Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 25, 2026Fund LettersEQUAM Global Value FundDCC.L DCC plc Oil & Gas Refining & MarketingOil & Gas Storage & Transportation Bull New York Stock Exchangeasset-light, capital allocation, defensive, divestiture, Energy Distribution, Europe, Fuel Distribution, long-term contracts, UK, Value
Apr 25, 2026Fund LettersEQUAM Global Value FundEDEN.PA Edenred Credit ServicesData Processing & Outsourced Services Bull Euronext Stock ExchangeB2B Services, Brazil, Employee Benefits, Europe, FCF yield, network effect, Payment Solutions, Regulatory risk, SaaS, Value
Apr 25, 2026SubstackAlpha Seeker 84MXL MaxLinear, Inc. SemiconductorsFabless Semiconductors Bull NASDAQ Stock MarketAI data center, broadband, cash flow, competitive positioning, Customer concentration, Optical DSP, Revenue Growth, semiconductors, stock-based compensation, valuation
Apr 25, 2026SubstackRijnberk Invest InsightsRMS.PA Hermès International Consumer DiscretionaryLuxury Goods Bull Euronext Parisbrand strength, compounder, family ownership, financial resilience, Global Wealth Expansion, long-term growth, Luxury goods, operational efficiency, Pricing power, Scarcity
Apr 24, 2026SubstackShareholders UniteVTSI VirTra, Inc. TechnologySimulation Software Bull NASDAQ Stock MarketAPEX Analytics, drone defense, global interoperability, law enforcement training, Military contracts, objective readiness, patented technology, simulation systems, training innovation, VBS4 integration
Apr 24, 2026SubstackWonderstcksCBOX.L Cake Box Holdings Plc Consumer GoodsFood Retail Neutral London Stock ExchangeCake Box, consumer goods, digital marketing, e-commerce strategy, Economic Sensitivity, egg-free cakes, Food Retail, franchise model, international expansion, UK Expansion
Apr 24, 2026Fund LettersBison Energy Opportunity FundESI.TO Ensign Energy Services Oil & Gas DrillingOil & Gas Drilling Bull New York Stock Exchangeasset value, California, Cyclical, debt reduction, Drilling contractor, Energy Services, oilfield services, Replacement Cost, Rig Utilization, Venezuela
Apr 24, 2026SubstackAlpha Seeker 84INTC Intel Corporation SemiconductorsIntegrated Circuits Bull Nasdaq Stock Market14A process, 18A process, AI-CPU, DCAI revenue, Foundry business, Google partnership, Intel, Lip-Bu Tan, NVIDIA, semiconductors
Apr 23, 2026Fund LettersCanopy InvestorsBMI Badger Meter Scientific & Technical InstrumentsElectronic Equipment, Instruments & Components Bull New York Stock Exchangegrowth, Industrials, infrastructure, Smart Technology, turnaround, US, utilities, Water Meters
Apr 23, 2026Fund LettersCanopy InvestorsSBAC SBA Communications REIT - SpecialtyWireless Telecommunication Services Neutral NASDAQBrazil, Cell Towers, infrastructure, private equity, REITs, takeover target, telecommunications, US
Apr 23, 2026Fund LettersPolen Capital - Focus GrowthCSGP CoStar Group Inc Real Estate ServicesReal Estate Services Bull NASDAQAI Resilient, commercial real estate, Domain Expertise, earnings growth, Homes.com, margin expansion, proprietary data, Real Estate Data
Apr 23, 2026Fund LettersPolen Capital - Focus GrowthROL Rollins Inc Personal ServicesCommercial Services & Supplies Bull New York Stock ExchangeAcquisitions, customer retention, defensive, Fragmented Industry, Non-cyclical, Orkin, pest control, recurring revenue
Apr 23, 2026Fund LettersPolen Capital - Focus GrowthMETA Meta Platforms Inc Internet Content & InformationInteractive Media & Services Bull NASDAQAI monetization, Datacenter Capex, digital advertising, margin expansion, platform, Revenue Growth, social media, user base
Apr 23, 2026Fund LettersPolen Capital - Focus GrowthLRCX Lam Research Corporation Semiconductor Equipment & MaterialsSemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, datacenters, Deposition, Etch, Hardware, Memory, semiconductor equipment, software integration, Vendor Lock-in
Apr 23, 2026Fund LettersPolen Capital - International Growth6861.T Keyence Corporation Scientific & Technical InstrumentsElectronic Equipment, Instruments & Components Bull New York Stock ExchangeCyclical, Industrial automation, Japan, Machine vision, manufacturing, robotics, Sensors
Apr 23, 2026Fund LettersPolen Capital - International Growth005930.KS Samsung Electronics Co., Ltd. Consumer ElectronicsTechnology Hardware, Storage & Peripherals Bull New York Stock ExchangeAI, HBM, Korea, Logic Chips, Memory, semiconductors, technology
Apr 23, 2026Fund LettersPolen Capital - International GrowthENR.DE Siemens Energy AG Specialty Industrial MachineryElectrical Equipment Bull -AI infrastructure, energy equipment, Gas turbines, Germany, growth, Power generation, Transmission
Apr 23, 2026Fund LettersPolen Capital - International Growth1299.HK AIA Group Limited Insurance - LifeInsurance Bull New York Stock ExchangeAging Population, Asia, Demographics, growth, Hong Kong, Insurance, Middle Class
Apr 23, 2026Fund LettersPolen Capital - International GrowthAZN AstraZeneca PLC Drug Manufacturers - GeneralPharmaceuticals Bull New York Stock Exchangebiotechnology, growth, Oncology, pharmaceuticals, pipeline, targeted therapies, UK
Apr 23, 2026Fund LettersPolen Capital - International Growth7011.T Mitsubishi Heavy Industries Specialty Industrial MachineryIndustrial Conglomerates Bull New York Stock ExchangeAI infrastructure, Defense, Energy systems, Gas turbines, growth, industrial conglomerate, Japan

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