Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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
Apr 27, 2026Fund LettersAtherean Value FundCSU.TO Constellation Software Inc. Software - ApplicationSystems Software Bull New York Stock ExchangeAcquisitions, AI disruption, Canada, capital allocation, Enterprise software, recurring revenue, Software, switching costs, Value, vertical market
Apr 27, 2026Fund LettersElliott Management6367.T Daikin Industries Ltd Building Products & EquipmentBuilding Products Bull New York Stock Exchangeactivist, Air Conditioning, capital allocation, Footprint Optimization, HVAC, Japan, manufacturing, margin expansion, operational efficiency, ROE improvement, turnaround, value creation
Apr 27, 2026Fund LettersFocus Capital ManagementBUR.L Burford Capital Limited Asset ManagementSpecialized Finance Bull New York Stock Exchangeantitrust, International Arbitration, Legal Investment, Litigation Finance, portfolio valuation, Specialized Finance, turnaround, Value
Apr 27, 2026Fund LettersFocus Capital ManagementVLE.TO Valeura Energy Inc. Oil & Gas E&POil & Gas Exploration & Production Bull New York Stock ExchangeAsia, crude oil, Development Acceleration, energy, geopolitical, Gulf of Thailand, inventory management, oil production, Supply Disruption
Apr 27, 2026Fund LettersIthaka US Growth StrategyISRG Intuitive Surgical Medical Instruments & SuppliesHealth Care Equipment Bull NASDAQda Vinci, Healthcare Technology, Medical devices, Medtech, Minimally Invasive, recurring revenue, Robotic Surgery, Surgical Systems
Apr 27, 2026Fund LettersIthaka US Growth StrategyHOOD Robinhood Markets Capital MarketsInvestment Banking & Brokerage Bear NASDAQcommission-free trading, cryptocurrency, Fintech, Fractional Shares, Mobile Platform, Retail Investing, Young Demographics
Apr 27, 2026Fund LettersIthaka US Growth StrategyNOW ServiceNow Software - ApplicationApplication Software Bear New York Stock ExchangeAI disruption, Application Software, cloud platform, Enterprise software, IT Operations, ITSM, workflow automation
Apr 27, 2026Fund LettersIthaka US Growth StrategyMSFT Microsoft Software - InfrastructureSystems Software Bear NASDAQAI infrastructure, Azure, Cloud computing, Enterprise software, Gaming, productivity, SaaS, Software
Apr 27, 2026Fund LettersIthaka US Growth StrategyVEEV Veeva Systems Health Information ServicesHealth Care Technology Neutral New York Stock Exchangecloud solutions, CRM, Healthcare Technology, life sciences, Pharmaceutical, regulatory compliance, SaaS
Apr 27, 2026Fund LettersIthaka US Growth StrategyNFLX Netflix EntertainmentEntertainment Bull NASDAQadvertising, Content Creation, Data Analytics, entertainment, global scale, Original Content, Streaming, Subscription
Apr 27, 2026Fund LettersIthaka US Growth StrategyHWM Howmet Aerospace Aerospace & DefenseAerospace & Defense Bull New York Stock ExchangeAerospace, aftermarket, Commercial Aviation, Defense, Gas turbines, manufacturing, Precision components, Superalloys, Titanium
Apr 27, 2026SubstackPP Invest 007NURS.V Hydreight Technologies Inc. HealthcareDigital Health Bull TSX Venture Exchangecapital position, digital healthcare, Home Testing Market, margin expansion, Operational Execution, regulatory compliance, Revenue Growth, Share Buyback, telehealth, VSDHOne platform
Apr 27, 2026Fund LettersAGT PartnersMSFT Microsoft Corporation Software - InfrastructureSystems Software Bull NASDAQAI integration, Bundling, contrarian, M365 Copilot, Moat, productivity, Software, Value
Apr 27, 2026Fund LettersAGT PartnersKKR KKR & Co. Inc. Asset ManagementAsset Management & Custody Banks Bull New York Stock Exchangealternative assets, asset management, contrarian, insider buying, Institutional demand, Private Credit, Value
Apr 27, 2026Fund LettersAGT PartnersTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock Exchangeadvanced nodes, Foundry, manufacturing, Moat, R&D, semiconductors, Taiwan, technology

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