Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 28, 2026Fund LettersPolen Capital - Focus GrowthCSGP CoStar Group Real Estate ServicesReal Estate Services Bull NASDAQDomain Expertise, High Growth, Homes.com, Margin recovery, proprietary data, Real Estate Data, Real Estate Services, Revenue Growth, SaaS, turnaround
Jul 28, 2026Fund LettersThe Sound Shore FundMRVL Marvell Technology Inc. SemiconductorsSemiconductors Bull NASDAQAsic, custom silicon, data center, hyperscalers, infrastructure, Networking, Optical, semiconductors
Jul 28, 2026Fund LettersPolen Capital - Focus GrowthLRCX Lam Research Semiconductor Equipment & MaterialsSemiconductor Equipment Bull NASDAQAdvanced Packaging, AI infrastructure, Cyclical, data center, Etch and deposition, High-Bandwidth Memory, Leading-Edge Logic, semiconductor equipment, technology leadership, Wafer Fabrication
Jul 28, 2026Fund LettersThe Sound Shore FundQCOM Qualcomm Incorporated SemiconductorsSemiconductors Bull NASDAQChipsets, Developer Tools, diversification, Edge AI, secular growth, semiconductors, technology, Value
Jul 28, 2026Fund LettersOrbis Global EquityQXO QXO, Inc. Industrial DistributionTrading Companies & Distributors Bull NASDAQAI Enabler, Building Products, consolidation, Distribution, Equity, Industrials, Operational Transformation, Roll-up, technology adoption
Jul 28, 2026Fund LettersOrbis Global EquityRYAN Ryan Specialty Holdings, Inc. Insurance - SpecialtyInsurance Brokers Bull New York Stock ExchangeAI-Resistant, Complex Risk, Equity, Excess and Surplus, Insurance Broker, Mispriced, overlooked, specialty insurance, Structural Growth, Value
Jul 28, 2026Fund LettersOrbis Global EquityBRO Brown & Brown, Inc. Insurance BrokersInsurance Brokers Bull New York Stock ExchangeAI-Resistant, Commercial Insurance, Equity, Insurance Broker, Mid-market, Mispriced, overlooked, specialty insurance, Value
Jul 28, 2026Fund LettersDiamond Hill Small Cap FundDAKT Daktronics Electronic ComponentsElectronic Equipment & Instruments Bull NASDAQdebt-free, Digital Signage, Electronic Equipment, LED Displays, Proprietary software, turnaround
Jul 28, 2026Fund LettersDiamond Hill Small Cap FundRAIL FreightCar America RailroadsConstruction Machinery & Heavy Trucks Bull NASDAQCyclical Recovery, manufacturing, margin expansion, Railcars, Transportation equipment, vertically integrated
Jul 28, 2026Fund LettersDiamond Hill Small Cap FundINFU InfuSystem Medical DevicesHealth Care Equipment Bull -Healthcare services, Infusion pumps, margin expansion, Medical devices, Oncology, Payer network
Jul 28, 2026Fund LettersDiamond Hill Small Cap FundBLFS BioLife Solutions Medical Instruments & SuppliesLife Sciences Tools & Services Bull NASDAQBiopreservation, cell therapy, FDA-approved, gene therapy, high switching costs, Life Sciences Tools
Jul 28, 2026Fund LettersDiamond Hill Small Cap FundIIIN Insteel Industries Metal FabricationSteel Bull NASDAQconstruction materials, data centers, debt-free, infrastructure, manufacturing, Steel
Jul 28, 2026Fund LettersDiamond Hill Small Cap FundRHP Ryman Hospitality Properties REIT - Hotel & MotelSpecialized REITs Bull New York Stock ExchangeAsset Sale, entertainment, Group lodging, hospitality, REIT, Value Realization
Jul 28, 2026Fund LettersDiamond Hill Small Cap FundDCO Ducommun Aerospace & DefenseAerospace & Defense Bull New York Stock ExchangeAerospace, Commercial Aerospace, Defense, DoD contracts, manufacturing, Missiles
Jul 28, 2026Fund LettersDiamond Hill Small Cap FundASTH Astrana Health Medical Care FacilitiesHealth Care Services Bull NASDAQacquisition integration, Health Care Services, Medicare Advantage, Physician networks, value-based care
Jul 28, 2026Fund LettersMatrix Dividend IncomeMCD McDonald's Corporation RestaurantsHotels, Restaurants & Leisure Bull New York Stock ExchangeBrand, cash flow, Consumer Discretionary, defensive, Dividend Growth, franchise model, Quick Service Restaurant, turnaround, Value
Jul 28, 2026Fund LettersMatrix Dividend IncomeABT Abbott Laboratories Medical DevicesHealth Care Equipment Bull New York Stock Exchangedefensive, diagnostics, Diversified, Dividend Growth, healthcare, Medical devices, pharmaceuticals, recurring revenue, Value
Jul 28, 2026SubstackTriples InvestingSEER Seer, Inc. HealthcareBiotechnology Bear Nasdaq Stock Marketbiotechnology, buyout offers, cash reserves, governance issues, poison pill, profitability, Proteograph, revenue stagnation, Seer, Inc., shareholder interests
Jul 28, 2026SubstackShareholders UniteNOW ServiceNow, Inc. Information TechnologyEnterprise Software Bull New York Stock ExchangeAction Fabric, AI ecosystem, Consumption-based Pricing, cybersecurity, Digital transformation, enterprise workflows, financial execution, margin expansion, ServiceNow, subscription revenue
Jul 28, 2026SubstackDB SilverfoxCPRT Copart, Inc. AutomotiveSalvage and Auction Services Bull NASDAQ Stock Marketcash position, Competitive Advantage, Copart model, DOJ investigation, global expansion, Land Ownership, Pricing power, total loss frequency, Vehicle Salvage, virtual auction

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