Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 1, 2025Fund LettersLong Cast AdvisersQRHC Quest Resource Holding Corporation IndustrialsEnvironmental & Facilities Services Neutral NASDAQBoard Governance, cash flow generation, environmental services, Leverage Issues, Management Change, microcap, turnaround, waste management
Aug 1, 2025Fund LettersLong Cast AdvisersEEFT Euronet Worldwide Inc Information TechnologyData Processing & Outsourced Services Neutral NASDAQATM Networks, Bank Customers, Credit Card Issuing, cross-selling, founder-led, International Payments, Merchant Acquiring, payment processing
Aug 1, 2025Fund LettersLong Cast AdvisersCCRD CoreCard Corporation Information TechnologyData Processing & Outsourced Services Bull NYSEacquisition target, Apple Card, Credit Card Processing, digital payments, financial technology, Fintech, Payment Platform
Aug 1, 2025Fund LettersSymmetry InvestJDC.DE JDC Group FinancialsInsurance Brokers Bull XETRAAcquisition Synergies, Customer Acquisition, Data Analytics, digital platform, Fintech, Germany, Insurance Technology, LTV
Aug 1, 2025Fund LettersSymmetry InvestCTT.LS CTT Portugal IndustrialsAir Freight & Logistics Bull Euronext Lisbonacquisition, cash generation, e-commerce, Express Delivery, growth, Logistics, Portugal, Postal Services
Aug 1, 2025Fund LettersJoost van der Mandele6169 HK China YuHua Education Corporation Limited Consumer DiscretionaryEducation Services Bull New York Stock ExchangeChinese Education, debt restructuring, deep value, Distressed debt, Regulatory risk, turnaround, Vocational Training
Jul 31, 2025Fund LettersAlta Fox Capital ManagementNATL NCR Atleos Software - ApplicationTechnology Hardware, Storage & Peripherals Bull NASDAQATM Services, ATM-as-a-Service, banking technology, Cash management, financial technology, recurring revenue, Route-based Business, spin-off, turnaround, Value
Jul 31, 2025Fund LettersMindset Value FundNNI Nelnet FinancialsConsumer Finance Bull NYSEAI implementation, efficiency, Loan Servicing, Operational Ai, Productivity Gains, Repayment Resume, Student loans, Trump administration
Jul 31, 2025Fund LettersMindset Value FundGLASF Glass House Consumer StaplesAgricultural Products Neutral OTCCannabis, Cultivation, Federal Enforcement, ICE Raids, OTC, Preferred equity, Regulatory risk, risk management
Jul 31, 2025Fund LettersMindset Value FundTBI TrueBlue IndustrialsHuman Resource & Employment Services Bull NYSEacquisition target, Cash Cow, EBITDA, Franchise Conversion, Merger Arbitrage, Staffing, takeover, vertically integrated
Jul 31, 2025Fund LettersMindset Value FundHQI HireQuest IndustrialsHuman Resource & Employment Services Bull NASDAQacquisition, cash flow, EBITDA, franchise, high margins, Immigration policy, Roll-up Strategy, Staffing, turnaround, Workers Compensation
Jul 31, 2025Fund LettersLeaven Partners6930.T Nippon Antenna Information TechnologyCommunications Equipment Bull Tokyo Stock ExchangeAntenna Technology, Communications Equipment, Double-Dipping, Japan, operational efficiency, Overcapitalized, turnaround, Value
Jul 31, 2025Fund LettersLeaven Partners7229.T Yutaka Giken Co. Ltd. Consumer DiscretionaryAuto Parts & Equipment Bull Tokyo Stock Exchangeautomotive parts, Below Liquidation Value, Honda Supplier, Japan, Operational Momentum, Suzuki Supplier, turnaround, Value
Jul 31, 2025Fund LettersLeaven Partners9479.T Impress Holdings Inc. Communication ServicesPublishing Bull Tokyo Stock ExchangeBelow Liquidation Value, buyout, Japan, operational efficiency, private equity, Publishing, Technology Media, Value
Jul 31, 2025Fund LettersAce River CapitalHZO MarineMax Inc Consumer DiscretionarySpecialty Retail Bull NYSEbusiness transformation, Cyclical Recovery, Equity, higher margins, Marina Operations, Marine Retail, recurring revenue, Service revenue
Jul 31, 2025Fund LettersAce River CapitalVOXR Vox Royalty Corp MaterialsMetals & Mining Bull TSXCapital-light, diversified portfolio, Equity, Free Cash Flow, Mining Royalties, Precious Metals, Production Catalysts, Tier-1 jurisdictions
Jul 31, 2025Fund LettersAce River CapitalRICK RCI Hospitality Holdings Inc Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQacquisition strategy, Adult Entertainment, cash generation, consolidation, Equity, hospitality, Local Monopoly, Regulatory Moat
Jul 31, 2025Fund LettersTAMIM Fund Australia Small Cap IncomeJLG.AX Johns Lyng Group IndustrialsConstruction & Engineering Bull ASXAustralia, Building Restoration, Construction services, cyclical business, founder-led, Insurance Restoration, Private Equity Takeover, value investing
Jul 31, 2025Fund LettersTAMIM Fund Australia Small Cap IncomeHUM.AX Humm Group Limited FinancialsConsumer Finance Bull ASXAustralia, buy now pay later, consumer finance, Controlling Shareholder, financial services, Scheme Implementation, Takeover Arbitrage
Jul 31, 2025Fund LettersTAMIM Fund Australia Small Cap IncomeEGG.AX Enero Group Limited Communication ServicesAdvertising Bull ASXAdvertising Agency, Asset Divestiture, Australia, capital management, Communications, Marketing Services, net cash, takeover target

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