Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 15, 2025Fund LettersGiverny Capital Asset ManagementTWFG TWFG Inc. FinancialsInsurance Brokers Bull NASDAQClimate Change Impact, founder-led, Independent Agents, Insurance Technology, Personal Lines Insurance, Platform business, small-cap
Apr 15, 2025Fund LettersHosking PartnersTDW Tidewater Inc EnergyOil & Gas Equipment & Services Bull New York Stock ExchangeIndustry leader, Maritime, net cash, Offshore energy, Offshore support vessels, OSV, Replacement Cost
Apr 15, 2025Fund LettersHosking PartnersIPC.TO International Petroleum Corporation EnergyOil & Gas Exploration & Production Bull Toronto Stock ExchangeCanada, capital allocation, Lundin Family, oil and gas, production growth, Share Buybacks, Upstream
Apr 15, 2025Fund LettersHosking PartnersIMP.JO Impala Platinum Holdings MaterialsPrecious Metals & Minerals Bull Johannesburg Stock ExchangeMining, PGM, platinum, Replacement Cost, Smelting, South Africa, strategic assets
Apr 15, 2025Fund LettersHosking Partners9435.T Hikari Tsushin Communication ServicesDiversified Telecommunication Services Bull Tokyo Stock Exchangeholding company, Japan, Japanese equities, Micro-cap, Portfolio company, small-cap, Yen debt
Apr 15, 2025Fund LettersHosking PartnersBAB.L Babcock International Group IndustrialsAerospace & Defense Bull London Stock ExchangeAsset-based valuation, Defense, European defense spending, Naval, Submarine, turnaround, UK
Apr 15, 2025Fund LettersAvenue Investment ManagementTFII.TO TFI International IndustrialsTrucking Bear TSXacquisition, Canada, Cyclical, Less-than-truckload, Logistics, Ltl, network effects, operating leverage, Transportation, Trucking
Apr 15, 2025Fund LettersAvenue Investment ManagementBJ BJ's Wholesale Club Consumer StaplesHypermarkets & Super Centers Bull NYSEcapital allocation, consumer staples, defensive, membership model, Membership warehouse, New England, retail, Share Buybacks, Value retail, Warehouse club
Apr 15, 2025Value Investors Clubqwerty12345CSGP CoStar Group Inc. Real EstateResearch & Consulting Services (Alt class: Professional Info Services) Bull NASDAQActivists, Commercial real estate data, Governance catalyst., Listings marketplace, Online, Re-rate potential
Apr 15, 2025Value Investors Clubmrsox977SALM Salem Media Group Inc. Communication ServicesBroadcasting Bull -Asset-backed value, Conservative audience, Digital transformation, Faith-based media, Low float
Apr 15, 2025Value Investors ClubbearclawKAI Kadant Inc. IndustrialsIndustrial Machinery Bear NYSEInsider selling, Pulp & paper
Apr 15, 2025Value Investors Clubglgb913LBRDA Liberty Broadband Corp. Communication ServicesCable & Satellite Bull NASDAQAlaska telecom, Charter Communications, Merger Arbitrage, spread compression
Apr 15, 2025SubstackAltay Cap4231.T Tigers Polymer Corporation MaterialsSpecialty Chemicals Bull NYSE—
Apr 14, 2025Fund LettersMiller Value Partners Deep Value StrategiesJELD JELD-WEN IndustrialsBuilding Products Bull NYSEAutomation, Building Products, Cost Reduction, Doors, Housing, manufacturing, Real Estate, transformation, Windows
Apr 14, 2025Fund LettersMiller Value Partners Deep Value StrategiesNBR Nabors Industries EnergyOil & Gas Drilling Bull NYSEacquisition, Energy Services, Free Cash Flow, Integration, Lateral Drilling, Oil & Gas Drilling, technology
Apr 14, 2025Fund LettersMiller Value Partners Deep Value StrategiesGCI Gannett Communication ServicesPublishing Bull NYSEantitrust, Cost Reduction, Digital transformation, Free Cash Flow, media, Newspapers, Publishing, Subscriptions
Apr 14, 2025Fund LettersMiller Value Partners Deep Value StrategiesGTN Gray Media Communication ServicesBroadcasting Bull NYSEbroadcasting, debt reduction, Free Cash Flow, Local Advertising, media, Political advertising, Retransmission, Television
Apr 14, 2025Fund LettersMunro Global Growth FundNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, Cloud computing, Computing Infrastructure, data centers, Gpu, growth, hyperscalers, machine learning, semiconductors, technology
Apr 14, 2025Fund LettersMunro Global Growth FundRHM.DE Rheinmetall AG IndustrialsAerospace & Defense Bull XETRAAerospace, Armored Vehicles, Artillery, Cyclical, Defense, European, geopolitical, Germany, government contracts, Military
Apr 14, 2025Fund LettersWeitz Large Cap Equity FundTECH Bio-Techne Corporation Health CareLife Sciences Tools & Services Bull NASDAQAntibodies, biotechnology, Consumables, healthcare, Laboratory Supplies, Life Sciences Tools, Proteins, Research Equipment

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