Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 6, 2024Fund LettersTorre FinancialTEAM Atlassian Corporation Software & ServicesApplication Software Bull NASDAQArtificial Intelligence, Customer Data, Enterprise software, SaaS, team collaboration, Value, Workflow Software
Jul 6, 2024Fund LettersTorre FinancialPYPL PayPal Holdings Inc Software & ServicesData Processing & Outsourced Services Bull NASDAQAdvertising Business, Checkout Technology, Competitive pressure, digital payments, Fintech, turnaround, Value
Jul 6, 2024Fund LettersTorre FinancialCRM Salesforce Inc Software & ServicesApplication Software Bull NYSEArtificial Intelligence, CRM, Customer Data, Enterprise software, platform strategy, SaaS, Value
Jul 6, 2024Fund LettersTorre FinancialWDAY Workday Inc Software & ServicesApplication Software Bull NASDAQDigital transformation, Enterprise software, financial planning, Human Resources, SaaS, Value
Jul 6, 2024Fund LettersTorre FinancialVEEV Veeva Systems Inc Software & ServicesApplication Software Bull NYSEClinical Software, CRM Software, Healthcare Technology, life sciences, Pharmaceutical, SaaS, Value
Jul 6, 2024Fund LettersTorre FinancialADC Agree Realty Corporation Real EstateRetail REITs Bull NYSEdefensive, dividend, Interest Rate Sensitive, REIT, Retail real estate, triple net lease, Value
Jul 6, 2024Fund LettersTorre FinancialADBE Adobe Inc Software & ServicesApplication Software Bull NASDAQArtificial Intelligence, Brand management, creative software, digital marketing, Enterprise software, turnaround
Jul 6, 2024Fund LettersTorre FinancialTTD The Trade Desk Inc Software & ServicesInternet Software & Services Bull NASDAQadtech, digital advertising, Election Cycle, growth, platform, Programmatic
Jul 6, 2024Fund LettersTorre FinancialGOOGL Alphabet Inc Software & ServicesInternet Software & Services Bull NASDAQArtificial Intelligence, autonomous vehicles, Cloud computing, search engine, semiconductors, technology platform, Value
Jul 6, 2024Fund LettersTorre FinancialCRWD CrowdStrike Holdings Inc Software & ServicesSystems Software Bull NASDAQcloud-native, cybersecurity, Enterprise software, growth, platform, SaaS
Jul 5, 2024Fund LettersEnnismore Global Equity FundRYA.L Ryanair Holdings plc IndustrialsAirlines Bull London Stock ExchangeAirlines, Cost leadership, Cyclical, Europe, Fleet utilization, Low-Cost Carrier, market share, turnaround, Value
Jul 5, 2024Fund LettersEnnismore Global Equity FundADM.L Admiral Group PLC FinancialsInsurance Bull London Stock ExchangeCyclical, Insurance, market share, Motor Insurance, Pricing power, ROE, UK, undervalued, Value
Jul 5, 2024Fund LettersEast Capital1765.HK China Education Group Holdings Consumer DiscretionaryDiversified Consumer Services Bull HKEXChina, contrarian, Education, growth, high dividend yield, Private education, Value
Jul 5, 2024Fund LettersEast CapitalTSM Taiwan Semiconductor Manufacturing Company Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEAdvanced Chips, AI, Foundry, growth, NVIDIA, Pricing power, semiconductors, Taiwan
Jul 5, 2024SubstackJapan Investing3186.T Nextage Co., Ltd. Automotive RetailAutomotive Retail Bull Tokyo Stock Exchangeadd-on sales, Automotive Retail, EBIT guidance, inventory management, Nextage, retail gross profit per unit, sales incentives, sales support software, same-store sales, Tokyo Stock Exchange
Jul 4, 2024Fund LettersEnnismore European Smaller Companies FundASLI.L abrdn European Logistics Income PLC Real EstateSpecialized REITs Bull London Stock Exchangeasset liquidation, closed-end fund, discount to NAV, e-commerce, European real estate, Logistics Real Estate, Special Situation, Value Realization, Wind down
Jul 3, 2024Fund LettersGoodHaven Capital ManagementBAC Bank of America Corporation FinancialsBanks Bull NYSEbanking, Book Value, dividend, Interest rates, investment banking, Merrill Lynch, Value, wealth management
Jul 3, 2024Fund LettersGoodHaven Capital ManagementGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, generative AI, Google Cloud, market share, operating margins, Search, technology, YouTube
Jul 3, 2024Fund LettersGoodHaven Capital ManagementTVIFF TerraVest Industries Inc. IndustrialsIndustrial Machinery Bull TSXacquisition, Canada, Industrial Equipment, Leverage reduction, manufacturing, Propane, Tank Trailer, Value
Jul 2, 2024Fund LettersInfuse PartnersALRM Alarum Technologies Ltd Information TechnologySystems Software Bull NASDAQAI, B2B software, cybersecurity, Data Scraping, growth, Israeli, Proxy Networks, SaaS, turnaround, Web Intelligence

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: