Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 27, 2026Fund LettersLVS Advisory - Event Driven9412.T Hikari Tsushin BroadcastingTrading Companies & Distributors Bull Japan Exchange Group (Tokyo Stock Exchange)capital allocation, conglomerate, Diversified, Equity, Finance, founder-led, holding company, insider ownership, Insurance, Japan, recurring revenue, Sum-of-the-Parts, Telecom, utilities, Value
Jul 27, 2026Fund LettersLVS Advisory - Event DrivenVISN Vistance Networks Communication EquipmentCommunications Equipment Bull NASDAQAsset Sale, Catalyst-Driven, Communications Equipment, deleveraging, Equity, Event-driven, Special dividend, Special Situation, Sum-of-the-Parts, telecom infrastructure, turnaround, Value
Jul 27, 2026Fund LettersMeridian Small Cap Growth FundVCYT Veracyte, Inc. Diagnostics & ResearchLife Sciences Tools & Services Bull NASDAQBladder Cancer, Breast cancer, Clinical evidence, Equity, genomic diagnostics, life sciences, Molecular Testing, Profitable, Prostate Cancer, Thyroid Cancer, volume growth
Jul 27, 2026Fund LettersMeridian Small Cap Growth FundDFTX Definium Therapeutics, Inc. BiotechnologyBiotechnology Bull NASDAQbiotechnology, clinical stage, Equity, Generalized Anxiety Disorder, LSD-Based Treatment, Major Depressive Disorder, Mental health, Phase 3, Pivotal Trial, Psychedelic Therapy
Jul 27, 2026Fund LettersMeridian Small Cap Growth FundHNGE Hinge Health, Inc. Health Information ServicesHealth Care Technology Bull NASDAQAI-Driven Care, digital health, Employer Benefits, Equity, Health Plans, Healthcare Technology, Musculoskeletal Care, SaaS, Wearable Device
Jul 27, 2026Fund LettersMeridian Small Cap Growth FundTNDM Tandem Diabetes Care, Inc. Medical DevicesHealth Care Equipment Bull NASDAQAutomated Insulin Delivery, diabetes care, Equity, Healthcare Technology, Insulin Pump, Medical Device, recurring revenue, Reimbursement Transition
Jul 27, 2026Fund LettersHotchkis & Wiley Global Value FundWDAY Workday Inc. Software - ApplicationApplication Software Bull NASDAQAI integration, Cloud software, Enterprise software, ERP, Human capital management, Mission-Critical, SaaS, switching costs, Value
Jul 27, 2026Fund LettersHotchkis & Wiley Global Value FundAPA APA Corp. Oil & Gas E&POil & Gas Exploration & Production Bull NASDAQCyclical, energy, Exploration & Production, Free Cash Flow, Oil & Gas, Permian Basin, Structural Undersupply
Jul 27, 2026Fund LettersHotchkis & Wiley Global Value FundGOOGL Alphabet Inc. Internet Content & InformationInteractive Media & Services Bull NASDAQCloud computing, digital advertising, growth, Internet Search, technology, Underweight Position
Jul 27, 2026Fund LettersHotchkis & Wiley Global Value FundELV Elevance Health Inc. Healthcare PlansManaged Health Care Bull New York Stock ExchangeAbove-GDP Growth, capital allocation, Commercial Insurance, Cyclical Recovery, health insurance, healthcare, Value
Jul 27, 2026Fund LettersHotchkis & Wiley Global Value FundFFIV F5 Inc. Software - InfrastructureCommunications Equipment Bull NASDAQApplication Software, data center, IT services, Misunderstood, Network Security, Software, Value
Jul 27, 2026Fund LettersHotchkis & Wiley Global Value FundHUM Humana Inc. Healthcare PlansManaged Health Care Bull New York Stock ExchangeCyclical Recovery, Earnings Turnaround, health insurance, healthcare, Medicare Advantage, Value
Jul 26, 2026SubstackSpecial Situations Global Equities6777.T Santec Holdings TechnologyOptical Instruments Bull Tokyo Stock ExchangeCo-Packaged Optics, data centers, growth, investment thesis, optical instruments, risk management, Santec Holdings, technology, valuation
Jul 26, 2026SubstackSpecial Situations Global Equities6777.T Santec Holdings TechnologyOptical Instruments Bull Tokyo Stock ExchangeCo-Packaged Optics, data centers, growth, investment thesis, optical instruments, risk management, Santec Holdings, technology, Tokyo Stock Exchange, valuation
Jul 26, 2026SubstackCoughlin Capital0700.HK Tencent Holdings Limited TechnologyInteractive Media & Services Bull Hong Kong Stock ExchangeAI, Gaming, growth, Hong Kong, investment portfolio, management, technology, Tencent, valuation, WeChat
Jul 25, 2026Fund LettersMeridian Growth FundGFS GlobalFoundries, Inc. SemiconductorsSemiconductors Bull NASDAQAutomotive Semiconductors, data center, Foundry, Geographic Diversification, IoT, operating leverage, semiconductors, Silicon Photonics, specialty semiconductors, supply chain
Jul 25, 2026Fund LettersMeridian Growth FundDFTX Definium Therapeutics, Inc. BiotechnologyBiotechnology Bull NASDAQAnxiety Disorder, biotechnology, clinical stage, CNS, Major Depressive Disorder, Mental health, Novel Therapeutics, Phase 3, Pivotal Trial, Psychedelic Therapy
Jul 25, 2026Fund LettersMeridian Growth FundHNGE Hinge Health, Inc. Health Information ServicesHealth Care Technology Bull NASDAQAI-Driven Healthcare, digital health, Employer Benefits, Health Plans, Musculoskeletal Care, product expansion, recurring revenue, telehealth, wearable technology
Jul 25, 2026Fund LettersMeridian Growth FundTNDM Tandem Diabetes Care, Inc. Medical DevicesHealth Care Equipment Bull NASDAQAutomated Insulin Delivery, diabetes care, Healthcare Technology, Installed base, Insulin pumps, Medical devices, recurring revenue, Reimbursement Model
Jul 25, 2026Fund LettersMeridian Growth FundTRMB Trimble Inc. Scientific & Technical InstrumentsApplication Software Bull NASDAQConstruction Technology, Digital transformation, margin expansion, recurring revenue, SaaS, Software, subscription revenue, vertical software, workflow solutions

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