Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 1, 2025Fund LettersSummers Value PartnersZIMV Zimvie Health Care Equipment & SuppliesHealth Care Equipment Bull NASDAQacquisition target, balance sheet improvement, Dental-Implants, Medical devices, spin-off, turnaround, undervalued
Jan 1, 2025Fund LettersSummers Value PartnersINDV Indivior Pharmaceuticals, Biotechnology & Life SciencesPharmaceuticals Bull NASDAQcontrarian, Long-Acting, Opioid Addiction, pharmaceuticals, Regulatory Approval, Sublocade, underpenetrated market
Jan 1, 2025Fund LettersSummers Value PartnersUFPT UFP Technologies MaterialsSpecialty Chemicals Bull NASDAQAcquisitions, deleveraging, Healthcare Components, Intuitive Surgical, Medical Manufacturing, specialty materials, value creation
Jan 1, 2025Fund LettersSummers Value PartnersELMD Electromed Health Care Equipment & SuppliesHealth Care Equipment Bull NASDAQBronchiectasis, growth, Healthcare Equipment, Medical devices, Respiratory Therapy, small-cap, SmartVest
Jan 1, 2025Fund LettersSummers Value FundZIMV Zimvie Health Care Equipment & ServicesHealth Care Equipment Bull NASDAQbalance sheet improvement, Dental-Implants, M&A Target, Medical devices, spin-off, turnaround, Value
Jan 1, 2025Fund LettersSummers Value FundINDV Indivior Pharmaceuticals, Biotechnology & Life SciencesPharmaceuticals Bull NASDAQcontrarian, FDA approval, Long-Acting Buprenorphine, Opioid Addiction Treatment, pharmaceuticals, Sublocade, underpenetrated market, Value
Jan 1, 2025Fund LettersSummers Value FundUFPT UFP Technologies MaterialsSpecialty Chemicals Bull NASDAQAcquisitions, deleveraging, Intuitive Surgical Partnership, manufacturing, Medical Device Components, specialty materials, Value
Jan 1, 2025Fund LettersSummers Value FundELMD Electromed Health Care Equipment & ServicesHealth Care Equipment Bull NASDAQBronchiectasis, growth, Healthcare Equipment, market share gains, Medical devices, Respiratory Therapy, SmartVest
Jan 1, 2025Twitter / X@thesherlockviewABXXF Abaxx Technologies Inc. Information TechnologyApplication Software Bull OTC Pink (OTCMKTS)Exchanges, Gold, Japan, Lithium, LNG, process control, Satellite, UK
Dec 31, 2024Fund LettersClearBridge Investments Large Cap Growth StrategyABNB Airbnb, Inc. Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQAlternative Accommodations, Consumer Discretionary, Cyclical, high margins, Lodging, marketplace, Peer-to-Peer, Travel
Dec 31, 2024Fund LettersClearBridge Investments Large Cap Growth StrategyNVO Novo Nordisk A/S Health CarePharmaceuticals Bull NYSEDanish, Diabetes, GLP-1, Obesity, pharmaceuticals, secular growth, semaglutide, Weight loss
Dec 31, 2024Fund LettersClearBridge Investments Large Cap Growth StrategyICLR ICON plc Health CareLife Sciences Tools & Services Bull NASDAQBiotech, Clinical trials, contract research, Cro, Cyclical Recovery, healthcare, Pharmaceutical Services, Value
Dec 31, 2024Fund LettersFMI All Cap EquityOMC Omnicom Group Inc. Communication ServicesAdvertising Bear NYSEadvertising, Capital-light, Free Cash Flow, holding company, Integration-Risk, Media Planning, merger
Dec 31, 2024Fund LettersFMI All Cap EquityALLE Allegion PLC IndustrialsBuilding Products Bull NYSEBuilding Products, Cyclical, manufacturing, Non-residential, recurring revenue, Security Products, Value
Dec 31, 2024Fund LettersFMI International EquityACGL Arch Capital Group Ltd. FinancialsProperty & Casualty Insurance Neutral NASDAQcapital allocation, Cycle Management, Insurance, Mortgage Insurance, P&C insurance, profit-taking, Reinsurance, specialty insurance
Dec 31, 2024Fund LettersFMI International EquityICLR ICON PLC Health CareLife Sciences Tools & Services Bull NASDAQBiotech, Clinical trials, Cro, Cyclical, drug development, healthcare, Merger Integration, Pharmaceutical Services, Value
Dec 31, 2024Fund LettersFMI Large Cap EquityOMC Omnicom Group Inc. Communication ServicesAdvertising Bear NYSEadvertising, Capital-light, Client Defection, Free Cash Flow, holding company, Integration-Risk, Media Planning, merger
Dec 31, 2024Fund LettersFMI Large Cap EquityALLE Allegion PLC IndustrialsBuilding Products Bull NYSEBuilding Products, Cyclical, Electronic Security, Non-residential, recurring revenue, Security Products, US, Value
Dec 31, 2024Fund LettersFMI Small Cap EquityIPG Interpublic Group of Cos. Inc. Communication ServicesAdvertising Bear NYSEadvertising, Capital-light, Client Defection, Communication Services, Free Cash Flow, holding company, Integration-Risk, M&A, merger
Dec 31, 2024Fund LettersFMI Small Cap EquityHAYW Hayward Holdings Inc. Consumer DiscretionaryLeisure Products Bull NYSEbarriers to entry, Consumer Discretionary, contrarian, Cyclical, Manufacturer, pool equipment, Pricing power, Repair Replacement, Residential

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