Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 1, 2025Fund LettersPM Capital Australian Companies FundANET Arista Networks Information TechnologyCommunications Equipment Bull NYSEAI, Cloud computing, data center, growth, infrastructure, Networking, technology
Apr 1, 2025Fund LettersPM Capital Australian Companies FundJPM J.P. Morgan FinancialsBanks Bull NYSEBank, defensive, financial services, large-cap, Quality, Value, yield
Apr 1, 2025Fund LettersCity Different Investments - Multi-Cap Core1102 TT Trane Technologies IndustrialsBuilding Products Bull NYSEClimate, Commercial, energy efficiency, HVAC, Industrial, Structural Demand, Sustainability
Apr 1, 2025Fund LettersCity Different Investments - Multi-Cap CoreANET Arista Networks Information TechnologyCommunications Equipment Bull NYSEAI, Cloud computing, data center, growth, market share, Networking, technology
Apr 1, 2025Fund LettersCity Different Investments - Multi-Cap CoreJPM J.P. Morgan FinancialsBanks Bull NYSEBank, financial services, large-cap, Market dislocation, Quality, Value, yield
Apr 1, 2025Fund LettersTorre Financial0GEG LN General Electric Aerospace IndustrialsAerospace & Defense Bull NYSEAerospace, aftermarket services, Aircraft engines, barriers to entry, Joint venture, Pricing power, switching costs
Apr 1, 2025Fund LettersTorre FinancialCDNS Cadence Design Systems Information TechnologyApplication Software Bull NASDAQduopoly, EDA software, Mission-Critical, Pricing power, semiconductors, subscription model, technology
Apr 1, 2025Fund LettersPalm Valley Capital ManagementFLO Flowers Foods Consumer StaplesPackaged Foods & Meats Bull NYSEBread Producer, consumer staples, dividend yield, Free Cash Flow, market leader, Packaged Foods, Value
Apr 1, 2025Fund LettersPalm Valley Capital ManagementMNRO Monro Consumer DiscretionarySpecialty Retail Bull NASDAQAutomotive Aftermarket, Cyclical Recovery, dividend yield, essential services, Free Cash Flow, Tire Services, Value
Apr 1, 2025Fund LettersPalm Valley Capital ManagementREYN Reynolds Consumer Products Consumer StaplesHousehold Products Bull NASDAQconsumer staples, defensive, household products, leverage, market leader, Quality, Stable Cash Flow
Apr 1, 2025Fund LettersPalm Valley Capital ManagementFORR Forrester Research Communication ServicesResearch & Consulting Services Bull NASDAQConsulting, net cash, SaaS, subscription model, Technology Research, turnaround, Value
Apr 1, 2025Fund LettersLongleaf Partners International Fund1910.HK Samsonite International S.A. Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull Hong Kong Stock Exchangebrand integrity, China, consumer sentiment, dual listing, Luggage, Margins, Share Buybacks, Travel
Apr 1, 2025Fund LettersLongleaf Partners International FundJFC.PS Jollibee Foods Corporation Consumer DiscretionaryRestaurants Bull Philippine Stock Exchangeasset-light, Coffee, Franchising, Philippines, Quick Service Restaurant, ROIC, same-store sales, US Expansion
Apr 1, 2025Fund LettersLongleaf Partners International FundCUERVO.MX Becle S.A.B. de C.V. Consumer StaplesDistillers & Vintners Bull Mexican Stock ExchangeBeverages, capital allocation, growth, Mexico, Private Market Value, tariffs, tequila, USMCA
Apr 1, 2025Fund LettersLongleaf Partners International FundGLB.L Glanbia plc Consumer StaplesFood Products Bull London Stock Exchangeasset separation, Costco, Food Ingredients, Health Products, Share Buybacks, Sports Nutrition, Value Realization, Whey Protein
Apr 1, 2025Fund LettersLongleaf Partners International FundCFR.SW Compagnie Financiere Richemont SA Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull SIX Swiss ExchangeBrand Power, Cartier, Emerging markets, Hard Luxury, Jewelry, Store of Wealth, Van Cleef, Watches
Apr 1, 2025Fund LettersLongleaf Partners International FundLXS.DE Lanxess AG MaterialsSpecialty Chemicals Bull XETRAcost savings, debt reduction, Germany, infrastructure, Joint venture, Operational Leverage, Put Option, specialty chemicals
Apr 1, 2025Fund LettersLongleaf Partners International FundPRX Prosus N.V. Communication ServicesInteractive Media & Services Bull Euronext AmsterdamAcquisitions, AI, Consumer Internet, food delivery, Online Travel, Share Buyback, Tencent, WeChat
Apr 1, 2025Fund LettersLongleaf Partners International FundTIGO Millicom International Cellular S.A. Communication ServicesWireless Telecommunication Services Bull NASDAQacquisition, dividend, Free Cash Flow, Latin America, leverage, operational efficiency, Share Buyback, telecommunications
Apr 1, 2025Fund LettersLongleaf Partners FundPVH PVH Corp Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull NYSEApparel Brands, brand portfolio, China Restrictions, Consumer Discretionary, Free Cash Flow Multiple, geopolitical risk, share repurchases, Value Gap

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