Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 17, 2025Fund LettersFairlight Alpha FundSBGL.L Serabi Gold plc MaterialsGold Bull London Stock ExchangeBrazil, capital return, cash flow generation, Commodity Leverage, gold mining, Junior Miner, operational efficiency, Ore Sorting Technology, Private Equity Investment
Apr 17, 2025Fund LettersLiberty Park Capital ManagementNSSC Napco Security Technologies, Inc Technology Hardware & EquipmentElectronic Equipment, Instruments & Components Bull NASDAQAccess Control, Cellular Radios, Fire alarms, Fortress Balance Sheet, High Margin Services, POTS Replacement, recurring revenue, Retrofit Demand, Security Systems, Technology Transition
Apr 17, 2025Twitter / X@billackmanHTZ Hertz Global Holdings, Inc. IndustrialsSpecialty Rental & Leasing Bull NASDAQCar, Car Rental, Depreciation, Fleet, Hertz, Hertz Has, Industry, Vehicle
Apr 17, 2025Value Investors ClubCT3 1HPATNI ATN International Inc. Communication ServicesDiversified Telecommunication Services Bull NASDAQAlaska, Alaska Communications, deep value, Rural Broadband, telecom infrastructure
Apr 17, 2025SubstackAlpha Seeker 84TSM Taiwan Semiconductor Manufacturing Company Limited TechnologySemiconductors Bull -3nm and 5nm chips, advanced technology nodes, AI demand, China-Taiwan tensions, geopolitical risk, global expansion, Revenue Growth, semiconductors, TSMC, valuation
Apr 17, 2025SubstackThe Finance CornerKHC Kraft Heinz Consumer StaplesPackaged Foods Bull NASDAQ—
Apr 16, 2025Fund LettersDKAM Donville Kent Asset ManagementE.TO Enterprise Group Inc. Energy Equipment & ServicesOil & Gas Equipment & Services Bull TSXDisruptive Technology, energy equipment, LNG, natural gas, Technology S-Curve, turnaround, Western Canada
Apr 16, 2025Fund LettersDKAM Donville Kent Asset ManagementCSU.TO Constellation Software Inc. SoftwareApplication Software Bull TSXcapital allocation, high margins, M&A, serial acquirer, Software, vertical market software
Apr 16, 2025Fund LettersDKAM Donville Kent Asset ManagementMDA.TO MDA Space Ltd. Aerospace & DefenseAerospace & Defense Bull TSXAerospace, backlog growth, Defense, margin expansion, Sector Tailwinds, Space Technology
Apr 16, 2025Fund LettersDKAM Donville Kent Asset ManagementFORA.TO VerticalScope Holdings Inc. Interactive Media & ServicesInteractive Media & Services Bull TSXAI technology, Forums, international expansion, Online Communities, Share Buybacks, User-generated content, Value
Apr 16, 2025Fund LettersDKAM Donville Kent Asset ManagementCPH.TO Cipher Pharmaceuticals Inc. PharmaceuticalsPharmaceuticals Bull TSXdermatology, Licensing, pharmaceuticals, Specialty pharma, turnaround, US market
Apr 16, 2025Fund LettersDKAM Donville Kent Asset ManagementGAMB Gambling.com Group Limited Interactive Media & ServicesInteractive Media & Services Bull NASDAQAffiliate Marketing, asset-light, Data Analytics, growth, online gambling, player acquisition
Apr 16, 2025Fund LettersDKAM Donville Kent Asset ManagementVHI.TO VitalHub Corp. Health Care TechnologyHealth Care Technology Bull TSXAustralia, Canada, defensive, government contracts, Healthcare Technology, Regulatory tailwinds, SaaS, UK
Apr 16, 2025Fund LettersDKAM Donville Kent Asset ManagementZDC.TO Zedcor Inc. Commercial Services & SuppliesSecurity & Alarm Services Bull TSXGeographic Expansion, growth, Mobile Surveillance, scalable business model, security services, US Expansion
Apr 16, 2025Fund LettersDKAM Donville Kent Asset ManagementPRL.TO Propel Holdings Inc. Consumer FinanceConsumer Finance Bull TSXCanada, consumer finance, Counter-cyclical, Fintech, growth, Online Lending, Value
Apr 16, 2025Fund LettersDKAM Donville Kent Asset ManagementGSY.TO GoEasy Ltd. Consumer FinanceConsumer Finance Bull TSXCanada, consumer finance, Counter-cyclical, Non-prime Lending, turnaround, Value
Apr 16, 2025Fund LettersGreenlight CapitalCNR Core Natural Resources EnergyCoal & Consumable Fuels Bull NYSEbalance sheet strength, Coal Mining, Commodity Cyclical, Energy Policy, Export Markets, merger, Share Buybacks
Apr 16, 2025Fund LettersGreenlight CapitalBHF Brighthouse Financial FinancialsLife & Health Insurance Bull NASDAQAnnuities, asset management, financial services, General Account, life insurance, M&A, Special Situation
Apr 16, 2025Fund LettersThe Bristol Gate U.S. Equity StrategyDPZ Domino's Pizza Inc. Consumer DiscretionaryHotels, Restaurants & Leisure Bull NYSEasset-light, Bull, Consumer Discretionary, Franchised Restaurant, international expansion, technology
Apr 16, 2025Fund LettersThe Bristol Gate U.S. Equity StrategyWAB Westinghouse Air Brake Technologies Corp. IndustrialsIndustrial Machinery Bull NYSEBull, Dividend Growth, Industrial, infrastructure, Rail Technology, recurring revenue

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: