Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 15, 2026Fund LettersLangdon Canadian Smaller CompaniesPSK.TO PrairieSky Royalty Ltd. Oil & Gas E&POil & Gas Exploration & Production Bull New York Stock Exchangeasset-light, Canada, capital efficiency, energy, Free Cash Flow, mineral rights, oil and gas, Royalty, Value
Apr 15, 2026Fund LettersRiverwater Sustainable Value StrategyCENX Century Aluminum Company AluminumAluminum Bull NASDAQAluminum, capacity expansion, geopolitical, Oklahoma Project, operating leverage, Primary Production, Reindustrialization, renewable energy, Reshoring, tariffs
Apr 15, 2026Fund LettersRiverwater Sustainable Value StrategyJKHY Jack Henry & Associates, Inc. Information Technology ServicesIT Services Bull NASDAQAI Beneficiary, banking technology, Core Processing, Fintech, High retention, market share, recurring revenue, Regulatory, Small Banks, switching costs
Apr 15, 2026Fund LettersRiverwater Sustainable Value StrategyDKS Dick's Sporting Goods, Inc. Specialty RetailSpecialty Retail Bull New York Stock ExchangeAthletic Retail, Cyclical, FIFA World Cup, Foot Locker, market share, merchandising, Nike, Premium Experience, Sporting goods, Youth sports
Apr 15, 2026Fund LettersRiverwater Sustainable Value StrategyMEOH Methanex Corporation ChemicalsCommodity Chemicals Bull NASDAQCommodity chemicals, Decarbonization, ESG, geopolitical, Global Production, Logistics Network, Methanol, Middle East, Pricing power, Supply Disruption
Apr 15, 2026Fund LettersRiverwater Sustainable Value StrategySFM Sprouts Farmers Market, Inc. Grocery StoresFood & Staples Retailing Bull NASDAQCustomer loyalty, gross margins, growth, health-focused, Natural Foods, Organic, Private-label, Specialty Grocery, Store growth, supply chain
Apr 15, 2026Fund LettersRiverwater Sustainable Value StrategyLEG Leggett & Platt, Inc. Furnishings, Fixtures & AppliancesHome Furnishings Bull New York Stock Exchangeautomotive, Bedding Components, Cyclical Recovery, Free Cash Flow, furniture, Manufacturer, market leadership, restructuring, takeover target, Value
Apr 15, 2026Fund LettersBrown Advisors Mid-Cap Growth strategyGH Guardant Health, Inc. Diagnostics & ResearchBiotechnology Bull NASDAQbiotechnology, Cancer Screening, CMS Coverage, diagnostics, liquid biopsy, Precision Oncology
Apr 15, 2026Fund LettersBrown Advisors Mid-Cap Growth strategyFTAI FTAI Aviation Ltd. Rental & Leasing ServicesAerospace & Defense Bull NASDAQaftermarket, Aircraft engines, asset-light, Aviation, CFM56, MRE Services
Apr 15, 2026Fund LettersBrown Advisors Mid-Cap Growth strategyANDG Andersen Group, Inc. Personal ServicesProfessional Services Bull NASDAQBig Four Alternative, growth, IPO, M&A, professional services, Tax Services
Apr 15, 2026Fund LettersBrown Advisors Mid-Cap Growth strategyRDDT Reddit, Inc. Internet Content & InformationInteractive Media & Services Bull New York Stock Exchangeadvertising, AI Training Data, Data licensing, growth, social media, user engagement
Apr 15, 2026Fund LettersBrown Advisors Mid-Cap Growth strategyTOST Toast, Inc. Software - InfrastructureFinancial Technology Bull New York Stock Exchangegrowth, Payments, restaurant software, SaaS, SMB, vertical software
Apr 15, 2026Fund LettersBrown Advisors Mid-Cap Growth strategyGWRE Guidewire Software, Inc. Software - ApplicationApplication Software Bull NASDAQApplication Software, Cloud transformation, growth, Insurance-software, SaaS, turnaround
Apr 15, 2026Fund LettersRiverwater Micro Opportunities StrategyLXU LSB Industries ChemicalsFertilizers & Agricultural Chemicals Bull New York Stock ExchangeAmmonia, Blue Ammonia, clean energy, Fertilizer, geopolitical, Mining Explosives, natural gas, Nitrogen Chemicals, Supply Disruption
Apr 15, 2026Fund LettersRiverwater Micro Opportunities StrategyTALK Talkspace Health Information ServicesHealth Care Technology Bull NASDAQacquisition target, digital health, Healthcare Technology, Mental health, telemedicine, Unit economics
Apr 15, 2026Fund LettersRiverwater Micro Opportunities StrategyRNGR Ranger Energy Services Oil & Gas Equipment & ServicesOil & Gas Equipment & Services Bull New York Stock ExchangeEnergy Services, geopolitical, Oil & Gas Services, Permian Basin, Well Maintenance, Well Service Rigs, Workover Activity
Apr 15, 2026Fund LettersRiverwater Micro Opportunities StrategyCCB Coastal Financial Corporation Banks - RegionalRegional Banks Neutral NASDAQAI disruption, Banking As A Service, Credit Conditions, fee income, Fintech, Partner Deposits, regional bank
Apr 15, 2026Fund LettersRiverwater Micro Opportunities StrategyRDVT Red Violet, Inc. Software - ApplicationApplication Software Bull NASDAQAI disruption, Data Analytics, Government, Identity Intelligence, law enforcement, proprietary data, Software
Apr 15, 2026Fund LettersRiverwater Micro Opportunities StrategyPLOW Douglas Dynamics, Inc. Auto PartsMachinery Bull New York Stock ExchangeCommercial Equipment, Municipal, North America, Seasonal, Snow Equipment, Weather Cyclical
Apr 15, 2026Fund LettersRiverwater Micro Opportunities StrategyNPKI NPK International Inc. Oil & Gas Equipment & ServicesConstruction & Engineering Bull NASDAQAI, Composite Materials, data centers, energy, Grid expansion, infrastructure, pipeline development, Rental Fleet

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