Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 14, 2026Fund LettersGanes Focused Value FundBVS.AX Bravura Solutions Software - ApplicationSoftware Bull Australian Securities ExchangeAI disruption, Compliance Risk, defensive, Embedded Software, financial software, Regulated Environment, Special dividend
Apr 14, 2026Fund LettersGanes Focused Value FundAUB.AX AUB Group Insurance BrokersInsurance Bull Australian Securities ExchangeAI disruption, Bizcover Platform, Commercial Insurance, Dividend Growth, Insurance Broking, takeover target, UK Acquisition
Apr 14, 2026Fund LettersGanes Focused Value FundLOV.AX Lovisa Specialty RetailSpecialty Retail Bull Australian Securities ExchangeFashion Jewelry, insider buying, international expansion, Specialty retail, Startup Losses, store rollout, Value
Apr 14, 2026Fund LettersFocus Wealth ManagementMSFT Microsoft Corporation Software - InfrastructureSystems Software Bull NASDAQAI, Cloud computing, large-cap, Mega Cap, Software, technology, valuation
Apr 14, 2026SubstackAlpha Seeker 84BLK BlackRock, Inc. Financial ServicesAsset Management Bull New York Stock Exchange401(k) private assets, asset management, BlackRock, Diversified Platform, DOL rule, fee rate, Growth Opportunities, insurance mandates, Market Resilience, organic base fee growth
Apr 14, 2026SubstackToff Cap Monday MonitorAGN.AS Aegon FinancialsLife and Health Insurance Bull Euronext AmsterdamAegon, ASR stake, capital allocation, divestment, portfolio optimization, Share Buybacks, shareholder value, strategic review, UK life-insurance
Apr 14, 2026SubstackToff Cap Monday MonitorAKVA.OL AKVA Group IndustrialsAgricultural and Farm Machinery Bull Oslo Stock ExchangeAKVA Group, Aquaculture, EBIT margin, fish farming, investment opportunity, Revenue Growth, shareholder support, strategic review, Sustainable Solutions
Apr 14, 2026SubstackToff Cap Monday MonitorALOT AstroNova TechnologyElectronic Equipment and Instruments Bull NASDAQ Stock Marketactivist investor, Aero segment, Askeladden Capital, AstroNova, restructuring, Servotronics merger, shareholder value, strategic alternatives, undervalued
Apr 13, 2026Fund LettersGiverny Capital Asset ManagementAXP American Express Company Credit ServicesConsumer Finance Bull New York Stock Exchangeconsumer finance, Millennial Growth, Premium credit cards, prime borrowers, return on equity, Rewards Programs, Status Brand, transaction fees
Apr 13, 2026Fund LettersGiverny Capital Asset ManagementCSU.TO Constellation Software Inc. Software - ApplicationSystems Software Bull New York Stock ExchangeAI disruption, Canada, Data Repositories, ERP systems, Free Cash Flow, Mission-Critical Software, Small Business Software, switching costs, vertical market software
Apr 13, 2026Fund LettersThe London Company Large CapMLM Martin Marietta Materials, Inc. Building MaterialsConstruction Materials Bull New York Stock Exchangeaggregates, construction materials, IIJA, infrastructure, Network Optimization, oligopoly, Pricing power, Return on capital
Apr 13, 2026Fund LettersThe London Company Large CapD Dominion Energy Inc Utilities - Regulated ElectricElectric Utilities Bull New York Stock ExchangeAI, balance sheet, data centers, dividend, Electric Utility, Predictable Cash Flow, regulated utility, Virginia
Apr 13, 2026Fund LettersThe London Company Large CapGOOG Alphabet Inc. Internet Content & InformationInteractive Media & Services Bull NASDAQadvertising, AI, CapEx, cash generation, Cloud computing, innovation, market leadership, Search
Apr 13, 2026Fund LettersThe London Company Large CapV Visa Inc. Credit ServicesData Processing & Outsourced Services Bull New York Stock ExchangeAI disruption, consumer spending, defensive, economic cycles, network effects, Payments, valuation
Apr 13, 2026Fund LettersThe London Company Large CapAPD Air Products and Chemicals, Inc. Specialty ChemicalsIndustrial Gases Bull New York Stock ExchangeCyclical Recovery, Execution, Helium, Industrial Gases, Iran Conflict, new management, Pricing power
Apr 13, 2026Fund LettersThe London Company Large CapFDX FedEx Corporation Integrated Freight & LogisticsAir Freight & Logistics Bull New York Stock ExchangeCapacity Rationalization, cash flow, Cost Reduction, Express Delivery, Freight, Logistics, margin expansion, Pricing power
Apr 13, 2026Fund LettersThe London Company Large CapENTG Entegris, Inc. Semiconductor Equipment & MaterialsSpecialty Chemicals Bull NASDAQAdvanced Node, AI, barriers to entry, Fab Utilization, Free Cash Flow, materials, semiconductors, specialty chemicals
Apr 13, 2026Fund LettersThe London Company Small CapHWKN Hawkins, Inc. Specialty ChemicalsSpecialty Chemicals Bull NASDAQAcquisitions, asset-light, Distribution, family ownership, Food Processing, high-ROIC, industrial applications, specialty chemicals, water treatment
Apr 13, 2026Fund LettersThe London Company Income EquityQSR Restaurant Brands International Inc RestaurantsRestaurants Bull New York Stock ExchangeBurger King, franchise model, Popeyes, Restaurant Franchisor, Royalty Income, Self Help, Tim Hortons, Value
Apr 13, 2026Fund LettersThe London Company Income EquityAAPL Apple Inc. Consumer ElectronicsTechnology Hardware, Storage & Peripherals Bull NASDAQAI Costs, capital return, consumer electronics, Ecosystem, iPhone, Pricing power, technology hardware

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