Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Oct 1, 2025 | Fund Letters | PM Capital Australian Companies Fund | CR | Crane Company | Industrials | Industrial Machinery | Bull | NYSE | Aerospace, Airbus, Aircraft Manufacturing, Boeing, Industrial technology, Production Ramp, secular growth | Login |
| Oct 1, 2025 | Fund Letters | Brummer Multi-Strategy Fund | V | Visa | Information Technology | Data Processing & Outsourced Services | Bull | NYSE | antitrust, Defensive growth, financial services, low risk, market leadership, Payments, Regulatory risk | Login |
| Oct 1, 2025 | Fund Letters | Brummer Multi-Strategy Fund | RBRK | Rubrik | Information Technology | Systems Software | Bull | NYSE | Cloud software, Data Management, Enterprise software, Free Cash Flow, High Growth, SaaS, Subscription ARR, Valuation reset | Login |
| Oct 1, 2025 | Fund Letters | Brummer Multi-Strategy Fund | MELI | Mercado Libre | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | NASDAQ | digital payments, diversification, e-commerce, Financial Inclusion, Fintech, Latin America, platform, political risk, POS Terminals | Login |
| Oct 1, 2025 | Fund Letters | Brummer Multi-Strategy Fund | INPST | InPost | Industrials | Air Freight & Logistics | Bull | Warsaw Stock Exchange | Automated, e-commerce, Last-mile Delivery, Logistics, Network Density, Parcel Lockers, strategic investment, UK Expansion | Login |
| Oct 1, 2025 | Fund Letters | Miller Wealth Management | V | Visa | Information Technology | Data Processing & Outsourced Services | Bull | NYSE | Antitrust Resilience, defensive, financial services, low risk, network effects, payment processing, regulatory navigation | Login |
| Oct 1, 2025 | Fund Letters | Miller Wealth Management | RBRK | Rubrik | Information Technology | Systems Software | Bull | NYSE | Cloud software, Data Management, Enterprise software, Free Cash Flow, High Growth, SaaS, Subscription ARR, Valuation reset | Login |
| Oct 1, 2025 | Fund Letters | Miller Wealth Management | MELI | Mercado Libre | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | NASDAQ | digital payments, e-commerce, Financial Inclusion, Fintech, Latin America, marketplace, platform, Political Resilience, POS Terminals | Login |
| Oct 1, 2025 | Fund Letters | Miller Wealth Management | INPST | InPost | Industrials | Air Freight & Logistics | Bull | Warsaw Stock Exchange | Automated, e-commerce, Last-mile Delivery, Logistics, Network Density, Parcel Lockers, strategic investment, UK Expansion | Login |
| Oct 1, 2025 | Fund Letters | Peak Asset Management | TTAN | ServiceTitan Inc. | Information Technology | Application Software | Bull | NASDAQ | AI integration, Automation, Electrical, first-mover advantage, HVAC, Plumbing, Professionalization, Trades Industry, vertical software | Login |
| Oct 1, 2025 | Fund Letters | Peak Asset Management | TYL | Tyler Technologies Inc. | Information Technology | Application Software | Bull | NYSE | Defensive Software, Fragmented Market, government software, high switching costs, Local Government, Mission-Critical | Login |
| Oct 1, 2025 | Fund Letters | Peak Asset Management | AJG | Arthur J. Gallagher & Co. | Financials | Insurance Brokers | Bull | NYSE | acquisition, consolidation, earnings growth, Insurance Broker, Mid-market, Roll-up Strategy | Login |
| Oct 1, 2025 | Fund Letters | Peak Asset Management | CR | Crane Company | Industrials | Industrial Machinery | Bull | NYSE | Aerospace, Airbus, Boeing, Industrial technology, manufacturing, secular growth | Login |
| Oct 1, 2025 | Fund Letters | Peak Asset Management | CR | Crane Company | Industrials | Industrial Machinery | Bull | NYSE | Aerospace, Airbus, Boeing, Industrial technology, manufacturing, secular growth | Login |
| Oct 1, 2025 | Fund Letters | Peak Asset Management | TTAN | ServiceTitan Inc. | Information Technology | Application Software | Bull | NASDAQ | AI integration, Automation, Electrical, first-mover advantage, HVAC, Plumbing, Professionalization, Trades Industry, vertical software | Login |
| Oct 1, 2025 | Fund Letters | Peak Asset Management | CR | Crane Company | Industrials | Industrial Machinery | Bull | NYSE | Aerospace, Airbus, Boeing, Industrial technology, manufacturing, secular growth | Login |
| Oct 1, 2025 | Fund Letters | Peak Asset Management | TYL | Tyler Technologies Inc. | Information Technology | Application Software | Bull | NYSE | Defensive Software, Fragmented Market, government software, high switching costs, Local Government, Mission-Critical | Login |
| Oct 1, 2025 | Fund Letters | Peak Asset Management | AJG | Arthur J. Gallagher & Co. | Financials | Insurance Brokers | Bull | NYSE | acquisition, consolidation, earnings growth, Insurance Broker, Mid-market, Roll-up Strategy | Login |
| Oct 1, 2025 | Fund Letters | Peak Asset Management | CR | Crane Company | Industrials | Industrial Machinery | Bull | NYSE | Aerospace, Airbus, Boeing, Industrial technology, manufacturing, secular growth | Login |
| Oct 1, 2025 | Fund Letters | Jack Beiro | LULU US | Lululemon Athletica Inc. | Consumer Discretionary | Apparel Retail | Bull | NASDAQ | Apparel, Brand, buybacks, growth, Margins, ROIC, valuation | Login |
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