Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 11, 2024Fund LettersPatient Capital ManagementEXPE Expedia Group Inc Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQB2b, Online Travel, share repurchases, Technology Transformation, Travel, Value
Jul 11, 2024Fund LettersPatient Capital ManagementEVRI Everi Holdings Inc Consumer DiscretionaryHotels, Restaurants & Leisure Bull NYSEcash generation, Cyclical, Gaming, Hardware, merger, oligopoly, technology, Value
Jul 11, 2024Fund LettersPatient Capital ManagementKOS Kosmos Energy Ltd EnergyOil, Gas & Consumable Fuels Bull NYSEacquisition target, energy, Free Cash Flow, Gas, Low-Carbon, Offshore, oil, Value
Jul 11, 2024Fund LettersPatient Capital ManagementIAC IAC Inc Communication ServicesInteractive Media & Services Bull NASDAQcapital allocation, conglomerate, Interactive Media, Management Quality, small-cap, Value
Jul 11, 2024Fund LettersPatient Capital ManagementNVDA Nvidia Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, Competitive advantages, Gpu, growth, market leadership, semiconductors, technology
Jul 11, 2024Fund LettersMadison Small Cap FundOPCH Option Care Health Inc Health CareHealth Care Providers & Services Bull NASDAQbuybacks, Fragmented Market, Free Cash Flow, Healthcare Delivery, Healthcare services, Home Infusion, market share, recurring revenue
Jul 11, 2024Fund LettersMadison Small Cap FundINSP Inspire Medical Systems Inc Health CareHealth Care Equipment Neutral NYSEclinical data, CPAP Alternative, First Mover, GLP-1, Hypoglossal Nerve Stimulation, Medical Device, operating leverage, sleep apnea
Jul 11, 2024Fund LettersMadison Small Cap FundLZ LegalZoom.com Inc Communication ServicesInteractive Media & Services Neutral NASDAQAutomation, Business Formation, Buyback program, digital services, Legal Services, Market Share Loss, SaaS, turnaround
Jul 11, 2024Fund LettersMadison Small Cap FundFORM FormFactor Inc Information TechnologySemiconductor Equipment Bull NASDAQAI infrastructure, HBM, High-Bandwidth Memory, market share, Moat, NVIDIA, semiconductor equipment, SK Hynix, Test Equipment
Jul 11, 2024Fund LettersMadison Investors FundDE Deere & Company IndustrialsAgricultural & Farm Machinery Bull NYSEAgricultural Equipment, Cyclical, Farm Machinery, Industrials, Precision Agriculture, recurring revenue, Software Transformation, Technology leader
Jul 11, 2024Fund LettersMadison Investors FundSBUX Starbucks Corporation Consumer DiscretionaryRestaurants Bull NASDAQCoffee Chain, Consumer Discretionary, Global Brand, loyalty program, Mobile Ordering, operational efficiency, Restaurants, turnaround
Jul 11, 2024Fund LettersMayar CapitalVWS.CO Vestas Wind Systems Capital GoodsHeavy Electrical Equipment Bull NASDAQ CopenhagenCapital Goods, Denmark, energy transition, Green Technology, Industrial Equipment, infrastructure, recurring revenue, renewable energy, Service Contracts, Wind Energy
Jul 11, 2024Fund LettersJB Global CapitalPYPL PayPal Holdings Inc. Information TechnologyData Processing & Outsourced Services Bull NASDAQdigital payments, e-commerce, FCF yield, Fintech, market leader, network effects, Share Buybacks, Value
Jul 11, 2024Fund LettersJB Global CapitalSTNE StoneCo Ltd. Information TechnologyData Processing & Outsourced Services Neutral NASDAQBrazil, Emerging markets, exit, Fintech, Merchant Acquirer, NAV, payment processing, Value
Jul 10, 2024Fund LettersGehlen BrautigamWOSG.L Watches of Switzerland Group plc Consumer DiscretionarySpecialty Retail Bull London Stock ExchangeBrand Partnership, cash generation, expansion, high-margin, Luxury Retail, market consolidation, Rolex Proxy, Specialty retail, UK, US
Jul 10, 2024Fund LettersKingdom Capital AdvisorsSUP Superior Industries Consumer DiscretionaryAuto Parts & Equipment Bull NYSEAuto parts, debt refinancing, EBITDA, EV Resilient, Free Cash Flow, manufacturing, Near-shoring, turnaround, Wheels
Jul 10, 2024Fund LettersKingdom Capital AdvisorsNLOP Net Lease Office Properties Real EstateOffice REITs Bull NASDAQasset sales, debt reduction, Liquidation, Office Buildings, REIT, Special Distributions, turnaround, Value
Jul 10, 2024Fund LettersBrasada Focused Equity StrategyCCCS CCC Intelligent Solutions Software & ServicesApplication Software Bull NASDAQAdas, Automation, Automotive Insurance, Claims Processing, Data Analytics, Digitization, machine learning, Monopoly, network effects, SaaS, switching costs, Vehicle Electrification
Jul 10, 2024Fund LettersArtemis US Select FundNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Artificial Intelligence, data centers, Gpu, growth, semiconductors, technology hardware
Jul 10, 2024SubstackRaging Bull InvestmentsJBGS JBG Smith Properties Real EstateREIT - Office Bull NYSE—

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