Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 28, 2026Fund LettersAlluvial Capital ManagementMCD McDermott International Ltd. RestaurantsOil, Gas & Consumable Fuels Bull -Bankruptcy, construction, EBITDA, energy, engineering, Middle East, Offshore, Refinancing, turnaround
Apr 28, 2026Fund LettersAlluvial Capital ManagementFTLF FitLife Brands Inc. Packaged FoodsPersonal Products Neutral NASDAQacquisition, Amazon, consumer staples, e-commerce, leverage, Nutritional Supplements, Sports Nutrition, turnaround
Apr 28, 2026Fund LettersAlluvial Capital ManagementEACO EACO Corp. Electronics & Computer DistributionTrading Companies & Distributors Bull -Distributor, Electrical Components, Fasteners, growth, Industrial, OTC, turnaround, Value
Apr 28, 2026Fund LettersPzena Focused Value strategyCDW CDW Corporation Information Technology ServicesTechnology Hardware, Storage & Peripherals Bull NASDAQAI Adaptation, market leadership, portfolio expansion, technology distribution, Technology Reseller, value-added services
Apr 28, 2026Fund LettersPzena Focused Value strategyACN Accenture plc Information Technology ServicesIT Services Bull New York Stock ExchangeAI implementation, Cyclical Recovery, Digital transformation, Enterprise Services, It consulting, Process automation
Apr 28, 2026Fund LettersPzena Focused Value strategyCTSH Cognizant Technology Solutions Corporation Information Technology ServicesIT Services Bull NASDAQAI disruption, Digital transformation, IT services, organic growth, Outsourcing, Technology Consulting
Apr 28, 2026Fund LettersPzena Focused Value strategyCOF Capital One Financial Corporation Credit ServicesConsumer Finance Bull New York Stock ExchangeAI impact, banking, consumer finance, credit cards, credit quality, geopolitical risk
Apr 28, 2026Fund LettersPzena Focused Value strategyHUM Humana Inc. Healthcare PlansHealth Care Plans Bull New York Stock ExchangeCMS, health insurance, healthcare, Medicare Advantage, Regulatory, Value
Apr 28, 2026Fund LettersDiamond Hill International9435.T Hikari Tsushin ConglomeratesDiversified Telecommunication Services Bull New York Stock Exchangecash generation, investment portfolio, Japanese Telecom, recurring revenue, SME Services, Sum-of-parts, Value
Apr 28, 2026Fund LettersDiamond Hill InternationalRTO.L Rentokil Initial Specialty Business ServicesCommercial Services & Supplies Bull New York Stock Exchangeacquisition integration, business services, Global, pest control, recurring revenue, resilient demand, turnaround
Apr 28, 2026Fund LettersDiamond Hill International- SWCC Electrical Equipment & PartsElectrical Equipment Bull New York Stock ExchangeAI infrastructure, Corporate Governance, Japan, Japanese Industrials, Power Infrastructure, Return on capital, robotics
Apr 28, 2026Fund LettersDiamond Hill International028260.KS Samsung C&T Engineering & ConstructionTrading Companies & Distributors Bull New York Stock ExchangeBioprocessing, conglomerate, Corporate Governance, Dividend Growth, holding company, Samsung Group, South Korea
Apr 28, 2026Fund LettersDiamond Hill InternationalDEO Diageo Beverages - Wineries & DistilleriesBeverages Bull New York Stock ExchangeBeverages, consumer staples, Global Brands, premium brands, Spirits, turnaround, Value
Apr 28, 2026Fund LettersDiamond Hill InternationalIMO.TO Imperial Oil Oil & Gas IntegratedOil, Gas & Consumable Fuels Bull New York Stock ExchangeCanada, Cyclical, Disciplined Management, energy, Integrated Oil, refining, Upstream
Apr 28, 2026Fund LettersDiamond Hill InternationalCNQ.TO Canadian Natural Resources Oil & Gas E&POil, Gas & Consumable Fuels Bull New York Stock ExchangeCanada, capital allocation, cost discipline, Cyclical, energy, Independent Producer, Oil & Gas
Apr 28, 2026Fund LettersDiamond Hill International005930.KS Samsung Electronics Consumer ElectronicsSemiconductors & Semiconductor Equipment Bull New York Stock ExchangeAI infrastructure, Cyclical, growth, memory chips, semiconductors, South Korea, technology hardware
Apr 28, 2026Fund LettersPlural InvestingJDG.L Judges Scientific Scientific & Technical InstrumentsLife Sciences Tools & Services Bull New York Stock Exchangecapital allocation, Cooling Systems, Funding Recovery, Niche markets, Research Equipment, scientific instruments, serial acquirer, UK, Vacuum Chambers, Value
Apr 28, 2026Fund LettersPlural InvestingPLOW Douglas Dynamics Auto PartsIndustrial Machinery Bull NASDAQCyclical Recovery, De-icing Equipment, Dealer Network, Industrial Equipment, market leader, North America, Pent-up Demand, Snowplow, Value, Weather Dependent
Apr 28, 2026SubstackToff Cap Monday MonitorTACT TransAct Technologies Incorporated TechnologyElectronic Equipment & Instruments Bear Nasdaq Stock Marketcore hardware, execution risk, food-service software, Investor confidence, net cash position, strategic alternatives, strategic pivot, TransAct Technologies
Apr 28, 2026SubstackToff Cap Monday MonitorFSP Franklin Street Properties Corp. Real EstateOffice REITs Bull New York Stock Exchangeasset sales, BofA engagement, Franklin Street Properties, market mispricing, Office REIT, Real Estate Assets, strategic review, undervalued

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