Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 30, 2026Fund LettersVoya MI Dynamic Small Cap FundTPH Tri Pointe Homes, Inc. Residential ConstructionHomebuilding Bull New York Stock ExchangeGrowth markets, homebuilding, Land Light Model, Real Estate, Regional Builder
Apr 30, 2026Fund LettersVoya MI Dynamic Small Cap FundTROX Tronox Holdings PLC ChemicalsSpecialty Chemicals Bull New York Stock ExchangeCyclical, materials, specialty chemicals, Titanium Dioxide, vertically integrated
Apr 30, 2026Fund LettersVoya MI Dynamic Small Cap FundPGNY Progyny, Inc. Healthcare PlansHealth Care Services Bull NASDAQBenefits Management, Fertility, growth, Healthcare services, SaaS
Apr 30, 2026Fund LettersVoya MI Dynamic Small Cap FundCLF Cleveland-Cliffs Inc. SteelSteel Bear New York Stock Exchangeautomotive, Cyclical, Integrated Producer, materials, Steel
Apr 30, 2026Fund LettersVoya MI Dynamic Small Cap FundKSS Kohl's Corp. Department StoresDepartment Stores Bear New York Stock ExchangeConsumer Discretionary, Department Store, retail, turnaround, Value
Apr 30, 2026Fund LettersArquitos Capital ManagementLQDA Liquidia Corporation Drug Manufacturers - Specialty & GenericPharmaceuticals Bull NASDAQmarket share, Pah, Patent Litigation, PH-ILD, pharmaceuticals, Revenue Growth, Treprostinil, Yutrepia
Apr 30, 2026Fund LettersArquitos Capital ManagementFNCH Finch Therapeutics BiotechnologyBiotechnology Bull NASDAQasset monetization, biotechnology, Chapter 11, IP Portfolio, Liquidation, Patent Litigation, Special Situation
Apr 30, 2026Fund LettersArquitos Capital ManagementENDI ENDI Corp. Asset ManagementAsset Management & Custody Banks Bull NASDAQasset management, AUM growth, cash position, EBITDA, financials, Revenue Growth
Apr 30, 2026Fund Letters1 Main CapitalKKR KKR & Co Asset ManagementAsset Management & Custody Banks Bull New York Stock ExchangeAlternative Asset Manager, AUM growth, Credit, insider buying, management fees, Mega-alts, private equity, Real assets
Apr 30, 2026Fund Letters1 Main CapitalIWG International Workplace Group OtherSpecialized REITs Bull London Stock ExchangeAI Beneficiary, asset-light model, Co-working, Flexible Workspace, management fees, operating leverage, Share Buybacks
Apr 30, 2026SubstackKairos ResearchGPGI Great Positions in Good Industries IndustrialAcquisition Platform Bull New York Stock ExchangeDavid Cote, EBITDA growth, Husky Technologies, industrial acquisition, leverage, long-term value creation, margin expansion, operational improvements, PET packaging market, Resolute Holdings
Apr 30, 2026SubstackAlpha Seeker 84META Meta Platforms, Inc. TechnologySocial Media Bull Nasdaq Stock Marketadaptive ranking model, advertising, AI infrastructure, CapEx, engagement growth, Meta Platforms, operating leverage, Revenue Growth, valuation, WhatsApp Monetization
Apr 29, 2026Fund LettersCurreen CapitalVFC VF Corp Apparel ManufacturingApparel, Accessories & Luxury Goods Bull New York Stock ExchangeApparel, Balance sheet repair, brands, capital allocation, Consumer Discretionary, Management Change, turnaround
Apr 29, 2026Fund LettersCurreen CapitalENR.DE Siemens Energy Specialty Industrial MachineryElectrical Equipment Bull -AI demand, Cyclical, energy, Germany, Power generation, spinoff, Transmission, turnaround, Wind Turbines
Apr 29, 2026Fund LettersCurreen CapitalGETB.L GetBusy Software - ApplicationApplication Software Bull London Stock ExchangeAccounting, Document Exchange, Growth Investment, professional services, SaaS, Software, spinoff, UK
Apr 29, 2026Fund LettersCurreen CapitalFTDR Frontdoor Personal ServicesSpecialized Consumer Services Bull NASDAQcapital allocation, Home Services, market penetration, recurring revenue, Service Plans, spinoff
Apr 29, 2026Fund LettersCurreen CapitalFTRE Fortrea BiotechnologyLife Sciences Tools & Services Bull NASDAQBiotech, Clinical trials, Cro, healthcare, Pharmaceutical Services, spinoff, turnaround
Apr 29, 2026Fund LettersCurreen CapitalAAP Advance Auto Parts Auto PartsAutomotive Retail Bull New York Stock Exchangeaftermarket, automotive, Balance sheet repair, retail, turnaround, Value
Apr 29, 2026Fund LettersOldfield Partners Overstone Global Large CapALLY Ally Financial Inc Credit ServicesConsumer Finance Bull New York Stock ExchangeAuto finance, consumer finance, Deposit-Funded, digital banking, Equity, net interest margin, transformation, US, Value
Apr 29, 2026Fund LettersOldfield Partners Overstone Global Large CapMRK.DE Merck KGaA Drug Manufacturers - Specialty & GenericPharmaceuticals Bull -Biotech Equipment, Diversified, Equity, family-controlled, Germany, life sciences, pharmaceuticals, semiconductor materials, Value

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