Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 17, 2026Fund LettersPolaris International Equity005930.KS Samsung Electronics Consumer ElectronicsTechnology Hardware, Storage & Peripherals Bull New York Stock ExchangeAI, HBM4, Memory Technology, Next Generation, NVIDIA, semiconductors, South Korea
Apr 17, 2026Fund LettersPolaris International Equity000660.KS SK hynix Inc SemiconductorsSemiconductors Bull New York Stock ExchangeAI, High-Bandwidth Memory, market share, memory chips, semiconductors, South Korea, Supply Shortage
Apr 17, 2026Fund LettersPolaris International EquityTTE.PA TotalEnergies SE Oil & Gas IntegratedIntegrated Oil & Gas Bull Euronext Stock Exchangecash generation, energy, france, geopolitical, Integrated Oil, production growth, shareholder returns
Apr 17, 2026Fund LettersPolaris International EquityENI.MI ENI SpA Oil & Gas IntegratedIntegrated Oil & Gas Bull Borsa Istanbulcash generation, energy, geopolitical, Integrated Oil, Italy, production growth, shareholder returns
Apr 17, 2026Fund LettersPolaris International EquityLUN.TO Lundin Mining CopperCopper Bull New York Stock ExchangeCanada, Copper, growth, Joint venture, Mining, Operational Performance, Supply Tightness
Apr 17, 2026Fund LettersPolaris International EquityMEOH Methanex Corp ChemicalsCommodity Chemicals Bull NASDAQacquisition, Canada, capacity expansion, Commodity chemicals, Methanol, natural gas, Supply Disruption
Apr 17, 2026Fund LettersPolaris International EquityYAR.OL Yara International Agricultural InputsFertilizers & Agricultural Chemicals Bull New York Stock ExchangeCommodities, Fertilizer, geopolitical, market share, Nitrogen, Norway, supply chain
Apr 17, 2026Fund LettersParnassus Growth Equity FundVIK Viking Holdings Ltd. Travel ServicesHotels, Restaurants & Leisure Bull New York Stock ExchangeAffluent Demographics, Consumer Discretionary, Equity, Luxury Cruising, operational efficiency, River Cruising, travel demand
Apr 17, 2026Fund LettersParnassus Growth Equity FundORCL Oracle Corporation Software - InfrastructureSoftware Bull New York Stock ExchangeAI training, business transformation, cloud infrastructure, Database Software, Enterprise software, Equity, technology
Apr 17, 2026Fund LettersParnassus Growth Equity FundMDLN Medline Industries Inc. Medical Instruments & SuppliesHealth Care Distributors Bull New York Stock Exchangedefensive, Equity, Healthcare Distribution, market share gains, Medical Supplies, Private-label, Scale Advantages
Apr 17, 2026Fund LettersParnassus Growth Equity FundSHOP Shopify Inc. Software - ApplicationSoftware Bull New York Stock ExchangeAI-enabled Shopping, E-commerce Platform, Equity, international expansion, network effects, Software, technology
Apr 17, 2026Fund LettersParnassus Growth Equity FundEW Edwards Lifesciences Corp. Medical DevicesHealth Care Equipment & Supplies Bull New York Stock ExchangeCardiac Therapy, Equity, healthcare, innovation, large-cap, Medical devices, Transcatheter Valves
Apr 17, 2026Fund LettersParnassus Growth Equity FundMETA Meta Platforms, Inc. Internet Content & InformationInteractive Media & Services Bull NASDAQAI-driven Marketing, Communication Services, digital advertising, Equity, growth, large-cap, social media
Apr 17, 2026Fund LettersParnassus Core Equity FundVMC Vulcan Materials Co. Building MaterialsConstruction Materials Bull New York Stock Exchangeaggregates, barriers to entry, construction materials, Construction Recovery, Geographic Moats, infrastructure, Quarries
Apr 17, 2026Fund LettersParnassus Core Equity FundODFL Old Dominion Freight Line, Inc. TruckingGround Transportation Bull NASDAQcapital allocation, Freight, Industrial Consolidation, Logistics, LTL Transportation, Nearshoring, network effects
Apr 17, 2026Fund LettersSandhill Investment ManagementTXN Texas Instruments SemiconductorsSemiconductors & Semiconductor Equipment Bull NASDAQAnalog, CapEx, Cyclical, Fabrication, manufacturing, recovery, semiconductors
Apr 17, 2026Fund LettersMagellan Global Opportunities Fund No. 1SAP SAP SE Software - ApplicationApplication Software Bull -AI integration, Cloud transformation, Enterprise software, ERP, market leader, Mission-Critical, Predictive analytics, proprietary data, SaaS, workflow automation
Apr 17, 2026Fund LettersSaga PartnersTTD The Trade Desk Advertising AgenciesInteractive Media & Services Bull NASDAQadtech, AI, digital advertising, DSP, Equity, Independent, Open Internet, platform, programmatic advertising
Apr 17, 2026SubstackAlpha Seeker 84NFLX Netflix, Inc. Communication ServicesEntertainment Neutral Nasdaq Stock Marketadvertising revenue, Forward guidance, monetization strategy, Netflix, Q1 2026 results, regional growth, retention metrics, stock selloff, Streaming, Warner Bros. termination fee
Apr 17, 2026SubstackAlpha Seeker 84JBHT J.B. Hunt Transport Services, Inc. TransportationTrucking Bull NASDAQ Stock MarketCapacity, Freight-Cycle, Intermodal, J.B. Hunt, Logistics, market share, network efficiency, pricing dynamics, supply constraints, Transportation

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: