Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2026Fund LettersAkre Focus FundKKR KKR & Co Inc. Asset ManagementAsset Management & Custody Banks Bull New York Stock ExchangeAlternative Asset Manager, Asset Based Finance, AUM growth, Default Risk Analysis, Direct Lending, diversification, Private Credit
Mar 31, 2026Fund LettersAkre Focus FundCSU.TO Constellation Software Inc. Software - ApplicationSystems Software Bull New York Stock ExchangeAI Concerns, Canada, Free Cash Flow Growth, Mission-Critical, Software, valuation disconnect, Vertical Markets
Mar 31, 2026Fund LettersOakmark Fixed IncomeORCL Oracle Corporation Software - InfrastructureSystems Software Bull NASDAQAI investment, cash flow generation, cloud infrastructure, Convertible Bonds, Enterprise software, Investment grade credit, technology
Mar 31, 2026Fund LettersOakmark International FundSAP SAP SE Software - ApplicationSystems Software Bull New York Stock ExchangeAI integration, B2B software, Contrarian Value, embedded systems, Enterprise software, German Technology, market overreaction
Mar 31, 2026SubstackSZEWMEGP.L ME Group Consumer ServicesSelf-Service Machines Bull London Stock Exchangebuybacks, cash flow, dividends, growth potential, high margins, Laundromats, Revenue Growth, Self-Service Machines, shareholder value, undervaluation
Mar 31, 2026SubstackSZEWYOU.L Yougov Market ResearchData Analytics Neutral London Stock Exchangeconsumer insights, Data Analytics, divestiture, Financial Constraints, growth potential, long-term prospects, Market Research, strategic shift, uncertainty, undervaluation
Mar 31, 2026SubstackSZEWSAP.DE SAP SoftwareEnterprise Software Bull Frankfurt Stock Exchangebuying opportunity, cloud solutions, Digital transformation, Enterprise software, financial strength, growth potential, high margins, industry trends, market leadership, undervaluation
Mar 31, 2026SubstackSZEWGPP.WA Grupa Pracuj Internet ServicesJob Portals Bull Warsaw Stock Exchangedividend yield, financial health, geopolitical risks, internet services, Job Portals, market leadership, organic growth, Software Division, undervaluation, Value Investment
Mar 31, 2026SubstackSZEWEUZ.DE Eurokai TransportationPort Operations Bull Frankfurt Stock ExchangeCompetitive Advantage, European market, growth potential, investment opportunity, Logistics Services, operational improvements, Port Operations, Revenue Growth, strategic deals, Terminal Expansion
Mar 31, 2026SubstackSZEWKIN-B.ST Kinnevik Financial ServicesVenture Capital Bull Stockholm Stock Exchangeattractive valuation, Digital Consumer, financial stability, growth potential, High-Quality Investments, market overreaction, net cash position, Portfolio Discount, strategic focus, Venture Capital
Mar 31, 2026SubstackSZEWOTB.L On the Beach Travel ServicesOnline Travel Agency Bull London Stock Exchangeasset-light model, Booking Flexibility, financial resilience, geopolitical tensions, market overreaction, Net Cash Reserves, Online Travel Agency, Pent-up Demand, profit growth, Travel Recovery
Mar 31, 2026SubstackSZEWHYQ.DE Hypoport Financial TechnologyMortgage Platforms Bull Frankfurt Stock ExchangeAI integration, Banking Systems, buying opportunity, Interest rates, long-term growth, market valuation, Mortgage Brokerage, operational efficiency, profitability, Strategic Management
Mar 31, 2026SubstackSZEWIPO.L IP Group Financial ServicesVenture Capital Bull London Stock ExchangeAberdeen Deal, Deep Tech, intrinsic value, Photonics, Quantum Computing, Strategic Partnerships, Third-Party Fund Management, UK Pension Funds, undervaluation, Venture Capital
Mar 31, 2026SubstackBrad MunchenTSLA Tesla, Inc. AutomotiveElectric Vehicles Bear Nasdaq Stock MarketAI premium, automotive industry, Electric Vehicles, financial headwinds, GHG credits, negative free cash flow, regulatory credits, Tesla, valuation multiples, ZEV credits
Mar 31, 2026SubstackShareholders UnitePESI Perma-Fix Environmental Services, Inc. Environmental ServicesWaste Management Bull NASDAQ Stock MarketCompetitive Advantage, Hanford cleanup, international expansion, PFAS destruction, regulatory niche, Revenue Growth, Transuranic waste, Treatment Segment, WARM project, waste management
Mar 31, 2026SubstackCoughlin CapitalBUR Burford Capital Financial ServicesLitigation Finance Neutral London Stock Exchangeasset management, Burford Capital, cash receipts, Christopher Bogart, financial services, Jonathan Molot, Litigation Finance, market volatility, return on invested capital, YPF case
Mar 31, 2026SubstackToff Cap Monday MonitorAPTV Aptiv AutomotiveAuto Parts Neutral New York Stock Exchangeautomotive, Chinese OEMs, Connectivity, electrical distribution, Electrification, market volatility, operational efficiency, Protectionism, spin-off, Versigent
Mar 31, 2026SubstackToff Cap Monday MonitorANAB AnaptysBio BiotechnologyBiopharmaceuticals Bull NASDAQ Stock Marketbiotechnology, clinical stage, GSK, Immuno-oncology, royalties, shareholder value, spin-off, strategic separation, valuation, Vanda
Mar 29, 2026SubstackWonderstcksJET2.L Jet2 Plc Travel and AviationLeisure Airline Bull London Stock ExchangeCustomer service, financial health, Fleet renewal, Fuel hedging, Leisure airline, London Gatwick expansion, market leadership, package holidays, Sustainability, UK travel market
Mar 29, 2026SubstackAlpha Seeker 84FND Floor & Decor Holdings, Inc. RetailSpecialty Retail Bull New York Stock ExchangeCapEx reduction, CEO transition, Floor & Decor, gross margin expansion, hard-surface flooring, housing market, Pro customer growth, Pro Premier loyalty program, retail expansion, supply chain diversification

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