Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 1, 2025Fund LettersGreystone CapitalKITS.TO KITS Eyecare Consumer DiscretionaryInternet & Direct Marketing Retail Bull TSXCanada, Consumer Discretionary, digital health, e-commerce, eyecare, founder-led, growth, high-margin, online retail
Jul 1, 2025Fund LettersGreystone CapitalSYZ.TO Sylogist Information TechnologyApplication Software Bull TSXARR growth, Canada, Counter-cyclical, ERP software, Government, Mission-Critical, Non-profit, recurring revenue, SaaS, turnaround
Jul 1, 2025Fund LettersGreystone CapitalAPG APi Group IndustrialsCommercial Services & Supplies Bull NYSEAcyclical, Fire Safety, Free Cash Flow, industrial services, inspection services, Life Safety, M&A, multiple expansion, recurring revenue
Jul 1, 2025Fund LettersGreystone CapitalNRP Natural Resource Partners EnergyCoal & Consumable Fuels Bull NYSEChina, coal, commodity, Cyclical, debt reduction, energy, Free Cash Flow, metallurgical coal, Mining, royalties
Jul 1, 2025Fund LettersJackson Peak CapitalTTAN ServiceTitan Information TechnologyApplication Software Bull NASDAQAI Beneficiary, Cloud software, HVAC, Plumbing, SaaS, software platform, Trade Services, Unlock Selloff
Jul 1, 2025Fund LettersSummers Value FundDERM Journey Medical Corporation Health CarePharmaceuticals Bull NASDAQCommercial Launch, dermatology, FDA approval, patent protection, pharmaceuticals, Revenue Growth, rosacea treatment, Specialty pharma, turnaround
Jul 1, 2025Fund LettersMinot Light Capital PartnersCURV Torrid Holdings Inc Consumer DiscretionarySpecialty Retail Bull NYSECustomer loyalty, deleveraging, margin expansion, Plus-sized Apparel, Private-label, Secondary Offering, Store Optimization, Technical Dislocation
Jul 1, 2025Fund LettersMinot Light Capital PartnersRXST RxSight Inc Health CareHealth Care Equipment & Supplies Bull NASDAQCataract Surgery, international expansion, Light Adjustable Lenses, medical technology, net cash, Premium iols, Razor-Blade Model, strategic value
Jul 1, 2025Fund LettersMinot Light Capital PartnersTTGT TechTarget Inc Communication ServicesInteractive Media & Services Bear NASDAQAI disruption, B2B Marketing, Capital Redeployment, cyclical downturn, exit strategy, Merger Integration, Technology Media, Thesis Breakdown
Jul 1, 2025Fund LettersMinot Light Capital PartnersLAKE Lakeland Industries Inc IndustrialsTextiles, Apparel & Luxury Goods Bull NASDAQCEO transition, Fire Protection, Industrial Safety, M&A strategy, margin expansion, Protective Clothing, Scale Building, turnaround
Jul 1, 2025Fund LettersMinot Light Capital PartnersOM Outset Medical Inc Health CareHealth Care Equipment & Supplies Bull NASDAQDialysis Equipment, healthcare, Home Healthcare, Medical devices, Micro-cap, recurring revenue, Reverse Stock Split, Technical Dislocation
Jul 1, 2025Fund LettersMinot Light Capital PartnersLGCY Legacy Education Alliance Inc Consumer DiscretionaryDiversified Consumer Services Bull NASDAQCampus Expansion, For-Profit Education, growth, Healthcare education, Healthcare Workers, Regulatory Moat, small-cap, Supply Demand Gap
Jul 1, 2025Fund LettersMinot Light Capital PartnersTDUP ThredUp Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQArtificial Intelligence, e-commerce, Free Cash Flow, Micro-cap, online marketplace, Secondhand Clothing, Technical Dislocation, turnaround
Jul 1, 2025Fund LettersRewey Asset ManagementOFIX Orthofix Medical Health CareHealth Care Equipment Bull NASDAQ7D FLASH, AccelStim, Bone Growth Therapy, Diabetic Amputation, Engine Capital, FDA clearance, Innovation Pipeline, insider buying, margin expansion, Medical devices, Orthopedics, Seaspine Merger, Spine
Jul 1, 2025Fund LettersRewey Asset ManagementLAKE Lakeland Industries IndustrialsIndustrial Machinery Bull NASDAQAcquisitions, Firefighter Gear, Full-Service Provider, Industrial Safety, Margin Improvement, Protective Clothing, Tariff mitigation, USMCA
Jul 1, 2025Fund LettersRewey Asset ManagementDCO Ducommun IndustrialsAerospace & Defense Bull NYSEAerospace, Airbus, Boeing, Commercial Aviation, Defense, margin expansion, Military Spending, NATO, Vision 2027
Jul 1, 2025Fund LettersImmersion Investment PartnersMAMA Mama's Creations Consumer StaplesPackaged Foods & Meats Bull NASDAQBranded Products, cash generation, Consolidation Platform, convenience stores, Food Manufacturing, grocery retail, Management Quality, margin expansion, microcap, organic growth, Prepared foods
Jul 1, 2025Fund LettersLongleaf Partners FundFDX FedEx IndustrialsAir Freight & Logistics Bull NYSEBear, Express, Freight, Logistics, separation, Tariff Threats, value unlock
Jul 1, 2025Fund LettersLongleaf Partners FundREGN Regeneron Health CareBiotechnology Bull NASDAQBear, biotechnology, Clinical trials, Eylea, net cash, pipeline, share repurchases
Jul 1, 2025Fund LettersLongleaf Partners FundKHC Kraft Heinz Consumer StaplesFood Products Bull NASDAQBerkshire Hathaway, brand portfolio, Bull, Food Products, premium brands, Quality Mix Shift, strategic alternatives

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