Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 8, 2026Fund LettersDKAM Donville Kent Asset ManagementVHI.TO VitalHub Corp. Health Information ServicesHealth Care Technology Bull Toronto Stock Exchangecash generation, Defensive Moat, government funding, healthcare software, M&A, Rule of 40, SaaS
Apr 8, 2026Fund LettersDKAM Donville Kent Asset ManagementE.TO Enterprise Group Inc. Oil & Gas Equipment & ServicesOil & Gas Equipment & Services Bull Toronto Stock ExchangeCanadian, Capex Inflection, Cyclical Recovery, Energy Services, Equipment Rental, LNG, natural gas
Apr 8, 2026Fund LettersDKAM Donville Kent Asset ManagementBAMI.TO Blue Ant Media Inc. EntertainmentMovies & Entertainment Bull Toronto Stock ExchangeContent production, entertainment, Global distribution, media, net cash, Streaming, undervalued
Apr 8, 2026Fund LettersDKAM Donville Kent Asset ManagementZDC.TO Zedcor Inc. OtherTechnology Hardware, Storage & Peripherals Bull Toronto Stock ExchangeEquipment Rental, growth, manufacturing, ROE, Solar power, Surveillance Technology, tax efficiency
Apr 8, 2026Fund LettersDKAM Donville Kent Asset ManagementCSU.TO Constellation Software Inc. Software - ApplicationSystems Software Bear Toronto Stock ExchangeAi Risk, capital allocation, exit strategy, leadership transition, serial acquirer, Software, Vertical Markets
Apr 8, 2026Fund LettersDKAM Donville Kent Asset ManagementPRL.TO Propel Holdings Inc. Credit ServicesConsumer Finance Neutral Toronto Stock Exchangeconsumer finance, Credit risk, Fintech, Government Impact, Position Reduction, US market
Apr 8, 2026Fund LettersDKAM Donville Kent Asset ManagementGSY.TO GoEasy Ltd. Credit ServicesConsumer Finance Bear Toronto Stock ExchangeCanadian, consumer finance, exit strategy, Lending, Regulatory risk, risk management
Apr 8, 2026Fund LettersEagle Point Capital LLCMCK McKesson Corporation Medical DistributionHealth Care Distributors Bull New York Stock ExchangeConsolidated Industry, defensive, Healthcare services, Mission-Critical, Moat, Pharmaceutical Distribution, Physical Infrastructure, Technology Consumer
Apr 8, 2026Fund LettersAndrew Hill Investment Advisors, Inc.EQT EQT Corporation Oil & Gas E&POil, Gas & Consumable Fuels Bull New York Stock ExchangeCoal Replacement, Long-lateral Drilling, natural gas, Shale Production, Utility Industry, vertical integration
Apr 8, 2026Fund LettersAndrew Hill Investment Advisors, Inc.OKE ONEOK, Inc. Oil & Gas MidstreamOil, Gas & Consumable Fuels Bull New York Stock ExchangeEnergy security, Fee-based Income, midstream, natural gas, Permian Basin, Pipelines, Tollbooth Model
Apr 8, 2026Fund LettersAndrew Hill Investment Advisors, Inc.GOOGL Alphabet Inc. Internet Content & InformationInteractive Media & Services Bull NASDAQAI, autonomous vehicles, Cloud computing, Data Assets, Gemini, Search, TPU Chips
Apr 8, 2026Fund LettersAndrew Hill Investment Advisors, Inc.AAPL Apple Inc. Consumer ElectronicsTechnology Hardware, Storage & Peripherals Bull NASDAQbuybacks, capital allocation, consumer electronics, Ecosystem, Fast Follower, iPhone, Sustainability
Apr 8, 2026Fund LettersAndrew Hill Investment Advisors, Inc.NXT NextPower SolarElectrical Equipment Bull -clean technology, energy efficiency, renewable energy, robotics, Solar, Utility Scale
Apr 8, 2026Fund LettersProtean Small CapVERT.ST Vertiseit AB OtherSoftware Bull New York Stock ExchangeDigital Signage, growth, M&A Synergies, Owner-operators, recurring revenue, Retail Digitization, retail technology, SaaS
Apr 8, 2026Fund LettersProtean Small CapVIMIAN.ST Vimian Group AB Diagnostics & ResearchHealth Care Supplies Bull New York Stock Exchangeacquisition strategy, Animal Health, Cash Flow Improvement, Operational Turnaround, PE Backing, Pet Care, Sector Rerating, Veterinary
Apr 8, 2026Fund LettersProtean Small CapDEVYSER.ST Devyser Diagnostics AB OtherLife Sciences Tools & Services Bull New York Stock ExchangeCash Flow Breakeven, contrarian, Disease Detection, DNA Analysis, Genetic Testing, Healthcare Diagnostics, Healthcare Technology, Sticky Protocols
Apr 8, 2026Fund LettersProtean Small CapCINT.ST Cint Group AB Software - ApplicationInternet Software & Services Bull New York Stock ExchangeAI impact, growth, high-risk, Market Research, Media Measurement, Sequential Improvement, technology platform, turnaround
Apr 8, 2026Fund LettersProtean Small CapNIBE.ST Nibe Industrier AB OtherBuilding Products Bull New York Stock ExchangeBuilding Products, contrarian, Cyclical Recovery, energy efficiency, Energy independence, European markets, heat pumps, Value
Apr 8, 2026Fund LettersRecurve CapitalCVNA Carvana Co. Auto & Truck DealershipsSpecialty Retail Bull New York Stock ExchangeAutomotive Retail, e-commerce, EBITDA multiple, growth, Low Cyclicality, Mass Consumer, Used cars
Apr 7, 2026Fund LettersVision CapitalPME.AX Pro Medicus Ltd Health Information ServicesHealth Care Technology Bull Australian Securities ExchangeAustralia, Healthcare Technology, medical imaging, Mission-Critical, PACS, recurring revenue, SaaS, Streaming Technology, Zero Churn

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