31, 2026Fund LettersEasterly - Global Real Estate FundGMG.AX Goodman Group REIT - DiversifiedIndustrial REITs Bull Australian Securities Exchangeasset management, Australia, data centers, development, Equity, Global Platform, Industrial, Logistics
Jul 31, 2026Fund LettersEasterly - Global Real Estate FundNXT.AX NextDC Ltd Information Technology ServicesSpecialized REITs Bull Australian Securities ExchangeAI infrastructure, Australia, cloud infrastructure, data centers, development pipeline, Equity, hyperscale, Microsoft Lease
Jul 31, 2026Fund LettersBronte Capital Amalthea FundGOOGL Alphabet Inc. Internet Content & InformationInteractive Media & Services Neutral NASDAQArtificial Intelligence, capital expenditure, DeepMind, Disruption Risk, Equity, Existential Threat, Interactive Media, Management Quality, search engine, technology, TPU Chips, Trimming Position, Voice Search
Jul 31, 2026Fund LettersLong Cast AdvisersPESI Perma-Fix Environmental Services Waste ManagementEnvironmental & Facilities Services Bull NASDAQbacklog growth, environmental services, Government Contractor, Hanford, infrastructure, Nuclear Services, Remediation, waste management
Jul 31, 2026Fund LettersLong Cast AdvisersNRC National Research Corporation Health Information ServicesHealth Care Technology Bull NASDAQbacklog growth, Free Cash Flow, Healthcare services, Healthcare Technology, Management Transition, market consolidation, Patient Experience, SaaS, turnaround
Jul 31, 2026Fund LettersLong Cast AdvisersPDEX Pro-Dex Inc. Medical Instruments & SuppliesHealth Care Equipment Bull NASDAQConsumables, growth, Knee Replacement, Medical devices, OEM Supplier, Orthopedics, product launch, robotics, Surgical Equipment
Jul 31, 2026SubstackCoughlin CapitalACMR ACM Research, Inc. Semiconductors & Semiconductor EquipmentSemiconductor Equipment Bull NASDAQ Stock MarketAI trade, buying opportunity, capacity expansion, Chinese fabs, Deleveraging spiral, DUV lithography, Hedge fund liquidation, long-term growth, market volatility, semiconductor equipment
Jul 31, 2026SubstackTriples InvestingVISN None TelecommunicationsNetworking Equipment Bull -adjusted EBITDA, Aurora Networks, cash-backed value, dividend distribution, investment opportunity, networking equipment, strategic divestiture, telecommunications, Undervalued Stock, VISN
Jul 31, 2026SubstackStock PursuitVIA Via Transportation TransportationTransit Technology Bull -AI, data-driven networks, EBITDA improvement, price-to-sales multiple, profitability catalyst, Revenue Growth, SaaS-like contracts, transit-tech, transportation sector, Via Transportation
Jul 30, 2026Fund LettersBretton FundCSU.TO Constellation Software, Inc Software - ApplicationApplication Software Bull Toronto Stock ExchangeAI disruption risk, Canada, Customer Inertia, Mission-Critical Software, Niche Software, serial acquirer, switching costs, Value, vertical market software
Jul 30, 2026Fund LettersBretton FundSAP SAP SE Software - ApplicationApplication Software Bull New York Stock ExchangeAI disruption risk, cloud migration, Enterprise software, ERP software, Germany, margin expansion, Mission-critical systems, switching costs, Value
Jul 30, 2026Fund Letters1 Main CapitalDMAC DiaMedica Therapeutics BiotechnologyBiotechnology Bull NASDAQasymmetric risk-reward, biotechnology, Catalyst-Driven, clinical stage, M&A Target, Opportunistic, Phase 2, Pivotal Trial, Preeclampsia, Recombinant Protein, Stroke Treatment, Vasodilation
Jul 30, 2026Fund Letters1 Main CapitalHGV Hilton Grand Vacations Resorts & CasinosHotels, Resorts & Cruise Lines Bull New York Stock ExchangeAsset-backed securities, Capital-light, Consumer Financing, High FCF Yield, Multiple re-rating, recurring revenue, share repurchase, Timeshare, Vacation ownership, Value

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