Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2024Fund LettersBell Global Equities FundCLH Clean Harbors Inc. IndustrialsCommercial Services & Supplies Bull NYSEAsset Scarcity, environmental services, Hazardous Waste, Manufacturing Onshoring, Pfas, Pricing power, Regulatory tailwinds
Dec 31, 2024Fund LettersBell Global Equities FundAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQArtificial Intelligence, custom chips, data centers, Enterprise software, high margins, M&A, semiconductors, Software
Dec 31, 2024Fund LettersBell Global Equities FundUNH UnitedHealth Group Inc. Health CareHealth Care Providers & Services Bull NYSEdiversification, Health Care, Insurance, Pharmacy Benefit Manager, Regulatory risk, scale, Value
Dec 31, 2024Fund LettersBell Global Equities FundLULU Lululemon Athletica Inc. Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull NASDAQathletic apparel, Brand, China, Consumer Discretionary, growth, retail, turnaround, US market
Dec 31, 2024Fund LettersBell Global Equities FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQantitrust, Artificial Intelligence, Communication Services, growth, search engine, Supercomputing, technology
Dec 31, 2024Fund LettersArtisan Focus FundAPO Apollo Global Management Inc FinancialsAsset Management & Custody Banks Bull NYSEalternative investments, asset management, AUM growth, Capital markets, Fee-Based Business, IPO recovery, M&A activity, Private Credit, private equity, secular growth
Dec 31, 2024Fund LettersBaron Growth FundMTN Vail Resorts, Inc. Consumer DiscretionaryHotels, Restaurants & Leisure Bull NYSEEuropean expansion, Leisure, Real Estate, recurring revenue, Season Passes, Ski Resorts, Tourism
Dec 31, 2024Fund LettersBaron Growth FundCSGP CoStar Group, Inc. Real EstateReal Estate Services Bull NASDAQanalytics, Growth Investment, information services, marketplace, Real Estate Services, Residential Real Estate, TAM expansion
Dec 31, 2024Fund LettersBaron Growth FundIDXX IDEXX Laboratories, Inc. Health CareHealth Care Equipment Bull NASDAQdiagnostics, growth, Health Care Equipment, Medical devices, Pet Care, Product cycle, Veterinary diagnostics
Dec 31, 2024Fund LettersRiverPark Long/Short Opportunity FundLLY Eli Lilly and Company Health CarePharmaceuticals Bull NYSEAlzheimer’s, Diabetes, Global, GLP-1, healthcare, Obesity, pharmaceuticals, pipeline
Dec 31, 2024Fund LettersRiverPark Long/Short Opportunity FundUBER Uber Technologies, Inc. Communication ServicesInteractive Media & Services Bull NYSEfood delivery, Free Cash Flow, Global, market share, Mobility Platform, on-demand services, Ride Sharing
Dec 31, 2024Fund LettersRiverPark Long/Short Opportunity FundAMZN Amazon.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAWS, Cloud computing, e-commerce, growth, market share, Online Advertising, Prime
Dec 31, 2024Fund LettersRiverPark Long/Short Opportunity FundNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQArtificial Intelligence, Cloud computing, data centers, Gaming, GPUs, growth, semiconductors
Dec 31, 2024Fund LettersRiverPark Long/Short Opportunity FundSHOP.TO Shopify Inc. Information TechnologyApplication Software Bull Toronto Stock Exchangedigital payments, e-commerce, growth, Merchant Services, platform, retail technology, SaaS
Dec 31, 2024Fund LettersMar Vista’s U.S. Quality SelectEFX Equifax Inc. IndustrialsResearch & Consulting Services Bull NYSEasset-light business, Credit Bureau, Data Services, Employment Verification, operating leverage, Workforce Solutions
Dec 31, 2024Fund LettersMar Vista’s U.S. Quality SelectAMZN Amazon.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAI implementation, AWS, Cloud computing, e-commerce, Logistics, operating leverage, Prime Video
Dec 31, 2024Fund LettersMar Vista’s U.S. Quality SelectCRM Salesforce, Inc. Information TechnologySoftware Bull NYSEAgentforce, CRM Software, generative AI, Multi-cloud Solutions, SaaS, subscription revenue
Dec 31, 2024Fund LettersMar Vista’s U.S. Quality SelectAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI accelerators, Custom AI Solutions, semiconductors, software business, technology hardware, VMware Acquisition
Dec 31, 2024Fund LettersMar Vista Global Equity FundASML ASML Holding N.V. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAdvanced Semiconductors, AI chips, EUV lithography, Samsung, semiconductor equipment, Technology Monopoly, TSMC
Dec 31, 2024Fund LettersMar Vista Global Equity FundAMZN Amazon.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAI implementation, AWS, Cloud computing, digital advertising, e-commerce, Logistics, Prime Video

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