Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 5, 2026Fund LettersCity Different Investments - Global EquityMELI MercadoLibre Internet RetailInternet & Direct Marketing Retail Bull NASDAQAI disruption, e-commerce, Equity, Fintech, growth, Latin America, Logistics Investment, Tech-Enabled Consumer
May 5, 2026Fund LettersCity Different Investments - Global EquityTDW Tidewater Inc Oil & Gas Equipment & ServicesOil & Gas Equipment & Services Bull New York Stock Exchangeacquisition, EBITDA multiple, Energy Services, Equity, industry consolidation, Offshore services, Supply Vessels, Tugboats
May 5, 2026Fund LettersTAMIM Fund Australia Small Cap IncomeHUM.AX Humm Group Credit ServicesConsumer Finance Bull Australian Securities Exchangeactivist campaign, Australia, BNPL, consumer finance, Corporate Governance, Event-driven, M&A, takeover target
May 5, 2026Fund LettersTAMIM Fund Australia Small Cap IncomeMVF.AX Monash IVF Diagnostics & ResearchHealth Care Services Bull Australian Securities ExchangeAustralia, dividend, Fertility Services, healthcare, M&A, takeover target, turnaround, Value
May 5, 2026Fund LettersPalm Harbour Capital- Cirsa Enterprises OtherCasinos & Gaming Bull New York Stock ExchangeBlackstone, Casinos, Free Cash Flow, Gaming, IPO, Latin America, M&A, market leader, Omnichannel, Online betting, Regulated Markets, Slot Machines, Spain, Sports betting
May 5, 2026SubstackAlpha Seeker 84BLZE Backblaze, Inc. TechnologyCloud Storage Bull NASDAQ Stock MarketAI workloads, B2 Cloud Storage, Backblaze, capital intensity, Cloud storage, enterprise customers, NASDAQ, Pricing Strategy, profitability, Revenue Growth
May 5, 2026SubstackRijnberk Invest InsightsMA Mastercard Incorporated Financial ServicesCredit Services Bull New York Stock ExchangeAI Era, capital-light model, consumer spending, Dividend Growth, Free Cash Flow, geopolitical tensions, Global Payments, Regulatory Risks, Share Buybacks, value-added services
May 5, 2026SubstackToff Cap Monday MonitorHOT-U.TO American Hotel Income Properties REIT Real EstateREIT - Hotel & Motel Bear Toronto Stock ExchangeAmerican Hotel Income Properties REIT, asset sales, Book Value, debt burden, financial position, hospitality, Interest rates, Real Estate, strategic review
May 5, 2026SubstackToff Cap Monday MonitorITGR Integer Holdings Corporation HealthcareMedical Devices Neutral New York Stock ExchangeCEO buying, earnings, growth outlook, healthcare, Integer Holdings, Medical devices, price correction, strategic alternatives, valuation
May 5, 2026SubstackToff Cap Monday MonitorHEXAB Hexagon AB TechnologySoftware & Services Bull Stockholm Stock ExchangeAI intelligence, Hexagon AB, Octave, operating margins, recurring revenues, Software, spin-off, technology, US listing
May 5, 2026SubstackToff Cap Monday MonitorTXT Textron IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, Defense, EV/EBITDA, Industrials, insider buying, military helicopters, spin-off, strategic repositioning, Textron
May 4, 2026Fund LettersMoerus Capital ManagementAKER.OL Aker ASA ConglomeratesOil & Gas Exploration & Production Bull -Aker BP, holding company, industrial assets, Norwegian Energy, Portfolio Management, Strategic Transactions, value creation
May 4, 2026Fund LettersMoerus Capital ManagementTDW Tidewater Oil & Gas Equipment & ServicesOil & Gas Equipment & Services Bull New York Stock Exchangebalance sheet, consolidation, Distressed Acquisitions, Energy security, Fleet Upgrade, Marine Vessels, Offshore services
May 4, 2026Fund LettersMoerus Capital ManagementIPCO.TO International Petroleum Corp Oil & Gas E&POil & Gas Exploration & Production Bull Toronto Stock ExchangeAsset Acquisition, Canadian oil, capital allocation, energy, Geopolitical Safety, Share Buybacks, value creation
May 4, 2026Fund LettersMoerus Capital ManagementNATU3.SA Natura Cosméticos Household & Personal ProductsPersonal Products Bull Brasil Bolsa Balcãobeauty products, Brazilian Consumer, Emerging markets, Governance, private equity, restructuring, turnaround
May 4, 2026Fund LettersMoerus Capital ManagementVAL Valaris Oil & Gas DrillingOil & Gas Drilling Bull New York Stock Exchangeconsolidation, Energy Services, Fleet Assets, M&A, offshore drilling, Oil & Gas, Value
May 4, 2026Fund LettersEasterly - Global Real Estate FundSGP.AX Stockland REIT - DiversifiedReal Estate Operating Companies Bear New York Stock ExchangeAustralia, Diversified Real Estate, housing market, interest rate sensitivity, Logistics, Master-Planned Communities, Residential Development, retail
May 4, 2026Fund LettersEasterly - Global Real Estate FundUTG.L Unite Group PLC REIT - DiversifiedResidential REITs Bear New York Stock Exchangeaffordability, development pipeline, low leverage, market leader, Residential, student housing, UK, University
May 4, 2026Fund LettersEasterly - Global Real Estate FundEQIX Equinix Inc REIT - SpecialtySpecialized REITs Bull NASDAQAI infrastructure, cloud, data center, digital infrastructure, enterprise, Global Platform, Interconnection, REIT
May 4, 2026Fund LettersEasterly - Global Real Estate FundNTST NETSTREIT Corp REIT - RetailRetail REITs Bull New York Stock Exchangeacquisition, defensive, income-oriented, Long Duration, Necessity Retail, Net Lease, REIT, Stable cash flows

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