Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2024Fund LettersCurreen CapitalVFC VF Corporation Consumer DiscretionaryApparel, Accessories & Luxury Goods Bull NYSEApparel, brand portfolio, Consumer Discretionary, new management, turnaround, Value
Jun 30, 2024Fund LettersCurreen CapitalEHAB Enhabit Inc Health CareHealth Care Services Bull NYSEHealthcare services, Home Healthcare, Hospice, Medicare, Proxy Contest, spinoff, turnaround
Jun 30, 2024Fund LettersCurreen CapitalDND.TO Dye & Durham Limited Information TechnologyApplication Software Bull TSXCanadian Real Estate, Cyclical Recovery, debt reduction, Legal Technology, SaaS, Software
Jun 30, 2024Fund LettersCurreen CapitalSOLV Solventum Corporation Health CareHealth Care Equipment Bull NYSECash Cow, debt reduction, healthcare, high-ROIC, Medical devices, spinoff, Value
Jun 30, 2024Fund LettersMairs & Power - Growth FundNVT nVent Electric PLC IndustrialsElectrical Equipment Bull NYSEAI datacenters, Datacenter infrastructure, Electronic protection, liquid cooling, Minneapolis, organic growth, spinoff, thermal management
Jun 30, 2024Fund LettersMairs & Power - Growth FundQCOM Qualcomm Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQ5G Technology, AI inferencing, Cellular modems, patents, R&D, semiconductors, Smartphones, Wireless Communications
Jun 30, 2024Fund LettersThird Avenue International Real Estate Value FundMDORF Mandarin Oriental International Ltd Consumer DiscretionaryHotels, Restaurants & Leisure Bull Hong Kong Stock ExchangeAsia, asset sales, Hong Kong, hospitality, Luxury hotels, Management Platform, Privatization, Resource Conversion, Special Situation, Value
Jun 30, 2024Fund LettersThird Avenue International Real Estate Value Fund1821.HK ESR Group Ltd Real EstateReal Estate Management & Development Bull Hong Kong Stock ExchangeAsia, asset management, data centers, Hong Kong, Japan, Logistics, private equity, Privatization, real estate development, Special Situation, Value
Jun 30, 2024Fund LettersThird Avenue Value FundCBG.L Close Brothers Group plc FinancialsDiversified Banks Bull London Stock Exchangeasset management, capital position, contrarian, Distressed, market making, Motor Finance, Regulatory Overhang, Specialty lending, UK Banking, Value
Jun 30, 2024Fund LettersThird Avenue Value Fund7433.T Paltac Ltd. Consumer StaplesConsumer Staples Distribution & Retail Bull Tokyo Stock Exchangecash-rich, consumer staples, Distribution, Dividend Growth, Japan, Logistics, market leader, Share Buybacks, takeover target, Value, Zero Debt
Jun 30, 2024Fund LettersThird Avenue Real Estate Value FundPLD Prologis Real EstateIndustrial REITs Bull NYSEcap rate, data centers, development, Global, industrial REIT, Logistics, Rent Roll-up, Replacement Cost, Solar, Warehouses
Jun 30, 2024Fund LettersThird Avenue Real Estate Value FundWCC Wesco International Capital GoodsTrading Companies & Distributors Bull NYSEB2b, data centers, Distributor, Electrical, Free Cash Flow, Grid modernization, infrastructure, supply chain, utilities, working capital
Jun 30, 2024Fund LettersMadison Mid Cap FundTDY Teledyne Technologies TechnologyElectronic Equipment, Instruments & Components Bull NYSEAerospace, Defense, Digital Imaging, energy, environmental monitoring, Instrumentation, manufacturing, oligopoly, Sensor, technology, telecommunications
Jun 30, 2024Fund LettersLakehouse Global Growth FundCSGP CoStar Group Real EstateReal Estate Services Neutral NASDAQApartments, commercial real estate, customer retention, Data Analytics, marketplace, Real Estate, Residential, SaaS, Zillow Competition
Jun 30, 2024Fund LettersLakehouse Global Growth FundMELI MercadoLibre Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQArgentina, Brazil, e-commerce, Emerging markets, Fintech, growth, Latin America, marketplace, Mexico, network effects
Jun 30, 2024Fund LettersLakehouse Global Growth FundSPOT Spotify Communication ServicesInteractive Media & Services Bull NYSEAudio Streaming, Audiobooks, cost optimization, Free Cash Flow, Music, Pricing power, Subscription, turnaround, User growth
Jun 30, 2024Fund LettersLakehouse Global Growth FundAMZN Amazon Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQadvertising, AWS, Cloud computing, e-commerce, Logistics, margin expansion, operating leverage, Subscriptions, Value
Jun 30, 2024Fund LettersLakehouse Small Companies FundCGS.AX Cogstate Health CareLife Sciences Tools & Services Bull ASXAging Population, Alzheimer's disease, Clinical trials, Cognitive Testing, FDA approval, Healthcare Technology, Neuroscience, Pharmaceutical Research, Picks and shovels
Jun 30, 2024Fund LettersLakehouse Small Companies FundIPD.AX Impedimed Health CareHealth Care Equipment Neutral ASXBioimpedance, cash flow, Device Retention, execution risk, healthcare, medical technology, pre-revenue, Reimbursement, US market
Jun 30, 2024Fund LettersLakehouse Small Companies FundNAN.AX Nanosonics Health CareHealth Care Equipment Bull ASXCORIS, Cyclical, Endoscope Cleaning, Geographic Expansion, healthcare, Hospital Equipment, Infection Prevention, Medical devices, Trophon

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