Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 1, 2024Fund LettersGreystone CapitalLMB Limbach Holdings IndustrialsConstruction & Engineering Bull NASDAQConstruction services, Cyclical Reduction, data centers, healthcare, HVAC, margin expansion, ODR Services, recurring revenue, Relationship-based
Jul 1, 2024Fund LettersGreystone CapitalAPG APi Group IndustrialsConstruction & Engineering Bull NYSEConstruction services, Fire Safety, Free Cash Flow, M&A, margin expansion, operating leverage, Recession-resistant, recurring revenue, Statutory Services
Jul 1, 2024Fund LettersGreystone CapitalBELFB Bel Fuse Information TechnologyElectronic Components Bull NASDAQcapital allocation, cash generation, Components, Cyclical Recovery, data centers, electronics, manufacturing, Share Buybacks, Space
Jul 1, 2024Fund LettersGreystone CapitalSYZLF Sylogist Information TechnologyApplication Software Bull OTCCanada, Counter-cyclical, Education, Government, margin expansion, Non-profit, recurring revenue, SaaS, Software, vertical software
Jul 1, 2024Fund LettersSmoak Capital ManagementLNF.TO Leon's Furniture Consumer DiscretionaryHome Furnishing Retail Bull TSXAsset-Heavy, Canada, furniture retailer, Hidden-Assets, market leader, Real Estate, REIT Spinoff, Residential Development, Toronto, value unlock
Jul 1, 2024Fund LettersNight Watch Investment ManagementVAL Valaris EnergyOil & Gas Drilling Bull NYSECyclical Recovery, Day-rates, energy, Free Cash Flow, offshore drilling, Oil & Gas, Replacement Cost, Value
Jul 1, 2024Fund LettersTGV Compound Fund081660.KS FILA Holdings Consumer DiscretionaryApparel, Accessories & Luxury Goods Bull Korea ExchangeAcushnet, Asia, China, Golf Equipment, holding company, Korea, Share Buybacks, Sportswear, Sum-of-parts, Titleist, Value trap
Jul 1, 2024Fund LettersTGV Compound FundMWG.L Midwich Group Information TechnologyTechnology Distributors Bull London Stock ExchangeAudio Visual, AV Distributor, Displays, growth, Owner-managed, Projectors, technology distribution, UK, undervalued, Value
Jul 1, 2024Fund LettersHorizon KineticsLB LandBridge Company EnergyOil, Gas & Consumable Fuels Bull NYSEAI infrastructure, data centers, energy infrastructure, Gas Royalties, growth, Hard assets, Land Ownership, mineral rights, Monopolistic, Oil Royalties, Permian Basin, Surface Rights, Water Management
Jul 1, 2024Fund LettersColebrooke PartnersWOSG.L Watches of Switzerland Group plc Consumer DiscretionarySpecialty Retail Bull London Stock Exchangebrand partnerships, growth, Jewelry, Luxury Retail, Rolex, Specialty retail, US Expansion, Value, Watches
Jul 1, 2024Fund LettersColebrooke PartnersATG.L Auction Technology Group plc Communication ServicesInteractive Media & Services Bull London Stock ExchangeAggregation Theory, Antiques, Art, Auction Platform, Commercial, e-commerce, Industrial, marketplace, network effects, technology
Jul 1, 2024Fund LettersRV CapitalIPCO.TO International Petroleum Corporation EnergyOil & Gas Exploration & Production Bull Toronto Stock ExchangeCanada, Commodity Producer, Cyclical, energy, Equity, family ownership, Free Cash Flow, M&A, Oil & Gas, Share Buybacks, Value
Jul 1, 2024Fund LettersGeneration Investment Management Global EquityNTNX Nutanix Information TechnologySystems Software Bull NASDAQAutomation, Cloud computing, data centers, Enterprise software, HCI, infrastructure, SaaS, turnaround, VMware Competition
Jul 1, 2024Fund LettersRivemontGE GE Aerospace IndustrialsAerospace & Defense Bull NYSEAerospace, Artificial Intelligence, Defense, Engine Manufacturing, Joint venture, MRO services, Reshoring
Jul 1, 2024Fund LettersRivemontROK Rockwell Automation Inc IndustrialsIndustrial Machinery Bull NYSEArtificial Intelligence, Defense, Digital Twins, Industrial automation, manufacturing, Predictive Maintenance, Reshoring
Jul 1, 2024Fund LettersRivemontHWM Howmet Aerospace Inc IndustrialsAerospace & Defense Bull NYSEadvanced materials, Aerospace, Components, Defense, manufacturing, Precision Engineering, supply chain
Jul 1, 2024Fund LettersRivemontBA Boeing Company IndustrialsAerospace & Defense Bull NYSEAerospace, China, Commercial Aviation, Defense, manufacturing, Reshoring, turnaround
Jul 1, 2024Fund LettersQuadCap wealth managementGE GE Aerospace IndustrialsAerospace & Defense Bull NYSEAerospace, Artificial Intelligence, Commercial Aviation, Defense, Engine Manufacturing, Joint venture, MRO services, Predictive Maintenance, Reshoring
Jul 1, 2024Fund LettersQuadCap wealth managementROK Rockwell Automation Inc IndustrialsIndustrial Machinery Bull NYSEArtificial Intelligence, Defense, Digital Twins, Industrial automation, manufacturing, Predictive Maintenance, Reshoring, Sensors, Software
Jul 1, 2024Fund LettersQuadCap wealth managementHWM Howmet Aerospace Inc IndustrialsAerospace & Defense Bull NYSEadvanced materials, Aerospace, Commercial Aviation, Defense, manufacturing, Military Aircraft, Precision Engineering, supply chain

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