Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 9, 2025Fund LettersWeitz Large Cap Equity FundMELI Mercado Libre Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQCompetitive Moats, digital payments, e-commerce, Emerging markets, Fintech, growth, Latin America
Oct 9, 2025Fund LettersWeitz Multi Cap Equity FundCDW CDW Corporation Information TechnologyTechnology Distributors Bull NASDAQArtificial Intelligence, Education, Government, Hardware Cycle, SME, technology distribution, Technology Solutions, Value-Added Reseller
Oct 9, 2025Fund LettersWeitz Multi Cap Equity FundACN Accenture plc Information TechnologyIT Consulting & Other Services Bull NYSEArtificial Intelligence, Digital transformation, Enterprise Services, It consulting, Managed services, professional services, Technology Consulting
Oct 9, 2025Fund LettersWeitz Multi Cap Equity FundMETA Meta Platforms Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI infrastructure, Artificial Intelligence, Digital platforms, hyperscaler, Meta Platforms, Online Advertising, social media, technology
Oct 9, 2025Fund LettersWeitz Multi Cap Equity FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI infrastructure, Artificial Intelligence, Cloud computing, digital services, hyperscaler, Online Advertising, search engine, technology
Oct 9, 2025Fund LettersCity Different Investments - Global Equity5238.KL Protasco IndustrialsConstruction & Engineering Bull Bursa MalaysiaAsset Sale, conglomerate, Government Concessions, infrastructure, Malaysia, Real Estate, Sum-of-parts, turnaround, Value
Oct 9, 2025Fund LettersCity Different Investments - Global Equity0163.HK Able Engineering Holdings IndustrialsConstruction & Engineering Bull Hong Kong Stock ExchangeAsia, construction, dividend, government contracts, Hong Kong, infrastructure, Real Estate, turnaround, Value
Oct 9, 2025Fund LettersOldfield Partners Overstone World All Cap Equity Fund5238.KL Protasco IndustrialsConstruction & Engineering Bull Bursa Malaysiaasset monetization, conglomerate, Government Concessions, infrastructure, land bank, Malaysia, Road Maintenance, turnaround, Value
Oct 9, 2025Fund LettersOldfield Partners Overstone World All Cap Equity Fund0163.HK Able Engineering Holdings IndustrialsConstruction & Engineering Bull Hong Kong Stock Exchangeconstruction, dividend yield, government contracts, Greater Bay Area, Hong Kong, Public Works, Real Estate, RMAA, Value
Oct 9, 2025Fund LettersRVK5238.KL Protasco IndustrialsConstruction & Engineering Bull Bursa Malaysiaasset monetization, conglomerate, Government Concessions, infrastructure, land bank, Malaysia, Road Maintenance, Sum-of-parts, turnaround, Value
Oct 9, 2025Fund LettersRVK0163.HK Able Engineering Holdings IndustrialsConstruction & Engineering Bull Hong Kong Stock Exchangeconstruction, dividend, government contracts, Hong Kong, Impairment, infrastructure, Public Housing, Real Estate, Sum-of-parts, Value
Oct 9, 2025Fund LettersGuinness Global Innovators5238.KL Protasco IndustrialsConstruction & Engineering Bull Bursa Malaysiaasset monetization, capital allocation, conglomerate, Government Concessions, land bank, Malaysia, Road Maintenance, turnaround, Value
Oct 9, 2025Fund LettersGuinness Global Innovators0163.HK Able Engineering Holdings IndustrialsConstruction & Engineering Bull Hong Kong Stock Exchangeconstruction, dividend yield, government contracts, Hong Kong, infrastructure, Public Works, Real Estate, RMAA, Value
Oct 9, 2025Fund LettersDan DavidowitzUBER Uber Technologies Inc. Information TechnologyGround Transportation Bull NYSEadvertising, network effects, Regulatory, Subscriptions, Take rate
Oct 9, 2025Fund LettersDan DavidowitzSNPS Synopsys Inc. Information TechnologyApplication Software Bull NASDAQEda, margin expansion, Pricing power, Secular tailwind, switching costs
Oct 9, 2025Fund LettersDan DavidowitzBSX Boston Scientific Corp. Health CareMedical Devices Bull NYSECardio devices, Category leadership, FCF, Margins, Procedure adoption
Oct 9, 2025Fund LettersDan DavidowitzINTU Intuit Inc. Information TechnologyApplication Software Bull NASDAQARPU, Ecosystem, Fintech attach, Pricing power, SMB software
Oct 9, 2025Fund LettersDan DavidowitzAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQcustom silicon, diversification, margin expansion, Networking, Pricing power
Oct 9, 2025Fund LettersDan DavidowitzNVDA NVIDIA Corp. Information TechnologySemiconductors Bull NASDAQAI accelerators, Ecosystem moat, FCF, hyperscaler capex, Networking
Oct 9, 2025Fund LettersGraham Rhodes1523 HK Plover Bay Technologies Ltd. Information TechnologyCommunications Equipment Bull NYSEConnectivity, growth, Hong Kong, Networking, ROE, SaaS, Satellite, Starlink

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