Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2025Fund LettersPolen Capital - U.S. Small Company GrowthPOWL Powell Industries IndustrialsElectrical Components & Equipment Bull NASDAQCustom Engineering, data centers, Electrical infrastructure, Industrial Equipment, Manufacturing Onshoring, power control, Switchgear
Sep 30, 2025Fund LettersPolen Capital - U.S. Small Company GrowthJOBY Joby Aviation IndustrialsAerospace & Defense Bull NYSEAerospace, Air taxi, Blade Acquisition, Electric Aircraft, Electric Aviation, eVTOL, Transportation, Urban Mobility
Sep 30, 2025Fund LettersPolen Capital - U.S. Small Company Growth6BE GR Bloom Energy EnergyAlternative Energy Equipment Bull NYSEAI data centers, clean energy, energy infrastructure, Fuel cells, Oracle Partnership, Power generation, technology
Sep 30, 2025Fund LettersPolen Capital - U.S. SMID Company GrowthATLN.L Talen Energy Corporation UtilitiesIndependent Power and Renewable Electricity Producers Bull NASDAQAI infrastructure, data centers, electricity demand, energy infrastructure, M&A, natural gas, Nuclear Power, Power generation
Sep 30, 2025Fund LettersPolen Capital - U.S. SMID Company GrowthSOFI SoFi Technologies Inc FinancialsConsumer Finance Bull NASDAQCustomer Acquisition, digital banking, financial services, Fintech, platform strategy, Student loans, technology
Sep 30, 2025Fund LettersPolen Capital - U.S. SMID Company Growth6BE GR Bloom Energy Corporation IndustrialsElectrical Equipment Bull NYSEAI infrastructure, clean energy, data centers, Electrification, energy technology, Fuel cells, Oracle Partnership, Power generation
-Fund LettersCooper Investors Global Equities Fund (Unhedged)LSEG.L London Stock Exchange Group plc FinancialsCapital Markets Bull London Stock ExchangeBloomberg Competitor, Cost synergies, financial data, Market Infrastructure, Microsoft partnership, Overhang Resolution, Refinitiv Integration, Share Buyback
-Fund LettersCooper Investors Global Equities Fund (Unhedged)RTO.L Rentokil Initial plc IndustrialsCommercial Services & Supplies Bull London Stock Exchangedefensive, margin expansion, market leader, Non-Discretionary, pest control, Route Density, synergies, Terminix Acquisition
-Fund LettersCooper Investors Global Equities Fund (Unhedged)BKNG Booking Holdings Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAggregator, Connected Trip, Free Cash Flow, market leader, Online Travel, Share Buybacks, Travel Accommodation, Travel Recovery
-Fund LettersIthaka US Growth StrategyDXCM DexCom, Inc. Health CareHealth Care Equipment & Supplies Neutral NASDAQCgm, Chronic Disease, Continuous Glucose Monitoring, Diabetes, Healthcare Technology, Medical devices, profit-taking
-Fund LettersIthaka US Growth StrategySNOW Snowflake, Inc. Information TechnologySoftware Bull NYSEanalytics, Cloud Data, Data Cloud, Data Warehousing, Data-Driven, Frank Slootman, Land and Expand, SaaS
-Fund LettersIthaka US Growth StrategyISRG Intuitive Surgical, Inc. Health CareHealth Care Equipment & Supplies Neutral NASDAQda Vinci, Healthcare Equipment, margin pressure, Medical devices, minimally invasive surgery, Procedure Growth, Robotic Surgery
-Fund LettersIthaka US Growth StrategyAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Information TechnologySoftware Bull NASDAQArtificial Intelligence, Azure, Cloud computing, Enterprise software, Gaming, OpenAI, productivity software, Search
-Fund LettersIthaka US Growth StrategyCRM Salesforce, Inc. Information TechnologySoftware Bull NYSEactivist investors, Cloud software, CRM, market leader, operating profitability, SaaS, Software, subscription model
-Fund LettersIthaka US Growth StrategyAAPL|MSFT|NFLX|NVDA|UNH NVIDIA Corp. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQArtificial Intelligence, automotive, ChatGPT, data center, Gaming, Gpu, growth, machine learning, semiconductors, Visual Computing
-Fund LettersSandbrooK CapitalSONO Sonos Inc Consumer DiscretionaryConsumer Electronics Bear NASDAQASP Headwinds, Audio Equipment, Bear, Channel Inventory, consumer electronics, margin compression, Product Mix, Promotional Activity, Short Position
Sep 30, 2025Fund LettersMadison Small Cap FundCRL Charles River Laboratories Health CareLife Sciences Tools & Services Bull NYSEBiotech, Cro, Drug Discovery, EBITDA, Free Cash Flow, Healthcare services, life sciences, Outsourcing
Sep 30, 2025Fund LettersMadison Small Cap FundEXP Eagle Materials MaterialsConstruction Materials Bull NYSECement, construction materials, Cyclical, residential construction, ROIC, Share Buybacks, Value, Wallboard
Sep 30, 2025Fund LettersMadison Small Cap FundHXL Hexcel Corporation MaterialsAerospace & Defense Bull NYSEAerospace, Airbus, Boeing, Carbon Fiber, Composite Materials, Defense, duopoly, materials
Mar 31, 2023Fund LettersOakmark FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQArtificial Intelligence, Chatbot, market share, premium multiple, R&D investment, search engine, technology

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