Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 1, 2024Fund LettersAlta Fox Capital ManagementREVG REV Group, Inc. IndustrialsMachinery Bull NYSEAmbulance, Cyclical, Fire Equipment, Industrial, margin expansion, share repurchase, small-cap, Value
Oct 1, 2024Fund LettersAlta Fox Capital ManagementAPP AppLovin Corporation Communication ServicesInteractive Media & Services Bull NASDAQadtech, Data Analytics, growth, Mobile Gaming, SaaS, technology, Value
Oct 1, 2024Fund LettersMaran Capital ManagementTPB Turning Point Brands Consumer StaplesTobacco Bull NYSEmarket share gains, Oral Nicotine, secular tailwinds, Smokeless Tobacco, Smoking Accessories, Stokers, tobacco, Zig Zag
Oct 1, 2024Fund LettersMaran Capital ManagementCLAR Clarus Corp Consumer DiscretionaryLeisure Products Bull NASDAQAsymmetric, Black Diamond, brand portfolio, Forced Selling, insider buying, net cash, Outdoor Equipment, Sum-of-the-Parts
Oct 1, 2024Fund LettersMaran Capital ManagementHKHC Horizon Kinetics Holding Corporation FinancialsAsset Management & Custody Banks Bull NASDAQasset management, Investment Holding Company, Long Term Investing, merger, Public Listing, value investing
Oct 1, 2024Fund LettersAshva Capital ManagementMO Altria Group Inc Consumer StaplesTobacco Bull NYSEcash flow, consumer staples, defensive, dividend, smokeless products, tobacco, Value
Oct 1, 2024Fund LettersAuscap Asset ManagementQUB.AX Qube Holdings IndustrialsMarine Bull ASXAsset Utilization, container terminals, Defensive Infrastructure, Import Export, Logistics Infrastructure, Return on capital, valuation
Oct 1, 2024Fund LettersAuscap Asset ManagementPWH.AX PWR Holdings IndustrialsIndustrial Machinery Bull ASXAerospace, Cooling Systems, Defense, Electric Vehicles, Manufacturing Expansion, Technical Expertise, thermal management
Oct 1, 2024Fund LettersAuscap Asset ManagementNCK.AX Nick Scali Consumer DiscretionaryHome Furnishing Retail Bull ASXacquisition, Consumer Discretionary, Furniture Retail, Made-to-Order, market share, Store Productivity, UK Expansion
Oct 1, 2024Fund LettersAuscap Asset ManagementJHX.AX James Hardie Industries MaterialsBuilding Products Bull ASXBuilding materials, fiber cement, High returns, Housing Construction, market share, Structural Growth, US market
Oct 1, 2024Fund LettersRewey Asset ManagementKD Kyndryl Holdings, Inc. Information TechnologyIT Consulting & Other Services Bull NYSEAI infrastructure, cloud infrastructure, Free Cash Flow, IBM Spinoff, investment grade, IT services, margin expansion, Mission-Critical, turnaround, undervalued
Oct 1, 2024Fund LettersRewey Asset ManagementINTT Intest Information TechnologyElectronic Equipment & Instruments Bull NYSE AmericanCyclical, Electronic Equipment, Gallium Arsenide, Induction Heating, semiconductor equipment, Silicon Carbide, strong balance sheet, Test Equipment
Oct 1, 2024Fund LettersRewey Asset ManagementLWAY Lifeway Foods Consumer StaplesPackaged Foods & Meats Bull NASDAQconsumer staples, Dairy, margin expansion, Neglected Stock, Packaged Foods, Probiotic, Revenue Growth, takeover target, Value
Oct 1, 2024Fund LettersHoros Asset ManagementPLUX.PA Pluxee FinancialsData Processing & Outsourced Services Bull Euronext ParisB2B2C, Brazil, Digital Solutions, Employee Benefits, Float, france, market leader, Prepaid Vouchers, spinoff, undervaluation
Oct 1, 2024Fund LettersHoros Asset ManagementNOAH Noah Holdings FinancialsAsset Management & Custody Banks Bull NYSEasset management, capital allocation, China, dividend policy, High Net Worth, Hong Kong, regulatory environment, Shadow Banking, undervaluation, wealth management
Oct 1, 2024Fund LettersBireme Capital6125.T Okamoto Machine Tool Works IndustrialsIndustrial Machinery Bull Tokyo Stock ExchangeEquity, growth, industrial machinery, Japan, market share, Niche Market Leader, Precision Manufacturing, semiconductors, Value
Oct 1, 2024Fund LettersBireme Capital9401.T TBS Holdings Communication ServicesBroadcasting Bull Tokyo Stock Exchangebroadcasting, conglomerate, Equity, Hidden-Assets, Japan, Real Estate, Securities Portfolio, Sum-of-parts, Value
Oct 1, 2024Fund LettersPenn Davis McFarlandSIRI Sirius XM Holdings Inc Communication ServicesEntertainment Bull NASDAQBerkshire Hathaway, cash generation, index inclusion, John Malone, Merger Arbitrage, Satellite Radio, Special Situation, Tracking stock
Oct 1, 2024Fund LettersPenn Davis McFarlandFTRE Fortrea Holdings Inc Health CareLife Sciences Tools & Services Bull NASDAQClinical trials, contract research, Cro, Healthcare services, margin expansion, spinoff, turnaround, Value
Oct 1, 2024Fund LettersAndrew Hill Investment AdvisorsUTHR United Therapeutics Corporation Health CareBiotechnology Bull NASDAQArtificial Organs, Biotech Recovery, biotechnology, Orphan drugs, Pulmonary hypertension, rare disease, Regenerative Medicine

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