Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 18, 2026Fund LettersCedar Creek PartnersSTLE Steele Bancorp Banks - RegionalRegional Banks Bull -Bank Merger, Cash Earnings, community bank, Pennsylvania, Rural Banking, synergies, Value
Apr 18, 2026Fund LettersCedar Creek PartnersENDI ENDI Corp Asset ManagementAsset Management & Custody Banks Bull -asset management, AUM growth, cash-rich, CrossingBridge Advisors, fixed income, Interest rates, product launch
Apr 18, 2026Fund LettersCedar Creek PartnersSODI Solitron Devices Semiconductor Equipment & MaterialsElectronic Equipment & Instruments Bull -Aerospace, Amraam, Control Position, defense electronics, Defense spending, Himars, Standard Missiles, strategic alternatives
Apr 18, 2026Fund LettersCedar Creek PartnersHRBR Harbor Diversified AirlinesAirlines Bull Dubai Financial MarketAir Wisconsin, Asset Sale, capital return, cash-rich, Expert Market, holding company, liquidation value, strategic alternatives
Apr 18, 2026Fund LettersCedar Creek PartnersPHIG PHI Group Capital MarketsAirlines Bull Dubai Financial Marketair medical, Bankruptcy Recovery, Expert Market, First Pacific Advisors, helicopter services, Oaktree, Oil & Gas Services, turnaround
Apr 18, 2026Fund LettersCedar Creek PartnersEXCE Exco Resources Oil & Gas E&POil & Gas Exploration & Production Bull Dubai Financial Marketenergy, Expert Market, Fairfax Backing, natural gas, Onshore Production, PV-10 Valuation, Value
Apr 18, 2026Fund LettersRowan Street CapitalCSU.TO Constellation Software Software - ApplicationApplication Software Bull Toronto Stock ExchangeAcquisitions, capital allocation, compounder, Mission-Critical, Software, technology, Value, vertical market software
Apr 18, 2026Fund LettersRowan Street CapitalSHOP Shopify Inc Software - ApplicationApplication Software Bull New York Stock Exchangee-commerce, growth, Long-term, Merchant Services, platform, SaaS, Software, technology
Apr 18, 2026Fund LettersRowan Street CapitalTSLA Tesla Inc Auto ManufacturersAutomobile Manufacturers Bull NASDAQautomotive, clean energy, Electric Vehicles, growth, innovation, Long-term, technology, Volatility
Apr 18, 2026Fund LettersRowan Street CapitalMETA Meta Platforms Internet Content & InformationInteractive Media & Services Bull NASDAQdigital advertising, growth, Long-term, Meta Platforms, social media, technology, virtual reality, Volatility
Apr 18, 2026SubstackTriples InvestingNVO Novo Nordisk A/S PharmaceuticalsDiabetes Care Neutral New York Stock Exchangecall spread, defined risk, diabetes care, healthcare, long-term investment, market bottom, Novo Nordisk, pharmaceuticals, recovery potential, risk management
Apr 18, 2026SubstackRijnberk Invest InsightsISRG Intuitive Surgical HealthcareMedical Devices Bull Nasdaq Stock MarketChina market, Competition, da Vinci system, financial health, growth potential, healthcare, market share, recurring revenue, robotic-assisted surgery, technological advancements
Apr 18, 2026SubstackThe Finance CornerZM Zoom Video Communications, Inc. TechnologySoftware - Application Bull Nasdaq Stock MarketAnthropic investment, enterprise value, financial stability, Free Cash Flow, growth prospects, marketable securities, operating margin, strategic investments, valuation, Zoom Video Communications
Apr 18, 2026SubstackCoughlin CapitalVNET VNET Group Information TechnologyData Centers Bull Nasdaq Stock MarketAI compute demand, Alibaba, Baidu, ByteDance, carrier-neutral, China, data centers, infrastructure, Tencent, wholesale growth
Apr 17, 2026SubstackWonderstcksBGEO.L Lion Finance Financial ServicesBanking Bull London Stock ExchangeAmeriabank, Bank of Georgia, banking, Digital transformation, financial services, geopolitical risks, Lion Finance, market leadership, Share Buyback, South Caucasus
Apr 17, 2026Fund LettersTitan WealthRWE.DE RWE AG Utilities - DiversifiedElectric Utilities Bull -AI infrastructure, data centers, Electric Utilities, Electrification, Energy security, Europe, gas generation, Germany, Power generation, renewable energy
Apr 17, 2026Fund LettersPolaris International EquityRYA.L Ryanair Holdings OtherAirlines Bull New York Stock ExchangeBudget Airline, Cost advantage, European Travel, Fuel hedging, Ireland, Low-Cost Carrier, market share
Apr 17, 2026Fund LettersPolaris International Equity000270.KS Kia Corp Auto ManufacturersAutomobiles Bull New York Stock ExchangeAI, automotive, global sales, Hybrid EV, robotics, South Korea, SUV
Apr 17, 2026Fund LettersPolaris International Equity8002.T Marubeni Corp ConglomeratesTrading Companies & Distributors Bull New York Stock Exchangecapital allocation, Commodity Exposure, Copper, Dividend Growth, Japan, Share Buyback, Trading House
Apr 17, 2026Fund LettersPolaris International EquityDNB.OL DNB Bank Banks - RegionalBanks Bull New York Stock ExchangeAnalyst Revisions, banking, economic growth, financial services, Nordic, Norway, Strong Earnings

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