Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 23, 2026Fund LettersPolen Capital - International GrowthSAAB-B.ST Saab AB Aerospace & DefenseAerospace & Defense Bull New York Stock ExchangeAerospace, Defense, fighter jets, growth, Self-Reliance, Submarines, Sweden
Apr 23, 2026Fund LettersPolen Capital - International GrowthRHM.DE Rheinmetall AG Aerospace & DefenseAerospace & Defense Bull -Aerospace, Ammunition, Defense, geopolitical, Germany, growth, Military
Apr 23, 2026Fund LettersPolen Capital - International GrowthTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock Exchangeadvanced nodes, AI infrastructure, Foundry, growth, semiconductors, Taiwan, technology
Apr 23, 2026Fund LettersPolen Capital - U.S. SMID Company GrowthAFRM Affirm Holdings Credit ServicesConsumer Finance Bear NASDAQBNPL, buy now pay later, Consumer Discretionary, consumer lending, credit performance, Fintech, Funding Costs, Merchant Partnerships
Apr 23, 2026Fund LettersPolen Capital - U.S. SMID Company GrowthFIGR Figure Technology Solutions Capital MarketsConsumer Finance Bear New York Stock ExchangeBlockchain, Consumer loans, credit performance, Digitization, Fintech, Funding Conditions, Home equity, Securitization
Apr 23, 2026Fund LettersPolen Capital - U.S. SMID Company GrowthSOFI SoFi Technologies Credit ServicesConsumer Finance Bear NASDAQconsumer lending, credit performance, digital banking, Fintech, Funding Costs, interest rate risk, Member Growth, Student loans
Apr 23, 2026Fund LettersPolen Capital - U.S. SMID Company GrowthFTI TechnipFMC Oil & Gas Equipment & ServicesEnergy Equipment & Services Bull New York Stock Exchangebacklog growth, Energy Services, margin expansion, Offshore Cycle, Offshore energy, oil and gas, Project Economics, Subsea Equipment
Apr 23, 2026Fund LettersPolen Capital - U.S. SMID Company GrowthBE Bloom Energy Electrical Equipment & PartsElectrical Equipment Bull New York Stock ExchangeAI data centers, Always-On Power, clean energy, Decentralized Energy, Distributed Power, Fuel cells, hyperscale, Solid Oxide
Apr 23, 2026Fund LettersPolen Capital - U.S. SMID Company GrowthSNDK SanDisk Corp Computer HardwareTechnology Hardware, Storage & Peripherals Bull NASDAQAI infrastructure, data centers, data storage, Flash Memory, memory cycle, Nand, Pricing power, semiconductors
Apr 23, 2026Fund LettersPolen Capital - U.S. Small Company GrowthATEC Alphatec Holdings Medical DevicesHealth Care Equipment & Supplies Neutral NASDAQhealthcare, Healthcare Equipment, innovation, market share, Medical devices, medical technology, Orthopedics, spine surgery
Apr 23, 2026Fund LettersPolen Capital - U.S. Small Company Growth- Figure Technology OtherConsumer Finance Neutral NASDAQBlockchain, consumer finance, Credit, Digitization, Fintech, Home equity, Securitization, technology
Apr 23, 2026Fund LettersPolen Capital - U.S. Small Company GrowthWGS GeneDx Diagnostics & ResearchLife Sciences Tools & Services Neutral NASDAQbiotechnology, diagnostics, Genomics, healthcare, life sciences, rare diseases, Sequencing Technology, Testing
Apr 23, 2026Fund LettersPolen Capital - U.S. Small Company GrowthBE Bloom Energy Electrical Equipment & PartsElectrical Equipment Bull New York Stock ExchangeAI infrastructure, clean energy, data centers, Decentralized Power, energy technology, Fuel cells, growth, hyperscalers
Apr 23, 2026Fund LettersPolen Capital - U.S. Small Company GrowthAGX Argan Engineering & ConstructionConstruction & Engineering Bull New York Stock ExchangeAI infrastructure, construction, data centers, energy infrastructure, Gas-fired, growth, Industrials, Power Plants
Apr 23, 2026Fund LettersPolen Capital - U.S. Small Company GrowthPOWL Powell Industries Electrical Equipment & PartsElectrical Equipment Bull NASDAQAI infrastructure, data centers, electrical equipment, energy, growth, Industrials, Power Distribution, utilities
Apr 23, 2026Fund LettersPolen Capital - Global GrowthASML ASML Holding N.V. Semiconductor Equipment & MaterialsSemiconductors & Semiconductor Equipment Bull NASDAQAdvanced Manufacturing, barriers to entry, Euv, Lithography, Monopoly, Netherlands, semiconductors, technology
Apr 23, 2026Fund LettersPolen Capital - Global GrowthMETA Meta Platforms, Inc. Internet Content & InformationInteractive Media & Services Bull NASDAQadvertising, AI monetization, data centers, growth, platform, social media, Users, valuation
Apr 23, 2026Fund LettersPolen Capital - Global Growth8035.T Tokyo Electron Limited Semiconductor Equipment & MaterialsSemiconductors & Semiconductor Equipment Bull Taiwan Stock ExchangeCapEx, Cyclical, Deposition, DRAM, Etch, Foundries, Japan, semiconductor equipment
Apr 23, 2026Fund LettersPolen Capital - Global GrowthSIEGY Siemens Energy AG Specialty Industrial MachineryElectrical Equipment Bull -Cyclical, data centers, Decarbonization, Electrification, energy infrastructure, Germany, Grid Technology, Turbines
Apr 23, 2026Fund LettersPolen Capital - Global GrowthADYEN Adyen N.V. OtherData Processing & Outsourced Services Bull Euronext Stock Exchangeenterprise, Fintech, Gateway, Netherlands, opportunity, Payments, Processing, Sentiment

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