Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 8, 2024Fund LettersPatient Capital ManagementQXO QXO Inc. IndustrialsTrading Companies & Distributors Bull NASDAQBuilding Products, compounding, Distribution, Industrial technology, management track record, PIPE Transaction, technology platform
Oct 8, 2024Fund LettersMadison Investors FundKEYS Keysight Technologies Technology Hardware & EquipmentElectronic Equipment, Instruments & Components Bull NYSE5G infrastructure, Cyclical Recovery, Electronic Test Equipment, high switching costs, Measurement Instruments, Mission-Critical, semiconductors, telecommunications
Oct 8, 2024Fund LettersBrasada Focused Equity StrategyCPT Camden Property Trust Real EstateResidential REITs Bull NYSEApartments, demographic trends, dividend yield, Interest Rate Sensitive, Multifamily, Real Estate, REIT, Rent growth, Rental Housing, Residential, Supply Shortage, Value
Oct 8, 2024Fund LettersEnnismore European Smaller Companies FundDWNI.DE Deutsche Wohnen SE Real EstateResidential REITs Bull XETRABerlin, buyout, discount to NAV, Domination Agreement, Germany, Minority Squeeze-out, rental income, Residential Real Estate, Special Situation, Vonovia
Oct 8, 2024Short ThesisHindenburgRBLX ROBLOX Corp Communication ServicesInteractive Home Entertainment Bear NYSEADS, ARPU, Cloud costs, DAU mix, Developer payouts
Oct 7, 2024Fund LettersHeadwaters CapitalASGTF Altus Group Real EstateReal Estate Services Bull Toronto Stock ExchangeCanada, commercial real estate, Data Analytics, divestiture, M&A Target, margin expansion, Real Estate Software, SaaS, turnaround, Valuation Services
Oct 7, 2024Fund LettersPlural InvestingTVK.TO TerraVest IndustrialsIndustrial Machinery Bull Toronto Stock ExchangeAcquisitions, Canada, Capital Compounder, High returns, Industrial, management ownership, Position Reduction, Steel Tanks
Oct 7, 2024Fund LettersPlural InvestingWOSG.L Watches of Switzerland Consumer DiscretionarySpecialty Retail Bull London Stock ExchangeAuthorized Dealer, Defensive Economics, Luxury Retail, Management alignment, Rolex, UK, US, Waiting Lists
Oct 7, 2024Fund LettersPlural InvestingSEG Seaport Entertainment Real EstateReal Estate Development Bull NYSEAsset-Based, entertainment, insider buying, Manhattan, Real Estate, Rights Offering, spinoff, turnaround, Value
Oct 7, 2024Fund LettersPender Small Cap Opportunities FundMDA.TO MDA Space Ltd. IndustrialsAerospace & Defense Bull Toronto Stock ExchangeAerospace, Canada, Equity, Geointelligence, government contracts, growth, recurring revenue, robotics, Satellite Systems, Space Technology
Oct 4, 2024Fund LettersMiddle Coast InvestingBOOM DMC Global Inc. EnergyEnergy Equipment & Services Bull NASDAQacquisition target, Building Products, Event-driven, Heat-Resistant Metals, Oil Services, Special Situation, strategic review
Oct 4, 2024Fund LettersMiddle Coast InvestingABM ABM Industries Incorporated IndustrialsCommercial Services & Supplies Bull NYSEAirports, defensive, EV charging, Facility Management, Janitorial Services, Microgrids, steady growth, Value
Oct 4, 2024Fund LettersMiddle Coast InvestingAPOG Apogee Enterprises Inc. IndustrialsBuilding Products Bull NASDAQAcquisitions, Building Products, Commercial Buildings, Cyclical, Framing Systems, Glass, margin expansion, market consolidation, Value
Oct 4, 2024Fund LettersMiddle Coast InvestingATKR Atkore Inc. IndustrialsBuilding Products Bull NYSEBuilding Products, Cyclical, data centers, Electrical Grid, infrastructure, Metal Conduits, PVC Pipes, Solar power, turnaround, Value
Oct 4, 2024Fund LettersVan Der Mandele Arar FundNMM Navios Maritime Partners LP EnergyOil & Gas Storage & Transportation Bull NYSEbuybacks, Cyclical, Dry Cargo, Governance, Greek shipping, Maritime, Marshall Islands, Shipping, turnaround, Value
Oct 3, 2024Fund LettersInfuse PartnersINTEG.ST Intellego Technologies AB Health Care Equipment & ServicesHealth Care Equipment Bull Nasdaq Stockholmfounder-led, growth, Healthcare Disinfection, high margins, Industrial Curing, Medical devices, small-cap, Swedish, turnaround, UV Dosimeters
Oct 3, 2024Fund LettersNightview CapitalTSLA Tesla Inc Consumer DiscretionaryAutomobile Manufacturers Bull NASDAQArtificial Intelligence, autonomous vehicles, Electric Vehicles, Full Self-Driving, growth, Neural Networks, Real-World Data, robotics, Transportation Technology, Vision-Based Technology
Oct 3, 2024Fund LettersSeeking WinnersAPPF AppFolio, Inc. Information TechnologyApplication Software Bull NASDAQFintech, growth, market share, property management, Real Estate Software, recurring revenue, SaaS, US, value-added services
Oct 3, 2024Fund LettersSeeking WinnersCMG.TO Computer Modelling Group Ltd. Information TechnologyApplication Software Bull Toronto Stock ExchangeCanada, carbon capture, duopoly, energy technology, growth, Oil and Gas Software, recurring revenue, Reservoir simulation, SaaS
Oct 3, 2024SubstackUzo CapitalTALK Talkspace HealthcareTelehealth Services Bull NASDAQ Stock MarketB2B transformation, buybacks, Depressed valuation, Free Cash Flow, growth potential, insider buying, margin expansion, Medicare rollout, Talkspace, telehealth

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: