Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 29, 2026Fund LettersSGA - International Growth6146.T Disco Corporation Semiconductor Equipment & MaterialsSemiconductor Equipment Bull Japan Exchange Group (Tokyo Stock Exchange)Advanced Packaging, AI infrastructure, Consumables, growth, HBM, high margins, Japan, recurring revenue, semiconductor equipment, Wafer Processing
Jul 29, 2026Fund LettersSGA - International Growth- Schneider Electric Internet RetailElectrical Components & Equipment Bull -AI infrastructure, data centers, electrical equipment, Electrification, Energy Management, Europe, growth, Industrial automation, services, Software
Jul 29, 2026Fund LettersSignia Capital ManagementCBRL Cracker Barrel Old Country Store Inc. RestaurantsRestaurants Bull NASDAQAsset Backing, Brand Recovery, Equity, real estate value, Restaurant, retail, Traffic Inflection, turnaround, Value
Jul 29, 2026Fund LettersSignia Capital Management- Itron Inc. Scientific & Technical InstrumentsElectronic Equipment & Instruments Bull NASDAQbusiness transformation, Equity, multiple expansion, recurring revenue, SaaS, Smart Grid, software analytics, Utilities Software
Jul 29, 2026Fund LettersEdgewood ManagementRDDT Reddit Internet Content & InformationInteractive Media & Services Bull New York Stock Exchangeadvertising, Artificial Intelligence, Data licensing, growth, Interactive Media, international expansion, margin expansion, social media, User growth
Jul 29, 2026Fund LettersEdgewood Management- Amazon.com Internet RetailInternet & Direct Marketing Retail Bull NASDAQadvertising, Artificial Intelligence, AWS, Cloud computing, custom silicon, e-commerce, growth, margin expansion, robotics
Jul 29, 2026Fund LettersEdgewood Management- Tesla Auto ManufacturersAutomobile Manufacturers Bull NASDAQautonomous vehicles, Electric Vehicles, energy storage, growth, humanoid robots, manufacturing, Physical AI, robotaxi, vertical integration
Jul 29, 2026Fund LettersMindset Value FundVREOF Vireo Drug Manufacturers - Specialty & GenericAgricultural Products Bull -Cannabis, consolidation, growth, M&A, Multi-State Operator, Roll-up Strategy, scale
Jul 29, 2026Fund LettersMindset Value FundLEEEF LEEF Drug Manufacturers - Specialty & GenericAgricultural Products Bull -California, Cannabis, Cultivation, EBITDA growth, interstate commerce, Large-scale agriculture, Low-cost producer, pesticide-free, Processing Facility, Quality differentiation, scale, vertical integration
Jul 29, 2026Fund LettersMindset Value FundGRUSF Grown Rogue Drug Manufacturers - Specialty & GenericAgricultural Products Bull -Asset turn-on, Cannabis, Cultivation, growth, Illinois, Minnesota, Multi-State Operator, New Jersey, State expansion, vertical integration
Jul 29, 2026Fund LettersSGA - U.S. Large Cap GrowthAON Aon Insurance BrokersInsurance Brokers Neutral New York Stock Exchangecyclical headwinds, exit, Insurance Broker, Insurance Pricing Cycle, portfolio reallocation, professional services, Risk Solutions
Jul 29, 2026Fund LettersSGA - U.S. Large Cap GrowthINTU Intuit Software - ApplicationApplication Software Bear NASDAQApplication Software, Consumer Software, Diy-tax, execution risk, exit, Mailchimp, Small Business Software, tax preparation
Jul 29, 2026Fund LettersSGA - U.S. Large Cap GrowthANET Arista Networks Computer HardwareCommunications Equipment Bull New York Stock ExchangeAI workloads, cloud infrastructure, data center, growth, hyperscale, networking equipment, recurring revenue, software platform, Technology Refresh
Jul 29, 2026Fund LettersSGA - U.S. Large Cap GrowthEQIX Equinix REIT - SpecialtySpecialized REITs Bull NASDAQAI infrastructure, Colocation, data center, digital infrastructure, growth, Interconnection, network effects, recurring revenue, REIT
Jul 29, 2026Fund LettersSandhill Investment ManagementFPS Forgent Power Solutions Electrical Equipment & PartsElectrical Components & Equipment Bull NASDAQAI infrastructure, data centers, Electric Grid, electrical equipment, growth, IPO, Supply Constraint, Switchgear, Transformers
Jul 29, 2026Fund LettersSandhill Investment ManagementBMI Badger Meter Scientific & Technical InstrumentsElectronic Equipment & Instruments Bull New York Stock ExchangeDurable Growth, high switching costs, infrastructure, Municipal Utilities, oligopoly, Smart meters, technology adoption, Value, Water Technology
Jul 29, 2026Fund LettersMinotaur Global Opportunities FundHUT Hut 8 Mining Corp. Capital MarketsFinancial Services Neutral NASDAQBitcoin mining, Bull-case Valuation, cryptocurrency, data centers, Digital Assets, exit, profit-taking
Jul 29, 2026Fund LettersMinotaur Global Opportunities FundMU Micron Technology Inc. SemiconductorsSemiconductors Bull NASDAQAI infrastructure, Contracted Revenue, customer deposits, Cyclical, DRAM, HBM, memory semiconductors, supply constraints, Take-or-pay Agreements, US
Jul 29, 2026Fund LettersMinotaur Global Opportunities Fund000660.KS SK hynix Inc. SemiconductorsSemiconductors Bull -AI infrastructure, Cyclical, Deleveraging Opportunity, DRAM, HBM, memory semiconductors, Multi-year Contracts, South Korea, supply constraints, Take-or-pay Agreements
Jul 29, 2026SubstackMindset ValueLEEEF LEEF CannabisProcessing Bull Over-the-Counterbiomass, cannabis processing, contamination issues, expansion, interstate commerce, LEEF, pesticide-free, Processing Facility, Salisbury Canyon Ranch

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: