Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 15, 2026SubstackBrad MunchenF Ford Motor Company AutomotiveAutomobile Manufacturers Bear New York Stock Exchangeautomotive, earnings risk, FORD, Fuel efficiency, gas prices, market exposure, Overvaluation, P/E multiple, pickup trucks, US market
Apr 15, 2026SubstackAttitude Small Caps3828.HK Ming Fai International Holdings Consumer GoodsHotel Amenities Neutral Hong Kong Stock Exchangedividend yield, Energy costs, financial stability, hotel amenities, Low-cost producer, market conditions, Ming Fai, net cash, tourism cyclicality, transportation expenses
Apr 15, 2026SubstackAttitude Small CapsVRLA.PA Verallia MaterialsGlass Packaging Bull Euronext Pariscash flow, Competitive Advantage, Cost control, debt management, energy hedging, energy-intensive, financial resilience, Glass packaging, market position, Verallia
Apr 15, 2026SubstackAttitude Small CapsNILB.ST Nilorngruppen TextilesApparel Labels Bull Stockholm Stock Exchangeapparel labels, debt-free, European regulations, market share, Nilorngruppen, Return on capital, Sustainability, textile consumption, Traceability, transportation costs
Apr 15, 2026SubstackAttitude Small CapsCRL.L Creightons Consumer GoodsCosmetics Bull London Stock ExchangeCosmetics, Creightons, Energy costs, financial performance, inventory value, long-term hedging, microcap, new management, Turnaround strategy, valuation
Apr 15, 2026SubstackAttitude Small CapsALGIL.PA Groupe Guillin PackagingFood Packaging Bull Euronext ParisAcquisitions, Food Packaging, Groupe Guillin, inflation impact, Liquidity, low debt, market share, plastic packaging, strategic advantage, undervalued
Apr 15, 2026SubstackDB SilverfoxFORN.SW Forbo Holding AG Industrial GoodsBuilding Products Bull SIX Swiss ExchangeCHF appreciation, debt-free, European construction downturn, Flooring Systems, Forbo Holding AG, Governance, Movement Systems, net cash, revenue contraction, Swiss industrial group
Apr 14, 2026Fund LettersMittleman Global Value Equity FundAIM.TO Aimia Inc. Specialty ChemicalsDiversified Support Services Bull Toronto Stock ExchangeAsset Sale, Canada, capital allocation, holding company, NAV discount, specialty chemicals, turnaround, Value
Apr 14, 2026Fund LettersMittleman Global Value Equity FundAMA.AX AMA Group Ltd. Auto & Truck DealershipsSpecialized Consumer Services Bull Australian Securities ExchangeAustralia, Automotive Services, Collision Repair, Cyclical, Energy crisis, insider buying, market leader, Value
Apr 14, 2026Fund LettersBlack Bear Value PartnersTDW Tidewater Oil & Gas Equipment & ServicesOil & Gas Equipment & Services Bull New York Stock ExchangeBrazil, Equity, Fleet Undersupply, Free Cash Flow, Marine services, Offshore energy, Offshore support vessels
Apr 14, 2026Fund LettersBlack Bear Value PartnersPSK.TO PrairieSky Royalty Oil & Gas E&POil & Gas Exploration & Production Bull Toronto Stock Exchangeasset-light model, Canada, Commodity Exposure, dividend yield, Energy Underinvestment, Equity, Oil & Gas Royalties
Apr 14, 2026Fund LettersBlack Bear Value PartnersFLG Flagstar Financial Banks - RegionalRegional Banks Bull New York Stock ExchangeBalance sheet repair, Banking Crisis, Equity, Management Change, regional bank, tangible book value, turnaround
Apr 14, 2026Fund LettersBlack Bear Value PartnersFPH Five Point Holdings Real Estate - DevelopmentReal Estate Development Bull New York Stock ExchangeCalifornia, Equity, Housing shortage, Land Monetization, Master-Planned Communities, NAV discount, real estate development
Apr 14, 2026Fund LettersBlack Bear Value PartnersBLDR Builders FirstSource Building Products & EquipmentBuilding Products Bull NASDAQBuilding materials, Equity, Free Cash Flow, Housing shortage, residential construction, Value-added products
Apr 14, 2026Fund LettersBlack Bear Value PartnersTDW Tidewater Oil & Gas Equipment & ServicesOil & Gas Equipment & Services Bull New York Stock ExchangeBrazil, Equity, Fleet Undersupply, Free Cash Flow, Marine services, Offshore energy, Offshore support vessels
Apr 14, 2026Fund LettersBlack Bear Value PartnersPSK.TO PrairieSky Royalty Oil & Gas E&POil & Gas Exploration & Production Bull Toronto Stock Exchangeasset-light model, Canada, Commodity Exposure, dividend yield, Energy Underinvestment, Equity, Oil & Gas Royalties
Apr 14, 2026Fund LettersBlack Bear Value PartnersFPH Five Point Holdings Real Estate - DevelopmentReal Estate Development Bull New York Stock ExchangeCalifornia, Equity, Housing shortage, Land Monetization, Master-Planned Communities, NAV discount, real estate development
Apr 14, 2026Fund LettersStaude Capital - The Global Value FundAA4.L Amedeo Air Four Plus Rental & Leasing ServicesSpecialized Finance Bull New York Stock ExchangeAircraft Leasing, Asset backed, Aviation, closed-end fund, COVID Recovery, deep value, Distressed Investment, takeover target
Apr 14, 2026Fund LettersMunro Global Growth Fund300750.SZ Contemporary Amperex Technology Co Limited Electrical Equipment & PartsElectrical Components & Equipment Bull Shenzhen Stock Exchangebattery technology, China, Climate, Electric Vehicles, energy storage, Ess, Lithium Iron Phosphate, renewable energy, Sodium Ion, vertical integration
Apr 14, 2026Fund LettersMunro Global Growth FundMSFT Microsoft Corporation Software - InfrastructureSystems Software Bear NASDAQArtificial Intelligence, Azure, Cloud computing, Copilot, data centers, Digital transformation, Enterprise software, SaaS, technology

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