Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2024Fund LettersMinotaur Global Opportunities Fund5253.T COVER Corporation Communication ServicesInteractive Media & Services Bull Tokyo Stock ExchangeContent Creation, Digital Entertainment, global expansion, growth, Interactive Media, Japan, merchandising, Streaming, talent management, technology, Virtual YouTubers, VTubers
Jun 30, 2024Fund LettersMinotaur Global Opportunities FundPRY.MI Prysmian S.p.A. IndustrialsElectrical Equipment Bull Borsa Italianabarriers to entry, electrical equipment, Electrification, energy transition, Europe, Grid modernization, Hvdc, infrastructure, oligopoly, renewable energy, Subsea Cables, utilities
Jun 30, 2024Fund LettersOakmark Fund- International Small CapAKO.B.SN Embotelladora Andina Cl B Pfd Consumer StaplesSoft Drinks Bull Santiago Stock ExchangeBeverage, Coca-Cola Bottler, Distribution, Latin America, political risk, Refillable Bottles, Value
Jun 30, 2024Fund LettersOakmark Fund- International Small CapBRAV.ST Bravida Holding IndustrialsConstruction & Engineering Bull Stockholm Stock ExchangeAcquisitions, Electrical, Electrification, HVAC, Installation Services, non-residential construction, Nordic, Value
Jun 30, 2024Fund LettersOrbis Global EquityGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI chips, Artificial Intelligence, Cloud computing, contrarian, digital advertising, internet services, Mobile Operating System, search engine, Share Buybacks, technology, Value, Video Platform
Jun 30, 2024Fund LettersOrbis International Equity7974.T Nintendo Co., Ltd. Communication ServicesInteractive Media & Services Bull Tokyo Stock ExchangeDigital Downloads, Ecosystem, entertainment, Gaming, Intellectual Property, Japan, Movies, Multimedia, theme parks, transformation
Jun 30, 2024Fund LettersOrbis International EquityRR.L Rolls-Royce Holdings plc IndustrialsAerospace & Defense Bull London Stock ExchangeAerospace, Aircraft engines, AUKUS, contrarian, data centers, Defense, duopoly, Free Cash Flow, Nuclear Reactors, turnaround
Jun 30, 2024Fund LettersBaron Global Advantage FundTXG Tempus AI, Inc. Health CareHealth Care Technology Bull NASDAQAI, Biotech, Cancer, Data, diagnostics, Genomics, healthcare, Precision-medicine
Jun 30, 2024Fund LettersBaron Global Advantage FundNET Cloudflare, Inc. Information TechnologySoftware Bull NYSEcloud, content delivery network, cybersecurity, founder-led, Global network, Multi-product, Software
Jun 30, 2024Fund LettersBaron Global Advantage FundSHOP Shopify Inc. Information TechnologySoftware Bull NYSEe-commerce, growth, International, Multi-channel Commerce, platform, SaaS, Software
Jun 30, 2024Fund LettersBaron Global Advantage FundCPNG Coupang, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEConsumer Discretionary, e-commerce, growth, infrastructure, Korea, marketplace, retail
Jun 30, 2024Fund LettersBaron Global Advantage FundCRWD CrowdStrike Holdings, Inc. Information TechnologySoftware Bull NASDAQAI, cloud, cybersecurity, Endpoint Security, growth, platform, SaaS, Software
Jun 30, 2024Fund LettersBaron Global Advantage FundNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAccelerated Computing, AI, datacenter, Gaming, GPUs, growth, semiconductors, technology
Jun 30, 2024Fund LettersBurke Wealth Managament The Focused Growth StrategyCRWD CrowdStrike Holdings Inc Information TechnologySoftware Bull NASDAQcloud, cybersecurity, Enterprise software, growth, platform, SaaS, Security, Subscription
Jun 30, 2024Fund LettersBurke Wealth Managament The Focused Growth StrategyNVDA Nvidia Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, CUDA, data center, Ecosystem, Gpu, growth, semiconductors, technology
Jun 30, 2024Fund LettersCenterstone Investors FundDIS The Walt Disney Company Communication ServicesMovies & Entertainment Bull New York Stock ExchangeContent, entertainment, franchise, Intellectual Property, media, monetization, Streaming, theme parks
Jun 30, 2024Fund LettersCenterstone Investors Fund1299.HK AIA Group Limited FinancialsLife & Health Insurance Bull Hong Kong Stock ExchangeAsia-Pacific, China, financial services, Hong Kong, life insurance, market leader, Southeast Asia, undervalued
Jun 30, 2024Fund LettersCenterstone Investors FundWLN.PA Worldline SA Information TechnologyData Processing & Outsourced Services Bull Euronext Parisdigital payments, Europe, Fintech, market leader, Merchant Acquiring, payment processing, Scale Advantages, technology
Jun 30, 2024Fund LettersCenterstone Investors FundBARN.SW Barry Callebaut AG Consumer StaplesPackaged Foods Bull SIX Swiss ExchangeChocolate, Cocoa Processing, Commodity Exposure, consumer staples, Cost-Plus Pricing, manufacturing, market leader, Switzerland, vertically integrated
Jun 30, 2024Fund LettersArtemis Global Select FundGFNORTEO.MX Grupo Financiero Banorte FinancialsBanks Bull BMVbanking, Collaborative Government, Emerging markets, financial services, Mexico, political risk

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