Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2024Fund LettersAppalaches CapitalLAD Lithia Motors, Inc. Consumer DiscretionarySpecialty Retail Bull NYSEacquisition strategy, Automotive Dealerships, contrarian, Floor Plan Financing, Franchise Laws, margin expansion, OEM Relationships, Omnichannel, Parts and Service, Service revenue, Specialty retail, Value
Jun 30, 2024Fund Lettersabrdn U.S. Small Cap Equity FundFROG JFrog Information TechnologySoftware Bull NASDAQBinary management, Devops, Platform provider, SaaS, Software, Software builds, Software deployment, technology infrastructure
Jun 30, 2024Fund Lettersabrdn U.S. Small Cap Equity FundATMU Atmus Filtration Technologies IndustrialsIndustrial Machinery Bull NYSEAir standards, environmental regulations, Filtration systems, Heavy-duty trucks, industrial machinery, manufacturing, Product Portfolio, Research development
Jun 30, 2024Fund Lettersabrdn U.S. Small Cap Equity FundCORT Corcept Therapeutics Health CareBiotechnology Bull NASDAQbiotechnology, Commercial Stage, Cortisol, Cushing's Syndrome, drug development, market penetration, pharmaceuticals, Specialty therapeutics
Jun 30, 2024Fund LettersThe Sound Shore FundTEVA Teva Pharmaceutical Industries Ltd. Health CarePharmaceuticals Bull NYSEGeneric Drugs, Management Change, Neurological, pharmaceuticals, pipeline, Respiratory, Specialty Drugs, turnaround
Jun 30, 2024Fund LettersThe Sound Shore FundORCL Oracle Corporation Information TechnologySystems Software Bull NYSEArtificial Intelligence, Cloud computing, Database Software, Digital transformation, Enterprise software, Legacy Technology, Long-term holding
Jun 30, 2024Fund LettersThe Sound Shore FundGEHC GE Healthcare Technologies Inc. Health CareHealth Care Equipment & Supplies Bull NASDAQChina exposure, Healthcare Equipment, market leader, medical imaging, medical technology, spinoff, Value
Jun 30, 2024Fund LettersThe Sound Shore FundBBWI Bath & Body Works, Inc. Consumer DiscretionarySpecialty Retail Bull NYSEConsumer products, Market expansion, personal care, share repurchases, Specialty retail, supply chain, Value
Jun 30, 2024Fund LettersWasatch Small Cap Growth StrategySPT Sprout Social, Inc. Information TechnologyApplication Software Bull NASDAQCEO transition, Cloud-Based Tools, Customer Engagement, SaaS, social media management, Software Sales Slowdown
Jun 30, 2024Fund LettersWasatch Small Cap Growth StrategySITE SiteOne Landscape Supply, Inc. IndustrialsTrading Companies & Distributors Neutral NYSEDistribution, Home Depot Competition, interest rate sensitivity, Landscape Supply, Professional Landscapers, Real estate exposure
Jun 30, 2024Fund LettersWasatch Small Cap Growth StrategyFIVE Five Below, Inc. Consumer DiscretionarySpecialty Retail Bull NASDAQgrowth runway, inflation impact, Lower-Income Consumer, Shrinkage, valuation opportunity, Value retail
Jun 30, 2024Fund LettersWasatch Small Cap Growth StrategyTMDX TransMedics Group, Inc. Health CareHealth Care Equipment Bull NASDAQhealthcare innovation, life sciences, Logistics, market share gains, medical technology, Organ Transplant
Jun 30, 2024Fund LettersWasatch Small Cap Growth StrategyBOOT Boot Barn Holdings, Inc. Consumer DiscretionarySpecialty Retail Bull NYSEdebt-free, E-commerce resistant, same-store sales, Self-Funding, Specialty retail, Western Apparel
Jun 30, 2024Fund LettersWasatch Small Cap Growth StrategyNVMI Nova Ltd. Information TechnologySemiconductor Equipment Bull NASDAQAI, Cyclical, Metrology, process control, semiconductor equipment, technology
Jun 30, 2024Fund LettersLansdowne Partners European FundTEL2B.ST Tele2 AB Communication ServicesWireless Telecommunication Services Bull Nasdaq Stockholm5G, capital intensity, consolidation, dividend yield, Sweden, telecommunications, turnaround
Jun 30, 2024Fund LettersLansdowne Partners European FundEL.PA EssilorLuxottica Health CareHealth Care Equipment & Supplies Bull Euronext Parisdefensive, eyecare, france, healthcare, Italy, Myopia, smart glasses, vertically integrated
Jun 30, 2024Fund LettersLansdowne Partners European FundASML.AS ASML Holding NV Information TechnologySemiconductors & Semiconductor Equipment Bull Euronext AmsterdamEquipment, Euv, Lithography, manufacturing, Monopoly, Netherlands, semiconductors, technology
Jun 30, 2024Fund LettersFenimore Dividend Focus StrategyESAB ESAB Corporation IndustrialsIndustrial Machinery Bull NYSEbrand loyalty, Consumables, Emerging markets, Global, Industrial, infrastructure, machinery, manufacturing, Welding
Jun 30, 2024Fund LettersFenimore Dividend Focus StrategyOSW OneSpaWorld Holdings Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQCaptive Audience, Consumer Discretionary, Cruise, Health, market share, Monopoly, Spa, Tourism, Wellness
Jun 30, 2024Fund LettersFenimore Dividend Focus StrategyHLI Houlihan Lokey FinancialsInvestment Banking & Brokerage Bull NYSEBoutique, cash generation, Counter-cyclical, Dividend Growth, financials, investment banking, M&A, Mid-market, restructuring

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