Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 11, 2026Fund LettersGDS InvestmentsRIVN Rivian Automotive Inc Auto ManufacturersAutomobile Manufacturers Bull NASDAQautomotive, autonomous vehicles, Electric Vehicles, growth, Mobility Platform, Partnership, robotaxis, technology platform
Apr 11, 2026Fund LettersBlue Tower Asset ManagementPBR Petróleo Brasileiro S.A. - Petrobras Oil & Gas IntegratedOil, Gas & Consumable Fuels Bull New York Stock ExchangeBrazil, commodity, energy, Exploration, geopolitical, Oil & Gas, Production, Supply Disruption, Value
Apr 11, 2026Fund LettersBlue Tower Asset ManagementSM SM Energy Company Oil & Gas E&POil, Gas & Consumable Fuels Bull New York Stock Exchangecommodity, energy, Exploration, Midland Basin, Oil & Gas, Production, Supply Disruption, US shale, Value
Apr 11, 2026Fund LettersBlue Tower Asset ManagementPBR Petróleo Brasileiro S.A. - Petrobras Oil & Gas IntegratedOil, Gas & Consumable Fuels Bull New York Stock ExchangeBrazil, commodity, energy, Exploration, geopolitical, Oil & Gas, Production, Supply Disruption, Value
Apr 11, 2026Fund LettersLongriver Investment PartnersFUTU Futu Holdings Limited Capital MarketsInvestment Banking & Brokerage Bull NASDAQAsia-Pacific, Cross-border Trading, Customer Acquisition, Cyclical, Digital Brokerage, Financial Platform, Fintech, Hong Kong, Mobile Trading, technology, wealth management
Apr 11, 2026Fund LettersTorre FinancialMELI MercadoLibre Inc Internet RetailBroadline Retail Bull NASDAQCredit Portfolio, digital payments, e-commerce, Emerging markets, Fintech, Gmv Growth, Latin America
Apr 11, 2026Fund LettersTorre FinancialTMO Thermo Fisher Scientific Inc Diagnostics & ResearchLife Sciences Tools & Services Bull New York Stock Exchangebiotech funding, China exposure, End Market Recovery, Healthcare Tools, Laboratory Equipment, life sciences, Research Spending
Apr 11, 2026Fund LettersTorre FinancialSPGI S&P Global Inc Financial Data & Stock ExchangesFinancial Services Bull New York Stock ExchangeCapital markets, credit ratings, financial services, Fundamentally Sound, Index Business, Issuance Volumes, Near-term Headwind
Apr 11, 2026Fund LettersTorre FinancialABT Abbott Laboratories Medical DevicesHealth Care Equipment & Supplies Bull New York Stock ExchangeBase Business, defensive, Diversified Healthcare, healthcare, Medical devices, Sector Rotation, steady growth
Apr 11, 2026Fund LettersTorre FinancialBKNG Booking Holdings Inc Travel ServicesHotels, Restaurants & Leisure Bull NASDAQAirfare, Consumer Discretionary, oil prices, Online Travel, Short-term Concerns, travel demand, value opportunity
Apr 11, 2026Fund LettersTorre FinancialLIN Linde plc Specialty ChemicalsChemicals Bull New York Stock Exchangedefensive, Industrial Gases, materials, operational efficiency, Pricing power, Quality, Resilient Business
Apr 11, 2026Fund LettersTorre FinancialALSN Allison Transmission Holdings Inc Auto PartsAutomotive Parts & Equipment Bull New York Stock Exchangecommercial vehicles, compounder, Defense, Electrification, Heavy-duty trucks, hybrid vehicles, Transmissions
Apr 11, 2026Fund LettersTorre FinancialASML ASML Holding NV Semiconductor Equipment & MaterialsSemiconductors & Semiconductor Equipment Bull NASDAQAdvanced Manufacturing, EUV lithography, Monopoly, order book, Pricing power, semiconductor equipment, technology
Apr 11, 2026Fund LettersTorre FinancialGEV GE Vernova Inc Specialty Industrial MachineryElectrical Equipment Bull New York Stock ExchangeAI infrastructure, data centers, Electrification, energy equipment, Grid modernization, Power generation, utilities
Apr 11, 2026Fund LettersTorre FinancialFIX Comfort Systems USA Inc Engineering & ConstructionConstruction & Engineering Bull New York Stock ExchangeAI infrastructure, backlog, construction, data centers, Electrical Contracting, infrastructure, Mechanical Contracting
Apr 11, 2026SubstackAlpha Seeker 84NVDA NVIDIA Corporation SemiconductorsGraphics & Multimedia Bull NASDAQ Stock MarketAI infrastructure, CUDA moat, data centers, economic margins, NVIDIA, NVLink Fusion, performance per watt, Pricing power, rack-scale systems, Software Stack
Apr 11, 2026SubstackRijnberk Invest InsightsWMB The Williams Companies, Inc. EnergyOil & Gas Midstream Bull New York Stock Exchangecapital deployment, data centers, energy infrastructure, fee-based revenue, growth drivers, LNG Exports, natural gas, Power generation, Regulatory Moat, Transco Pipeline
Apr 10, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited TechnologyInternet Services & Infrastructure Bull New York Stock ExchangeAI capex, Alibaba, cloud revenue, Competitive Advantage, efficiency, growth, infrastructure, investment, profitability, technology
Apr 10, 2026Fund LettersCedar Grove Capital ManagementMTY.TO MTY Food Group RestaurantsHotels, Restaurants & Leisure Bull Toronto Stock Exchangeacquisition target, Canadian, Improving Fundamentals, M&A, private equity, Restaurant Franchisor, Special situations
Apr 10, 2026Fund LettersCedar Grove Capital ManagementNKTR Nektar Therapeutics BiotechnologyBiotechnology Bull NASDAQacquisition target, Atopic Dermatitis, biotechnology, JAK Inhibitors, Phase 3, Quarterly Dosing, safety profile, Special situations

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: