Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2025Fund LettersVulcan Value Partners - Small CapAMZN Amazon.com Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAWS, Cloud computing, digital advertising, Dominant, e-commerce, secular tailwinds
Mar 31, 2025Fund LettersVulcan Value Partners - Small CapCRM Salesforce Inc. Information TechnologySoftware Bull NYSEAgentforce, AI, CRM, Enterprise software, SaaS, Sales Automation
Mar 31, 2025Fund LettersVulcan Value Partners - Small CapPRG PROG Holdings Inc. FinancialsConsumer Finance Bull NYSEBig Lots, consumer finance, Lease-to-Own, market share, Non-Prime, Retail Partners
Mar 31, 2025Fund LettersVulcan Value Partners - Small CapITRN Ituran Location and Control Ltd. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQBrazil, Insurance Discount, Israel, RF Technology, Subscription, Vehicle Tracking
Mar 31, 2025Fund LettersVulcan Value Partners - Small CapISS ISS A/S IndustrialsCommercial Services & Supplies Bull Copenhagen Stock ExchangeCost Pass-through, Denmark, Facilities Management, global scale, Outsourcing, share repurchase
Mar 31, 2025Fund LettersVulcan Value Partners - Small CapJLL Jones Lang LaSalle Inc. Real EstateReal Estate Management & Development Bull NYSEBrokerage, commercial real estate, investment management, property management, secular growth, Variable Cost Structure
Mar 31, 2025Fund LettersVulcan Value Partners - Small CapSWKS Skyworks Solutions Inc. Information TechnologySemiconductors & Semiconductor Equipment Bear NASDAQcompetitive moat, Market Share Loss, Mobile, RF Systems, semiconductors, Wireless Infrastructure
Mar 31, 2025Fund LettersVulcan Value Partners - Small CapTPG TPG Inc. FinancialsCapital Markets Bull NASDAQalternative assets, asset management, capital returns, fee income, Fundraising, private equity
Mar 31, 2025Fund LettersVulcan Value Partners - Small CapSWK Stanley Black & Decker IndustrialsMachinery Bull NYSEbrands, Consumer Discretionary, Cyclical, Housing, manufacturing, restructuring, Tools
Mar 31, 2025Fund LettersVulcan Value Partners - Small CapMEDP Medpace Holdings Inc. Health CareLife Sciences Tools & Services Bull NASDAQbiotechnology, Cro, drug development, Free Cash Flow, growth, Healthcare services
Mar 31, 2025Fund LettersVulcan Value Partners - Large CapSODEXO.PA Sodexo SA Consumer DiscretionaryHotels, Restaurants & Leisure Bull Euronext Parisdefensive, Equity, Facilities Management, Family-owned, Food Services, france, long-term contracts, Outsourcing
Mar 31, 2025Fund LettersVulcan Value Partners - Large CapGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAi Risk, antitrust, Cloud computing, digital advertising, Equity, Search, technology, YouTube
Mar 31, 2025Fund LettersVulcan Value Partners - Large CapMSFT Microsoft Corp. Information TechnologySoftware Bull NASDAQAI, Azure, Cloud computing, Equity, Gaming, growth, Linkedin, Office, Software
Mar 31, 2025Fund LettersVulcan Value Partners - Large CapAMZN Amazon.com Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAWS, Cloud computing, digital advertising, Dominant, e-commerce, Equity, secular growth, technology
Mar 31, 2025Fund LettersVulcan Value Partners - Large CapCRM Salesforce Inc. Information TechnologySoftware Bull NYSEAgentforce, AI, CRM, Equity, growth, market leader, SaaS, Software
Mar 31, 2025Fund LettersVulcan Value Partners - Large CapPRG PROG Holdings Inc. FinancialsConsumer Finance Bull NYSEconsumer finance, Equity, Lease-to-Own, Non-Prime, Retail Partnerships, turnaround, undervalued
Mar 31, 2025Fund LettersVulcan Value Partners - Large CapITRN Ituran Location and Control Ltd. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQBrazil, Equity, Free Cash Flow, Insurance, Israel, RF Technology, Subscription, Vehicle Tracking
Mar 31, 2025Fund LettersVulcan Value Partners - Large CapISS ISS A/S IndustrialsCommercial Services & Supplies Bull Copenhagen Stock Exchangedefensive, Denmark, Equity, Facilities Management, global scale, Outsourcing, shareholder returns
Mar 31, 2025Fund LettersVulcan Value Partners - Large CapJLL Jones Lang LaSalle Inc. Real EstateReal Estate Management & Development Bull NYSEasset management, commercial real estate, consolidation, Diversified, Equity, Free Cash Flow, Property-services
Mar 31, 2025Fund LettersVulcan Value Partners - Large CapSWKS Skyworks Solutions Inc. Information TechnologySemiconductors & Semiconductor Equipment Bear NASDAQCompetitive Loss, Cyclical, Equity, Mobile, Rf Semiconductors, technology, Wireless

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