Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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
Jul 25, 2026SubstackAlpha Seeker 84MDB MongoDB, Inc. TechnologySoftware - Infrastructure Bear NASDAQ Stock MarketCompetitive Advantage, contracted visibility, database platform, growth potential, market presence, MongoDB, Re-rating, revenue conversion, usage decisions, Valuation premium
Jul 25, 2026SubstackAlpha Seeker 84TEAM Atlassian Corporation Plc TechnologySoftware - Application Bull NASDAQ Stock MarketARR expansion, Atlassian, cloud migration, collaboration software, Competitive Advantage, customer retention, growth potential, multi-year commitments, revenue streams, valuation
Jul 25, 2026SubstackAlpha Seeker 84BRZE Braze, Inc. TechnologySoftware - Application Bull NASDAQ Stock MarketBraze, CFO position, Competitive Advantage, Customer Engagement, execution track record, growth potential, market presence, Product Offerings, revenue acceleration, valuation discount
Jul 25, 2026SubstackAlpha Seeker 84ESTC Elastic N.V. TechnologySoftware - Application Bull New York Stock Exchangeasymmetric opportunity, bookings growth, Elastic, expansion rate, growth strategy, operating margin, Product Offerings, revenue conversion, risk/reward, undervaluation
Jul 25, 2026SubstackAlpha Seeker 84NOW ServiceNow, Inc. TechnologySoftware - Infrastructure Bull New York Stock ExchangeAI integration, customer retention, digital workflows, Enterprise software, growth trajectory, non-seat-based revenue, risk/reward, ServiceNow, subscription growth, valuation
Jul 25, 2026SubstackRijnberk Invest InsightsNOW ServiceNow SoftwareEnterprise Software Bull New York Stock ExchangeAgentic AI, AI adoption, cash flow, deal momentum, Enterprise software, long-term investment, renewal rate, ServiceNow, usage-based pricing, valuation
Jul 24, 2026Fund LettersHarris Associates International Equity StrategyBVI.PA Bureau Veritas Consulting ServicesResearch & Consulting Services Bull -business services, data centers, Decarbonization, france, infrastructure, margin expansion, oligopoly, secular growth, Testing Inspection Certification, Value
Jul 24, 2026Fund LettersHarris Associates International Equity StrategySAP SAP Software - ApplicationApplication Software Bull New York Stock ExchangeArtificial Intelligence, backlog growth, Cloud computing, Enterprise software, ERP, Germany, margin expansion, SaaS, subscription revenue
Jul 24, 2026Fund LettersHarris Associates International Equity StrategyBABA Alibaba Group Internet RetailBroadline Retail Bull New York Stock ExchangeArtificial Intelligence, capital return, China, Cloud computing, e-commerce, Full-Stack AI, Marketplaces, technology
Jul 24, 2026Fund LettersHarris Associates International Equity StrategyBMW.DE BMW Auto ManufacturersAutomobiles Bull Xetra (Frankfurt Stock Exchange Deutsche Borse)automotive, China exposure, Cyclical, Electric Vehicles, Free Cash Flow, Germany, Premium Vehicles, Product cycle, restructuring
Jul 24, 2026Fund LettersHarris Associates International Equity StrategyBNP.PA BNP Paribas Banks - RegionalBanks Bull -banking, capital return, CET1 ratio, European financials, france, net interest margin, retail banking, shareholder returns, Value
Jul 24, 2026Fund LettersHarris Associates International Equity StrategyADS.DE adidas Footwear & AccessoriesTextiles, Apparel & Luxury Goods Bull Xetra (Frankfurt Stock Exchange Deutsche Borse)Apparel, Athletic Footwear, Brand, Consumer Discretionary, Geographic Diversification, Germany, growth, product innovation, Sportswear
Jul 24, 2026Fund LettersHarris Associates International Equity Strategy005930.KS Samsung Electronics Consumer ElectronicsSemiconductors & Semiconductor Equipment Bull Korea ExchangeAI infrastructure, Cyclical growth, High-Bandwidth Memory, memory chips, Pricing power, semiconductors, South Korea, technology hardware
Jul 24, 2026Fund LettersPalm Harbour CapitalALHG.PA Louis Hachette Group Specialty Business ServicesPublishing Bull -Airport Retail, Catalyst-Driven, Corporate Restructuring, discount to NAV, Equity, Europe, france, holding company, Publishing, spinoff, Sum-of-parts, Travel Retail, Value
Jul 24, 2026Fund LettersSummers Value FundCCSI Consensus Cloud Solutions Software - InfrastructureApplication Software Bull NASDAQAI tools, Busted Spin-off, Cloud software, debt reduction, Free Cash Flow, Healthcare IT, high-margin, HIPAA Compliance, Legacy Technology, share repurchase, turnaround, Value
Jul 24, 2026Fund LettersHarris Associates Concentrated StrategyMMC Marsh & McLennan Companies, Inc. OtherInsurance Brokers Bull New York Stock ExchangeArtificial Intelligence, Insurance Broker, margin expansion, oligopoly, operational efficiency, risk management, US, Value
Jul 24, 2026Fund LettersHarris Associates Concentrated StrategyCOP ConocoPhillips Oil & Gas E&POil & Gas Exploration & Production Bull New York Stock Exchangecommodity, E&P, energy, Exploration & Production, Geographic Diversification, Oil & Gas, shareholder returns, US
Jul 24, 2026Fund LettersHarris Associates Concentrated StrategyCRM Salesforce, Inc. Software - ApplicationApplication Software Bull New York Stock ExchangeArtificial Intelligence, Cloud computing, CRM Software, Enterprise software, margin expansion, SaaS, Share Buybacks, US

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