Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 6, 2026Fund LettersWedgewood PartnersV Visa Credit ServicesData Processing & Outsourced Services Bull New York Stock Exchangeconsumer spending, Data Processing, duopoly, Payment Networks, Payments, Regulatory risk, value-added services
Apr 6, 2026Fund LettersWedgewood PartnersGOOGL Alphabet Internet Content & InformationInteractive Media & Services Bull NASDAQadvertising, AI, capital allocation, Google Cloud, Interactive Media, margin expansion, operating leverage, Search
Apr 6, 2026Fund LettersWedgewood PartnersMETA Meta Platforms Internet Content & InformationInteractive Media & Services Bull NASDAQadvertising, AI infrastructure, Interactive Media, Productivity Gains, Revenue Growth, social media, valuation discount
Apr 6, 2026Fund LettersWedgewood PartnersBKNG Booking Holdings Travel ServicesHotels, Restaurants & Leisure Bull NASDAQair travel, Consumer AI, Middle East, Online Travel, Revenue Growth, Travel Booking, travel demand
Apr 6, 2026Fund LettersWedgewood PartnersMSFT Microsoft Software - InfrastructureSystems Software Bull NASDAQAI, backlog, capital allocation, Cloud computing, commercial bookings, OpenAI, Productivity Suite, Systems Software
Apr 6, 2026Fund LettersWedgewood PartnersORLY O'Reilly Automotive Auto PartsSpecialty Retail Bull NASDAQAutomotive Aftermarket, comparable sales, defensive, Non-Discretionary, Pricing power, Professional Business, Specialty retail
Apr 6, 2026Fund LettersWedgewood PartnersCB Chubb Insurance - Property & CasualtyProperty & Casualty Insurance Bull New York Stock Exchangecombined ratio, Digital, International, productivity, Property & Casualty Insurance, Small and Middle-Market, underwriting
Apr 6, 2026Fund LettersWedgewood PartnersMSI Motorola Solutions Communication EquipmentCommunications Equipment Bull New York Stock ExchangeCommand Center Software, Communications Equipment, Government, Land Mobile Radio, LMR, Mission-Critical, Public safety, Unmanned Aerial
Apr 6, 2026Fund LettersWedgewood PartnersODFL Old Dominion Freight Line TruckingTrucking Bull NASDAQCapacity Management, Cyclical, Freight, Industrial Recovery, Ltl, manufacturing, Transportation, Trucking
Apr 6, 2026Fund LettersWedgewood PartnersTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock ExchangeAI, Cloud Service Providers, custom silicon, Foundry, growth, Leading-Edge Nodes, semiconductors, Taiwan
Apr 6, 2026SubstackStock PursuitACTG Acacia Research Investment ManagementIntellectual Property Bull NASDAQ Stock MarketAcacia Research, Benchmark segment, cash flow, Deflecto purchase, Intellectual Property, natural gas prices, oil and gas, tariffs, undercovered stock, Wifi-6
Apr 4, 2026Fund LettersThe Wolf of Harcourt StreetSE Sea Limited Internet RetailInteractive Media & Services Bull New York Stock ExchangeAI, Digital Entertainment, Digital Financial Services, e-commerce, Emerging markets, Fintech, Gaming, growth, Latin America, Logistics, platform, Southeast Asia
Apr 4, 2026SubstackRijnberk Invest InsightsARM ARM Holdings SemiconductorsSemiconductor Intellectual Property Bull Nasdaq Stock MarketAGI CPU, ARM architecture, capital-light model, data center CPUs, energy efficiency, long-term growth, Market expansion, royalty revenue, semiconductor IP, technology adoption
Apr 4, 2026SubstackCoughlin CapitalBYDDY BYD Company Limited AutomobilesElectric Vehicles Bull Over-the-Counterautomotive industry, BYD, China, Electric Vehicles, Energy security, EV Adoption, geopolitical tensions, Middle East Disruption, Oil Dependency, supply chain
Apr 3, 2026SubstackMonopolistic InvestorADBE Adobe Inc. TechnologyApplication Software Bear Nasdaq Stock MarketAdobe, ARR growth, Competitive Advantage, executive compensation, forensic analysis, governance issues, investment thesis, reporting practices, Transparency, Value trap
Apr 3, 2026SubstackThe Finance CornerCROX Crocs, Inc. Consumer GoodsFootwear Bull NASDAQ Stock MarketBrand investment, Crocs, Footwear, Free Cash Flow, HEYDUDE, market skepticism, Revenue Growth, Share Buybacks, store expansion, valuation
Apr 3, 2026SubstackPound the Rock InvestingFOUR Shift4 Payments Financial TechnologyPayments Processing Bull New York Stock ExchangeAdjusted EBITDA growth, asymmetric return, Free Cash Flow, Global Blue acquisition, hospitality payments, integrated payments, Jared Isaacman, payments sector, Shift4 Payments, Undervalued Stock
Apr 2, 2026Fund LettersDiranko CapitalWI.TO Western Investment Company of Canada OtherMulti-Sector Holdings Bull Toronto Stock ExchangeAsset-based valuation, Buy and Build, deep value, holding company, Insurance, Rights Offering, Special situations, Sum-of-parts, Underwriting Profit, Western Canada
Apr 1, 2026Fund LettersProtean SelectDEVYSER.ST Devyser OtherLife Sciences Tools & Services Bull New York Stock ExchangeBiotech, diagnostics, Equity, Genetic Testing, growth, Healthcare Technology, life sciences, Sweden
Apr 1, 2026Fund LettersProtean SelectVIMIAN.ST Vimian Diagnostics & ResearchLife Sciences Tools & Services Bull New York Stock ExchangeAnimal Health, Equity, life sciences, Pet Care, Sweden, turnaround, Value, Veterinary Services

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