Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 10, 2026Fund LettersMiddle Coast InvestingGTLB GitLab Inc Software - InfrastructureApplication Software Bull NASDAQAI tools, Developer Productivity, Devops, Growth Software, SaaS, Software Development, takeover target
Apr 10, 2026Fund LettersMiddle Coast InvestingBKNG Booking Holdings Travel ServicesInternet & Direct Marketing Retail Bull NASDAQAI disruption, e-commerce, international exposure, Online Travel, Platform business, Share Buybacks, Travel Technology
Apr 10, 2026Fund LettersMiddle Coast InvestingPGR Progressive Corporation Insurance - Property & CasualtyProperty & Casualty Insurance Bull New York Stock ExchangeAuto Insurance, autonomous vehicles, Customer growth, Cyclical, Pricing power, Property & Casualty, Value
Apr 10, 2026SubstackAlpha Seeker 84AXON Axon Enterprise, Inc. Public Safety TechnologyLaw Enforcement Equipment & Software Neutral Nasdaq Stock MarketAI Era Plan, ARPU Expansion, competitive moat, Digital Evidence Management, net revenue retention, Public Safety Technology, recurring revenue, revenue recognition, stock-based compensation, TASER Devices
Apr 9, 2026Fund LettersRLH CapitalGSRI GSR IV Acquisition Corp. OtherSpecialized Finance Bull NASDAQarbitrage, Capital Protection, Liquidation, Optionality, SPAC, Transaction, Trust Value, yield
Apr 9, 2026SubstackMindset ValueGRUSF Grown Rogue CannabisCultivation and Production Bull Over-the-CounterCannabis, EBITDA, expansion, Grown Rogue, market valuation, Minnesota, New Jersey, production capacity, profitability, Revenue Growth
Apr 9, 2026Fund LettersLakehouse Global Growth FundKXS.TO Kinaxis Inc Software - ApplicationApplication Software Bull New York Stock ExchangeAI, Canada, Enterprise software, growth, SaaS, Software, subscription model, supply chain management
Apr 9, 2026Fund LettersLakehouse Small Companies FundCAT.AX Catapult Scientific & Technical InstrumentsApplication Software Bull Australian Securities Exchangeacquisition integration, Annual Contract Value, Free Cash Flow, Performance Analytics, Rule of 40, SaaS, Sports Analytics
Apr 9, 2026Fund LettersLakehouse Small Companies FundFIN.AX Fineos Other Industrial Metals & MiningApplication Software Bull Australian Securities ExchangeAI platform, cloud migration, Insurance Technology, Legacy Modernization, Premium Volume, SaaS, System Integration
Apr 9, 2026Fund LettersJB Global CapitalFLO Flowers Foods Inc Packaged FoodsPackaged Foods & Meats Bull New York Stock Exchangeasset value, Bread, consumer staples, Direct-Store-Delivery, duopoly, Packaged Foods, turnaround, Value
Apr 9, 2026Fund LettersJB Global CapitalPYPL PayPal Holdings Inc Credit ServicesData Processing & Outsourced Services Bull NASDAQdigital payments, e-commerce, Fintech, Free Cash Flow, margin expansion, turnaround, Value, Venmo
Apr 9, 2026Fund LettersJB Global CapitalBABA Alibaba Group Holding Limited Internet RetailInternet & Direct Marketing Retail Neutral New York Stock ExchangeAI, capital allocation, China, Cloud computing, e-commerce, Free Cash Flow, Management Quality, quick commerce
Apr 9, 2026Fund LettersInfuse PartnersONDO.L Ondo Plc Scientific & Technical InstrumentsElectronic Equipment, Instruments & Components Bull New York Stock ExchangeB2B2C Model, Home Services, Insurance Technology, IoT Technology, network effects, patent protection, UK Technology, Water Detection
Apr 9, 2026Fund LettersInfuse PartnersDUOL Duolingo Inc Software - ApplicationInteractive Media & Services Bull NASDAQAI-powered, Edtech, Freemium, Language learning, Mobile Learning, SaaS, subscription model, User growth
Apr 8, 2026SubstackModern Value InvestingBMBL Bumble Inc. Communication ServicesInteractive Media & Services Bull Nasdaq Stock Marketadjusted EBITDA, Bumble, dating app, financial performance, Free Cash Flow, growth potential, investment opportunity, margin expansion, market niche, valuation
Apr 8, 2026SubstackWonderstcksDEVO.L Devolver Digital Digital Entertainment and GamingIndependent Video Game Publishing Neutral London Stock ExchangeDevolver Digital, first-party IP, gaming industry volatility, greenlighting process, independent video games, indie market competition, player acquisition, profitability, punk-rock aesthetic, vertical integration
Apr 8, 2026Fund LettersVltava FundRMV.L Rightmove Internet Content & InformationInteractive Media & Services Bull New York Stock ExchangeDigital Marketplace, Dominant Position, Free Cash Flow, high margins, Low Capital Intensity, network effects, Real Estate Portal, UK
Apr 8, 2026Fund LettersVltava FundAJB.L AJ Bell Asset ManagementInvestment Banking & Brokerage Bull New York Stock Exchangeasset management, digital platform, Fee Based, Fintech, investment management, Scalable, Self directed investing, UK
Apr 8, 2026Fund LettersVltava FundBKNG Booking Holdings Travel ServicesInternet & Direct Marketing Retail Bull NASDAQasset-light, Commission-Based, Free Cash Flow, high margins, network effects, online marketplace, Platform business, Travel
Apr 8, 2026Fund LettersClearBridge Investments Large Cap Growth StrategyPYPL PayPal Credit ServicesIT Services Bear NASDAQbusiness transformation, digital payments, Fintech, Opportunity-Cost, turnaround

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