Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 13, 2026Fund LettersThe London Company Income EquityNTDOY Nintendo Co., Ltd. ADR Electronic Gaming & MultimediaInteractive Home Entertainment Bull -AI competition, entertainment, Gaming, Hardware-Software, Intellectual Property, Mario Bros, Switch 2
Apr 13, 2026Fund LettersThe London Company Income EquityMSFT Microsoft Corporation Software - InfrastructureSystems Software Bull NASDAQAI development, Azure, Cloud computing, Competitive Moats, Enterprise software, Office, recurring revenue
Apr 13, 2026Fund LettersThe London Company Income EquityAPD Air Products and Chemicals, Inc. Specialty ChemicalsIndustrial Gases Bull New York Stock ExchangeExecution, Helium, Industrial Gases, Iran Conflict, materials, new management, turnaround
Apr 13, 2026Fund LettersThe London Company Income EquityCVX Chevron Corporation Oil & Gas IntegratedIntegrated Oil & Gas Neutral New York Stock Exchangecommodity, energy, geopolitical, Integrated Oil, Iran Conflict, Management Quality, shareholder returns
Apr 13, 2026Fund LettersThe London Company Income EquityGLW Corning Inc Electronic ComponentsElectronic Components Bull New York Stock ExchangeGenAI, hyperscaler, infrastructure, Optical Communications, semiconductors, Specialty Glass, technology hardware
Apr 13, 2026Fund LettersThe London Company SMID CapACIW ACI Worldwide, Inc. Software - InfrastructureSystems Software Bull NASDAQbanking, Cross-Border, infrastructure, Modernization, Payments, Real-time Payments, recurring revenue, Systems Software
Apr 13, 2026Fund LettersThe London Company SMID CapCCC CCC Intelligent Solutions Holdings Inc Software - ApplicationApplication Software Bull New York Stock ExchangeAI, Application Software, Claims Processing, Ecosystem, Embedded Platform, Insurance, network effects
Apr 13, 2026Fund LettersThe London Company SMID CapCOO Cooper Companies Medical Instruments & SuppliesHealth Care Equipment Bull New York Stock Exchangeactivist, Contact lenses, Health Care Equipment, insider buying, Medical devices, oligopoly, Specialty Lenses, switching costs
Apr 13, 2026Fund LettersThe London Company SMID CapAWI Armstrong World Industries, Inc. Building Products & EquipmentBuilding Products Bull New York Stock Exchangebacklog, Building Products, Commercial Construction, end markets, growth initiatives, market position, Pricing power
Apr 13, 2026Fund LettersThe London Company SMID CapCHDN Churchill Downs Incorporated GamblingCasinos & Gaming Bull NASDAQCasinos & Gaming, i-Gaming, Kentucky Derby, portfolio optimization, Regional Gaming, Share Buybacks, value creation
Apr 13, 2026Fund LettersThe London Company SMID CapQLYS Qualys, Inc. Software - InfrastructureSystems Software Bull NASDAQAI, balance sheet, cash generation, cybersecurity, market share, product innovation, Systems Software, Vulnerability Management
Apr 13, 2026Fund LettersThe London Company SMID CapESI Element Solutions Inc Specialty ChemicalsSpecialty Chemicals Bull New York Stock Exchangecapital allocation, electronics, Growth markets, Industrial Coatings, Integrations, margin expansion, specialty chemicals
Apr 13, 2026Fund LettersThe London Company SMID CapMUSA Murphy USA, Inc. Specialty RetailSpecialty Retail Bull New York Stock Exchangecapital return, cash flow, Fuel Prices, Low cost, market share, Rural, Specialty retail, Suburban
Apr 13, 2026Fund LettersThe London Company SMID CapENTG Entegris, Inc. Semiconductor Equipment & MaterialsSemiconductor Equipment Bull NASDAQAdvanced Logic, AI, barriers to entry, Fab Utilization, Free Cash Flow, materials, Memory, semiconductor equipment
Apr 13, 2026Fund LettersJDP CapitalMELI Mercado Libre Internet RetailInternet & Direct Marketing Retail Bull NASDAQCredit, digital payments, e-commerce, Emerging markets, Fintech, founder-led, growth, Latin America, platform
Apr 13, 2026Fund LettersJDP CapitalCZR Caesars Entertainment Resorts & CasinosCasinos & Gaming Bear NASDAQbuyout, Casinos, entertainment, Gaming, Las Vegas, management, minority shareholders, Privatization
Apr 13, 2026Fund LettersCastlebay InvestmentsEW Edwards Lifesciences Medical DevicesHealth Care Equipment Bear New York Stock Exchangecapital allocation, Clinical Moat, Healthcare Equipment, Heart Valves, medical technology, Single Product Concentration, TAVR, Valuation risk
Apr 13, 2026Fund LettersCastlebay InvestmentsITRK.L Intertek Specialty Business ServicesResearch & Consulting Services Bull New York Stock ExchangeCompliance, global reach, Process Power, Quality Assurance, Regulatory Accreditation, Research & Consulting, scientific expertise, Testing & Certification
Apr 13, 2026Fund LettersCastlebay InvestmentsAVON.L Avon Technologies Aerospace & DefenseAerospace & Defense Bull New York Stock ExchangeAerospace & Defense, capital efficiency, CBRN Protection, Defense, Materials Science, Process Power, Respiratory Protection, Technology Lead
Apr 13, 2026Fund LettersCastlebay Investments- Craneware OtherHealth Care Technology Bull NASDAQhealthcare software, Hospital Systems, Process Power, recurring revenue, Revenue Cycle Management, SaaS, switching costs, Workflow Integration

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