Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 17, 2026Fund LettersTimesSquare Capital Management U.S. Mid Cap 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 LettersTimesSquare Capital Management U.S. Mid Cap 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 LettersEquity Management AssociatesASM Avino Silver and Gold Other Precious Metals & MiningSilver Bull -Copper Credits, growth, Mexico, Mid-tier Producer, Mining, operating leverage, Precious Metals, Price Optionality, production growth, Silver
Jul 17, 2026Fund LettersEquity Management AssociatesARIS Aris Mining GoldGold Bull New York Stock ExchangeColombia, EBITDA multiple, Emerging Producer, Gold, Guyana, Mining, operating leverage, Precious Metals, production growth, Value
Jul 17, 2026SubstackAlpha Seeker 84MU Micron Technology, Inc. SemiconductorsMemory Chips Bull NASDAQ Stock MarketEarnings Revisions, HBM DRAM, investment thesis, Korean retail leverage, market deleveraging, memory chips, Micron Technology, net margins, semiconductors, valuation
Jul 16, 2026Fund LettersPraetorian Capital ManagementMRX Marex Group Capital MarketsCapital Markets Bull NASDAQCapital markets, Commodities Broker, Derivatives, Energy Markets, Equity, Market Infrastructure, Trading Platform, Volatility Beneficiary
Jul 16, 2026Fund LettersPraetorian Capital ManagementJOE St. Joe Company Real Estate - DiversifiedReal Estate Development Bull New York Stock ExchangeAFFO, Equity, Florida, high-ROIC, inflation hedge, Land Banking, Migration trends, real estate development, Tax Arbitrage, Value to Growth
Jul 16, 2026Fund LettersPraetorian Capital ManagementUTI Universal Technical Institute Education & Training ServicesEducation Services Bull New York Stock ExchangeAI Displacement, Campus Expansion, Education Services, Equity, operating leverage, Skilled Trades, Technical College, Transportation Training, Vocational Training, Workforce Reskilling
Jul 16, 2026Fund LettersPraetorian Capital ManagementLINC Lincoln Educational Services Education & Training ServicesEducation Services Bull NASDAQAI Displacement, Campus Expansion, Education Services, Equity, Healthcare Training, operating leverage, Skilled Trades, Technical College, Vocational Training, Workforce Reskilling
Jul 16, 2026Fund LettersMoon Capital ManagementZTS Zoetis Drug Manufacturers - Specialty & GenericPharmaceuticals Bull New York Stock ExchangeAnimal Health, Companion Animals, defensive, Innovation Pipeline, Livestock, pharmaceuticals, Pricing power, Product Lifecycle, Share Buybacks, Value, Veterinary Medicine
Jul 16, 2026Fund LettersEast72 Dynasty TrustWISE.L Wise Group PLC Information Technology ServicesTransaction & Payment Processing Services Bull London Stock ExchangeBanking disintermediation, Cross Border Payments, Fintech, Gen Z, growth, Millennial, money transfer, Multi-currency, Regulatory Overhang, ROE, technology platform, Transaction Processing, UK
Jul 16, 2026Fund LettersEast72 Dynasty TrustEVT.AX EVT Limited EntertainmentHotels, Resorts & Cruise Lines Bull Australian Securities Exchangeasset-light, Australia, Cinema exhibition, entertainment, family-controlled, Hotel Management, Hotels, Leisure, NAV discount, Real Estate, Ski resort, Sum-of-parts, Sydney CBD, Tourism, Value
Jul 16, 2026Fund LettersRewey Asset ManagementVNT Vontier Corp. Scientific & Technical InstrumentsIndustrial Machinery Bull New York Stock ExchangeAutomotive Tools, Danaher Business System, EV charging, Free Cash Flow, Fueling Equipment, Industrial technology, margin expansion, Payment systems, Share Buybacks, spin-off, Value
Jul 16, 2026Fund LettersRewey Asset ManagementOFIX Orthofix Medical Inc. Medical DevicesHealth Care Equipment Bull NASDAQBone Growth Stimulation, healthcare, Medical devices, Orthopedic Equipment, Regulatory, Reimbursement, turnaround, Value
Jul 16, 2026Fund LettersRewey Asset ManagementUCTT Ultra Clean Holdings, Inc. Semiconductor Equipment & MaterialsSemiconductor Equipment Bull NASDAQArtificial Intelligence, Capital equipment, Cyclical, growth, memory chips, semiconductor equipment, technology hardware
Jul 16, 2026Fund LettersThird Avenue International Real Estate Value FundDXI.AX Dexus Industria REIT REIT - IndustrialIndustrial REITs Bull Australian Securities ExchangeAustralia, development pipeline, discount to NAV, e-commerce, high dividend yield, industrial REIT, Infill, Logistics, Warehouse
Jul 16, 2026Fund LettersThird Avenue International Real Estate Value FundTAG.DE TAG Immobilien AG OtherResidential REITs Bull Frankfurt Stock Exchange (Deutsche Börse)European real estate, Germany, hidden value, IPO Catalyst, Multifamily, Poland, Rental Housing, Residential REIT, Sum-of-the-Parts
Jul 16, 2026Fund LettersThird Avenue International Real Estate Value Fund- Neinor Homes S.A. OtherHomebuilding Bull Bolsas y Mercados Españoles (Madrid)European real estate, high dividend yield, homebuilder, Housing Deficit, Residential Development, Spain, Structural Growth, Undersupply, Value
Jul 16, 2026Fund LettersThird Avenue Value FundTKAMY thyssenkrupp AG ConglomeratesIndustrial Conglomerates Bull Frankfurt Stock Exchange (Deutsche Börse)Catalyst-Driven, Corporate Restructuring, Germany, industrial conglomerate, Special Situation, Spin-offs, Steel, Sum-of-parts, turnaround, Value
Jul 16, 2026Fund LettersThird Avenue Value Fund- Paltac Ltd. OtherConsumer Staples Distribution & Retail Bull Japan Exchange Group (Tokyo Stock Exchange)Corporate Governance, Distribution, Health and Beauty, Japan, Parent-Subsidiary, takeover, Tangible assets, tender offer, Value Realization

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