Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 17, 2026SubstackMonopolistic InvestorGWW W.W. Grainger, Inc. Industrial DistributionIndustrial Distribution Bear New York Stock ExchangeAmazon Business, capital efficiency, Fastenal, Grainger, industrial repairs, legacy harvester, operating profit, Overvaluation, profitability, ROIC
Apr 17, 2026SubstackShareholders UniteALLT Allot Ltd. TechnologyCybersecurity Bull NASDAQ Stock Market5G rollout, cybersecurity-first strategy, Growth Opportunities, high-margin recurring revenue, market differentiation, network intelligence, network-based security, SaaS cloud business model, SECaaS, Software-Defined Networking
Apr 17, 2026SubstackUzo CapitalGPN Global Payments Financial ServicesPayment Processing Bull New York Stock Exchangeasset swap, buybacks, capital allocation, deep value, financial services, Free Cash Flow, Global Payments, growth acceleration, insider buying, payment technology
Apr 17, 2026SubstackPound the Rock InvestingDUOL Duolingo, Inc. Education TechnologyLanguage Learning Applications Bull NASDAQ Stock MarketAI-powered, Duolingo, education technology, enterprise value, founder-led, Language learning, Long-term Value, strategic shift, undervalued, User growth
Apr 16, 2026Fund LettersMeridian Growth FundKEX Kirby Corp. Marine ShippingOil & Gas Equipment & Services Bull New York Stock ExchangeCoastal Marine, energy infrastructure, Inland Marine, Marine Transportation, Petrochemicals, Power generation, Tank Barge Transportation
Apr 16, 2026Fund LettersMeridian Growth FundCW Curtiss-Wright Corp. Aerospace & DefenseAerospace & Defense Bull New York Stock ExchangeAerospace & Defense, defense programs, energy infrastructure, Industrial Engineering, national security, Nuclear Propulsion, Nuclear Renaissance
Apr 16, 2026Fund LettersMeridian Growth FundGFS GlobalFoundries Inc. SemiconductorsSemiconductors Bull NASDAQAutomotive Semiconductors, data center, Edge AI, Geopolitical Diversification, semiconductor foundry, Silicon Photonics, Supply chain resilience
Apr 16, 2026Fund LettersMeridian Growth FundCHDN Churchill Downs, Inc. GamblingCasinos & Gaming Bull NASDAQAsset Divestiture, Gaming Entertainment, Historical Racing, Horse Racing, Kentucky Derby, Regional Gaming, Sports Franchise
Apr 16, 2026Fund LettersMeridian Growth FundWAY Waystar Holding Corp. Health Information ServicesHealth Care Technology Bull NASDAQAI automation, cloud platform, Healthcare Payments, Healthcare Technology, Revenue Cycle Management, switching costs, Workflow Integration
Apr 16, 2026Fund LettersMeridian Growth FundDKNG DraftKings, Inc. GamblingCasinos & Gaming Bull NASDAQbrand recognition, Digital Sports Betting, iGaming, Online-Gaming, prediction markets, sports entertainment, technology platform
Apr 16, 2026Fund LettersMeridian Hedged Equity FundPYPL PayPal Holdings, Inc. Credit ServicesData Processing & Outsourced Services Neutral NASDAQData Processing, digital payments, Digital Wallets, Fintech, Free Cash Flow, market share, payment processing, Two-Sided Network
Apr 16, 2026Fund LettersMeridian Hedged Equity FundMSFT Microsoft Corp. Software - InfrastructureSystems Software Bull NASDAQArtificial Intelligence, Azure, cloud infrastructure, Enterprise software, generative AI, productivity software, Systems Software, technology
Apr 16, 2026Fund LettersMeridian Hedged Equity FundACVA ACV Auctions, Inc. Auto & Truck DealershipsSpecialty Retail Bull NASDAQautomotive, customer retention, Digital Marketplace, Digitization, Integrated Ecosystem, network effects, Specialty retail, Wholesale Vehicles
Apr 16, 2026Fund LettersMeridian Hedged Equity FundRPRX Royalty Pharma plc BiotechnologyPharmaceuticals Bull NASDAQBiopharmaceutical Royalties, Blockbuster Drugs, cash flow, diversified portfolio, healthcare, Late-Stage Trials, pharmaceuticals, risk mitigation
Apr 16, 2026Fund LettersMeridian Hedged Equity FundEQIX Equinix, Inc. REIT - SpecialtySpecialized REITs Bull NASDAQArtificial Intelligence, Colocation, data centers, digital infrastructure, Interconnection, Multi Cloud, network effect, recurring revenue, REITs
Apr 16, 2026Fund LettersMeridian Hedged Equity FundCVX Chevron Corporation Oil & Gas IntegratedIntegrated Oil & Gas Bull New York Stock Exchangecapital discipline, Dividend Growth, Downstream, energy, Free Cash Flow, Integrated Oil & Gas, Permian Basin, share repurchases, Upstream
Apr 16, 2026Fund LettersJanus Japan Opportunity Fund8591.T OBIC Business Consultants Financial ConglomeratesApplication Software Bull New York Stock ExchangeAccounting Software, AI disruption, contrarian, Japan Technology, net cash, SME Software, value opportunity
Apr 16, 2026Fund LettersAriel Small Cap Value StrategyBCO Brink's Company Security & Protection ServicesCommercial Services & Supplies Bull New York Stock ExchangeATM Services, Cash management, Cost synergies, Digital Retail Solutions, EPS Accretive, growth opportunity, Logistics Services, NCR Atleos Acquisition
Apr 16, 2026Fund LettersAriel Small Cap Value StrategyMAT Mattel Inc LeisureLeisure Products Bull NASDAQBrand Extensions, Digital gaming, Direct Consumer, Entertainment Content, Intellectual Property, IP monetization, Share Buyback, Toy Manufacturing
Apr 16, 2026Fund LettersAriel Small Cap Value StrategyNCLH Norwegian Cruise Line Holdings Ltd Travel ServicesHotels, Restaurants & Leisure Bull New York Stock Exchangebrand strength, Cruise lines, debt reduction, Governance Improvement, investment grade, Liquidity Position, Oceania Cruises, premium brands

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