Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 1, 2026SubstackMonopolistic InvestorHD Home Depot RetailHome Improvement Retail Bull New York Stock ExchangeBuilding materials, Customer loyalty, Gross margin, Home Depot, home improvement, market leadership, operational efficiency, retail, retail sector
May 1, 2026SubstackMonopolistic InvestorMNST Monster Beverage BeveragesNon-Alcoholic Beverages Bull NASDAQ Stock MarketBeverages, brand innovation, Capital-light, Customer Acquisition, Energy drinks, Gross margin, market growth, Monster Beverage, Outsourcing
May 1, 2026SubstackMonopolistic InvestorLUV Southwest Airlines AirlinesPassenger Airlines Bull New York Stock ExchangeAirlines, Customer loyalty, low-fare, operating margin, operational efficiency, passenger airlines, Share Buybacks, short-haul flights, Southwest Airlines
May 1, 2026SubstackMonopolistic InvestorJKHY Jack Henry & Associates TechnologyFinancial Software Bull NASDAQ Stock MarketAcquisitions, Banks, financial software, Gross margin, insider ownership, Jack Henry & Associates, niche market, technology, vertical market
May 1, 2026SubstackMonopolistic InvestorCSCO Cisco Systems TechnologyNetworking Equipment Bear NASDAQ Stock MarketCisco Systems, dot-com bubble, Gross margin, internet protocol, Market Hype, networking equipment, networking solutions, technology, valuation risks
May 1, 2026SubstackMonopolistic InvestorQCOM Qualcomm TechnologySemiconductors Bull NASDAQ Stock Market3G networks, Capital-light, CDMA technology, Gross margin, Intellectual Property, Qualcomm, Scalability, semiconductors, telecommunications
May 1, 2026SubstackMonopolistic InvestorNXST Nexstar Broadcasting MediaBroadcasting Bull NASDAQ Stock MarketAcquisitions, Constellation Software, insider ownership, Market expansion, media industry, Nexstar Broadcasting, operating margin, serial acquirer, TV stations
May 1, 2026Fund LettersAristotle Small Cap Equity FundNVST Envista Holdings Medical Instruments & SuppliesHealth Care Equipment & Supplies Bull New York Stock ExchangeDemographics, Dental, healthcare, Medical devices, recurring revenue, turnaround, Value
May 1, 2026Fund LettersAristotle Small Cap Equity FundHAE Haemonetics Medical DevicesHealth Care Equipment & Supplies Bull New York Stock ExchangeBlood Management, defensive, healthcare, Medical devices, Plasmapheresis, R&D, Value
May 1, 2026Fund LettersAristotle Small Cap Equity Fund- Huron Consulting Group OtherProfessional Services Bull NASDAQConsulting, Digital transformation, Education, healthcare, Regulatory, Technology Services, Value
May 1, 2026Fund LettersAristotle Small Cap Equity FundMTSI MACOM Technology Solutions SemiconductorsSemiconductors & Semiconductor Equipment Bull NASDAQ5G, data centers, Defense, growth, manufacturing, semiconductors, Telecom
May 1, 2026Fund LettersAristotle Small Cap Equity FundAEIS Advanced Energy Industries Electrical Equipment & PartsElectronic Equipment, Instruments & Components Bull NASDAQAI infrastructure, data centers, growth, power electronics, semiconductors, technology
May 1, 2026Fund LettersAntipodes Global FundPGR Progressive Corporation Insurance - Property & CasualtyProperty & Casualty Insurance Bull New York Stock ExchangeAuto Insurance, combined ratio, Distribution, market share, Property & Casualty, underwriting, US
May 1, 2026Fund LettersAntipodes Global FundWDS.AX Woodside Energy Oil & Gas E&POil & Gas Exploration & Production Bull Australian Securities ExchangeAustralia, Brownfield Expansion, energy infrastructure, Free Cash Flow, LNG, Oil & Gas, Production Ramp
May 1, 2026Fund LettersAntipodes Global FundNVDA NVIDIA SemiconductorsSemiconductors Bull NASDAQAgentic AI, AI infrastructure, CUDA, enterprise, hyperscalers, robotics, semiconductors
May 1, 2026Fund LettersAntipodes Global FundDIS Walt Disney EntertainmentEntertainment Bull New York Stock Exchangedirect-to-consumer, entertainment, margin expansion, media, Share Buyback, Streaming, theme parks
May 1, 2026Fund LettersAntipodes Global Value FundIFX.DE Infineon SemiconductorsSemiconductors & Semiconductor Equipment Bull -AI data centers, automotive, design wins, Electrification, Germany, infrastructure, Power Semiconductors
May 1, 2026Fund LettersAntipodes Global Value Fund4901.T Fujifilm Holdings ConglomeratesLife Sciences Tools & Services Bull Taiwan Stock ExchangeBiologics CDMO, business transformation, capacity expansion, Healthcare Transformation, Japan, life sciences, margin expansion
May 1, 2026Fund LettersAntipodes Global Value Fund0291.HK China Resources Beer Beverages - BrewersBrewers Bull Hong Kong Stock ExchangeBrewers, China, consumer staples, Dividend Growth, margin expansion, market leader, premiumization
May 1, 2026Fund LettersAntipodes Global Value FundNVDA NVIDIA SemiconductorsSemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, CUDA, data centers, Enterprise AI, hyperscalers, robotics, semiconductors

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