Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 1, 2026Fund LettersAntipodes Global FundWDS.AX Woodside Energy Oil & Gas E&POil & Gas Exploration & Production Bull Australian Securities ExchangeAustralia, Brownfield Expansion, energy infrastructure, Free Cash Flow, LNG, Oil & Gas, Production Ramp
May 1, 2026Fund LettersAntipodes Global FundNVDA NVIDIA SemiconductorsSemiconductors Bull NASDAQAgentic AI, AI infrastructure, CUDA, enterprise, hyperscalers, robotics, semiconductors
May 1, 2026Fund LettersAntipodes Global FundDIS Walt Disney EntertainmentEntertainment Bull New York Stock Exchangedirect-to-consumer, entertainment, margin expansion, media, Share Buyback, Streaming, theme parks
May 1, 2026Fund LettersAntipodes Global Value FundIFX.DE Infineon SemiconductorsSemiconductors & Semiconductor Equipment Bull -AI data centers, automotive, design wins, Electrification, Germany, infrastructure, Power Semiconductors
May 1, 2026Fund LettersAntipodes Global Value Fund4901.T Fujifilm Holdings ConglomeratesLife Sciences Tools & Services Bull Taiwan Stock ExchangeBiologics CDMO, business transformation, capacity expansion, Healthcare Transformation, Japan, life sciences, margin expansion
May 1, 2026Fund LettersAntipodes Global Value Fund0291.HK China Resources Beer Beverages - BrewersBrewers Bull Hong Kong Stock ExchangeBrewers, China, consumer staples, Dividend Growth, margin expansion, market leader, premiumization
May 1, 2026Fund LettersAntipodes Global Value FundNVDA NVIDIA SemiconductorsSemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, CUDA, data centers, Enterprise AI, hyperscalers, robotics, semiconductors
May 1, 2026Fund LettersAntipodes Global Value FundDIS Walt Disney EntertainmentEntertainment Bull New York Stock Exchangedirect-to-consumer, entertainment, margin expansion, media, Share Buyback, Streaming, theme parks
May 1, 2026Fund LettersAristotle/Saul Global Equity FundCVX Chevron Corporation Oil & Gas IntegratedIntegrated Oil & Gas Bull New York Stock Exchangecapital discipline, dividend, Free Cash Flow, Guyana, Integrated Oil & Gas, Kazakhstan, low-cost assets, Permian Basin, share repurchases, Stabroek, Tengiz, Upstream
May 1, 2026Fund LettersAristotle/Saul Global Equity FundQCOM Qualcomm SemiconductorsSemiconductors Bull NASDAQAI, automotive, Connected Computing, diversification, Edge computing, Free Cash Flow, Handsets, IoT, market share, R&D, semiconductors
May 1, 2026Fund LettersAristotle/Saul Global Equity Fund3064.T MonotaRO Internet RetailInternet & Direct Marketing Retail Bull New York Stock ExchangeB2B e-commerce, construction, Digital transformation, enterprise, Japan, manufacturing, market share, MRO, Procurement, Share Buyback, SME
May 1, 2026Fund LettersAristotle/Saul Global Equity Fund4578.T Otsuka Holdings Drug Manufacturers - GeneralPharmaceuticals Bull New York Stock ExchangeAbilify, Colorectal Cancer, Depression, Japan, Oncology, pharmaceuticals, pipeline, Psychiatry, PTSD, Rexulti, Schizophrenia, Share Buyback
May 1, 2026Fund LettersAristotle/Saul Global Equity FundTTE TotalEnergies Oil & Gas IntegratedIntegrated Oil & Gas Bull Euronext Stock ExchangeAlaska, Angola, diversification, Downstream, Energy security, Free Cash Flow, Integrated Oil & Gas, LNG, renewable energy, Solar, Upstream, Wind
May 1, 2026Fund LettersAristotle Value Equity FundMSI Motorola Solutions, Inc. Communication EquipmentCommunications Equipment Bull New York Stock ExchangeCommand Center Software, Government, high switching costs, Land Mobile Radio, Mission-Critical Communications, Public safety, recurring revenue, SaaS, Video Security
May 1, 2026Fund LettersAristotle Value Equity FundCVX Chevron Corporation Oil & Gas IntegratedIntegrated Oil & Gas Bull New York Stock Exchangecapital discipline, dividend, Free Cash Flow, Guyana, Integrated Oil & Gas, low-cost assets, Permian Basin, share repurchases, Upstream
May 1, 2026Fund LettersAristotle Value Equity FundQCOM Qualcomm Incorporated SemiconductorsSemiconductors Bull NASDAQautomotive, Connected Computing, diversification, Edge AI, Free Cash Flow, Internet of Things, R&D, semiconductors, wireless technology
May 1, 2026Fund LettersAristotle Value Equity FundMSFT Microsoft Corporation Software - InfrastructureSystems Software Bull NASDAQArtificial Intelligence, Azure, Cloud computing, Copilot, Digital transformation, Ecosystem, Enterprise Services, Free Cash Flow, Software
May 1, 2026Fund LettersAristotle Value Equity FundVZ Verizon Communications Inc. Telecom ServicesWireless Telecommunication Services Bull New York Stock Exchangecapital discipline, Customer growth, Dividend Growth, Fiber, Network Excellence, Premium Positioning, Share Buyback, transformation, Wireless Telecommunications
May 1, 2026Fund LettersAristotle Value Equity FundTTE TotalEnergies Oil & Gas IntegratedIntegrated Oil & Gas Bull New York Stock Exchangecapital allocation, Diversified Energy, Downstream, Energy security, Free Cash Flow, Integrated Oil & Gas, LNG, renewable energy, Upstream
May 1, 2026Fund LettersAristotle International Equity Fund0669.HK Techtronic Industries Tools & AccessoriesHousehold Appliances Bull New York Stock ExchangeBattery Ecosystem, DIY, Free Cash Flow, Geographic Expansion, Home Depot, innovation, Milwaukee, Power Tools, Professional Tools, Ryobi

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: