Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2024Fund LettersVulcan Value Partners - Focus PlusCSGP CoStar Group Inc. Real EstateReal Estate Services Bull NASDAQData Analytics, founder-led, information services, market leader, Mission Critical Data, Real Estate Services, recurring revenue, subscription revenue
Jun 30, 2024Fund LettersVulcan Value Partners - Focus PlusGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAlgorithm Efficiency, Artificial Intelligence, innovation, margin expansion, Revenue Growth, search engine, Technical Prowess, technology platform
Jun 30, 2024Fund LettersVulcan Value Partners - Focus PlusSDIP.ST Sdiptech AB IndustrialsIndustrial Conglomerates Bull Stockholm Stock Exchangeacquisition strategy, Competitive Moats, infrastructure, Long-term Management, Niche markets, Portfolio company, Sustainability, value investing
Jun 30, 2024Fund LettersVulcan Value Partners - Focus PlusKMX CarMax Inc. Consumer DiscretionarySpecialty Retail Bull NYSECaptive Finance, cost structure, digital infrastructure, Fragmented Market, market share gains, Omnichannel, operational efficiency, used car retail
Jun 30, 2024Fund LettersVulcan Value Partners - Focus PlusQRVO Qorvo Inc. Information TechnologySemiconductors Bull NASDAQbarriers to entry, Cyclical Recovery, Internet of Things, Mobile Devices, oligopoly, Radio-Frequency, semiconductors, telecommunications
Jun 30, 2024Fund LettersVulcan Value Partners - Focus PlusPLNT Planet Fitness Inc. Consumer DiscretionaryLeisure Facilities Bull NYSEConsumer Discretionary, expansion, Fitness Centers, franchise model, Low Price Strategy, market share growth, recurring revenue, subscription revenue
Jun 30, 2024Fund LettersVulcan Value Partners - Focus PlusNICE NICE Ltd. Information TechnologyApplication Software Bull NASDAQArtificial Intelligence, Cloud computing, Contact center, Enterprise software, Mission-Critical, recurring revenue, SaaS, technology
Jun 30, 2024Fund LettersOakmark Global Select FundCNHI CNH Industrial N.V. IndustrialsAgricultural & Farm Machinery Bull NYSEAgricultural Equipment, Construction Equipment, Cyclical, Industrials, Management Change, manufacturing, Value
Jun 30, 2024Fund LettersOakmark Global Select FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI technology, Communication Services, Cost Reduction, growth, operating leverage, technology innovation
Jun 30, 2024Fund LettersOakmark Global FundETSY Etsy Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQCEO Transformation, Creative Goods, Discount Valuation, e-commerce, growth, international expansion, marketplace, Post-Pandemic Recovery
Jun 30, 2024Fund LettersOakmark Global FundDE Deere & Company Capital GoodsAgricultural & Farm Machinery Bull NYSEAgricultural Equipment, Brazil, capital allocation, Cyclical, Manufacturer, market share, North America, Technology leader, Value
Jun 30, 2024Fund LettersOakmark Select FundCNC Centene Corporation Health CareHealth Care Services Bull NYSEGovernment Programs, health insurance, Healthcare services, market leader, Medicaid, Medicare Advantage, turnaround, Value
Jun 30, 2024Fund LettersMar Vista Focus FundMETA Meta Platforms, Inc. Interactive Media & ServicesInteractive Media & Services Bull NASDAQAI development, digital advertising, global reach, Interactive Media, operational efficiency, Reels Monetization, social media, user engagement
Jun 30, 2024Fund LettersMar Vista Focus FundAVGO Broadcom Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAI accelerators, ASIC chips, custom silicon, hyperscalers, infrastructure software, semiconductors, Virtualization Software, Vmware
Jun 30, 2024Fund LettersMar Vista Focus FundCRM Salesforce, Inc. SoftwareApplication Software Bull NYSECRM Software, Customer Data, Enterprise software, Front Office Software, generative AI, SaaS, Sales Automation
Jun 30, 2024Fund LettersMar Vista Focus FundDIS The Walt Disney Company EntertainmentMovies & Entertainment Bull NYSEConsumer Discretionary, Disney, Entertainment Content, Hulu, streaming services, theme parks, valuation discount
Jun 30, 2024Fund LettersMar Vista Focus FundNKE Nike, Inc. Textiles, Apparel & Luxury GoodsFootwear Bear NYSEAthletic Footwear, China market, Lifestyle Products, product innovation, revenue decline, Sportswear, Wholesale Channels
Jun 30, 2024Fund LettersMar Vista Focus FundMSFT Microsoft Corporation SoftwareSystems Software Bull NASDAQChatGPT, Cloud computing, Digital transformation, Enterprise software, generative AI, IaaS, PAAS, productivity software, SaaS
Jun 30, 2024Fund LettersMar Vista Focus FundGOOGL Alphabet Inc. Interactive Media & ServicesInteractive Media & Services Bull NASDAQAI integration, Consumer Engagement, Cost Restructuring, digital advertising, Interactive Media, Revenue Growth, search engine
Jun 30, 2024Fund LettersMar Vista Focus FundAAPL Apple Inc. Technology Hardware, Storage & PeripheralsTechnology Hardware, Storage & Peripherals Bull NASDAQApp Store, Ecosystem, generative AI, iOS, iPhone, monetization, technology hardware, upgrade cycle

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: