Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2024Fund LettersMadison Small Cap FundKN Knowles Corporation Information TechnologyElectronic Equipment, Instruments & Components Bull NYSEdebt reduction, Industrial technology, Medical devices, Micro-Acoustics, portfolio transformation, RF Filters, value unlock
Dec 31, 2024Fund LettersMadison Small Cap FundAMN AMN Healthcare Services Health CareHealth Care Services Bear NYSECyclical Recovery, exit, Healthcare Staffing, Nursing, Pandemic Normalization, Value trap
Dec 31, 2024Fund LettersMadison Small Cap FundGOGO Gogo Inc Communication ServicesWireless Telecommunication Services Bear NASDAQ5G Technology, Aviation Connectivity, exit, Technology Risk, Thesis Breakdown, wireless services
Dec 31, 2024Fund LettersMadison Small Cap FundFROG JFrog Ltd Information TechnologySoftware Bear NASDAQDevops, exit, Guidance Miss, Management Credibility, Software, technology
Dec 31, 2024Fund LettersMadison Small Cap FundWSC Willscot Holdings Corp IndustrialsTrading Companies & Distributors Bull NASDAQConstruction Equipment, Cyclical, Free Cash Flow, Industrials, market share, Modular Space, Value
Dec 31, 2024Fund LettersPolen Capital - Global GrowthCSGP CoStar Group Inc. Real EstateReal Estate Services Bull NASDAQApartments, commercial real estate, Data Analytics, growth, marketplace, network effects, Real Estate, recurring revenue
Dec 31, 2024Fund LettersPolen Capital - Global GrowthPAYC Paycom Software Inc. Information TechnologyApplication Software Bull NYSEBETI, cloud-native, growth, HCM Software, Human capital management, Payroll, SaaS, Software
Dec 31, 2024Fund LettersPolen Capital - Global GrowthAMZN Amazon.com Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQadvertising, AI, AWS, Cloud computing, e-commerce, Fulfillment, growth, margin expansion
Dec 31, 2024Fund LettersPolen Capital - Global GrowthSHOP.TO Shopify Inc. Information TechnologyInternet & Direct Marketing Retail Bull Toronto Stock ExchangeB2b, Cloud software, digital payments, e-commerce, Enterprise software, growth, Mobile Commerce, Omnichannel, SaaS
Dec 31, 2024Fund LettersPolen Capital - International GrowthWTW Willis Towers Watson Public Limited Company FinancialsInsurance Brokers Bull NASDAQadvisory services, Fragmented Market, Health Benefits, Insurance Broking, recurring revenue, Share Buybacks, UK, wealth management
Dec 31, 2024Fund LettersPolen Capital - International GrowthSPOT Spotify Technology S.A. Communication ServicesInteractive Media & Services Bull NYSEAd-supported, Audiobooks, digital media, Mobile Entertainment, Music streaming, Podcasts, Premium Subscriptions, Sweden
Dec 31, 2024Fund LettersPolen Capital - International GrowthSU.PA Schneider Electric SE IndustrialsElectrical Components & Equipment Bull Euronext ParisAutomation, data centers, Distribution, electrical equipment, energy efficiency, Energy Management, france, Industrial automation
Dec 31, 2024Fund LettersPolen Capital - International GrowthMNDY Monday.com Ltd. Information TechnologyApplication Software Bull NASDAQCRM, Israel, IT Service Management, Low-Code Platform, No-Code, Platform Play, SaaS, workflow management
Dec 31, 2024Fund LettersPolen Capital - International GrowthNU Nu Holdings Ltd. FinancialsConsumer Finance Bull NYSEBrazil, digital banking, Disruptive Technology, Financial Inclusion, Fintech, Latin America, Mexico, Neo-Bank
Dec 31, 2024Fund LettersPolen Capital - International GrowthSAP SAP SE Information TechnologySystems Software Bull NYSECloud transformation, Enterprise software, ERP, Large-Scale Software, Mission-Critical, Partner Ecosystem, recurring revenue
Dec 31, 2024Fund LettersPolen Capital - International GrowthSGE.L The Sage Group plc Information TechnologyApplication Software Bull London Stock ExchangeAccounting Software, financial software, Mission-Critical, recurring revenue, SaaS, Share Buyback, SMB software
Dec 31, 2024Fund LettersPolen Capital - International GrowthSHOP.TO Shopify Inc. Information TechnologyApplication Software Bull Toronto Stock ExchangeCloud software, digital payments, e-commerce, Enterprise software, Mobile Commerce, Omnichannel, SaaS
Dec 31, 2024Fund LettersClearBridge Investments All Cap GrowthCMCSA Comcast Corporation Communication ServicesMedia Bear NASDAQbroadband, Cable TV, Competitive pressure, Market Saturation, Media Conglomerate, Pricing power, secular decline, Subscriber Losses
Dec 31, 2024Fund LettersClearBridge Investments All Cap GrowthBIIB Biogen Inc Health CareBiotechnology Bear NASDAQAcquisition Risk, Alzheimer's disease, biotechnology, Drug launch, multiple sclerosis, neurological disorders, patent expiration, Pricing pressure
Dec 31, 2024Fund LettersClearBridge Investments All Cap GrowthCMG Chipotle Mexican Grill Inc Consumer DiscretionaryRestaurants Bull NYSEConsumer Discretionary, Fast casual, margin expansion, Mobile Ordering, Restaurant Chain, store expansion, technology integration, Unit economics

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