Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 30, 2026SubstackKairos ResearchGPGI Great Positions in Good Industries IndustrialAcquisition Platform Bull New York Stock ExchangeCompoSecure, David Cote, Free Cash Flow, Husky Technologies, industrial acquisition, leveraged acquisition, margin expansion, ownership structure, PET systems, Resolute Operating System
Apr 30, 2026Fund LettersCullen Small Cap Value EquityFBIN Fortune Brands Innovations Building Products & EquipmentBuilding Products Bull New York Stock Exchangeasset-light model, brand portfolio, Building Products, Home Products, Housing recovery, Plumbing, Repair and Remodel
Apr 30, 2026Fund LettersCullen Small Cap Value EquityBDC Belden Inc. Communication EquipmentElectronic Components Bull New York Stock Exchangeconnectivity solutions, data infrastructure, Industrial automation, margin expansion, Mission Critical Applications, Networking, portfolio transformation
Apr 30, 2026Fund LettersCullen Small Cap Value EquityBBSI Barrett Business Services Inc. Staffing & Employment ServicesHuman Resource & Employment Services Bull NASDAQconservative balance sheet, Human Resources, operating leverage, Outsourcing, Payroll Services, Peo, small business
Apr 30, 2026SubstackAlpha Seeker 84AMZN Amazon.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull Nasdaq Stock MarketAI demand, Anthropic investment, AWS growth, capital expenditures, Cloud computing, custom silicon, e-commerce, Long-term Value, operating margin, revenue guidance
Apr 30, 2026Fund LettersWasatch Long/Short Alpha FundLITE Lumentum Holdings, Inc. Communication EquipmentCommunications Equipment Bear NASDAQAI infrastructure, Communications Equipment, Hedge Position, optical networking, Photonics, risk management, Short Position
Apr 30, 2026Fund LettersWasatch Long/Short Alpha FundCWST Casella Waste Systems, Inc. Waste ManagementEnvironmental & Facilities Services Bull NASDAQAcquisitions, Integration, Recycling, Regional, Resource Management, Solid Waste, waste management
Apr 30, 2026Fund LettersWasatch Long/Short Alpha FundPCOR ProCore Technologies, Inc. Software - ApplicationApplication Software Bull New York Stock ExchangeAI Resilient, competitive moat, Construction Software, Contractor Network, network effects, Project Management, proprietary data
Apr 30, 2026Fund LettersWasatch Long/Short Alpha FundASAN Asana, Inc. Software - ApplicationApplication Software Bear New York Stock ExchangeAI disruption, cloud, Competitive Threat, Project Management, Short Position, Software, Work management
Apr 30, 2026Fund LettersWasatch Long/Short Alpha FundENSG Ensign Group, Inc. Medical Care FacilitiesHealth Care Facilities Bull NASDAQhealthcare, Medicare, Occupancy, Real Estate, Revenue Growth, Senior Living, Skilled Nursing
Apr 30, 2026Fund LettersWasatch Long/Short Alpha FundRBC RBC Bearings, Inc. Tools & AccessoriesIndustrial Machinery Bull NASDAQAerospace, Defense, geopolitical, growth, industrial machinery, manufacturing, Precision Bearings
Apr 30, 2026Fund LettersVoya MI Dynamic Small Cap FundMWA Mueller Water Products, Inc. Specialty Industrial MachineryIndustrial Machinery Bull New York Stock Exchangeindustrial machinery, infrastructure investment, Municipal, Smart Technology, Water infrastructure
Apr 30, 2026Fund LettersVoya MI Dynamic Small Cap FundTPH Tri Pointe Homes, Inc. Residential ConstructionHomebuilding Bull New York Stock ExchangeGrowth markets, homebuilding, Land Light Model, Real Estate, Regional Builder
Apr 30, 2026Fund LettersVoya MI Dynamic Small Cap FundTROX Tronox Holdings PLC ChemicalsSpecialty Chemicals Bull New York Stock ExchangeCyclical, materials, specialty chemicals, Titanium Dioxide, vertically integrated
Apr 30, 2026Fund LettersVoya MI Dynamic Small Cap FundPGNY Progyny, Inc. Healthcare PlansHealth Care Services Bull NASDAQBenefits Management, Fertility, growth, Healthcare services, SaaS
Apr 30, 2026Fund LettersVoya MI Dynamic Small Cap FundCLF Cleveland-Cliffs Inc. SteelSteel Bear New York Stock Exchangeautomotive, Cyclical, Integrated Producer, materials, Steel
Apr 30, 2026Fund LettersVoya MI Dynamic Small Cap FundKSS Kohl's Corp. Department StoresDepartment Stores Bear New York Stock ExchangeConsumer Discretionary, Department Store, retail, turnaround, Value
Apr 30, 2026Fund LettersArquitos Capital ManagementLQDA Liquidia Corporation Drug Manufacturers - Specialty & GenericPharmaceuticals Bull NASDAQmarket share, Pah, Patent Litigation, PH-ILD, pharmaceuticals, Revenue Growth, Treprostinil, Yutrepia
Apr 30, 2026Fund LettersArquitos Capital ManagementFNCH Finch Therapeutics BiotechnologyBiotechnology Bull NASDAQasset monetization, biotechnology, Chapter 11, IP Portfolio, Liquidation, Patent Litigation, Special Situation
Apr 30, 2026Fund LettersArquitos Capital ManagementENDI ENDI Corp. Asset ManagementAsset Management & Custody Banks Bull NASDAQasset management, AUM growth, cash position, EBITDA, financials, Revenue Growth

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