Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 30, 2026Fund Letters1 Main CapitalKKR KKR & Co Asset ManagementAsset Management & Custody Banks Bull New York Stock ExchangeAlternative Asset Manager, AUM growth, Credit, insider buying, management fees, Mega-alts, private equity, Real assets
Apr 30, 2026Fund Letters1 Main CapitalIWG International Workplace Group OtherSpecialized REITs Bull London Stock ExchangeAI Beneficiary, asset-light model, Co-working, Flexible Workspace, management fees, operating leverage, Share Buybacks
Apr 30, 2026SubstackKairos ResearchGPGI Great Positions in Good Industries IndustrialAcquisition Platform Bull New York Stock ExchangeDavid Cote, EBITDA growth, Husky Technologies, industrial acquisition, leverage, long-term value creation, margin expansion, operational improvements, PET packaging market, Resolute Holdings
Apr 30, 2026SubstackAlpha Seeker 84META Meta Platforms, Inc. TechnologySocial Media Bull Nasdaq Stock Marketadaptive ranking model, advertising, AI infrastructure, CapEx, engagement growth, Meta Platforms, operating leverage, Revenue Growth, valuation, WhatsApp Monetization
Apr 29, 2026Fund LettersCurreen CapitalVFC VF Corp Apparel ManufacturingApparel, Accessories & Luxury Goods Bull New York Stock ExchangeApparel, Balance sheet repair, brands, capital allocation, Consumer Discretionary, Management Change, turnaround
Apr 29, 2026Fund LettersCurreen CapitalENR.DE Siemens Energy Specialty Industrial MachineryElectrical Equipment Bull -AI demand, Cyclical, energy, Germany, Power generation, spinoff, Transmission, turnaround, Wind Turbines
Apr 29, 2026Fund LettersCurreen CapitalGETB.L GetBusy Software - ApplicationApplication Software Bull London Stock ExchangeAccounting, Document Exchange, Growth Investment, professional services, SaaS, Software, spinoff, UK
Apr 29, 2026Fund LettersCurreen CapitalFTDR Frontdoor Personal ServicesSpecialized Consumer Services Bull NASDAQcapital allocation, Home Services, market penetration, recurring revenue, Service Plans, spinoff
Apr 29, 2026Fund LettersCurreen CapitalFTRE Fortrea BiotechnologyLife Sciences Tools & Services Bull NASDAQBiotech, Clinical trials, Cro, healthcare, Pharmaceutical Services, spinoff, turnaround
Apr 29, 2026Fund LettersCurreen CapitalAAP Advance Auto Parts Auto PartsAutomotive Retail Bull New York Stock Exchangeaftermarket, automotive, Balance sheet repair, retail, turnaround, Value
Apr 29, 2026Fund LettersOldfield Partners Overstone Global Large CapALLY Ally Financial Inc Credit ServicesConsumer Finance Bull New York Stock ExchangeAuto finance, consumer finance, Deposit-Funded, digital banking, Equity, net interest margin, transformation, US, Value
Apr 29, 2026Fund LettersOldfield Partners Overstone Global Large CapMRK.DE Merck KGaA Drug Manufacturers - Specialty & GenericPharmaceuticals Bull -Biotech Equipment, Diversified, Equity, family-controlled, Germany, life sciences, pharmaceuticals, semiconductor materials, Value
Apr 29, 2026Fund LettersAVI Japan Opportunity Trust3106.T Kurabo Industries ConglomeratesTextiles, Apparel & Luxury Goods Bull New York Stock Exchangeactivist, Chemicals, Diversified Manufacturing, Industrials, Japan, Real Estate, restructuring, Share Buyback, Textiles
Apr 29, 2026Fund LettersAVI Japan Opportunity Trust4512.T Wakamoto Pharmaceutical Drug Manufacturers - Specialty & GenericPharmaceuticals Bull New York Stock ExchangeGastrointestinal, healthcare, Japan, Ophthalmic, OTC Drugs, pharmaceuticals, Specialty pharma, turnaround
Apr 29, 2026Fund LettersAVI Japan Opportunity Trust4347.T Broadmedia EntertainmentEducation Services Bull New York Stock Exchangeactivist, educational technology, IT services, Japan, online education, SaaS Distribution, small-cap, turnaround
Apr 29, 2026Fund LettersBell Global Emerging Companies Fund4307.T Nomura Research Institute, Ltd. Information Technology ServicesIT Services Bull New York Stock ExchangeAI implementation, Capital Markets Day, Consulting, cost optimization, Fixed-Price Contracts, international expansion, IT services, Japan
Apr 29, 2026Fund LettersBell Global Emerging Companies FundTEL TE Connectivity Ltd. Electronic ComponentsElectronic Components Bull New York Stock ExchangeAI infrastructure, double-digit growth, Electric Vehicles, Electrical Connectors, Factory Automation, Free Cash Flow, margin expansion, shareholder returns
Apr 29, 2026Fund LettersBell Global Emerging Companies FundBOOT Boot Barn Holdings, Inc. Apparel RetailSpecialty Retail Bull New York Stock ExchangeApparel, Consumer Discretionary, growth strategy, same-store sales growth, Specialty retail, store rollout, Valuation De-rating, Western Wear
Apr 29, 2026Fund LettersBell Global Emerging Companies FundDB1.DE Deutsche Boerse AG Financial Data & Stock ExchangesFinancial Exchanges & Data Bull -Clearing Services, Cyclical Upside, Derivatives Trading, European markets, Financial Exchanges, market data, recurring revenue, risk management
Apr 29, 2026Fund LettersBell Global Equities FundMELI MercadoLibre, Inc. Internet RetailInternet & Direct Marketing Retail Bull NASDAQcompetitive moat, e-commerce, Emerging markets, founder-led, growth, Latin America, marketplace, sustained profitability

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