Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 16, 2026Fund LettersThird Avenue Value FundESYJY easyJet plc AirlinesAirlines Bull London Stock ExchangeAircraft Fleet, Airlines, Airport Slots, Asset-Based, European, net cash, Special Situation, takeover target, Value
Jul 16, 2026Fund LettersContrarius Global Equity Fund6758.T Sony Group Corporation Consumer ElectronicsConsumer Electronics Bull Japan Exchange Group (Tokyo Stock Exchange)AI-Proof, AI-Winner, Anime, autonomous vehicles, conglomerate, consumer electronics, content library, Corporate Restructuring, entertainment, Equity, Film Studio, Gaming Platform, Image-sensors, Intellectual Property, Japan, Music Publishing, Physical AI, PlayStation, robotics, semiconductors, Streaming, turnaround, Value
Jul 16, 2026Fund LettersThird Avenue Real Estate Value FundSVS.L Savills plc Real Estate ServicesReal Estate Services Bull London Stock ExchangeAsia-Pacific, Brokerage, Capital markets, Global Mandates, investment management, M&A, property management, Real Estate Services, synergies, UK, valuation discount
Jul 16, 2026Fund LettersThird Avenue Real Estate Value FundLEN.B Lennar Corp. OtherHomebuilding Bull New York Stock ExchangeFirst-Time Buyer, Free Cash Flow, homebuilder, Land-Light Strategy, margin expansion, Move-Up Buyer, Operational Improvement, Residential, Return on capital, share repurchase
Jul 16, 2026Fund LettersThird Avenue Real Estate Value FundBKD Brookdale Senior Living Medical Care FacilitiesHealth Care REITs Bull New York Stock ExchangeAssisted Living, debt reduction, Demographics, Free Cash Flow, Memory Care, NAV discount, Occupancy Recovery, Private-Pay, Real Estate Operating Company, senior housing, turnaround
Jul 16, 2026Fund LettersParnassus Growth Equity FundSNDK Sandisk Corp. Computer HardwareTechnology Hardware, Storage & Peripherals Bull NASDAQAI workloads, Cyclical, data center, Equity, NAND flash memory, semiconductors, Storage, technology hardware
Jul 16, 2026Fund LettersParnassus Growth Equity FundFIX Comfort Systems USA Inc. Engineering & ConstructionConstruction & Engineering Bull New York Stock ExchangeAI infrastructure, construction, data center, Engineering services, Equity, growth, Industrials, MEP Contractor, Skilled labor
Jul 16, 2026Fund LettersParnassus Growth Equity FundLITE Lumentum Holdings Inc. Communication EquipmentCommunications Equipment Bull NASDAQAI infrastructure, Communications Equipment, data center, Equity, growth, optical networking, Photonics, technology hardware
Jul 16, 2026Fund LettersParnassus Growth Equity FundRVMD Revolution Medicines Inc. BiotechnologyBiotechnology Bull NASDAQbiotechnology, clinical stage, drug development, Equity, growth, Oncology, Pancreatic cancer, pharmaceuticals, RAS inhibitor
Jul 16, 2026Fund LettersParnassus Growth Equity FundTWST Twist Bioscience Corp. Diagnostics & ResearchBiotechnology Bull NASDAQAI-assisted drug discovery, biotechnology, Equity, Genomics, growth, healthcare innovation, Next-generation sequencing, Silicon-based platform, Synthetic dna
Jul 16, 2026SubstackAlpha Seeker 84BLK BlackRock, Inc. Financial ServicesAsset Management Bull New York Stock Exchangeasset management, BlackRock, buyback, equity performance, ETF platform fees, fee rate, financial services, insurance conversion, operating margin, organic growth
Jul 16, 2026SubstackRijnberk Invest InsightsASML ASML Holding N.V. SemiconductorsSemiconductor Equipment Bull NASDAQ Stock MarketAI revolution, cleanroom capacity, EUV lithography, high-NA technology, Intel, Micron, Samsung, semiconductor equipment, SK Hynix, TSMC
Jul 16, 2026SubstackThe 10x RadarTVE.TO Tamarack Valley Energy EnergyOil & Gas Exploration & Production Bull Toronto Stock Exchangecapital allocation, Clearwater oil play, financial health, long-term growth, oil price volatility, oil recovery, operational efficiencies, Share Buybacks, Tamarack Valley Energy, waterflooding
Jul 16, 2026SubstackStock PursuitELVA Electrovaya Energy StorageLithium-Ion Batteries Bull -Amazon, Electrovaya, energy storage, growth catalysts, industrial fleets, Infinity Battery Technology, lithium-ion batteries, Material handling, robotics, solid-state technology
Jul 16, 2026SubstackThe Finance CornerOTIS Otis Worldwide Corporation Industrial GoodsElevator and Escalator Manufacturing Neutral New York Stock Exchangebrand reputation, capital allocation, China construction, economies of scale, Elevators, Escalators, heavy-duty elevators, maintenance services, Modernization, Share Buybacks
Jul 15, 2026Fund LettersMinot Light Capital PartnersRMTI Rockwell Medical Drug Manufacturers - Specialty & GenericHealth Care Supplies Bull NASDAQdeep value, Dialysis, duopoly, Free Cash Flow, Healthcare Supplies, Micro-cap, net cash, recurring revenue, Reverse Stock Split, turnaround
Jul 15, 2026Fund LettersMinot Light Capital PartnersXTRAF Xtract One Technologies Software - ApplicationElectronic Equipment & Instruments Bull -AI-powered, Canada, growth, Micro-cap, Physical Security, recurring revenue, SaaS, Security Technology, uplisting, weapons detection
Jul 15, 2026Fund LettersMinot Light Capital PartnersSNDA Sonida Senior Living Medical Care FacilitiesHealth Care REITs Bull NASDAQAssisted Living, Baby Boomers, deleveraging, Demographic Tailwinds, Healthcare Real Estate, merger, Micro-cap, operating leverage, REIT, Senior Living
Jul 15, 2026Fund LettersAirlie Small Companies FundJYC.AX Joyce Corporation Specialty RetailSpecialty Stores Bull Australian Securities ExchangeAustralia, Consumer Discretionary, founder-led, growth runway, Kitchen renovation, niche market, Returns on Capital, Specialty retail, store rollout, valuation discount
Jul 15, 2026Fund LettersAirlie Small Companies FundEBO.AX EBOS Medical DistributionHealth Care Distributors Bull Australian Securities ExchangeAustralia, Competitive intensity, Contract Loss, Healthcare distributor, New Zealand, oligopoly, Pharmaceutical Distribution, Returns on Capital, Scale Advantages, valuation discount

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: