Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 30, 2026Fund LettersCooper Investors Global Equities Fund (Unhedged)CME CME Group Financial Data & Stock ExchangesFinancial Exchanges & Data Bear NASDAQCompetition, Derivatives, Financial Exchanges, Futures, Position Reduction, Real assets, Regulatory risk, US
Jul 30, 2026Fund LettersCooper Investors Global Equities Fund (Unhedged)ALS.TO Altius Minerals Other Industrial Metals & MiningDiversified Metals & Mining Bull Toronto Stock ExchangeCanada, Copper, Diversified Commodities, Gold, Inflation Protection, Lithium, Mining Royalties, Potash, Real assets
Jul 30, 2026Fund LettersCooper Investors Global Equities Fund (Unhedged)PSK.TO PrairieSky Royalty Oil & Gas E&POil & Gas Exploration & Production Bull Toronto Stock ExchangeCanada, Commodity Exposure, Energy Royalties, Inflation Protection, Oil & Gas, Perpetual Royalties, Real assets
Jul 30, 2026Fund LettersCooper Investors Global Equities Fund (Unhedged)SHEN Shenandoah Telecommunications Telecom ServicesAlternative Carriers Bull NASDAQbroadband, capacity expansion, Cash Flow Inflection, Fiber Optic, infrastructure, Reversionary, telecommunications, US
Jul 30, 2026Fund LettersCooper Investors Global Equities Fund (Unhedged)STVN Stevanato Medical Instruments & SuppliesHealth Care Equipment Bull New York Stock Exchangecapacity expansion, Cash Flow Inflection, Glass Manufacturing, Health Care Equipment, Italy, Pharmaceutical Packaging, Reversionary
Jul 30, 2026Fund LettersCooper Investors Global Equities Fund (Unhedged)CTVA Corteva Agricultural InputsFertilizers & Agricultural Chemicals Bull New York Stock Exchangeagriculture, Corporate Restructuring, Crop protection, oligopoly, Reversionary, Seeds, spin-off, US
Jul 30, 2026Fund LettersCooper Investors Global Equities Fund (Unhedged)6367.T Daikin Industries Building Products & EquipmentBuilding Products Bull Japan Exchange Group (Tokyo Stock Exchange)HVAC, Industrials, Japan, margin expansion, Reversionary, Shareholder activism, turnaround, Value
Jul 30, 2026Fund LettersCooper Investors Global Equities Fund (Unhedged)FWONK Liberty Media EntertainmentBroadcasting Bull NASDAQcompounding, Formula One, Live entertainment, Media rights, MotoGP, Sports Content, Streaming, Value
Jul 30, 2026Fund LettersCooper Investors Global Equities Fund (Unhedged)RYAN Ryan Specialty Insurance - SpecialtyInsurance Brokers Bear New York Stock ExchangeCyclical, exit, Insurance Brokers, Pricing Cycle, US, Wholesale Insurance
Jul 30, 2026Fund LettersCooper Investors Global Equities Fund (Unhedged)4478.T freee K.K. Software - ApplicationApplication Software Bear Japan Exchange Group (Tokyo Stock Exchange)Accounting Software, AI disruption, Application Software, exit, Japan, SaaS, SMB
Jul 30, 2026Fund LettersCooper Investors Global Equities Fund (Unhedged)402340.KS SK Square SemiconductorsSemiconductors Bull Korea ExchangeAI infrastructure, compounding, HBM, holding company, Memory, semiconductors, South Korea
Jul 30, 2026Fund LettersCooper Investors Global Equities Fund (Unhedged)2330.TW Taiwan Semiconductor Manufacturing Co SemiconductorsSemiconductors Bull Taiwan Stock ExchangeAI infrastructure, compounding, Foundry, semiconductors, Taiwan, technology hardware
Jul 30, 2026SubstackTriples Investing088130.KQ Dong-A Eltek TechnologyElectronic Components Bull Korea Securities Dealers Automated QuotationsDong-A Eltek, geopolitical risks, investment thesis, Korean holding company, OLED fabrication, shareholder rights, Sunic System, technology sector, Undervalued Assets, Venture Capital
Jul 30, 2026SubstackAlpha Seeker 84META Meta Platforms, Inc. Communication ServicesInternet Content & Information Bull Nasdaq Stock Marketad impressions, CapEx, digital advertising, Financial Constraints, long-term growth, META, operating expenses, risk/reward, social media, valuation
Jul 30, 2026SubstackAlpha Seeker 84MSFT Microsoft Corporation TechnologySoftware - Infrastructure Bull Nasdaq Stock MarketAI infrastructure, Anthropic, Azure, backlog, cloud margins, financial strength, Microsoft, OpenAI, Self-Funding, tech sector
Jul 30, 2026SubstackRijnberk Invest InsightsABT Abbott Laboratories HealthcareMedical Devices Bull New York Stock ExchangeAbbott Laboratories, diagnostics, Dividend Growth, Emerging markets, FreeStyle Libre, healthcare, Medical devices, product launch, Reimbursement Expansion, Revenue Growth
Jul 30, 2026SubstackMindset ValueLEEEF LEEF CannabisProcessing and Cultivation Bull Over-the-Counteradult-use rescheduling, biomass capacity, cannabis processing, Cost efficiency, Cultivation, international expansion, LEEF, market share, pesticide-free, Revenue Growth
Jul 30, 2026SubstackMindset ValueGRUSF Grown Rogue CannabisCultivation Bull Over-the-Counteradult-use rescheduling, Cannabis cultivation, cash flow, expansion, Grown Rogue, high-price markets, Institutional Investors, market share, Regulatory change, Revenue Growth
Jul 30, 2026SubstackMindset ValueARA.MX Consorcio Ara Real EstateResidential Construction Bull Bolsa Mexicana de Valorescapital returns, cash conversion cycle, Consorcio Ara, Free Cash Flow, Growth Engine, Joint venture, Management transformation, Mexican market, Real Estate, undervalued
Jul 29, 2026SubstackPP Invest 007UCA.DE U.C.A. Aktiengesellschaft FinancialsPrivate Equity & Venture Capital Bull Over-the-Counter MarketAI-driven Model, Ardian, Healthcare Recruitment, Hidden Reserves, MedLearning AG, Pflegia, private equity, Tax Optimization, U.C.A. Aktiengesellschaft, Venture Capital

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