Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 20, 2026Fund LettersLongriver Investment PartnersTSM Taiwan Semiconductor Manufacturing Company Limited SemiconductorsSemiconductors Bull New York Stock ExchangeAdvanced Packaging, AI chips, capital-intensive, Leading Edge, manufacturing, Process Technology, semiconductor foundry, Taiwan, Yields
Jul 20, 2026Fund LettersLongriver Investment PartnersNVDA NVIDIA Corporation SemiconductorsSemiconductors Bull NASDAQAI accelerators, CUDA, data center, GPUs, HBM, inference, Networking, supply chain, Systems Integration, Training
Jul 20, 2026Fund LettersLongriver Investment PartnersMETA Meta Platforms, Inc. Internet Content & InformationInteractive Media & Services Bull NASDAQAd Targeting, Artificial Intelligence, Compute Infrastructure, digital advertising, Recommendations, social media, user engagement, vertical integration
Jul 20, 2026Fund LettersLongriver Investment PartnersKLAC KLA Corporation Semiconductor Equipment & MaterialsSemiconductor Equipment Bull NASDAQAdvanced Packaging, AI infrastructure, Capital-light, Inspection, Leading Edge, process control, recurring revenue, semiconductor equipment
Jul 20, 2026Fund LettersLongriver Investment PartnersAMZN Amazon.com, Inc. Internet RetailInternet & Direct Marketing Retail Bull NASDAQArtificial Intelligence, AWS, Cloud computing, custom silicon, inference, infrastructure, Model Agnostic, platform
Jul 20, 2026SubstackTriples InvestingBHR-PB Braemar Hotels & Resorts Real Estate Investment Trusts (REITs)Lodging REITs Bull New York Stock Exchangeasset sales, Braemar Hotels & Resorts, Cumulative preferred, governance issues, high yield, Lodging REIT, Luxury hotels, Self-management, Series B Preferred Stock, takeover target
Jul 19, 2026SubstackThe Finance CornerWIX Wix.com Ltd. TechnologyInternet Content & Information Bull Nasdaq Stock MarketAI app-builder, Base44, financial strategy, Free Cash Flow, Revenue Growth, Share Buybacks, strategic acquisition, vibe-coding, Web Development, Wix.com Ltd.
Jul 19, 2026SubstackCoughlin CapitalFOUR Shift4 Payments, Inc. Financial ServicesPayment Processing Bull New York Stock Exchangecash conversion, financial services, Free Cash Flow, Global Blue integration, growth potential, investment thesis, payment processing, Shift4 Payments, stock recovery, valuation
Jul 18, 2026Fund LettersArquitos Capital ManagementFNCHQ Finch Therapeutics BiotechnologyBiotechnology Neutral NASDAQAsset Sale, Bankruptcy, biotechnology, Chapter 11, Court Ruling, downside protection, Litigation catalyst, Patent Litigation, Royalty, Special Situation
Jul 18, 2026Fund LettersArquitos Capital ManagementABVX Abivax BiotechnologyBiotechnology Bull NASDAQacquisition target, biotechnology, Crohn's Disease, Event-driven, FDA approval, Options Strategy, Phase 3 trial, safety data, Ulcerative Colitis, Volatility
Jul 18, 2026Fund LettersArquitos Capital ManagementLQDA Liquidia Corporation Drug Manufacturers - Specialty & GenericBiotechnology Bull NASDAQbiotechnology, call options, Catalyst-Driven, Concentrated Position, Drug launch, Pah, Patent Litigation, PH-ILD, Pulmonary hypertension, Revenue Growth
Jul 18, 2026SubstackRijnberk Invest InsightsGE GE Aerospace Aerospace & DefenseAircraft Engines Bull New York Stock ExchangeAircraft engines, Commercial Fleet Growth, defense budgets, long-term contracts, Maintenance Revenue, market leadership, oligopoly, operational efficiency, Service Agreements, supply chain
Jul 17, 2026Fund LettersSpyglass Growth StrategyMKSI MKS Inc. Scientific & Technical InstrumentsSemiconductor Equipment Bull NASDAQAdvanced Packaging, AI, Chiplets, Components, Cyclical Recovery, deleveraging, High-Bandwidth Memory, margin expansion, Photonics, RF Power, semiconductor equipment, Vacuum Systems, Wafer Fabrication
Jul 17, 2026Fund LettersSpyglass Growth StrategyFPS Forgent Power Solutions, Inc. Electrical Equipment & PartsElectrical Components & Equipment Bull New York Stock ExchangeAI infrastructure, capacity expansion, datacenter, electrical equipment, Electrification, Engineered-to-Order, Free Cash Flow, IPO, manufacturing, Power Grid, Reshoring, Roll-up, Switchgear, Transformers
Jul 17, 2026Fund LettersSpyglass Growth StrategyQXO QXO, Inc. Industrial DistributionTrading Companies & Distributors Bull New York Stock ExchangeBuilding Products, construction, datacenter, Distribution, EBITDA growth, Housing, Insulation, M&A, market leader, Repair & Remodeling, Roofing, technology adoption, Waterproofing
Jul 17, 2026Fund LettersThe Bristol Gate U.S. Equity StrategyWRB W.R. Berkley Corporation Insurance - Property & CasualtyProperty & Casualty Insurance Bull New York Stock Exchangecapital allocation, defensive, dividend aristocrat, Excess Surplus Lines, Family-Run, financials, Property & Casualty Insurance, specialty insurance, underwriting
Jul 17, 2026Fund LettersThe Bristol Gate U.S. Equity StrategyHWM Howmet Aerospace Inc. Aerospace & DefenseAerospace & Defense Bull New York Stock ExchangeAerospace & Defense, capital allocation, Defense spending, Engineered Components, Industrials, manufacturing, Materials Science, Supply chain resilience
Jul 17, 2026Fund LettersThe Bristol Gate U.S. Equity StrategyKLAC KLA Corporation Semiconductor Equipment & MaterialsSemiconductor Equipment Bull NASDAQAI infrastructure, Dividend Growth, Leading-Edge Manufacturing, Metrology, Non-Discretionary, process control, semiconductor equipment, technology
Jul 17, 2026Fund LettersThe Bristol Gate U.S. Equity StrategyEME EMCOR Group Engineering & ConstructionConstruction & Engineering Bull New York Stock ExchangeAI infrastructure, Building Services, capital allocation, Construction & Engineering, data centers, Dividend Growth, infrastructure, Mechanical & Electrical
Jul 17, 2026Fund LettersIronvine Capital PartnersSAP SAP SE Software - ApplicationApplication Software Bull New York Stock ExchangeArtificial Intelligence, Bull, cloud migration, Enterprise software, Equity, ERP, high switching costs, Large Enterprise, Mission-Critical, SaaS, supply chain

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