Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 10, 2024Fund LettersGreensKeeper Value FundBRK-B Berkshire Hathaway Inc. FinancialsMulti-Sector Holdings Bull NYSEcash generation, conglomerate, defensive, Insurance, manufacturing, railroad, utilities, Value
Oct 10, 2024Fund LettersMiller Value Partners Deep Value StrategiesQUAD Quad/Graphics Inc Communication ServicesCommercial Printing Bull NYSEasset sales, Commercial Printing, Fortune 500, Free Cash Flow, Marketing Services, transformation, turnaround, Value
Oct 10, 2024Fund LettersMiller Value Partners Deep Value StrategiesNBR Nabors Industries Ltd EnergyOil & Gas Drilling Bull NYSEdebt reduction, energy, Free Cash Flow, Joint venture, Middle East, Oil & Gas Drilling, Saudi Aramco, Value
Oct 10, 2024Fund LettersMiller Value Partners Deep Value StrategiesUNFI United Natural Foods Inc Consumer StaplesFood Distributors Bull NYSEfood distribution, Natural Foods, operational efficiency, Six Sigma, transformation, turnaround, Value
Oct 10, 2024Fund LettersMiller Value Partners Deep Value StrategiesGCI Gannett Co Inc Communication ServicesPublishing Bull NYSEantitrust litigation, Digital transformation, Free Cash Flow, media, Publishing, turnaround, Value
Oct 10, 2024Fund LettersSmallvalueSL.MI Sanlorenzo S.p.A. Consumer DiscretionaryLeisure Products Bull Borsa Italianaacquisition, Asia-Pacific Expansion, EBITDA growth, growth, Italian, Luxury yachts, management ownership, Zero Debt
Oct 10, 2024Fund LettersSmallvalueOLVAS.HE Olvi Oyj Consumer StaplesBrewers Bull Helsinki Stock ExchangeBaltic Region, Beverages, Finnish, geopolitical impact, net cash, Strong ROIC, Value, War Impact
Oct 10, 2024Fund LettersSmallvalueORS.MI Orsero S.p.A. Consumer StaplesFood Distributors Bull Borsa ItalianaEuropean, food distribution, Fresh Produce, insider ownership, Italian, small-cap, undervalued, Value
Oct 10, 2024SubstackPraya Value2191.HK SF REIT Real EstateREIT - Industrial Bull Hong Kong Stock Exchange—
Oct 9, 2024Fund LettersFrank Value FundWU Western Union Company Information TechnologyData Processing & Outsourced Services Bull NYSECatalyst-Driven, financial services, high dividend yield, money transfer, Share Buybacks, shareholder returns, undervalued, Value
Oct 8, 2024Fund LettersBlack Bear Value PartnersPOU.TO Paramount Resources EnergyOil & Gas Exploration & Production Bull TSXbalance sheet strength, Canada, defensive, energy, Exploration & Production, Free Cash Flow, Growth Reinvestment, Management alignment, net cash
Oct 8, 2024Fund LettersBlack Bear Value PartnersBLDR Builders FirstSource IndustrialsBuilding Products Bull NASDAQBuilding materials, Free Cash Flow, Homebuilders, Housing shortage, Pricing power, residential construction, Share Buybacks, Structural Transformation, Value-Add Products
Oct 8, 2024Fund LettersBlack Bear Value PartnersHCC Warrior Met Coal EnergyCoal & Consumable Fuels Bull NYSEAsia, consolidation, ESG, High quality, India, metallurgical coal, Southeast Asia, Steelmaking, Supply Constraint, urbanization
Oct 8, 2024Fund LettersBlack Bear Value PartnersCEIX CONSOL Energy EnergyCoal & Consumable Fuels Bull NYSEARCH Resources, consolidation, ESG, merger, Supply Constraint, synergies, Thermal Coal, Underinvestment
Oct 8, 2024Fund LettersBlack Bear Value PartnersARCH ARCH Resources EnergyCoal & Consumable Fuels Bull NYSEAsia, consolidation, ESG, India, merger, metallurgical coal, Southeast Asia, Steelmaking, Supply Constraint, urbanization
Oct 8, 2024Fund LettersKingdom Capital AdvisorsECRO ECC Capital EnergyCoal & Consumable Fuels Bull OTCcash flow, Coal Mining, deep value, Shell Company, Special Situation, Terminal Value, Wyoming
Oct 8, 2024Fund LettersKingdom Capital AdvisorsUNFI United Natural Foods Consumer StaplesFood Distributors Bull NYSEcash flow, consumer staples, food distribution, grocery, Margins, Organic Foods, turnaround
Oct 8, 2024Fund LettersKingdom Capital AdvisorsHCC Warrior Met Coal EnergyCoal & Consumable Fuels Bull NYSECoking Coal, Commodities, energy, Margins, metallurgical coal, Mining, steel industry, Supply Shortage
Oct 8, 2024Fund LettersKingdom Capital AdvisorsNLOP Net Lease Office Properties Real EstateOffice REITs Bull NASDAQasset sales, cap rate, dividend, Liquidation, Net Lease, office properties, Real Estate, REIT
Oct 8, 2024Fund LettersPatient Capital ManagementPLAY Dave & Buster's Entertainment Inc. Consumer DiscretionaryRestaurants Bull NASDAQConsumer Discretionary, EBITDA growth, entertainment, Free Cash Flow, Restaurants, Share Buybacks, turnaround, Unit economics

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