Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2025Fund LettersThe Sound Shore FundDIS The Walt Disney Company Communication ServicesMovies & Entertainment Bull NYSEContent, dividend, entertainment, ESPN, Hulu, International Growth, media, Share Buybacks, Streaming, theme parks
Mar 31, 2025Fund LettersThe Sound Shore FundPYPL PayPal Holdings, Inc. Information TechnologyData Processing & Outsourced Services Bull NASDAQdigital payments, Fintech, margin expansion, Mobile payments, net cash, Share Buybacks, technology, turnaround
Mar 31, 2025Fund LettersThe Sound Shore FundTEVA Teva Pharmaceutical Industries Ltd. Health CarePharmaceuticals Bull NASDAQFree Cash Flow, Generic Drugs, healthcare, Neurological, pharmaceuticals, Respiratory, Specialty Drugs, turnaround
Mar 31, 2025Fund LettersWasatch Micro Cap FundADUS Addus HomeCare Corp. Health CareHealth Care Services Bull NASDAQAging demographics, Cost efficiency, Healthcare services, Home Healthcare, Medicaid, Personal Care Services, Readmission Reduction
Mar 31, 2025Fund LettersWasatch Micro Cap FundXPOF Xponential Fitness, Inc. Consumer DiscretionaryLeisure Facilities Bear NYSEBoutique Fitness, Club Pilates, franchise, Franchisee Economics, health and wellness, Multi-brand Strategy
Mar 31, 2025Fund LettersWasatch Micro Cap FundWEAV Weave Communications, Inc. Information TechnologyApplication Software Bull NYSECustomer Engagement, Dental Practices, healthcare software, Payments, Revenue Cycle Management, SaaS, small business
Mar 31, 2025Fund LettersWasatch Micro Cap FundEZPW EZCORP, Inc. Consumer DiscretionaryConsumer Finance Bull NASDAQBalance sheet restructuring, Consumer credit, convertible notes, Counter-cyclical, defensive stock, Latin America, Pawn Services
Mar 31, 2025Fund LettersWasatch Micro Cap FundBOW Bowhead Specialty Holdings, Inc. FinancialsProperty & Casualty Insurance Bull NASDAQCasualty Insurance, earnings growth, Healthcare Liability, Professional Liability, specialty insurance, Specialty Lines, Top-line Growth
Mar 31, 2025Fund LettersWasatch Micro Cap FundHCI HCI Group, Inc. FinancialsProperty & Casualty Insurance Bull NASDAQclaims management, Florida, Homeowners Insurance, Hurricane Risk, Pricing power, Property Insurance, specialty insurance
Mar 31, 2025Fund LettersRiverPark Large GrowthMSFT Microsoft Corp. Information TechnologySystems Software Bull NASDAQAI services, cloud infrastructure, Digital transformation, enterprise, operating leverage, productivity software
Mar 31, 2025Fund LettersRiverPark Large GrowthAMZN Amazon.com, Inc. Consumer DiscretionaryBroadline Retail Bull NASDAQadvertising, AWS, cloud, cost cuts, digital advertising, e-commerce, margin expansion
Mar 31, 2025Fund LettersRiverPark Large GrowthAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQBrand, China, Customer loyalty, Ecosystem, Free Cash Flow, Hardware, recurring revenue, services
Mar 31, 2025Fund LettersRiverPark Large GrowthGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, cash flow, cloud, monetization, Search, valuation discount, YouTube
Mar 31, 2025Fund LettersRiverPark Large GrowthNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAccelerated Computing, AI, Edge AI, GPUs, hyperscalers, inference, semiconductors, Software Ecosystem
Mar 31, 2025Fund LettersRiverPark Large GrowthUNH UnitedHealth Group Inc. Health CareHealth Care Services Bull NYSEDiversified Model, Healthcare services, Insurance, Medical Cost Ratio, operating leverage, Optum, scale
Mar 31, 2025Fund LettersRiverPark Large GrowthLLY Eli Lilly and Co. Health CarePharmaceuticals Bull NYSEAlzheimer’s, Diabetes, Free Cash Flow, manufacturing, Oncology, pharmaceuticals, pipeline, Weight loss
Mar 31, 2025Fund LettersRiverPark Large GrowthSCHW Charles Schwab Corp. FinancialsInvestment Banking & Brokerage Bull NYSEadvisory services, asset growth, Brokerage, Interest rates, low-cost structure, scale, wealth management
Mar 31, 2025Fund LettersRiverPark Large GrowthV Visa Inc. Information TechnologyData Processing & Outsourced Services Bull NYSECross-border Travel, Digitization, Electronic Payments, high-margin, Network Scale, Payments, Pricing power
Mar 31, 2025Fund LettersRiverPark Large GrowthUBER Uber Technologies, Inc. Communication ServicesInteractive Media & Services Bull NYSEdelivery, Free Cash Flow, growth, mobility, network effects, operational efficiency, user monetization
Mar 31, 2025Fund LettersRiverPark Long/Short Opportunity FundAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQBrand, capital return, China, Customer loyalty, Durable Compounder, Ecosystem, Free Cash Flow, Hardware Sales, High quality, services

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