Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 29, 2026SubstackAlpha Seeker 84GOOG Alphabet Inc. TechnologyInternet Content & Information Bull Nasdaq Stock MarketAI solutions, CapEx increase, Cloud growth, competitive moat, Contracted Backlog, Free Cash Flow, operating margins, revenue diversification, technology leadership, TPU hardware sales
Apr 29, 2026SubstackRijnberk Invest InsightsLRCX Lam Research Semiconductors & Semiconductor EquipmentSemiconductor Equipment Bull NASDAQ Stock MarketAI boom, Deposition, Etching, financial health, geopolitical risks, innovation, market share, semiconductor equipment, shareholder returns, Wafer Cleaning
Apr 28, 2026SubstackToff Cap Monday MonitorTACT TransAct Technologies Incorporated TechnologyElectronic Equipment & Instruments Bear NASDAQ Stock MarketCore hardware strengths, financial performance, food-service software, market cap, net cash position, Shareholder activism, strategic alternatives, strategic direction, TransAct Technologies
Apr 28, 2026SubstackToff Cap Monday MonitorFSP Franklin Street Properties Corp. Real EstateOffice REITs Bull New York Stock Exchangeasset sales, Bank of America, Book Value, Franklin Street Properties, market valuation, Real Estate Assets, shareholder value, strategic review, Undervalued Stock
Apr 28, 2026SubstackToff Cap Monday MonitorHON Honeywell International Inc. IndustrialsAerospace & Defense Bull NASDAQ Stock MarketAerospace spin-off, HONA, Honeywell, Investor Day, market recovery, Non-core asset sales, shareholder value, Streamlining operations, supply chain disruptions
Apr 28, 2026Fund LettersArtemis US Select FundTRGP Targa Resources Oil & Gas MidstreamOil, Gas & Consumable Fuels Bull New York Stock ExchangeExport Facilities, Gas Processing, midstream energy, Natural gas liquids, Permian Basin, pipeline
Apr 28, 2026Fund LettersArtemis US Select FundAVGO Broadcom SemiconductorsSemiconductors Bull NASDAQAI data centers, Data Center Spending, infrastructure software, Networking, semiconductors, technology
Apr 28, 2026Fund LettersArtemis US Select FundATI ATI Inc. Metal FabricationSteel Bull New York Stock ExchangeAerospace, Aircraft engines, Maintenance, Nickel, Pricing power, Specialty-Metals, Titanium Alloys
Apr 28, 2026Fund LettersArtemis US Select FundSTX Seagate Technology Computer HardwareTechnology Hardware, Storage & Peripherals Bull NASDAQCloud computing, data centers, data storage, Hard Drives, Memory, technology hardware
Apr 28, 2026Fund LettersArtemis US Select FundAMAT Applied Materials Semiconductor Equipment & MaterialsSemiconductor Equipment Bull NASDAQAI data centers, Chips, Manufacturing Equipment, semiconductor equipment, technology, Wafer Fabrication
Apr 28, 2026Fund LettersArtemis US Select FundBE Bloom Energy Electrical Equipment & PartsElectrical Equipment Bull New York Stock ExchangeBrookfield, clean energy, data centers, Fuel cells, Oracle, power solutions, scalable technology
Apr 28, 2026Fund LettersArtemis US Select FundGEV GE Vernova Specialty Industrial MachineryElectrical Equipment Bull New York Stock ExchangeAI infrastructure, data centers, electrical equipment, Industrials, Power generation, Supply-Demand
Apr 28, 2026Fund LettersArtemis US Select FundRKT Rocket Companies Mortgage FinanceThrifts & Mortgage Finance Neutral New York Stock ExchangeFintech, housing affordability, Interest rates, mortgage finance, Real Estate, technology
Apr 28, 2026Fund LettersArtemis US Select FundW Wayfair Internet RetailInternet & Direct Marketing Retail Bull New York Stock ExchangeConsumer Discretionary, e-commerce, furniture, Home goods, housing market, market share
Apr 28, 2026Fund LettersArtemis US Select FundIQV IQVIA Diagnostics & ResearchLife Sciences Tools & Services Bull New York Stock ExchangeAI disruption, Clinical research, drug development, Healthcare Data, life sciences, pharmaceuticals
Apr 28, 2026Fund LettersArtemis US Select FundCEG Constellation Energy Utilities - Independent Power ProducersIndependent Power and Renewable Electricity Producers Bear NASDAQenergy, Independent Power Producer, Nuclear Power, Regulatory risk, utilities, Wholesale Electricity
Apr 28, 2026Fund LettersFairlight Alpha Fund- Beng Kuang Marine Limited OtherOil & Gas Equipment & Services Bull New York Stock Exchangeasset-light, FPSO, margin expansion, Marine services, Oil & Gas Equipment, recurring revenue, Singapore, turnaround
Apr 28, 2026Fund LettersFairlight Alpha Fund- Cematrix Corporation OtherConstruction Materials Bull Toronto Stock ExchangeCellular Concrete, construction materials, defensive, growth, infrastructure, Tunnels, US, Value
Apr 28, 2026Fund LettersRockwood StrategicVID.L Videndum Consumer ElectronicsTechnology Hardware, Storage & Peripherals Bull New York Stock Exchangebrand portfolio, Broadcast Equipment, Content Creation, manufacturing, Media Technology, Operational Leverage, turnaround
Apr 28, 2026Fund LettersRockwood StrategicVANQ.L Vanquis Banking Group Banks - RegionalConsumer Finance Bull New York Stock Exchangebanking, consumer finance, credit cards, financial services, recovery, turnaround, Value

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: