Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2025Fund LettersAlluvial Capital ManagementMCB.L McBride plc Consumer StaplesHousehold Products Bull London Stock Exchangeconsumer staples, defensive, dividend, household products, Institutional Selling, low valuation, UK, Value
Mar 31, 2025Fund LettersAlluvial Capital ManagementZEG.L Zegona Communications plc Communication ServicesIntegrated Telecommunication Services Bull London Stock ExchangeAsset Sale, capital return, deleveraging, Fiber Optic, leveraged buyout, Spain, telecommunications, turnaround
Mar 31, 2025Fund LettersPalm Harbour CapitalSUI.JO Sun International Limited Consumer DiscretionaryCasinos & Gaming Bull Johannesburg Stock Exchangeactivist, Casinos, deleveraging, Gaming, high dividend yield, M&A, Omnichannel, Online betting, South Africa, turnaround, Value
Mar 31, 2025Fund LettersIthaka US Growth StrategyTTD The Trade Desk, Inc. Communication ServicesInteractive Media & Services Neutral NASDAQAd Tech, Buy-side, Cloud-based Platform, Data-Driven, digital advertising, execution challenges, Programmatic, ROI Measurement, Technology Stack
Mar 31, 2025Fund LettersIthaka US Growth StrategyNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAccelerated Computing, AI, CUDA, data centers, Edge computing, GPUs, machine learning, semiconductors, valuation compression
Mar 31, 2025Fund LettersIthaka US Growth StrategyNOW ServiceNow, Inc. Information TechnologyApplication Software Neutral NYSEAI agents, cloud-based, Consumption-based Model, Enterprise software, Human Resources, IT Operations, ITSM, SaaS, workflow automation
Mar 31, 2025Fund LettersIthaka US Growth StrategyUBER Uber Technologies, Inc. Communication ServicesInteractive Media & Services Bull NYSEautonomous vehicles, delivery, Freight, Gig Economy, Logistics, marketplace, mobility, network effects, technology platform
Mar 31, 2025Fund LettersIthaka US Growth StrategyV Visa Inc. Information TechnologyData Processing & Outsourced Services Bull NYSEasset-light, defensive, digital payments, duopoly, financial services, Free Cash Flow, high-margin, Payments, secular growth
Mar 31, 2025Fund LettersIthaka US Growth StrategyPLTR Palantir Technologies Inc. Information TechnologyApplication Software Bull NYSEAI, big data analytics, cloud-based, Data Security, Defense, Enterprise software, generative AI, government contracts, Software
Mar 31, 2025Fund LettersThird Avenue International Real Estate Value FundUTG.L Unite Group PLC Real EstateSpecialized REITs Bull London Stock ExchangeDemographics, development, International Students, REIT, student housing, UK, Universities, Value
Mar 31, 2025Fund LettersThird Avenue International Real Estate Value FundWDP.BR Warehouses De Pauw Real EstateIndustrial REITs Bull Euronext BrusselsBelgium, e-commerce, Europe, Industrial, Logistics, Netherlands, REIT, Romania, Value
Mar 31, 2025Fund LettersThird Avenue International Real Estate Value FundCTP.AS CTP NV Real EstateIndustrial REITs Bull Euronext AmsterdamCentral Europe, Eastern Europe, Europe, Industrial, Logistics, manufacturing, REIT, Reshoring
Mar 31, 2025Fund LettersThird Avenue Real Estate Value FundUTG.L Unite Group Real EstateSpecialized REITs Bull LSEcap rate, Demographics, European REITs, NAV discount, Purpose-Built, REIT, Russell Group Universities, student housing, UK
Mar 31, 2025Fund LettersThird Avenue Real Estate Value FundPHM PulteGroup Consumer DiscretionaryHomebuilding Bull NYSEActive Adult Communities, Del Webb, Demographics, homebuilder, Land Light Model, net cash, Prefab Production, share repurchases, Sunbelt
Mar 31, 2025Fund LettersWasatch Long/Short Alpha FundRBC RBC Bearings Incorporated IndustrialsIndustrial Machinery Bull NASDAQacquisition integration, Aerospace, Commercial Aviation, Defense, Industrial Components, Precision Bearings
Mar 31, 2025Fund LettersWasatch Long/Short Alpha FundBROS Dutch Bros Inc. Consumer DiscretionaryRestaurants Bull NYSEBeverage Retail, Consumer Discretionary, Drive-Through Coffee, Growth Concept, Restaurant Chain, store expansion
Mar 31, 2025Fund LettersWasatch Long/Short Alpha FundITCI Intra-Cellular Therapies, Inc. Health CareBiotechnology Bull NASDAQacquisition target, biotechnology, Caplyta, CNS disorders, drug development, Pharmaceutical
Mar 31, 2025Fund LettersWasatch Long/Short Alpha FundFRPT Freshpet, Inc. Consumer StaplesPackaged Foods & Meats Bull NASDAQconsumer staples, Fresh Food, margin expansion, Pet Food, Refrigerated Products, Scaling Operations
Mar 31, 2025Fund LettersWasatch Long/Short Alpha FundAGYS Agilysys, Inc. Information TechnologyApplication Software Bull NASDAQBusiness Mix Shift, Hospitality Software, Point of Sale, recurring revenue, SaaS, Software Growth
Mar 31, 2025Fund LettersWasatch Long/Short Alpha FundGLNT Globant SA Information TechnologyIT Consulting & Other Services Bull NYSEAI implementation, Digital transformation, Global, growth, It consulting, Technology Services

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