Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2024Fund LettersMar Vista Global Equity FundMETA Meta Platforms, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, digital advertising, global reach, monetization, operational efficiency, Reels, social media, user engagement
Jun 30, 2024Fund LettersMar Vista Global Equity FundLIN Linde plc MaterialsIndustrial Gases Bull NYSEAmmonia, Carbon Sequestration, clean energy, Decarbonization, Emerging markets, Hydrogen, Industrial Gases, On-site Plants
Jun 30, 2024Fund LettersMar Vista Global Equity FundAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI accelerators, Asic, custom silicon, hyperscalers, infrastructure software, semiconductors, subscription model, Virtualization, Vmware
Jun 30, 2024Fund LettersMar Vista Global Equity FundORCL Oracle Corporation Information TechnologySystems Software Bull NYSECloud computing, Database, Enterprise software, hyperscaler, migration, Oci, Partnerships, SaaS
Jun 30, 2024Fund LettersMar Vista Global Equity FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, cloud, Consumer Engagement, Cost control, digital advertising, restructuring, Revenue Growth, Search
Jun 30, 2024Fund LettersMar Vista Global Equity FundAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQApp Store, consumer electronics, Ecosystem, generative AI, iOS, iPhone, monetization, upgrade cycle
Jun 30, 2024Fund LettersMar Vista Strategic Growth FundMETA Meta Platforms, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI development, Content Control, digital advertising, global reach, monetization, operational efficiency, Reels, Regulatory, social media, user engagement
Jun 30, 2024Fund LettersMar Vista Strategic Growth FundAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQacquisition, AI accelerators, Asic, custom silicon, hyperscalers, infrastructure software, semiconductors, subscription model, Virtualization, Vmware
Jun 30, 2024Fund LettersMar Vista Strategic Growth FundCRM Salesforce, Inc. Information TechnologySoftware Bull NYSECRM, Customer Data, Enterprise software, Front Office, generative AI, SaaS, Sales cycles, Software, technology
Jun 30, 2024Fund LettersMar Vista Strategic Growth FundDIS The Walt Disney Company Communication ServicesEntertainment Bull NYSEConsumer Discretionary, Content, Disney, entertainment, Hulu, media, Streaming, theme parks, valuation discount
Jun 30, 2024Fund LettersMar Vista Strategic Growth FundNKE Nike, Inc. Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bear NYSEApparel, Consumer Discretionary, Global Brand, innovation, Lifestyle Products, management execution, revenue decline, Sportswear, Wholesale
Jun 30, 2024Fund LettersMar Vista Strategic Growth FundAPH Amphenol Corporation Information TechnologyElectronic Equipment, Instruments & Components Bull NYSEacquisition, AI infrastructure, capital allocation, Connectivity, Industrial, Interconnect, operating margins, Sensors, technology hardware
Jun 30, 2024Fund LettersMar Vista Strategic Growth FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, Consumer Engagement, Cost management, digital advertising, infrastructure, restructuring, Revenue Growth, Search, technology
Jun 30, 2024Fund LettersMar Vista Strategic Growth FundAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQApp Store, consumer electronics, Ecosystem, generative AI, Hardware, iOS, iPhone, Mobile, Software, technology
Jun 30, 2024Fund LettersROCKLINC Partners FundMEG.TO MEG Energy Corp EnergyOil & Gas Exploration & Production Bull Toronto Stock ExchangeCanadian oil, energy, Free Cash Flow, Heavy Oil, Low-cost producer, Oil sands, operational excellence, Pipeline infrastructure, SAGD Technology, Share Buybacks
Jun 30, 2024Fund LettersEquity Management AssociatesASM Avino Silver and Gold MaterialsPrecious Metals & Minerals Bull NYSEcash flow, commodity, expansion, Mexico, Mining, Precious Metals, production growth, Silver, undervalued, Value
Jun 30, 2024Fund LettersHeartland Value FundCCS Century Communities Consumer DiscretionaryHomebuilding Bull NYSEAffordability Crisis, Book Value, Entry-level Buyers, homebuilder, Household Formation, Housing shortage, Millennials, Supply-Demand Imbalance
Jun 30, 2024Fund LettersHeartland Value FundSBCF Seacoast Banking Corp. of Florida FinancialsRegional Banks Bull NASDAQCost Reduction, Florida, M&A Target, net interest margin, operating leverage, Population growth, regional bank, tangible book value
Jun 30, 2024Fund LettersHeartland Value FundHXL Hexcel Corp. IndustrialsAerospace & Defense Bull NYSEAerospace, cash flow, Composites, Defense, insider buying, M&A Target, recovery, Stealth Platforms, Wide-body Aircraft
Jun 30, 2024Fund LettersHeartland Mid Cap Value FundJBHT J.B. Hunt Transportation Services, Inc. IndustrialsTrucking Bull NASDAQAsset Utilization, Cost advantage, Cyclical Recovery, Freight, Intermodal Transportation, market share gains, Self Help, Value

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