Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 15, 2025Fund LettersEdgePoint GlobalFTCH Farfetch Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Neutral NYSEcapital structure, Credit Investment, Distressed Credit, Luxury E-commerce, Luxury goods, margin of safety, marketplace, Platform Services, Term Loan
Jul 15, 2025Fund LettersEdgePoint GlobalO O-I Glass, Inc. MaterialsGlass Products Bull NYSEConsumer Goods Packaging, cost optimization, Credit Investment, Glass Manufacturing, Industrial materials, operational efficiency, Packaging
Jul 15, 2025Fund LettersUpslope Capital ManagementEVR Evercore FinancialsInvestment Banking & Brokerage Bull NYSEBoutique, Independent, investment banking, M&A Advisory, operating leverage, Pent-up Demand, Pro-cyclical, Transaction Activity
Jul 15, 2025Fund LettersUpslope Capital ManagementFCN FTI Consulting IndustrialsResearch & Consulting Services Bull NASDAQadvisory services, contrarian, Counter-cyclical, defensive, Dispute Resolution, economic uncertainty, Employee Retention, restructuring
Jul 15, 2025Fund LettersUpslope Capital ManagementSMIN.L Smiths Group IndustrialsIndustrial Conglomerates Bull London Stock ExchangeActivist Investment, aftermarket services, capital returns, HVAC, industrial conglomerate, Portfolio Restructuring, Seals, Security Equipment, turnaround, UK
Jul 15, 2025Fund LettersPurpose Investment PartnersCPX.TO Capital Power UtilitiesIndependent Power and Renewable Electricity Producers Bull TSXBaseload Power, Canadian, credit quality, energy transition, Natural Gas Generation, preferred securities, renewable energy, secular growth, utility
Jul 15, 2025Fund LettersPurpose Investment PartnersFLNC Fluence Energy IndustrialsElectrical Equipment Bull NASDAQAI data centers, Battery Storage, Convertible Bonds, Credit Investment, electricity generation, energy infrastructure, renewable energy, secular growth, Utility Scale
Jul 15, 2025Fund LettersHighwood Value PartnersTRI.PA Trigano SA Consumer DiscretionaryRecreational Vehicles Bull Euronext ParisAcquisitions, Capital-light, Caravans, Cyclical, Demographics, European Market Leader, Low-cost producer, market share gains, Motorhomes, net cash, Owner operator, Recreational Vehicles, RVs
Jul 15, 2025Fund LettersGreensKeeper Value FundNVO Novo Nordisk A/S Health CarePharmaceuticals Bull NYSEDanish, Diabetes, GLP-1, Insulin, Obesity, Ozempic, pharmaceuticals, pipeline, Rybelsus, Wegovy
Jul 15, 2025Fund LettersGreensKeeper Value FundBRK.B Berkshire Hathaway Inc. FinancialsMulti-Sector Holdings Neutral NYSECEO Succession, conglomerate, diversified holdings, Greg Abel, Insurance, intrinsic value, leadership transition, Warren Buffett
Jul 15, 2025Fund LettersGreensKeeper Value FundFI Fiserv, Inc. Information TechnologyData Processing & Outsourced Services Bull NASDAQClover, contrarian, Fintech, Hyperinflation, payment processing, Point of Sale, valuation, volume growth
Jul 15, 2025Fund LettersGreensKeeper Value FundCFR.SW Compagnie Financière Richemont SA Consumer DiscretionaryLuxury Goods Bull SIX Swiss ExchangeAcquisitions, brand portfolio, Buccellati, Cartier, Jewelry, Luxury goods, Swiss, Van Cleef & Arpels, Vhernier
Jul 15, 2025Fund LettersGreensKeeper Value FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI Overview, Artificial Intelligence, ChatGPT Competitor, Gemini, monetization, Query Volume, search engine, technology
Jul 15, 2025Fund LettersGreensKeeper Value FundAXP American Express Company FinancialsConsumer Finance Bull NYSECommercial Payments, consumer finance, credit cards, Expense Management, Gen Z, Millennials, network effects, working capital
Jul 15, 2025Twitter / X@pennycheckAMRC Ameresco, Inc. IndustrialsConstruction & Engineering Bull New York Stock ExchangeAmeresco, Doe, Generation, Grid, Relieve, renewables, Resiliency, Storage
Jul 15, 2025Twitter / X@RocksOver9338.T Inforich Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull TokyoAggressive Targets, Charging, Inforich, Japan, net cash, Net Cash Balance, Portable, targets
Jul 15, 2025Fund LettersDesmond KingsfordBORR Borr Drilling EnergyOil & Gas Drilling & Exploration Bull New York Stock ExchangeDrilling, energy, Jackup, Offshore, Shallow-Water
Jul 15, 2025Fund LettersDesmond KingsfordHFG Hello Fresh Consumer DiscretionaryFood Retail & Distribution Neutral New York Stock Exchangeconsumer staples, e-commerce, Germany, Meal kits, Ready-to-Eat
Jul 15, 2025Fund LettersDesmond KingsfordBOL Bolloré and Compagnie de l’Odet Communication ServicesEntertainment Bull New York Stock Exchangeconglomerate, entertainment, Europe, restructuring, Special situations, Streaming
Jul 15, 2025Fund LettersDesmond KingsfordBUR LN Burford Capital Limited FinancialsAsset Management & Custody Banks Bull New York Stock ExchangeDeployments, litigation, Option, Realizations

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