Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 4, 2026Fund LettersEasterly - Global Real Estate FundHKL.L Hong Kong Land Holdings OtherReal Estate Operating Companies Bull New York Stock ExchangeAsia, asset sales, capital allocation, Hong Kong, Office, Real Estate, retail, share repurchase, Singapore, Strategic Transformation
May 4, 2026Fund LettersMayar Capital7974.T Nintendo Co., Ltd. Electronic Gaming & MultimediaHome Entertainment Software Bull Taiwan Stock ExchangeConsole Hardware, Entertainment IP, Franchise Value, Gaming, Japan, recurring revenue
May 4, 2026Fund LettersMayar Capital- Inter Cars S.A. OtherDistributors Bull Warsaw Stock Exchangeaftermarket, Auto Parts Distribution, Central Europe, Logistics Network, Scale Advantages
May 4, 2026Fund LettersMayar Capital- Dassault Systèmes SE OtherApplication Software Bull -3D design software, automotive, Engineering Software, france, Simulation Tools
May 4, 2026Fund LettersMayar CapitalTOST Toast, Inc. Software - InfrastructureApplication Software Bull New York Stock ExchangeAll-in-one Platform, hospitality, POS Systems, Restaurant technology, vertical software
May 4, 2026Fund LettersMayar CapitalXRO.AX Xero Limited Software - ApplicationApplication Software Bull Australian Securities ExchangeAI integration, Australia, Cloud Accounting, SaaS, Small Business Software
May 4, 2026Fund LettersMayar CapitalMIDD The Middleby Corporation Specialty Industrial MachineryIndustrial Machinery Bull NASDAQCommercial Kitchen Equipment, Foodservice, Industrial Equipment, Portfolio Restructuring, spin-off
May 4, 2026Fund LettersMayar CapitalSAP SAP SE Software - ApplicationApplication Software Bull New York Stock ExchangeEnterprise software, ERP, Germany, Mission-Critical, switching costs
May 4, 2026Fund LettersMayar CapitalMSFT Microsoft Corporation Software - InfrastructureSystems Software Bull NASDAQAI, cloud infrastructure, Enterprise software, SaaS, technology
May 4, 2026SubstackShareholders UniteNUTX Nutex Health HealthcareHealthcare Services Neutral -arbitration, cash flow, Eps, Healthcare services, No Surprises Act, Nutex Health, political uncertainty, Regulatory Risks, stock-based compensation
May 4, 2026SubstackShareholders UniteSOFI SoFi Financial ServicesFintech Bull NASDAQ Stock MarketEconomic conditions, financial services, Fintech, growth potential, innovation, market adaptation, SOFI, Technology Services, valuation
May 4, 2026SubstackShareholders UniteHYDTF Hydreight HealthcareHealthcare Technology Bull -cash position, Compliance, growth potential, Healthcare Technology, Hydreight, license sales, margin expansion, operating leverage, Revenue Growth
May 4, 2026SubstackShareholders UniteGKPRF Gatekeeper TechnologyTransportation Solutions Bull -Alstom, Gatekeeper, growth trajectory, MDCs, Oem Partnerships, recurring revenue, regulatory mandates, SaaS revenue, transportation solutions
May 4, 2026SubstackShareholders UniteAREN Arena Group MediaPublishing Bull -Arena Group, asset-light commerce, direct retail integration, Encore ad platform, flexible cost model, growth potential, Publishing, ShopHQ e-commerce, valuation
May 3, 2026SubstackAlpha Seeker 84TEAM Atlassian Corporation Plc SoftwareApplication Software Bull NASDAQ Stock MarketAcquisitions, AI monetization, Atlassian, Cloud growth, Data Center end-of-life, operating margins, Rovo, Share Buyback, Software, valuation
May 2, 2026SubstackShareholders UniteBIRD Allbirds Consumer GoodsFootwear & Accessories Bear Nasdaq Stock MarketAI infrastructure, Allbirds, execution risks, financial losses, market valuation, Newbird AI, Pivot, Stock price surge, sustainable footwear, technology sector
May 2, 2026SubstackRijnberk Invest InsightsABT Abbott Laboratories HealthcareMedical Devices Bull New York Stock ExchangeAbbott Laboratories, Cardiovascular Devices, diabetes care, diagnostics, Dividend King, Exact Sciences Acquisition, growth potential, Healthcare Sector, Medical devices, Undervalued Stock
May 2, 2026SubstackCoughlin CapitalKSPI Kaspi.kz TechnologyFintech Bull London Stock Exchangedividends, Fintech, Hepsiburada acquisition, Kaspi.kz, Kazakhstan, market leadership, shareholder returns, super app, Tencent investment, Undervalued Stock
May 1, 2026SubstackMonopolistic InvestorGMCR Keurig Green Mountain Consumer GoodsBeverages Bull NASDAQ Stock MarketBeverages, coffee machines, consumer goods, Gross margin, innovation, K-cup pods, Keurig Green Mountain, market disruption, subscription model
May 1, 2026SubstackMonopolistic InvestorORCL Oracle Corp TechnologyEnterprise Software Bull New York Stock ExchangeAcquisitions, business applications, database management, Enterprise software, Gross margin, innovation, market leadership, Oracle Corp, technology

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