Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2024Fund LettersRiverwater Sustainable Value StrategyVECO Veeco Instruments Inc Information TechnologySemiconductor Equipment Bull NASDAQAI infrastructure, Cyclical, Laser Annealing, Memory, Process Equipment, semiconductor equipment, Storage, technology
Jun 30, 2024Fund LettersRiverwater Micro Opportunities StrategyLMNR Limoneira Consumer StaplesAgricultural Products Bull NASDAQAgricultural Products, Asset Play, Avocado, Land Rights, Lemon, real estate development, strategic review, Sustainability, Value, Water Rights
Jun 30, 2024Fund LettersRiverwater Micro Opportunities StrategyVECO Veeco Instruments Inc Information TechnologySemiconductor Equipment Bull NASDAQAI infrastructure, Cyclical, Laser Annealing, Leading-edge Semiconductors, Memory, semiconductor equipment, Technology Transition
Jun 30, 2024Fund LettersFMI Small Cap EquityRYAAY Ryanair Holdings PLC TransportationAirlines Bull NASDAQAirlines, Boeing Delays, Cost advantage, Europe, Fleet Shortage, Low-Cost Carrier, market share, Value
Jun 30, 2024Fund LettersFMI Small Cap EquityDGX Quest Diagnostics Inc. Health Care Equipment & ServicesHealth Care Services Bull NYSEAging demographics, Clinical Laboratory, Cost advantage, defensive, Healthcare services, Preventative Healthcare, Value
Jun 30, 2024Fund LettersFMI Small Cap EquityHSIC Henry Schein Inc. Health Care Equipment & ServicesHealth Care Distributors Bull NASDAQAging demographics, Cyber Recovery, Dental, Healthcare Distribution, Medical Distribution, Practice Management Software, Value
Jun 30, 2024Fund LettersFMI All Cap EquityRYAAY Ryanair Holdings PLC TransportationAirlines Bull NASDAQCapacity growth, Cost advantage, Europe, Fleet Shortage, Low-Cost Airline, market share gains, Point-to-point
Jun 30, 2024Fund LettersFMI All Cap EquityDGX Quest Diagnostics Inc. Health Care Equipment & ServicesHealth Care Services Bull NYSEAging demographics, Clinical Laboratory, defensive, Diagnostic Testing, Healthcare Cost Reduction, Independent Labs, Scale Advantages
Jun 30, 2024Fund LettersFMI All Cap EquityHSIC Henry Schein Inc. Health Care Equipment & ServicesHealth Care Distributors Bull NASDAQAging demographics, Cyber Recovery, Dental, Healthcare services, Medical Distribution, Practice Management Software, Value
Jun 30, 2024Fund LettersFMI Large Cap EquityRYAAY Ryanair Holdings PLC TransportationAirlines Bull NASDAQBoeing Delays, Cost advantage, Europe, Fleet Shortage, Low-Cost Airline, market share, Point-to-point, Value
Jun 30, 2024Fund LettersFMI Large Cap EquityDGX Quest Diagnostics Inc. Health Care Equipment & ServicesHealth Care Services Bull NYSEAging Population, Chronic Disease, Clinical Laboratory, Cost advantage, defensive, Healthcare services, Preventative Healthcare, Value
Jun 30, 2024Fund LettersFMI Large Cap EquityHSIC Henry Schein Inc. Health Care Equipment & ServicesHealth Care Distributors Bull NASDAQAging Population, Cyber-attack Recovery, Dental, Healthcare Distribution, Medical Distribution, Practice Management Software, Value
Jun 30, 2024Fund LettersFMI International EquityRYAAY Ryanair Holdings PLC TransportationAirlines Bull NASDAQAirlines, Capacity growth, Cost advantage, Cyclical Recovery, Europe, Fleet Management, Low-Cost Carrier, market share
Jun 30, 2024Fund LettersFMI International EquityDGX Quest Diagnostics Inc. Health Care Equipment & ServicesHealth Care Services Bull NYSEAging demographics, Cost advantage, defensive, diagnostics, Healthcare services, Laboratory Testing, market share, Reimbursement
Jun 30, 2024Fund LettersFMI International EquityHSIC Henry Schein Inc. Health Care Equipment & ServicesHealth Care Distributors Bull NASDAQAging demographics, Cyber Recovery, defensive, Dental, Healthcare Distribution, market leader, medical equipment, Software
Jun 30, 2024Fund LettersAlluvial Capital ManagementSXP.TO Supremex MaterialsPaper & Forest Products Bull Toronto Stock ExchangeCanada, Cyclical, Envelopes, Free Cash Flow, Packaging, Share Buybacks, Trough Earnings, Value
Jun 30, 2024Fund LettersAlluvial Capital ManagementSENEA Seneca Foods Consumer StaplesPackaged Foods Bull NASDAQCanned Vegetables, Capacity utilization, consumer staples, Free Cash Flow, industry consolidation, manufacturing, Packaged Foods
Jun 30, 2024Fund LettersAlluvial Capital ManagementUBNC United Bancorporation of Alabama FinancialsRegional Banks Bull OTCAlabama, community bank, Grant Subsidized, regional bank, ROE, Specialty lending, tangible book, Value
Jun 30, 2024Fund LettersAlluvial Capital ManagementTLN Talen Energy UtilitiesIndependent Power and Renewable Electricity Producers Bull NASDAQasset sales, capital allocation, energy, Low-Carbon, M&A Target, Nuclear Power, Share Buybacks, utilities
Jun 30, 2024Fund LettersAlluvial Capital ManagementMCB.L McBride Plc Consumer StaplesHousehold Products Bull London Stock Exchangecash generation, consumer staples, cost-cutting, debt reduction, EBITDA, Private-label, turnaround, UK

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