Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 23, 2026Fund LettersPlatinum International Brands FundCAT Caterpillar Inc Farm & Heavy Construction MachineryConstruction & Farm Machinery & Heavy Trucks Bull New York Stock ExchangeCapital Goods, Construction Equipment, Cyclical Recovery, datacenters, energy infrastructure, Engines, Industrials, Mining equipment, Turbines, US
Jul 23, 2026Fund LettersPlatinum International Brands FundBIRK Birkenstock Holding Plc Footwear & AccessoriesFootwear Bull New York Stock ExchangeBrand, Consumer Discretionary, Europe, Footwear, Germany, Heritage Brand, high-margin, insider buying, international expansion, Return on capital, Share Buyback
Jul 23, 2026SubstackAlpha Seeker 84TSLA Tesla, Inc. AutomotiveElectric Vehicles Bear Nasdaq Stock Marketauto margins, Autonomy, capital expenditure, credit line, Electric Vehicles, energy margins, growth challenges, profitability, Tesla, valuation
Jul 23, 2026SubstackRijnberk Invest InsightsISRG Intuitive Surgical HealthcareMedical Devices Bull NASDAQ Stock MarketCompetitive Advantage, da Vinci system, healthcare, innovation, international expansion, Ion system, market share, Medical devices, recurring revenue, Surgical Robotics
Jul 23, 2026SubstackPacific Northwest EdgeDINO HF Sinclair Corporation EnergyOil & Gas Refining & Marketing Bull New York Stock ExchangeBranding, Cost advantage, Distribution Channels, Energy Sector, expansion strategy, financial stability, gas stations, HF Sinclair, market presence, oil refineries
Jul 22, 2026Fund LettersAGT Partners000660.KS SK Hynix Inc. SemiconductorsSemiconductors Bull Korea ExchangeArtificial Intelligence, Cyclical, DRAM, Equity, HBM, High-Bandwidth Memory, memory chips, Nand, semiconductors, South Korea, technology
Jul 22, 2026Fund LettersAGT PartnersGOOGL Alphabet Inc. Internet Content & InformationInteractive Media & Services Bull NASDAQArtificial Intelligence, Cloud computing, digital advertising, Equity, growth, Interactive Media, Moat Extension, SaaS, search engine, technology, US
Jul 22, 2026Fund LettersWasatch Global Select StrategyRBC RBC Bearings, Inc. Tools & AccessoriesIndustrial Machinery Bull NASDAQAerospace & Defense, Diversified Industrial, Engineered Components, Equity, growth, industrial machinery, Precision Bearings, US
Jul 22, 2026Fund LettersWasatch Global Select StrategyLOAR Loar Holdings, Inc. Aerospace & DefenseAerospace & Defense Bull New York Stock ExchangeAerospace & Defense, Aftermarket Parts, Equity, growth, high barriers to entry, Niche Manufacturing, recurring revenue, US
Jul 22, 2026Fund LettersWasatch Global Select Strategy- ASPEED Technology, Inc. Staffing & Employment ServicesSemiconductors Bull Taiwan Stock ExchangeAI infrastructure, data center, Equity, fabless, growth, semiconductors, Server management, Taiwan
Jul 22, 2026Fund LettersWasatch Global Select StrategyPCOR Procore Technologies, Inc. Software - ApplicationApplication Software Bull New York Stock ExchangeAI Beneficiary, cloud-based, Construction Management Software, Equity, network effects, proprietary data, SaaS
Jul 22, 2026Fund LettersAntipodes Global Value Fund4194.T Visional Inc. Internet Content & InformationInteractive Media & Services Bull Japan Exchange Group (Tokyo Stock Exchange)growth, Human Resources, Japan, labor market, network effects, recruitment platform, SaaS, Value
Jul 22, 2026Fund LettersAntipodes Global Value Fund6594.T Nidec Corporation Specialty Industrial MachineryElectrical Components & Equipment Bull Japan Exchange Group (Tokyo Stock Exchange)AI Datacenter, Battery Storage, electric motors, Electrification, Japan, liquid cooling, turnaround, Value
Jul 22, 2026Fund LettersAntipodes Global Value Fund6762.T TDK Corporation Electronic ComponentsElectronic Components Bull Japan Exchange Group (Tokyo Stock Exchange)AI infrastructure, datacenter, Electrification, Electronic Components, Hard Disk Drives, Japan, Magnetic Heads, Passive Components
Jul 22, 2026Fund LettersAntipodes Global Value FundQRVO Qorvo SemiconductorsSemiconductors Bull NASDAQAerospace, Analog, Automotive Connectivity, datacenter, Defense, merger, Rf Semiconductors, Value
Jul 22, 2026Fund LettersAntipodes Global Value FundBKNG Booking Holdings Travel ServicesInternet & Direct Marketing Retail Bull NASDAQAI disruption, e-commerce, loyalty program, network effects, Online Travel Agency, Travel, turnaround, Value
Jul 22, 2026Fund LettersAntipodes Global Value Fund6525.T Kokusai Electric Corporation Semiconductor Equipment & MaterialsSemiconductor Equipment Bull Japan Exchange Group (Tokyo Stock Exchange)Advanced Memory, AI infrastructure, Capital equipment, Deposition Equipment, Japan, Logic Manufacturing, semiconductor equipment, Wafer Fabrication
Jul 22, 2026Fund LettersAntipodes Global Fund3661.TW Alchip Technologies SemiconductorsSemiconductors Bull Taiwan Stock Exchange3nm, Advanced Packaging, AI chips, Amazon, ASIC Design, Chiplets, high-performance computing, hyperscalers, semiconductors, Taiwan
Jul 22, 2026Fund LettersAntipodes Global FundPFGC Performance Food Group Food DistributionFood Distributors Bull New York Stock Exchangeconsolidation, consumer staples, Defensive growth, food distribution, Foodservice, M&A, operating leverage, Restaurants, US
Jul 22, 2026Fund LettersAntipodes Global FundSWKS Skyworks Solutions SemiconductorsSemiconductors Bull NASDAQAerospace, Analog, automotive, Data Centres, Defense, M&A, Power management, Rf Semiconductors, Smartphones, Structural Growth

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