Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 22, 2024Fund LettersUpslope Capital ManagementHSY The Hershey Company Consumer StaplesFood Products Bull NYSEChocolate, Cocoa, Confectionery, consumer staples, Hedging, inflation, market share, scale, Trade-down
Apr 22, 2024Fund LettersUpslope Capital ManagementBARN.SW Barry Callebaut AG Consumer StaplesFood Products Bull SIX Swiss ExchangeChocolate, Cocoa, commodity, consumer staples, Crisis, manufacturing, market share, Switzerland, vertically integrated
Apr 22, 2024SubstackStephen FramptonCPH.TO Cipher Pharmaceuticals PharmaceuticalsSpecialty Pharmaceuticals Bull Toronto Stock ExchangeCanadian distribution, Cipher Pharmaceuticals, dermatology, market disruption, MOB-015, mycological cure, phase three trial, safety and efficacy, toenail fungus, topical treatment
Apr 22, 2024SubstackStephen FramptonMOB.ST Moberg Pharma PharmaceuticalsSpecialty Pharmaceuticals Bull Stockholm Stock Exchangecomplete cure rate, market disruption, MOB-015, mycological cure, patent extension, phase three trial, safety and efficacy, terbinafine, toenail fungus, topical treatment
Apr 21, 2024Fund LettersTidefall Capital ManagementFFH.TO Fairfax Financial Holdings Limited FinancialsProperty & Casualty Insurance Bull Toronto Stock Exchangebond portfolio, defensive, Float, Insurance, Interest rates, Property & Casualty, TSX, underwriting, Value
Apr 20, 2024Fund LettersWeitz Multi Cap Equity FundVRSN VeriSign, Inc. Information TechnologyInternet Services & Infrastructure Bull NASDAQdefensive, Dns, Domain Names, ICANN contract, Internet Infrastructure, Mission-Critical, Monopoly, recurring revenue, Wide Moat
Apr 19, 2024Fund LettersLongriver Investment PartnersVTY.L Vistry Group Consumer DiscretionaryHomebuilding Bull London Stock Exchangeaffordable housing, asset-light, capital return, Equity, homebuilding, manufacturing, partnership model, turnaround, UK, Value
Apr 18, 2024Fund LettersLVS Advisory - Event DrivenBAH Booz Allen Hamilton Commercial & Professional ServicesResearch & Consulting Services Bull NYSEArtificial Intelligence, Cyber security, Defense, Equity, government contracting, growth, IT services, Moat, Technology Consulting, US
Apr 18, 2024Fund LettersLVS Advisory - GrowthBAH Booz Allen Hamilton Software & ServicesIT Consulting & Other Services Bull NYSEArtificial Intelligence, cybersecurity, Defense, government contracting, It consulting, Moat, organic growth, Security Clearances, Technology Services
Apr 18, 2024Fund LettersMayar CapitalBLND.L British Land Company PLC Real EstateRetail REITs Bull London Stock Exchangecommercial real estate, Interest Rate Sensitive, Logistics, Office, Property, REIT, retail, UK, Value
Apr 18, 2024Fund LettersTempleton & Phillips Capital ManagementCACI CACI International Inc. Information TechnologyIT Services Bull NYSEAI threats, cybersecurity, Defense, Department of Defense, Government Contractor, NSA, small-cap, Technology Services, Value
Apr 18, 2024Fund LettersTempleton & Phillips Capital ManagementAMZN Amazon.com Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQadvertising, Artificial Intelligence, AWS, Cloud computing, e-commerce, generative AI, growth, technology, Value
Apr 18, 2024Fund LettersFairlight Alpha FundCYV.OL Cyviz AS Information TechnologyTechnology Hardware, Storage & Peripherals Bull Oslo Stock ExchangeAudiovisual Technology, Blue Chip Clients, Command Centers, Corporate Solutions, growth, Hardware-Software, Meeting Room Technology, Microsoft Teams Integration, Norwegian, undervalued
Apr 18, 2024Fund LettersThe Bristol Gate U.S. Equity StrategyMMC Marsh & McLennan Companies Inc FinancialsInsurance Brokers Bull NYSEdefensive, Global Multinationals, Hard Market, Insurance Brokers, oligopoly, professional services
Apr 18, 2024Fund LettersThe Bristol Gate U.S. Equity StrategyMCK McKesson Corp Health CareHealth Care Distributors Bull NYSEAging Population, Biosimilars, defensive, GLP-1, Healthcare services, oligopoly, Pharmaceutical Distribution
Apr 18, 2024Fund LettersThe Bristol Gate U.S. Equity StrategyUNH UnitedHealth Group Inc Health CareHealth Care Services Bull NYSEantitrust, data breach, defensive, health insurance, Integrated Healthcare, Medical costs
Apr 18, 2024Fund LettersThe Bristol Gate U.S. Equity StrategyZTS Zoetis Inc Health CarePharmaceuticals Bull NYSEAnimal Health, dermatology, innovation, Parasiticides, pharmaceuticals, Veterinary
Apr 18, 2024Fund LettersThe Bristol Gate U.S. Equity StrategyCTVA Corteva Inc MaterialsAgricultural Chemicals Bull NYSEagricultural chemicals, Crop protection, Europe, Gene Editing, Seeds, turnaround
Apr 18, 2024Fund LettersThe Bristol Gate U.S. Equity StrategyAVGO Broadcom Inc Information TechnologySemiconductors Bull NASDAQArtificial Intelligence, custom chips, growth, hyperscale, Networking, semiconductors
Apr 18, 2024Fund LettersThe Bristol Gate U.S. Equity StrategyAMAT Applied Materials Inc Information TechnologySemiconductor Equipment Bull NASDAQArtificial Intelligence, growth, manufacturing, semiconductor equipment, technology

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: