Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 21, 2026Fund LettersVulcan Value Partners - All CapSAP SAP SE Software - ApplicationSystems Software Bull New York Stock ExchangeAI integration, Enterprise software, ERP, Global Enterprise, Mission-Critical, network effects, Software Infrastructure, switching costs
Apr 21, 2026Fund LettersAlluvium Global FundAMZN Amazon Internet RetailInternet & Direct Marketing Retail Bull NASDAQAI, AWS, Cloud computing, e-commerce, Flywheel Effect, growth, Logistics, technology platform
Apr 21, 2026Fund LettersVulcan Value Partners - Large CapTRU TransUnion Financial Data & Stock ExchangesData Processing & Outsourced Services Bull New York Stock ExchangeCredit Bureau, Data Analytics, high margins, network effects, proprietary data, Regulatory Moat, Share Buybacks
Apr 21, 2026Fund LettersVulcan Value Partners - Large CapARES Ares Management Corporation Asset ManagementAsset Management & Custody Banks Bull New York Stock ExchangeAI Overreaction, Alternative Asset Manager, credit quality, institutional capital, Private Credit, Senior Position, Value Compounding
Apr 21, 2026Fund LettersVulcan Value Partners - Large CapRYAN Ryan Specialty Holdings, Inc. Insurance - SpecialtyInsurance Brokers Bull New York Stock ExchangeAI Beneficiary, Commercial Insurance, Cyclical, Excess & Surplus, Insurance Broker, market share gains, specialty insurance
Apr 21, 2026Fund LettersVulcan Value Partners - Large CapNOW ServiceNow, Inc. Software - ApplicationApplication Software Bull New York Stock ExchangeAI Enhancement, Enterprise software, growth, net cash, SaaS, Share Buybacks, workflow automation
Apr 21, 2026Fund LettersVulcan Value Partners - Large CapSAP SAP SE Software - ApplicationSystems Software Bull New York Stock ExchangeAI Beneficiary, Enterprise software, ERP, Germany, market leader, switching costs, technology
Apr 21, 2026Fund LettersHalvioCapitalFP.V FP Newspapers Inc PublishingPublishing Bull Toronto Stock ExchangeCanada, Equity, Hidden-Assets, microcap, Newspapers, Publishing, Real Estate, turnaround, Value
Apr 21, 2026Fund LettersBoyar Value GroupUBER Uber Technologies Inc Software - ApplicationInternet Software & Services Bull New York Stock Exchangeautonomous vehicles, cash flow generation, contrarian, mobility, network effects, Platform economics, Ridesharing, technology platform
Apr 21, 2026Fund LettersBoyar Value GroupMSGS Madison Square Garden Sports Corp EntertainmentBroadcasting & Entertainment Bull New York Stock Exchangeasset value, entertainment, New York, Private Market Value, Sports Franchises, Sum-of-parts, Trophy Assets, Value Disconnect
Apr 21, 2026Fund LettersBoyar Value GroupMSFT Microsoft Corporation Software - InfrastructureSystems Software Bull NASDAQAI infrastructure, Artificial Intelligence, Azure, Cloud computing, Enterprise Technology, SaaS, Software, Value
Apr 21, 2026Fund LettersBretton FundAXP American Express Company Credit ServicesConsumer Finance Bull New York Stock ExchangeAI disruption, consumer finance, credit cards, digital infrastructure, financial services, Fraud prevention, network effects, payment processing
Apr 21, 2026SubstackAlpha Seeker 84NOC Northrop Grumman Aerospace & DefenseDefense Neutral New York Stock ExchangeAeronautics, B-21 program, Buyback program, capital expenditures, Defense, defense budget, F/A-XX, Munitions, Northrop Grumman, Weapons
Apr 21, 2026SubstackAlpha Seeker 84GE GE Aerospace Aerospace & DefenseCommercial Aerospace Bear New York Stock ExchangeCommercial Aerospace, defense segment, Departures Outlook, Fuel Costs, GE Aerospace, Jet Engines, Middle East, Order Backlog, Share Buyback, valuation
Apr 21, 2026SubstackAlpha Seeker 84RTX RTX Corporation Aerospace & DefenseDefense Bull New York Stock Exchangecapital allocation, Commercial Aerospace, Defense, Framework Agreements, Free Cash Flow, Guidance Raise, Munitions, Raytheon, RTX Corporation, supply chain
Apr 21, 2026SubstackRijnberk Invest InsightsTSM Taiwan Semiconductor Manufacturing Company Limited SemiconductorsSemiconductor Foundries Bull New York Stock Exchangeadvanced nodes, AI demand, capacity expansion, capital expenditure, geopolitical risks, market dominance, R&D, semiconductors, technological leadership, yield
Apr 21, 2026SubstackHD Capital PartnersRDY.AX ReadyTech TechnologyVertical Market Software Bull Australian Securities ExchangeAI impact, Corporate Activity, Enterprise strategy, margin expansion, Pemba Capital Partners, ReadyTech, Revenue Growth, SaaS valuation, takeover target, vertical market software
Apr 21, 2026SubstackToff Cap Monday MonitorEVOK.L Evoke plc GamblingOnline Gambling Bull London Stock ExchangeBally’s Intralot, Evoke plc, London Stock Exchange, market pressures, online gambling, regulatory challenges, SOTP value, strategic alternatives, William Hill deal
Apr 21, 2026SubstackToff Cap Monday MonitorRYAM Rayonier Advanced Materials ChemicalsSpecialty Chemicals Neutral New York Stock Exchangecellulose-based technologies, CEO resignation, chemicals sector, market conditions, Morgan Stanley, New York Stock Exchange, Rayonier Advanced Materials, strategic review, technology assets
Apr 21, 2026SubstackToff Cap Monday MonitorKOG.OL Kongsberg Gruppen Industrial GoodsDefense and Shipbuilding Bull Oslo Stock ExchangeAerospace, Defense stocks, European market, Geopolitical climate, Kongsberg Gruppen, Kongsberg Maritime, Oslo Stock Exchange, Shipbuilding, spin-off

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