Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 15, 2026Fund LettersBrown Capital Management International All Company FundNU Nu Holdings Ltd. Banks - RegionalDiversified Banks Bull New York Stock ExchangeAI underwriting, Brazil, digital banking, Financial Inclusion, Fintech, founder-led, Latin America, Mobile-First
Apr 15, 2026Fund LettersBrown Capital Management International All Company FundSAF.PA Safran SA Aerospace & DefenseAerospace & Defense Bull Euronext Stock ExchangeAerospace, aftermarket services, Aircraft engines, barriers to entry, Defense, Flight Hours, france, LEAP Engines
Apr 15, 2026Fund LettersBrown Capital Management International All Company FundCOH.AX Cochlear Limited Medical DevicesHealth Care Equipment Bull Australian Securities ExchangeAustralia, Cochlear Implants, Hearing Loss, market leader, Medical devices, Mission-Critical, R&D investment, underpenetrated market
Apr 15, 2026Fund LettersBrown Capital Management International All Company FundCAMT Camtek Ltd. Semiconductor Equipment & MaterialsSemiconductor Equipment Bull NASDAQAdvanced Packaging, AI applications, GPU Testing, HBM, Inspection Technology, Israel, Metrology, semiconductor equipment
Apr 15, 2026Fund LettersBrown Capital Management International All Company FundSAP SAP SE Software - ApplicationSystems Software Bull -AI integration, cloud migration, Enterprise software, Germany, Structural Moat, System of Record, Technology Transition, workflow management
Apr 15, 2026Fund LettersGreystone CapitalSES.TO Secure Waste Infrastructure Waste ManagementEnvironmental & Facilities Services Bull New York Stock ExchangeCanada, Energy Services, infrastructure, M&A, operating leverage, Share Buybacks, Toll Booth, turnaround, Value, waste management
Apr 15, 2026Fund LettersForager International Shares FundAUTO.L Auto Trader Group PLC Internet Content & InformationInteractive Media & Services Bull New York Stock ExchangeAi Risk, automotive, Capital-light, cash generation, Dominant platform, high margins, network effects, Online Classifieds, UK, value opportunity
Apr 15, 2026Fund LettersForager International Shares FundSGE.L Sage Group PLC Software - ApplicationApplication Software Bull New York Stock ExchangeAccounting Software, AI integration, capital returns, defensive, Mid-market, Mission-Critical, Regulatory Tailwind, SaaS, UK, US
Apr 15, 2026Fund LettersHMC Capital Partners Fund IINA.AX Ingenia Communities REIT - ResidentialResidential REITs Bull Australian Securities ExchangeAging Population, Australia, Demographics, development pipeline, Equity, Holiday Parks, Lifestyle Communities, Residential REITs
Apr 15, 2026Fund LettersHMC Capital Partners Fund IBBN.AX Baby Bunting Specialty RetailSpecialty Retail Bull Australian Securities ExchangeAustralia, Baby Products, Equity, market leader, Private-label, retail media, Specialty retail, Store Refurbishment, turnaround
Apr 15, 2026Fund LettersHMC Capital Partners Fund ILLC.AX Lendlease Real Estate - DiversifiedReal Estate Development Bull Australian Securities ExchangeAsset recycling, Australia, Build-to-Rent, construction, Equity, life sciences, real estate development, turnaround, Value trap
Apr 15, 2026Fund LettersJanus Henderson Forty FundHWM Howmet Aerospace Inc Aerospace & DefenseAerospace & Defense Bull New York Stock Exchangeaerospace components, aftermarket services, Aircraft Parts, Data-Center Power, Defense, Gas turbines
Apr 15, 2026Fund LettersJanus Henderson Forty FundETN Eaton Corporation plc Specialty Industrial MachineryElectrical Components & Equipment Bull New York Stock ExchangeAI infrastructure, data centers, energy efficiency, Industrial Equipment, liquid cooling, Power management
Apr 15, 2026Fund LettersJanus Henderson Forty FundDKNG DraftKings Inc GamblingCasinos & Gaming Bull NASDAQAI technology, Customer Engagement, Digital gaming, iGaming, prediction markets, Sports betting
Apr 15, 2026Fund LettersJanus Henderson Forty FundORCL Oracle Corporation Software - InfrastructureSystems Software Bull NASDAQAI-Resistant, cloud infrastructure, Database, Enterprise software, hyperscale, Mission-critical systems
Apr 15, 2026SubstackAlpha Seeker 84ASML ASML Holding N.V. SemiconductorsSemiconductor Equipment & Materials Bull Nasdaq Stock MarketAI-Driven Demand, ASML, capacity expansion, DRAM adoption, EUV lithography, Gross margin, IBM growth, market reaction, revenue guidance, semiconductor equipment
Apr 15, 2026SubstackBrad MunchenBMWYY Bayerische Motoren Werke AG (BMW) AutomotiveAutomobile Manufacturers Bull Over-the-Counterautomotive, BMW, consumer demand, Fuel efficiency, gas prices, German carmakers, Luxury Vehicles, market share, outperformance, US market
Apr 15, 2026SubstackBrad MunchenTM Toyota Motor Corporation AutomotiveAutomobile Manufacturers Bull New York Stock Exchangeautomotive, consumer demand, Fuel efficiency, gas prices, Japanese carmakers, market share, outperformance, RAV4, Toyota, US market
Apr 15, 2026SubstackBrad MunchenGM General Motors Company AutomotiveAutomobile Manufacturers Bear New York Stock Exchangeautomotive, earnings risk, Fuel efficiency, gas prices, General Motors, market exposure, North America, Overvaluation, pickup trucks, US market
Apr 15, 2026SubstackBrad MunchenSTLA Stellantis N.V. AutomotiveAutomobile Manufacturers Bear New York Stock Exchangeautomotive, earnings risk, Fuel efficiency, gas prices, Losses, market exposure, North America, Overvaluation, Stellantis, US market

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