Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 21, 2026Fund LettersNightview CapitalNOW ServiceNow Inc OtherApplication Software Bull -AI Governance, Automation Platform, Bull, digital infrastructure, Enterprise software, Equity, IT Service Management, SaaS, workflow automation
Jul 21, 2026Fund LettersNightview CapitalCRM Salesforce Inc OtherApplication Software Bull -AI integration, Bull, contrarian, CRM, Customer Data, Enterprise software, Equity, SaaS, Software Selloff, System of Record
Jul 21, 2026Fund LettersThe London Company Large CapMLM Martin Marietta Materials, Inc. Building MaterialsConstruction Materials Bull New York Stock Exchangeaggregates, capital allocation, construction materials, Cyclical, data centers, infrastructure, M&A, market leadership
Jul 21, 2026Fund LettersThe London Company Large CapRSG Republic Services, Inc. Waste ManagementEnvironmental & Facilities Services Bull New York Stock Exchangecash flow, CPI-Linked, defensive, environmental services, essential services, insider buying, margin expansion, Pricing power, waste management
Jul 21, 2026Fund LettersThe London Company Large CapCVX Chevron Corporation Oil & Gas IntegratedIntegrated Oil & Gas Bull New York Stock Exchangecapital allocation, Commodity Exposure, dividends, energy, Integrated Oil & Gas, operational efficiency, shareholder returns
Jul 21, 2026Fund LettersThe London Company Large CapGOOG Alphabet Inc. Internet Content & InformationInteractive Media & Services Bull NASDAQArtificial Intelligence, Cloud computing, digital advertising, Engineering Leadership, Interactive Media, margin expansion, Scale Advantages, Search
Jul 21, 2026Fund LettersThe London Company Large CapTXN Texas Instruments Incorporated SemiconductorsSemiconductors Bull NASDAQAI infrastructure, analog chips, capital allocation, Free cash flow inflection, Industrial, manufacturing, market share, semiconductors
Jul 21, 2026Fund LettersThe London Company Large CapENTG Entegris, Inc. Semiconductor Equipment & MaterialsSpecialty Chemicals Bull NASDAQAdvanced Manufacturing, AI infrastructure, barriers to entry, Free Cash Flow, market share gains, materials, semiconductors, specialty chemicals
Jul 21, 2026Fund LettersThe London Company Small CapMGRC McGrath RentCorp Rental & Leasing ServicesTrading Companies & Distributors Bull NASDAQB2b, Education, Fragmented Industry, market share gains, Modular Buildings, operating leverage, recurring revenue, ROIC, Specialty rental
Jul 21, 2026Fund LettersThe London Company Small CapMUSA Murphy USA, Inc Specialty RetailSpecialty Stores Bull New York Stock ExchangeConsumer Discretionary, convenience stores, Cyclical, Fuel margins, Fuel Retail, Specialty retail
Jul 21, 2026Fund LettersThe London Company Small CapMATX Matson, Inc. OtherMarine Bull New York Stock Exchangecash generation, consumer, Hawaii, Marine Transportation, share repurchase, Shipping, Transpacific
Jul 21, 2026Fund LettersThe London Company Small CapCCC CCC Intelligent Solutions Holdings Inc. Software - ApplicationApplication Software Bull New York Stock ExchangeAI, insider buying, Insurance-software, Mission-Critical, platform, proprietary data, SaaS, share repurchase
Jul 21, 2026Fund LettersThe London Company Income EquityTEL TE Connectivity Ltd. Electronic ComponentsElectronic Manufacturing Services Bull New York Stock ExchangeAI infrastructure, automotive, Connectors, data centers, Electronic Components, Equity, manufacturing, recovery
Jul 21, 2026Fund LettersThe London Company Small CapVNT Vontier Corp Scientific & Technical InstrumentsIndustrial Machinery Bull New York Stock Exchangeconsolidation, Convenience retail, Digitalization, Fuel Dispensing, Industrial technology, margin expansion, Modernization
Jul 21, 2026Fund LettersThe London Company Small CapWTM White Mountains Insurance Group Ltd Insurance - Property & CasualtyProperty & Casualty Insurance Bull New York Stock ExchangeBook Value, capital allocation, defensive, financials, holding company, Insurance, Property & Casualty
Jul 21, 2026Fund LettersThe London Company Income EquityRSG Republic Services, Inc. Waste ManagementEnvironmental & Facilities Services Bull New York Stock ExchangeCPI-linked Contracts, defensive, environmental services, Equity, Hazardous Landfills, insider buying, non-discretionary revenue, Pricing power, waste management
Jul 21, 2026Fund LettersThe London Company Small CapLSTR Landstar System, Inc. Integrated Freight & LogisticsTrucking Bull NASDAQasset-light, cash generation, Cyclical Recovery, Freight, Logistics, Transportation, Trucking
Jul 21, 2026Fund LettersThe London Company Income EquityCVX Chevron Corporation Oil & Gas IntegratedIntegrated Oil & Gas Bull New York Stock Exchangecapital allocation, dividends, energy, Equity, Integrated Oil & Gas, oil prices, operational efficiency, shareholder returns
Jul 21, 2026Fund LettersThe London Company Small CapCTS CTS Corporation Electronic ComponentsElectronic Components Bull New York Stock Exchangecapital allocation, Cyclical Recovery, Diversified, Electronic Components, Industrial, margin expansion, Transportation
Jul 21, 2026Fund LettersThe London Company Income EquityNTDOY Nintendo Co., Ltd. ADR Electronic Gaming & MultimediaInteractive Home Entertainment Bull -Cash balance, Consumer Discretionary, Digital Monetization, downside protection, Ecosystem, Equity, Gaming, Interactive Home Entertainment, Japan, software sales

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