Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 1, 2025Fund LettersAVI Global TrustGXI.DE Gerresheimer AG MaterialsContainers & Packaging Bull Frankfurt Stock Exchangeacquisition integration, business separation, Germany, Glass Manufacturing, healthcare, Management Engagement, Pharmaceutical Packaging, value unlocking
Apr 1, 2025Fund LettersAVI Global Trust6201.T Toyota Industries Corporation Capital GoodsIndustrial Machinery Bull Tokyo Stock ExchangeAbenomics, Activist Investing, Corporate Governance, cross-holdings, industrial machinery, Japan, take-private, value unlocking
Apr 1, 2025Fund LettersHorizon KineticsHE Hawaiian Electric Industries UtilitiesElectric Utilities Bull NYSECrisis Recovery, dividend suspension, Electric Utility, Equity, Hawaii, regulated utility, Time Arbitrage, Wildfire Settlement
Apr 1, 2025Fund LettersHorizon KineticsSJT San Juan Basin Royalty Trust EnergyOil & Gas Exploration & Production Bull NYSECoalbed Methane, data centers, dividend suspension, energy, Equity, LNG Export, natural gas, Royalty trust, San Juan Basin, Time Arbitrage
Apr 1, 2025Fund LettersHorizon KineticsARIS Aris Water Solutions EnergyOil & Gas Equipment & Services Bull NASDAQdata centers, Disposal Wells, energy, Equity, oilfield services, Permian Basin, Pipeline infrastructure, Recycling, Wastewater Management, Water infrastructure
Apr 1, 2025Fund LettersRewey Asset ManagementDCO Ducommun Inc. IndustrialsAerospace & Defense Bull NYSEAerospace, Airbus, backlog, Boeing, Commercial Aviation, Defense, Equity, Military, NATO
Apr 1, 2025Fund LettersRewey Asset ManagementZYXI Zynex Inc. Health CareHealth Care Equipment Bull NASDAQEquity, Healthcare Equipment, innovation, Laser Technology, medical technology, Pulse Oximeter, Surgery
Apr 1, 2025Fund LettersRewey Asset ManagementAEM Agnico Eagle Mines Ltd. MaterialsGold Neutral NYSEAbitibi, Canada, commodity, Equity, Gold, Mining, Production
Apr 1, 2025Fund LettersVltava FundURI United Rentals Inc. IndustrialsTrading Companies & Distributors Bull NYSEacquisition strategy, capital efficiency, Consolidation Play, construction, Counter-cyclical, Equipment Rental, Equity, Industrial, market leader
Apr 1, 2025Fund LettersVltava FundBRK-A Berkshire Hathaway Inc. FinancialsMulti-Sector Holdings Bull NYSEBook Value, capital allocation, compounding, conglomerate, Equity, financial services, Long-term holding, value investing
Apr 1, 2025Fund LettersGeneration Investment Management Global EquityA Agilent Technologies Health Care Equipment & ServicesLife Sciences Tools & Services Bull NYSEAnalytical instruments, Battery Testing, biotechnology, Chromatography, Consumables, Equity, GLP-1 Testing, Healthcare Technology, Life Sciences Tools, Mass Spectrometry, pharmaceuticals, recurring revenue, RNA therapies, Scientific Equipment
Apr 1, 2025Fund LettersMacNicol & Associates Asset ManagementC Citigroup Inc. FinancialsDiversified Banks Bear New York Stock Exchangebanking, cost-cutting, investment banking, Job Cuts, leadership, M&A, restructuring, Trade Relations, Trading
Apr 1, 2025Fund LettersMacNicol & Associates Asset ManagementLNR.TO Linamar Corporation Consumer DiscretionaryAutomobile Components Bear Toronto Stock ExchangeAutomotive Components, Canada, Cross-Border, manufacturing, Steel, supply chain, tariffs, trade policy, Transmissions
Apr 1, 2025Fund LettersSummers Value FundCCSI Consensus Cloud Solutions Information TechnologyApplication Software Bull NASDAQAI, cloud services, debt reduction, Digital transformation, Fax Technology, Free Cash Flow, Healthcare IT, SaaS, Share Buybacks, Value
Apr 1, 2025Fund LettersMinot Light Capital PartnersCYRX CryoPort Health CareLife Sciences Tools & Services Bull NASDAQBiotech, cell therapy, Cold Chain Logistics, gene therapy, high switching costs, life sciences, net cash, recurring revenue, supply chain, Temperature Control, Value
Apr 1, 2025Fund LettersSandhill Investment ManagementTT Trane Technologies IndustrialsBuilding Products Bull NYSEClimate Control, Commercial Equipment, energy efficiency, HVAC, Indoor Air Quality, Structural Demand
Apr 1, 2025Fund LettersSandhill Investment ManagementANET Arista Networks Information TechnologyCommunications Equipment Bull NYSEAI infrastructure, Cloud computing, data center, market share gains, networking equipment, technology
Apr 1, 2025Fund LettersSandhill Investment ManagementJPM J.P. Morgan FinancialsBanks Bull NYSEBank, financial services, large-cap, market leader, Quality, yield
Apr 1, 2025Fund LettersSigil Stable FundNU Nu Holdings Ltd. FinancialsConsumer Finance Bull NYSEBrazil, Credit risk, Currency Risk, digital banking, Fintech, forward earnings, Latin America, value opportunity
Apr 1, 2025Fund LettersSigil Stable FundSE Sea Limited Communication ServicesInteractive Media & Services Bull NYSEe-commerce, Fintech, Gaming, Multi-Segment Business, profitability, Revenue Growth, Southeast Asia, Tariff Immunity

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