Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2024Fund LettersThird Avenue Value FundMBG.DE Mercedes-Benz Group AG Consumer DiscretionaryAutomobile Manufacturers Bull XETRAAutomotive Manufacturing, Electric Vehicles, Equity, German Automaker, luxury automobiles, Luxury Brand, PHEV, Value Investment
Dec 31, 2024Fund LettersThird Avenue Value FundBMW.DE Bayerische Motoren Werke AG Consumer DiscretionaryAutomobile Manufacturers Bull XETRAAutomotive Manufacturing, BEV Transition, capital returns, Electric Vehicles, Equity, German Automaker, luxury automobiles, Share Buybacks, Value Investment
Dec 31, 2024Fund LettersDiamond Hill InternationalKRN.DE Krones AG IndustrialsMachinery Bull XETRABeverage Machinery, Bottling Equipment, Germany, Industrials, manufacturing, market leadership, technology, Value
Dec 31, 2024Fund LettersDiamond Hill International7454.T MAX Co., Ltd. IndustrialsMachinery Bull Tokyo Stock ExchangeConstruction Tools, innovation, Japan, machinery, manufacturing, Pneumatic Nailers, Rebar-Tying, Value
Dec 31, 2024Fund LettersDiamond Hill InternationalPRX.AS Prosus N.V. Communication ServicesInteractive Media & Services Bull Euronext Amsterdame-commerce, Fintech, food delivery, Holding Company Discount, Netherlands, Online Classifieds, Technology investment, Tencent
Dec 31, 2024Fund LettersDiamond Hill InternationalEXO.MI EXOR N.V. FinancialsDiversified Financial Services Bull Borsa Italianaautomotive, capital allocation, Europe, Ferrari, holding company, NAV discount, Stellantis, Value
Dec 31, 2024Fund LettersDiamond Hill InternationalGLEN.L Glencore plc MaterialsDiversified Metals & Mining Bull London Stock Exchangecapital allocation, coal, Commodities, Copper, Cyclical, Mining, Supply-Demand, UK, Value
Dec 31, 2024Fund LettersDiamond Hill International005930.KS Samsung Electronics Co., Ltd. Information TechnologyTechnology Hardware, Storage & Peripherals Bull Korea ExchangeAI technology, electronics, HBM, manufacturing, memory chips, semiconductors, South Korea, Value
Dec 31, 2024Fund LettersDiamond Hill InternationalTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEAI chips, Foundry, growth, high-performance computing, manufacturing, semiconductors, Taiwan, technology
Dec 31, 2024Fund LettersDiamond Hill InternationalSPOT Spotify Technology S.A. Communication ServicesInteractive Media & Services Bull NYSEAudio, digital media, growth, margin expansion, Streaming, Subscriber Growth, Sweden, technology
Dec 31, 2024Fund LettersDiamond Hill InternationalQURE uniQure N.V. Health CareBiotechnology Bull NASDAQbiotechnology, drug pipeline, FDA approval, gene therapy, growth, Huntington's Disease, Netherlands, Royalty Streams
Dec 31, 2024Fund LettersDiamond Hill Small Cap FundCURB Curbline Properties Real EstateRetail REITs Bull NYSEcash, Commercial Property, Convenience retail, debt-free, Real Estate, REIT, retail centers, spinoff
Dec 31, 2024Fund LettersDiamond Hill Small Cap FundCMPR Cimpress Communication ServicesInteractive Media & Services Bull NASDAQbalance sheet, Customized Marketing, Free Cash Flow, Marketing Materials, Printing, small business, undervalued
Dec 31, 2024Fund LettersDiamond Hill Small Cap FundMLAB Mesa Laboratories Health CareLife Sciences Tools & Services Bull NASDAQAcquisitions, biopharmaceutical, Danaher, diagnostics, growth, healthcare, Lab Equipment, life sciences
Dec 31, 2024Fund LettersDiamond Hill Small Cap FundFTAI FTAI Infrastructure IndustrialsTransportation Infrastructure Bull NASDAQEnergy Terminals, energy transition, Hydrogen, infrastructure, Logistics, natural gas, Ports, railroads
Dec 31, 2024Fund LettersDiamond Hill Small Cap FundUSLM United States Lime & Minerals MaterialsConstruction Materials Bull NASDAQconstruction materials, I-35 Corridor, Lime, Limestone, margin expansion, materials, Pricing power, Texas
Dec 31, 2024Fund LettersPolen Capital - U.S. Small Company GrowthBDC Belden Information TechnologyCommunications Equipment Bull NYSEbroadband, Communications Equipment, data centers, Industrial automation, Networking, recurring revenue, Solutions Transformation
Dec 31, 2024Fund LettersPolen Capital - U.S. Small Company GrowthFN Fabrinet Information TechnologyElectronic Manufacturing Services Bull NYSEAI infrastructure, asset-light, data centers, Electronic Manufacturing, NVIDIA, Optical Manufacturing, Telecom
Dec 31, 2024Fund LettersPolen Capital - U.S. Small Company GrowthTREX Trex MaterialsBuilding Products Bull NYSEBuilding Products, composite decking, Environmental, market leader, materials, Outdoor Living, Sustainable materials
Dec 31, 2024Fund LettersPolen Capital - U.S. Small Company GrowthWSC Willscot Holdings IndustrialsTrading Companies & Distributors Bull NASDAQconstruction, Industrials, lease model, Modular Space, North America, Storage Solutions, value-added services

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