Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 1, 2024Short ThesisLauren BalikSNOW Snowflake Inc Information TechnologySystems Software Bear NYSEcloud, Competition, Data, SaaS, SBC
Apr 30, 2024Fund LettersLakehouse Global Growth FundADYEN Adyen N.V. Information TechnologyData Processing & Outsourced Services Bull Euronext AmsterdamClient Retention, Enterprise Payments, Fintech, Fixed Cost Base, Merchant Services, Netherlands, payment processing, Take-rates
Apr 30, 2024Fund LettersLakehouse Global Growth FundNOW ServiceNow Inc. Information TechnologySystems Software Bull NYSEEnterprise software, Federal Government, Free Cash Flow, High Renewal Rates, Platform Model, SaaS, subscription revenue, workflow automation
Apr 30, 2024Fund LettersLakehouse Global Growth FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQArtificial Intelligence, cash-rich, Cloud computing, digital advertising, operating leverage, search engine, technology platform, TPU Chips, YouTube
Apr 30, 2024Fund LettersLakehouse Small Companies FundSDR.AX SiteMinder Limited Information TechnologyApplication Software Bull ASXHospitality Technology, Hotel Commerce, network effects, Online Travel, platform, profitability inflection, recurring revenue, SaaS
Apr 30, 2024Fund LettersLakehouse Small Companies FundNWL.AX Netwealth Group Limited FinancialsAsset Management & Custody Banks Bull ASXAustralia, Funds Under Administration, Net Inflows, network effects, platform, recurring revenue, Structural Growth, wealth management
Apr 30, 2024Short ThesisViceroy ResearchGL Globe Life Inc FinancialsInsurance (Life & Annuities) Bear NYSEAnnuities, Credit, Hedging, Insurance, Rates
Apr 27, 2024Fund LettersMontaka Global InvestmentsKD Kyndryl Holdings Inc Information TechnologyIT Services Bull NYSEEarnings transformation, Enterprise Technology, IT services, Mission-critical systems, Outsourcing, Tactical position
Apr 27, 2024Fund LettersMontaka Global InvestmentsAMD Advanced Micro Devices Inc Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI chips, Artificial Intelligence, Revenue Growth, semiconductors, Tactical position, technology hardware
Apr 26, 2024Fund LettersMindset Value FundGDNSF Goodness Growth Consumer StaplesAgricultural Products Bull OTCCannabis, growth, Operational Performance, Transparency, undervalued
Apr 26, 2024Fund LettersMindset Value FundGLASF Glass House Brands Consumer StaplesAgricultural Products Bull OTCCalifornia, Cannabis, cash flow, Cost advantage, Cultivation, Greenhouse, growth, operational excellence
Apr 26, 2024Fund LettersVergentQGTS.QA Qatar Gas Transport Company Ltd. EnergyOil, Gas & Consumable Fuels Bull Qatar Stock ExchangeAsian markets, Energy Transportation, fleet-expansion, geopolitical, LNG, natural gas, Qatar, Shipping, supply chain
Apr 25, 2024Fund LettersChoice Equities Capital ManagementHEES H&E Equipment Services Inc. IndustrialsTrading Companies & Distributors Bull NASDAQconsolidation, construction, Equipment Rental, IIJA, Industrials, infrastructure, multiple expansion, Pricing power, Sun Belt, Value
Apr 25, 2024Fund LettersChoice Equities Capital ManagementPAR Par Technology Corporation Information TechnologyApplication Software Bull NYSEAcquisitions, ARR, consolidation, international expansion, Loyalty Platform, Point of Sale, Restaurant technology, SaaS, Software, Value
Apr 25, 2024Fund LettersChoice Equities Capital ManagementSHAK Shake Shack Inc. Consumer DiscretionaryRestaurants Bull NYSEConsumer Discretionary, Fast casual, growth, Kiosks, Leadership Change, margin expansion, Professionalization, Restaurants, supply chain, technology
Apr 25, 2024Fund LettersChoice Equities Capital ManagementCROX Crocs Inc. Consumer DiscretionaryFootwear Bull NASDAQBrand Marketing, Consumer Discretionary, Distribution, Footwear, inventory management, Leadership Change, Outlet Stores, turnaround, Value
Apr 25, 2024Fund LettersKinsman OakGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Neutral NASDAQArtificial Intelligence, Content moderation, Corporate culture, economic moat, Reputational Risk, search engine, technology
Apr 25, 2024Fund LettersFPA Crescent FundJDEP.AS JDE Peet's N.V. Consumer StaplesPackaged Foods & Meats Neutral Euronext AmsterdamBeverages, Coffee, Commodity Inflation, consumer staples, Europe, Management Change, Post-Pandemic Recovery, turnaround, Value
Apr 25, 2024Fund LettersO'Keefe Stevens Advisory, IncBGC BGC Group Inc. FinancialsCapital Markets Bull NASDAQCapital markets, Electronic Trading, Exchange Launch, Financial Brokerage, Fintech, index inclusion, Interest Rate Normalization
Apr 25, 2024Fund LettersO'Keefe Stevens Advisory, IncAER AerCap Holdings N.V. IndustrialsTrading Companies & Distributors Bull NYSEAircraft Leasing, Aviation, Cyclical, Hard Market, Industrials, Leasing, Transportation

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