Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 26, 2026Fund LettersVT Holland Advisors Equity FundNFLX Netflix Inc EntertainmentEntertainment Bull NASDAQCapital Cycle, Counter-positioning, entertainment, network effects, Operational Gearing, Owner-manager, Scale Economics, Streaming
Apr 26, 2026Fund LettersVT Holland Advisors Equity FundNU Nu Holdings Ltd Banks - RegionalConsumer Finance Bull New York Stock ExchangeCustomer focus, digital banking, Disruptor, Fintech, high ROE, Latin America, Scale economy shared, Supernatural Compounder
Apr 26, 2026Fund LettersVT Holland Advisors Equity FundWISE.L Wise PLC Information Technology ServicesFinancial Exchanges & Data Bull New York Stock ExchangeCustomer Obsession, Disruptor, Fintech, foreign exchange, network effects, Owner-manager, Scale economy shared, Supernatural Compounder
Apr 26, 2026Fund LettersVT Holland Advisors Equity FundMETA Meta Platforms Inc Internet Content & InformationInteractive Media & Services Bull NASDAQcontrarian, network effects, Owner-manager, Scale Economics, Sentiment Cycle, social media, technology
Apr 26, 2026Fund LettersVT Holland Advisors Equity FundJET2.L Jet2 PLC Travel ServicesAirlines Bull New York Stock ExchangeAirlines, cash-rich, compounder, Leisure Travel, Post-Pandemic Recovery, UK, Value
Apr 26, 2026Fund LettersDeep Sail Capital PartnersAMPG AmpliTech Group Communication EquipmentCommunications Equipment Bull NASDAQ5G, Aerospace, Defense, growth, Microwave, ORAN, RF components, telecommunications equipment, turnaround, US Manufacturing
Apr 26, 2026Fund LettersGreensKeeper Value FundAMADY Amadeus IT Group Information Technology ServicesIT Services Bull Bolsas y Mercados Españoles (Madrid)Airline IT, duopoly, Global Distribution System, high switching costs, Mission-Critical Software, network effects, Spain, Travel Technology
Apr 26, 2026Fund LettersGreensKeeper Value FundBRK.A Berkshire Hathaway Inc. OtherMulti-line Insurance Bull New York Stock ExchangeAI-Resistant, cash position, conglomerate, defensive, Insurance, operational efficiency, Share Buybacks, Value
Apr 26, 2026SubstackModern Value InvestingBKNG Booking Holdings Inc. Consumer DiscretionaryOnline Travel Services Bull Nasdaq Stock MarketAI integration, Alternative Accommodations, Booking Holdings, capital allocation, Connected Trip, Free Cash Flow, Market expansion, online travel services, Share Buybacks, travel industry growth
Apr 26, 2026SubstackShareholders UniteINVE Identiv TechnologyRFID and Security Bull NASDAQ Stock Marketbusiness model scaling, cash position, Identiv, IFCO partnership, industry trends, investment opportunity, production capacity, RFID Technology, security solutions, technological advancements
Apr 26, 2026SubstackShareholders UniteHYDTF Hydreight HealthcareTelehealth Bull Over-the-Countercash flow neutrality, growth strategy, Hydreight, hypergrowth, investment opportunity, market demand, operational efficiency, Share Buyback, telehealth, VSDHOne platform
Apr 26, 2026SubstackShareholders UniteHIMS Hims & Hers HealthcareTelehealth Bull New York Stock ExchangeGLP-1 medications, growth strategy, Hims & Hers, international expansion, JP Morgan, Novo Nordisk, Product Diversification, regulatory trends, short interest, telehealth
Apr 26, 2026SubstackShareholders UniteLFMD LifeMD HealthcareTelehealth Bull NASDAQ Stock Marketcustomer acquisition costs, Eli Lilly, GLP-1 medications, growth strategy, insurance infrastructure, Lifemd, Novo Nordisk, payer infrastructure, regulatory clampdown, telehealth
Apr 26, 2026SubstackPacific Northwest EdgeUBER Uber Technologies, Inc. TransportationRidesharing Bull New York Stock Exchangeautonomous vehicles, brand strength, Competitive Advantage, financial growth, investment opportunity, market undervaluation, network effect, Ridesharing, transportation industry, Uber Technologies
Apr 26, 2026SubstackDavid VerlanderAERG Applied Energetics Defense TechnologyDirected Energy Weapons Bull Over-the-Counter Marketsautonomous warfare, defense technology, Department of War, directed energy weapons, low SWaP, patent portfolio, SCADE, sensor defeat, Strategic Partnerships, Ultra-Short-Pulse Lasers
Apr 26, 2026SubstackStock PursuitSSSS Suro Capital FinancialsClosed-End Fund Bull Nasdaq Stock MarketAI sector, ARK Deep Ventures Fund, closed-end fund, High Growth, investment strategy, Late-Stage, OpenAI, Private Companies, Suro Capital, Venture-Backed
Apr 25, 2026Fund LettersSummers Value FundTBPH Theravance BiotechnologyBiotechnology Bull NASDAQbiotechnology, cash flow, China, Copd, patent protection, restructuring, royalties, strategic review
Apr 25, 2026Fund LettersSummers Value FundAVNS Avanos Medical Medical DevicesHealth Care Equipment Bull NASDAQEnteral Feeding, healthcare, M&A, Medical devices, private equity, spin-off, turnaround, Value
Apr 25, 2026Fund LettersWasatch Micro Cap FundWLDN Willdan Group, Inc. Engineering & ConstructionProfessional Services Bull NASDAQAI power demand, Energy consulting, energy efficiency, Engineering services, Infrastructure Services, long-term growth, utilities
Apr 25, 2026Fund LettersWasatch Micro Cap FundVITL Vital Farms, Inc. Farm ProductsFood Products Neutral NASDAQattractive valuation, brand strength, capacity expansion, Consumer sensitivity, Pasture-Raised, premium pricing, specialty eggs

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