Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 22, 2026Fund LettersL1 Capital Long Short FundRMV.L Rightmove plc Internet Content & InformationInteractive Media & Services Bull London Stock ExchangeDigital, marketplace, network effects, Property, Real Estate, technology, UK
Apr 22, 2026Fund LettersL1 Capital Long Short FundJHX.AX James Hardie Industries plc Building MaterialsConstruction Materials Bull Australian Securities ExchangeBuilding Products, construction materials, Cyclical, Housing, North America, Value
Apr 22, 2026Fund LettersL1 Capital Long Short FundQAN.AX Qantas Airways Limited AirlinesAirlines Bull Australian Securities ExchangeAirlines, Australia, Cyclical, Domestic, Fuel, Loyalty, Travel
Apr 22, 2026Fund LettersL1 Capital Long Short FundAZJ.AX Aurizon Holdings Limited RailroadsRoad & Rail Bull Australian Securities ExchangeAustralia, coal, defensive, dividends, Freight, infrastructure, Rail, Transport
Apr 22, 2026Fund LettersL1 Capital Long Short FundBSL.AX BlueScope Steel Limited SteelSteel Bull Australian Securities ExchangeIndustrial, materials, North America, premium, Steel, takeover, Value
Apr 22, 2026Fund LettersL1 Capital Long Short FundSTO.AX Santos Limited Oil & Gas E&POil, Gas & Consumable Fuels Bull Australian Securities ExchangeAustralia, commodity, dividends, energy, growth, LNG, Oil & Gas, Production
Apr 22, 2026Fund LettersFawkes Capital Management- LPKF Laser & Electronics OtherElectronic Equipment, Instruments & Components Bull -AI infrastructure, Chip Manufacturing, CoPoS, Germany, Glass Substrates, Laser Technology, Semiconductor Packaging, Specialized Equipment, supply chain
Apr 22, 2026SubstackTriples InvestingMAPS WM Technology TechnologySoftware & Marketplace Bull OTC Markets Group280E tax code, cannabis industry, Cash Value, Delisting, marketplace, OTCQX, Schedule III rescheduling, software solutions, Weedmaps, WM Technology
Apr 22, 2026SubstackShareholders UniteHYDTF Hydreight HealthcareHealthcare Platform Bull Toronto Stock ExchangeCompliance as a service, Corporate Practice of Medicine, direct-to-consumer healthcare, Healthcare platform, License expansion, Medical oversight, Pharmacy network, regulatory compliance, telehealth, VSDHone
Apr 22, 2026SubstackCoughlin CapitalMRDN Meridian Holdings GamingSports Betting and iGaming Bull Nasdaq Stock MarketAI technology, Brazil Market, FIFA World Cup, Gaming, global expansion, iGaming, insider ownership, Meridian Holdings, Sports betting, Undervalued Stock
Apr 21, 2026Fund LettersTempleton & Phillips Capital ManagementELF e.l.f. Beauty Household & Personal ProductsPersonal Products Bull New York Stock Exchangeacquisition, Affordable, Beauty, Consumer Discretionary, Cosmetics, innovation, market share, retail, small-cap
Apr 21, 2026Fund LettersTempleton & Phillips Capital ManagementCNI Canadian National Railway RailroadsRailroads Bull New York Stock ExchangeCanada, energy, infrastructure, LNG, Monopoly, operating leverage, railroad, Share Buyback, Transportation
Apr 21, 2026Fund LettersVulcan Value Partners - FocusRYAN Ryan Specialty Holdings Insurance - SpecialtyInsurance Brokers Bull New York Stock ExchangeComplex Risks, Cyclical Recovery, Excess & Surplus, insurance brokerage, market share gains, Relationship-Driven, Specialized Insurance
Apr 21, 2026Fund LettersVulcan Value Partners - FocusARES Ares Management Corporation Asset ManagementAsset Management & Custody Banks Bull New York Stock ExchangeAlternative Asset Manager, asset management, Credit Discipline, fee income, institutional capital, Private Credit, Senior Debt
Apr 21, 2026Fund LettersVulcan Value Partners - FocusSAP SAP SE Software - ApplicationSystems Software Bull New York Stock ExchangeAI integration, Enterprise software, ERP software, Global Enterprise, Mission-Critical, network effects, switching costs
Apr 21, 2026Fund LettersVulcan Value Partners - Focus PlusRYAN Ryan Specialty Holdings Insurance - SpecialtyInsurance Brokers Bull New York Stock ExchangeAI Beneficiary, Complex Risks, cyclical market, E&S Insurance, Insurance Broker, market share gains, specialty insurance
Apr 21, 2026Fund LettersVulcan Value Partners - Focus PlusARES Ares Management Corporation Asset ManagementAsset Management & Custody Banks Bull New York Stock ExchangeAlternative Asset Manager, asset management, Credit Losses, institutional capital, Low Default Rates, Private Credit, Senior Credit
Apr 21, 2026Fund LettersVulcan Value Partners - Focus PlusSAP SAP SE Software - ApplicationSystems Software Bull New York Stock ExchangeAI Beneficiary, Enterprise software, ERP, Germany, Mission-Critical, network effects, switching costs, Systems Software
Apr 21, 2026Fund LettersVulcan Value Partners - All CapRYAN Ryan Specialty Holdings Insurance - SpecialtyInsurance Brokers Bull New York Stock ExchangeAI Enhancement, Complex Risk Management, cyclical pricing, Excess Surplus Insurance, Insurance Broker, market share gains, Specialized Expertise, specialty insurance
Apr 21, 2026Fund LettersVulcan Value Partners - All CapARES Ares Management Corporation Asset ManagementAsset Management & Custody Banks Bull New York Stock ExchangeAlternative Asset Manager, asset management, Credit Discipline, institutional capital, Low Default Rates, Private Credit, Senior Position, Stable Capital Base

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