Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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
Apr 21, 2026SubstackToff Cap Monday MonitorTRAX First Tracks Biotherapeutics Health CareBiotechnology Bull NASDAQ Stock MarketAnaptysBio, Biotech, clinical stage, First Tracks Biotherapeutics, NASDAQ, royalty business, spin-off, UBS target price, Volatility
Apr 21, 2026SubstackToff Cap Monday MonitorABF.L AB Foods Consumer GoodsFood and Retail Bull London Stock ExchangeAB Foods, growth potential, Holding Company Discount, London Stock Exchange, Primark, profitability, retail, SOTP valuation, spin-off
Apr 20, 2026Fund LettersPelican Bay Capital ManagementZM Zoom Video Communications Software - ApplicationApplication Software Bull NASDAQAI integration, Anthropic Stake, competitive moat, Enterprise software, Free Cash Flow, SaaS, strong balance sheet, undervalued, User Interface, Video Communications
Apr 20, 2026Fund LettersHotchkis & Wiley Large Cap Fundamental ValueAIG American International Group, Inc. Insurance - DiversifiedInsurance Bull New York Stock ExchangeCommercial Insurance, Equity, Expense Discipline, leadership transition, premium growth, Property & Casualty Insurance, turnaround, underwriting, Value
Apr 20, 2026Fund LettersHotchkis & Wiley Large Cap Fundamental ValueCRM Salesforce, Inc. Software - ApplicationSoftware Bull New York Stock ExchangeAI integration, Cloud software, CRM, cross-selling, Enterprise software, Equity, growth, high margins, recurring revenue, SaaS
Apr 20, 2026Fund LettersHotchkis & Wiley Large Cap Fundamental ValueWDAY Workday, Inc. Software - ApplicationSoftware Bull NASDAQAI disruption, Cloud software, Enterprise software, Equity, ERP, growth, High retention, Human capital management, SaaS, Subscription
Apr 20, 2026Fund LettersHotchkis & Wiley Large Cap Fundamental ValueFDX FedEx Corporation Integrated Freight & LogisticsAir Freight & Logistics Bull New York Stock Exchangecost discipline, Equity, Free Cash Flow, Freight, Integration, Logistics, margin expansion, parcel delivery, turnaround, Value
Apr 20, 2026Fund LettersHotchkis & Wiley Large Cap Fundamental ValueOVV Ovintiv Inc. Oil & Gas E&POil, Gas & Consumable Fuels Bull New York Stock ExchangeE&P, energy, Equity, Free Cash Flow, Montney Basin, oil, Permian Basin, shareholder returns, Unconventional, Value
Apr 20, 2026Fund LettersHotchkis & Wiley Large Cap Fundamental ValueAPA APA Corporation Oil & Gas E&POil, Gas & Consumable Fuels Bull NASDAQE&P, energy, Equity, Free Cash Flow, natural gas, oil, Permian Basin, Undersupply, Value
Apr 20, 2026Fund LettersBrasada Focused Equity StrategyOMAB Grupo Aeroportuario del Centro Norte Airports & Air ServicesAirport Services Bull NASDAQAirports, Business Travel, Cargo, Concessions, infrastructure, International, manufacturing, Mexico, Monterrey, Nearshoring
Apr 20, 2026Fund LettersBrasada Focused Equity StrategyPSTL Postal Realty Trust REIT - OfficeSpecialized REITs Bull NASDAQconsolidation, dividend, infrastructure, Logistics, Niche, Post Offices, Real Estate, REIT, small-cap, USPS
Apr 20, 2026Fund LettersHotchkis & Wiley Global Value FundCRM Salesforce Inc Software - ApplicationSoftware Bull New York Stock ExchangeCloud software, CRM, cross-selling, Enterprise software, high margins, recurring revenue, SaaS
Apr 20, 2026Fund LettersHotchkis & Wiley Global Value FundWPP.L WPP plc Advertising AgenciesAdvertising Bull London Stock Exchangeadvertising, Agency, Creative Services, margin expansion, Media Services, Public Relations, turnaround
Apr 20, 2026Fund LettersHotchkis & Wiley Global Value FundWDAY Workday Inc Software - ApplicationSoftware Bull NASDAQBack-Office, Cloud software, Enterprise software, ERP, High retention, Human capital management, SaaS
Apr 20, 2026Fund LettersHotchkis & Wiley Global Value FundERIC Telefonaktiebolaget LM Ericsson Communication EquipmentCommunications Equipment Bull NASDAQ5G, Communications Equipment, infrastructure, Share Buyback, Telecom, turnaround, Wireless Networks
Apr 20, 2026Fund LettersHotchkis & Wiley Global Value FundSLB SLB Limited Oil & Gas Equipment & ServicesEnergy Equipment & Services Bull New York Stock ExchangeEnergy Services, Higher-Margin, International, Offshore, oilfield services, Software, technology
Apr 20, 2026Fund LettersHotchkis & Wiley Global Value FundAPA APA Corporation Oil & Gas E&POil, Gas & Consumable Fuels Bull NASDAQBasis Differentials, E&P, energy, Free Cash Flow, LNG, natural gas, oil, Permian Basin, Upstream

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