Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 29, 2024Fund LettersPlural InvestingE2N.DE Endor AG Information TechnologyTechnology Hardware, Storage & Peripherals Bear Munich Stock ExchangeCash Flow Problems, execution risk, exit, Gaming Hardware, Germany, inventory management, Management Risk, technology hardware
Jul 29, 2024Fund LettersPlural InvestingWOSG.L Watches of Switzerland Consumer DiscretionarySpecialty Retail Bull London Stock ExchangeAuthorized Dealer, FCF multiple, Luxury Retail, market share gains, Rolex, Specialty retail, turnaround, US Expansion, Value
Jul 29, 2024Fund LettersChoice Equities Capital ManagementMGNI Magnite, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAd Tech, AVOD, Connected tv, CTV, digital advertising, Media Technology, Netflix, programmatic advertising, Streaming, Supply Side Platform
Jul 29, 2024Fund LettersPender Small Cap Opportunities FundDTOL.TO D2L Inc. Software & ServicesApplication Software Bull TSXCloud software, corporate training, Edtech, education technology, Higher Education, K-12, Learning Management System, recurring revenue, SaaS, valuation discount
Jul 26, 2024Fund LettersRoss & Van CompernolleBBCA.JK Bank Central Asia Tbk PT FinancialsBanks Bull Indonesia Stock ExchangeBanks, Compounding growth, contrarian, Indonesia, Low funding costs, Regulatory tailwinds, Value
Jul 25, 2024Fund LettersLiberty Park Capital ManagementKRNT Kornit Digital Ltd Technology Hardware & EquipmentTechnology Hardware, Storage & Peripherals Bull NASDAQapparel industry, Digital printing, Israeli Technology, recurring revenue, subscription model, Textile Manufacturing, turnaround, Value
Jul 25, 2024Fund LettersFPA Crescent FundKMX CarMax Inc Consumer DiscretionarySpecialty Retail Bull NYSEAutomotive Retail, customer experience, Data Analytics, Financing, market share, No-haggle Pricing, Omnichannel, Specialty retail, Used cars
Jul 25, 2024Fund LettersFPA Crescent FundCHTR Charter Communications Inc Communication ServicesCable & Satellite Bull NASDAQbroadband, cable, capital expenditure, Converged Services, Fiber Competition, Fixed wireless, leverage, Share Buybacks, telecommunications
Jul 25, 2024Fund LettersFPA Crescent FundC Citigroup Inc FinancialsDiversified Banks Bull NYSEbanking, capital returns, Global Banking, Institutional Banking, restructuring, tangible book value, Value
Jul 25, 2024Fund LettersFPA Crescent FundHOLN.SW Holcim Ltd MaterialsConstruction Materials Bull SIX Swiss Exchangeaggregates, Building materials, Cement, construction materials, dividend, infrastructure, Share Buybacks, spin-off, Switzerland
Jul 25, 2024Short ThesisNight MarketDAVE Dave Inc Information TechnologyConsumer Finance Bear NASDAQcash burn, CFPB, Competition, Fintech, Overdraft
Jul 25, 2024Short ThesisBleecker StreetDAVE Dave Inc Information TechnologyConsumer Finance Bear NASDAQCash advance, Dilution, Fintech, Regulation, Unit economics
Jul 24, 2024Fund LettersBretton FundEXP Eagle Materials, Inc. MaterialsConstruction Materials Bull NYSEBuilding Products, Cement, commodity, construction materials, Gypsum, Housing shortage, infrastructure, materials, Sun Belt, Wallboard
Jul 24, 2024Fund LettersWestEnd CapitalGE GE Aerospace IndustrialsAerospace & Defense Bull NYSEAerospace, Artificial Intelligence, Defense, Engine Manufacturing, Joint venture, market dominance, MRO services, Predictive Maintenance, Reshoring
Jul 24, 2024Fund LettersWestEnd CapitalROK Rockwell Automation Inc IndustrialsIndustrial Machinery Bull NYSEArtificial Intelligence, Control Systems, Defense, Digital Twins, Industrial automation, manufacturing, Predictive Maintenance, Reshoring, Sensors
Jul 24, 2024Fund LettersWestEnd CapitalHWM Howmet Aerospace Inc IndustrialsAerospace & Defense Bull NYSEadvanced materials, Aerospace, Commercial Aviation, Defense, manufacturing, Military Aircraft, Precision Engineering, supply chain
Jul 24, 2024Fund LettersWestEnd CapitalBA Boeing Company IndustrialsAerospace & Defense Bull NYSEAerospace, China, Commercial Aviation, Defense, manufacturing, Order Backlog, Quality Improvement, Reshoring, turnaround
Jul 24, 2024Fund LettersBrookfield Asset ManagementGE GE Aerospace IndustrialsAerospace & Defense Bull NYSEAerospace, Artificial Intelligence, Commercial Aviation, Defense, Engine Manufacturing, MRO services, Predictive Maintenance, Reshoring
Jul 24, 2024Fund LettersBrookfield Asset ManagementROK Rockwell Automation Inc IndustrialsIndustrial Machinery Bull NYSEArtificial Intelligence, Defense, Digital Twins, Industrial automation, manufacturing, Predictive Maintenance, Quality Control, Reshoring
Jul 24, 2024Fund LettersBrookfield Asset ManagementHWM Howmet Aerospace Inc IndustrialsAerospace & Defense Bull NYSEadvanced materials, Aerospace, Commercial Aviation, Defense, manufacturing, Military Aircraft, Precision Engineering, supply chain

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