Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 21, 2026SubstackAlpha Seeker 84ORCL Oracle Corporation Cloud ComputingEnterprise Software Neutral New York Stock ExchangeAI GPUs, backlog conversion, capital expenditures, Cloud computing, cloud infrastructure, Depreciation, Enterprise software, investment-grade rating, Oci, Oracle
Jul 21, 2026SubstackAlpha Seeker 84DOCN DigitalOcean Cloud ComputingCloud Services Neutral -AI ARR, Asset Turns, capex intensity, capital commitments, Cloud computing, cloud services, DigitalOcean, Revenue per megawatt, Small Businesses, valuation
Jul 21, 2026SubstackAlpha Seeker 84CRWV CoreWeave Cloud ComputingNeocloud Infrastructure Bull -AI infrastructure, Cloud computing, Contracted Revenue, CoreWeave, deployment calendar, Depreciation, financing strategy, GPU workloads, Investment-Grade Counterparties, neocloud
Jul 21, 2026Fund LettersPlural InvestingWOSG.L Watches of Switzerland Luxury GoodsSpecialty Stores Bull London Stock ExchangeAligned Management, Authorized Dealer, Luxury Retail, M&A, market consolidation, organic growth, Pre-owned Watches, Pricing power, Rolex, Roll-up Strategy, strong balance sheet, UK, US, Waiting Lists
Jul 21, 2026Fund LettersPlural InvestingSTRT Strattec Security Auto PartsAuto Parts & Equipment Bull NASDAQactivist involvement, Automotive Supplier, GAMCO, manufacturing, margin expansion, net cash, new management, OEM Supplier, Share Buyback, strong balance sheet, turnaround, Value, Working Capital Release
Jul 21, 2026SubstackAlpha Seeker 84ORCL Oracle Corporation Cloud ComputingEnterprise Software Neutral New York Stock Exchangebacklog conversion, capital expenditure, cloud infrastructure, Depreciation, Enterprise software, financial stability, investment-grade rating, Oci, operational efficiency, Oracle
Jul 21, 2026SubstackAlpha Seeker 84DOCN DigitalOcean Cloud ComputingSmall Business Cloud Services Bear -AI integration, Capital-intensive model, Cloud computing, DigitalOcean, infrastructure expansion, market competition, profitability, Revenue per megawatt, small business, Software Offerings
Jul 21, 2026SubstackAlpha Seeker 84CRWV CoreWeave Cloud ComputingNeocloud Bull -AI demand, Cloud computing, Contracted Revenue, CoreWeave, Depreciation, execution risk, GPU infrastructure, Investment-grade contracts, neocloud, Structured debt
Jul 20, 2026Fund LettersAvenue Investment ManagementTIH.TO Toromont Industries Ltd. Industrial DistributionTrading Companies & Distributors Bull Toronto Stock ExchangeAI data centers, Backup power enclosures, Canada, Capital equipment, Caterpillar Dealer, Hyperscale infrastructure, Industrial Equipment, infrastructure spending, Power systems, Quality Business, Trading Companies & Distributors
Jul 20, 2026Fund LettersRLH CapitalBCAR D. Boral ARC Acquisition I Corp. Shell CompaniesFinancial Exchanges & Data Bull NASDAQAI, asymmetric risk-reward, Event-driven, Merger Arbitrage, SPAC, Special Situation, technology, Trust-Supported
Jul 20, 2026Fund LettersRLH CapitalBRUN Boost Run, Inc. Software - InfrastructureSpecialty Stores Bull NASDAQAthletic Footwear, Business Combination, consumer, De-SPAC, Post-Merger, SPAC, Specialty retail, Zero Redemptions
Jul 20, 2026Fund LettersRLH CapitalCCXI Churchill Capital Corp XI Shell CompaniesFinancial Exchanges & Data Bull NASDAQasymmetric upside, Event-driven, Merger Arbitrage, PIPE, robotics, SPAC, Special Situation, Trust-Supported
Jul 20, 2026Fund LettersHosking Partners9427.T Hikari Tsushin OtherTelecommunications Equipment Bull Japan Exchange Group (Tokyo Stock Exchange)book value growth, capital efficiency, Communication Services, Corporate Reform, deep value, Japan, telecommunications, Value
Jul 20, 2026Fund LettersHosking PartnersSBSW Sibanye Stillwater Other Precious Metals & MiningPrecious Metals & Minerals Bull New York Stock Exchangebalance sheet improvement, capital discipline, materials, Mining, PGM, Platinum Group Metals, Precious Metals, South Africa, turnaround, Value
Jul 20, 2026Fund LettersLegacy Ridge CapitalPAA Plains All American Pipeline Oil & Gas MidstreamOil & Gas Storage & Transportation Bull NASDAQcapex growth, energy infrastructure, Energy security, Equity, Hard assets, Hydrocarbon Exports, midstream, Permian Basin, Pipelines, US
Jul 20, 2026Fund LettersLegacy Ridge CapitalALGT Allegiant Travel Company AirlinesAirlines Bull NASDAQAirlines, Capacity Discipline, consolidation, Cyclical, Equity, Fuel Costs, Hard assets, Industry Rationalization, merger, US
Jul 20, 2026Fund LettersWhite Falcon Capital ManagementEPAM EPAM Systems Information Technology ServicesIT Consulting & Other Services Bull New York Stock ExchangeAI integration, Digital transformation, Engineering Talent, Enterprise deployment, Forward-deployed engineering, IT services, Net Cash Balance Sheet, Software Engineering, strategic value, Value
Jul 20, 2026Fund LettersWhite Falcon Capital ManagementTOI.V Topicus Software - InfrastructureApplication Software Bull -AI integration, capital allocation, decentralized model, Education software, healthcare software, high margins, Mission-Critical Software, Public administration, Software Acquisitions, vertical market software
Jul 20, 2026Fund LettersWhite Falcon Capital ManagementNU Nu Holdings Banks - RegionalConsumer Finance Bull New York Stock ExchangeBrazil, consumer finance, digital banking, Fintech, growth, Latin America, Low-cost operating model, ROE Expansion, Technology Enabled, U.S. expansion
Jul 20, 2026Fund LettersWhite Falcon Capital ManagementAMD Advanced Micro Devices SemiconductorsSemiconductors Neutral NASDAQAgentic AI, CPUs, Cyclical, Engineering culture, Net Cash Balance Sheet, profit-taking, semiconductors, Value

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