Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2024Fund LettersOakmark Select FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, antitrust, Cloud computing, digital advertising, Monopoly, search engine, technology, Value
Sep 30, 2024Fund LettersOakmark Select FundCBRE CBRE Group Real EstateReal Estate Services Bull NYSEcapital allocation, commercial real estate, Cyclical Resilient, Management Quality, property management, Real Estate Services, Value
Sep 30, 2024Fund LettersHeartland Value FundNGD New Gold Inc. MaterialsGold Bull TSXCanadian, Copper, Cost Reduction, Free Cash Flow, Gold, Mining, production growth, turnaround, Value
Sep 30, 2024Fund LettersHeartland Value FundALEX Alexander & Baldwin, Inc. Real EstateRetail REITs Bull NYSEdividend yield, Hawaii, industrial properties, office properties, Real Estate, REIT, retail properties, Value
Sep 30, 2024Fund LettersHeartland Mid Cap Value FundDG Dollar General Corporation Consumer StaplesGeneral Merchandise Stores Bear NYSECompetitive pressure, discount retail, exit, Low-Income Consumers, margin compression, Rural Markets, Tax Loss Harvesting, Walmart Competition
Sep 30, 2024Fund LettersHeartland Mid Cap Value FundSNN Smith & Nephew plc Health CareHealth Care Equipment Bull LSEhealthcare, Manufacturing efficiency, margin expansion, Medical devices, Operational Improvement, Orthopedics, turnaround, Value
Sep 30, 2024Fund LettersHeartland Mid Cap Value FundRHI Robert Half International, Inc. IndustrialsHuman Resource & Employment Services Bull NYSEcash generation, Cyclical, debt-free, Human Resources, professional services, shareholder returns, Staffing, Value
Sep 30, 2024Fund LettersHeartland Value Plus FundHAYW Hayward Holdings IndustrialsBuilding Products Bull NYSEaftermarket, Building Products, Cyclical Recovery, Housing, margin expansion, oligopoly, Operational Leverage, pool equipment
Sep 30, 2024Fund LettersHeartland Value Plus FundGTES Gates Industrial Corporation IndustrialsIndustrial Machinery Bull NYSEAftermarket Parts, Defensive Revenue, industrial machinery, manufacturing, margin expansion, market leadership, turnaround, Value
Sep 30, 2024Fund LettersEast72 Dynasty TrustHAL.AS HAL Trust Capital MarketsInvestment Banking & Brokerage Bull Euronext Amsterdamalternative energy, conglomerate, discount to NAV, Dredging, family-controlled, Maritime, Netherlands, Offshore Wind, Tank Storage, Value
Sep 30, 2024Fund LettersROCKLINC Partners FundBUR Burford Capital Ltd. FinancialsSpecialized Finance Bull NYSEalternative investments, Commercial Litigation, high-ROIC, Legal Services, Litigation Finance, Non-recourse Funding, Specialized Finance, Uncorrelated Returns
Sep 30, 2024Fund LettersIthaka US Growth StrategyASML ASML Holding N.V. Information TechnologySemiconductor Equipment Bull NASDAQAI chips, China Trade, data centers, EUV lithography, geopolitical risk, Moore's Law, semiconductor equipment
Sep 30, 2024Fund LettersIthaka US Growth StrategyELF e.l.f. Beauty, Inc. Consumer StaplesPersonal Products Bull NYSEAffordable Luxury, Beauty, Cosmetics, digital marketing, Gen Z, Millennial, Production Cycle, Viral Growth
Sep 30, 2024Fund LettersIthaka US Growth StrategyDXCM DexCom, Inc. Health CareHealth Care Equipment Bull NASDAQContinuous Glucose Monitoring, Diabetes, Healthcare Technology, market share, Medical devices, Product cycle, Revenue Per Patient
Sep 30, 2024Fund LettersIthaka US Growth StrategyBX Blackstone Inc. FinancialsAsset Management & Custody Banks Bull NYSEalternative assets, asset management, Credit, Deal Crystallizations, Institutional Investors, private equity, Real Estate
Sep 30, 2024Fund LettersIthaka US Growth StrategyMA Mastercard, Inc. Information TechnologyData Processing & Outsourced Services Bull NYSEdigital payments, duopoly, financial services, Free Cash Flow, Global Credit Growth, high margins, payment processing
Sep 30, 2024Fund LettersIthaka US Growth StrategyNOW ServiceNow, Inc. Information TechnologySystems Software Bull NYSEAI products, Cloud computing, Enterprise software, IT Service Management, SaaS, subscription revenue, workflow automation
Sep 30, 2024Fund LettersWhite Brook CapitalBLDR Builders FirstSource, Inc IndustrialsBuilding Products Bull NASDAQBuilding Products, construction materials, Housing Permits, Housing recovery, Hurricane Rebuilding, mortgage rates, political support, supply deficit
Sep 30, 2024Fund LettersWhite Brook CapitalGPRE Green Plains Inc EnergyOil & Gas Refining & Marketing Bull NASDAQActivist Situation, Biorefining, Comparable Transactions, Debt Covenant, Ethanol, Management Pressure, Proxy Contest, Sale Catalyst
Sep 30, 2024Fund LettersWhite Brook CapitalAFYA AFYA, Inc Consumer DiscretionaryEducation Services Bull NASDAQBrazil, controlling family, Depressed valuation, Free Cash Flow, insider buying, Medical Education, Minority Squeeze, Takeout Candidate

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