Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 13, 2024Fund LettersAndvari AssociatesAJG Arthur J. Gallagher & Co. FinancialsInsurance Brokers Bull New York Stock Exchangefinancial services, Fragmented Market, Insurance Broker, M&A, Property & Casualty, Reinsurance, serial acquirer
Oct 13, 2024Fund LettersAndvari AssociatesCSU.TO Constellation Software Inc. Information TechnologySystems Software Bull Toronto Stock ExchangeCanada, Decentralized, M&A, serial acquirer, Software, technology, Value Arbitrage, VMS
Oct 13, 2024Fund LettersGehlen BrautigamGYM.L The Gym Group plc Consumer DiscretionaryLeisure Facilities Bull London Stock ExchangeConsumer Discretionary, Fitness Centers, Low cost, membership growth, operating leverage, post-COVID recovery, UK
Oct 13, 2024Fund LettersGehlen BrautigamTPFG.L The Property Franchise Group plc Real EstateReal Estate Services Bull London Stock Exchangeacquisition integration, Franchising, Property Franchise, Real Estate Services, UK, Value
Oct 13, 2024Fund LettersGehlen BrautigamMAB.L Mortgage Advice Bureau (Holdings) plc FinancialsConsumer Finance Bull London Stock Exchangecontrarian, financial services, Insurance, Mortgage Broker, Regulatory, UK, Value
Oct 13, 2024Fund LettersGehlen BrautigamJST.DE JOST Werke SE IndustrialsAuto Components Bull XETRAAutomotive Components, commercial vehicles, Cyclical, Germany, Industrial, Resilient, Value
Oct 13, 2024Fund LettersGehlen BrautigamCRN.OL Crayon Group Holding ASA Information TechnologyIT Services Bull Oslo Stock ExchangeAI, Cloud computing, contrarian, IT services, Microsoft, Norway, Reseller, Software, takeover target, Value
Oct 12, 2024Fund LettersPittenger & AndersonABNB Airbnb Inc Communication ServicesInteractive Media & Services Bull NASDAQasset-light, growth, hospitality, international expansion, marketplace, net cash, platform, Travel, Two-Sided Market
Oct 12, 2024Fund LettersPittenger & AndersonNKE Nike Inc Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull NYSEathletic apparel, Brand, CEO transition, cultural fit, Employee Morale, Footwear, Leadership Change, turnaround, Value
Oct 12, 2024Fund LettersBlue Tower Asset ManagementWCC Wesco International Capital GoodsTrading Companies & Distributors Bull NYSEAI, data centers, Digital transformation, Distributor, Electric Vehicles, electrical equipment, infrastructure, margin expansion, Operational Leverage, Rate Sensitive, Share Buybacks, Solar Energy
Oct 12, 2024Fund LettersGDS InvestmentsABNB Airbnb Inc Communication ServicesInteractive Media & Services Bull NASDAQasset-light, growth, hospitality, international expansion, marketplace, platform, technology, Travel, Two-Sided Market
Oct 12, 2024Fund LettersGDS InvestmentsNKE Nike Inc Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull NYSEathletic apparel, Brand, CEO transition, Consumer Discretionary, Footwear, Leadership Change, retail, turnaround, Value
Oct 12, 2024Fund LettersGDS InvestmentsABNB Airbnb Inc Communication ServicesInteractive Media & Services Bull NASDAQasset-light, growth, hospitality, international expansion, marketplace, platform, technology, Travel, Two-Sided Market
Oct 12, 2024Fund LettersGDS InvestmentsNKE Nike Inc Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull NYSEathletic apparel, Brand, CEO transition, Consumer Discretionary, Footwear, Leadership Change, retail, turnaround, Value
Oct 11, 2024Fund LettersPurpose Investment PartnersSATS Dish Network Corporation Communication ServicesCable & Satellite Bull NASDAQAsset backed, Convertible Bonds, Credit risk, debt restructuring, high yield, Satellite TV, Telecom Licenses, Wireless Spectrum
Oct 11, 2024Short ThesisLauren BalikZETA Zeta Global Holdings Corp Information TechnologyApplication Software (Marketing Automation) Bear NYSEAI, Automation, Churn, Competition, Marketing
Oct 10, 2024Fund LettersGreensKeeper Value FundMRK Merck & Co., Inc. Health CarePharmaceuticals Bull NYSEcancer treatment, China, GARDASIL, HPV Vaccine, Immunotherapy, Inventory Issues, Keytruda, pharmaceuticals
Oct 10, 2024Fund LettersGreensKeeper Value FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQantitrust, market dominance, Quality Advantage, Regulatory Pressure, search engine, technology, user retention
Oct 10, 2024Fund LettersGreensKeeper Value FundFI Fiserv, Inc. Information TechnologyData Processing & Outsourced Services Bull NASDAQBanking Solutions, EPS growth, financial technology, Fintech, Merchant Services, payment processing, software integration
Oct 10, 2024Fund LettersGreensKeeper Value FundAXP American Express Company FinancialsConsumer Finance Bull NYSEaffluent consumers, credit cards, Exclusive Access, financial services, Gen Z, Millennials, network effects, premium services

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