Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2024Fund LettersVulcan Value Partners - Large CapGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAlgorithm Efficiency, Artificial Intelligence, digital advertising, innovation, margin expansion, search engine, technology platform
Jun 30, 2024Fund LettersVulcan Value Partners - Large CapSDIP.ST Sdiptech AB IndustrialsIndustrial Conglomerates Bull Stockholm Stock ExchangeDefensive growth, European Equity, industrial conglomerate, infrastructure, Niche businesses, Roll-up Strategy, Sustainability
Jun 30, 2024Fund LettersVulcan Value Partners - Large CapKMX CarMax Inc. Consumer DiscretionarySpecialty Retail Bull NYSECaptive Finance, digital infrastructure, Fragmented Market, market share gains, Omnichannel, used car retail, Wholesale Business
Jun 30, 2024Fund LettersVulcan Value Partners - Large CapQRVO Qorvo Inc. Information TechnologySemiconductors Bull NASDAQ5G Technology, Internet of Things, Mission-Critical Components, Mobile Devices, oligopoly, Radio-Frequency, semiconductors
Jun 30, 2024Fund LettersVulcan Value Partners - Large CapPLNT Planet Fitness Inc. Consumer DiscretionaryLeisure Facilities Bull NYSEConsumer Discretionary, Fitness Centers, franchise model, high margins, Low-cost Provider, membership growth, unit expansion
Jun 30, 2024Fund LettersVulcan Value Partners - Large CapNICE NICE Ltd. Software & ServicesApplication Software Bull NASDAQArtificial Intelligence, cloud migration, Contact center, Enterprise software, Mission-Critical, recurring revenue, SaaS
Jun 30, 2024Fund LettersVulcan Value Partners - All CapISS.CO ISS A/S IndustrialsCommercial Services & Supplies Bull Copenhagen Stock ExchangeCommercial Services, Danish Equities, Facility Management, global scale, Margin Improvement, Non-core Services, Outsourcing Trend, Sticky Relationships
Jun 30, 2024Fund LettersVulcan Value Partners - All CapCSGP CoStar Group Inc. Real EstateReal Estate Services Bull NASDAQcommercial real estate, Data Analytics, founder-led, information services, Mission Critical Data, Real Estate Services, recurring revenue, subscription model
Jun 30, 2024Fund LettersVulcan Value Partners - All CapGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAlgorithm Efficiency, Artificial Intelligence, Communication Services, digital advertising, generative AI, market dominance, search engine, technology innovation
Jun 30, 2024Fund LettersVulcan Value Partners - All CapSDIP.ST Sdiptech AB IndustrialsIndustrial Conglomerates Bull Stockholm Stock Exchangeacquisition strategy, Competitive Moats, industrial conglomerates, infrastructure, Long-term Management, Niche markets, Sustainability, Swedish Equities
Jun 30, 2024Fund LettersVulcan Value Partners - All CapKMX CarMax Inc. Consumer DiscretionarySpecialty Retail Bull NYSECaptive Finance, Consumer Discretionary, digital infrastructure, Fragmented Market, market share gains, Omnichannel, operational efficiency, used car retail
Jun 30, 2024Fund LettersVulcan Value Partners - All CapQRVO Qorvo Inc. Technology Hardware & EquipmentSemiconductors Bull NASDAQInternet of Things, Mobile Devices, oligopoly, Radio-Frequency, secular growth, semiconductors, technology hardware, Wireless Infrastructure
Jun 30, 2024Fund LettersVulcan Value Partners - All CapPLNT Planet Fitness Inc. Consumer DiscretionaryLeisure Facilities Bull NYSEbrand recognition, Consumer Discretionary, expansion, Fitness Centers, franchise model, market share gains, Subscription Business, Unit economics
Jun 30, 2024Fund LettersVulcan Value Partners - All CapNICE NICE Ltd. Software & ServicesApplication Software Bull NASDAQArtificial Intelligence, Cloud computing, Contact center, Enterprise software, Mission-Critical, recurring revenue, SaaS, technology
Jun 30, 2024Fund LettersVulcan Value Partners - FocusISS.CO ISS A/S Commercial & Professional ServicesCommercial Services & Supplies Bull Copenhagen Stock ExchangeEuropean markets, Facility Management, global scale, Margin Improvement, Non-core Services, Outsourcing Trend, Service Provider, Sticky Customers
Jun 30, 2024Fund LettersVulcan Value Partners - FocusCSGP CoStar Group Inc. Real EstateReal Estate Services Bull NASDAQcommercial real estate, founder-led, information services, market leader, Mission Critical Data, Real Estate Services, recurring revenue, subscription model
Jun 30, 2024Fund LettersVulcan Value Partners - FocusGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAlgorithm Efficiency, Artificial Intelligence, digital advertising, generative AI, market dominance, Revenue Growth, search engine, technology innovation
Jun 30, 2024Fund LettersVulcan Value Partners - FocusSDIP.ST Sdiptech AB Capital GoodsIndustrial Conglomerates Bull Stockholm Stock ExchangeCompetitive Moats, European markets, infrastructure, Long-term Management, Niche businesses, Roll-up Strategy, Sustainability, Value Realization
Jun 30, 2024Fund LettersVulcan Value Partners - FocusKMX CarMax Inc. Consumer DiscretionarySpecialty Retail Bull NYSECaptive Finance, Cost Reduction, Cyclical Recovery, digital infrastructure, Fragmented Market, market share gains, Omnichannel, used car retail
Jun 30, 2024Fund LettersVulcan Value Partners - FocusQRVO Qorvo Inc. Technology Hardware & EquipmentSemiconductors Bull NASDAQ5G Technology, Aerospace & Defense, Cyclical Recovery, Internet of Things, Mobile Devices, oligopoly, Radio-Frequency, semiconductors

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