Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 15, 2024Fund LettersAce River CapitalRICK RCI Hospitality Holdings Inc Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQAdult Entertainment, digital platform, Gaming, hospitality, Local Monopoly, M&A, Restaurants, Share Buybacks
Apr 15, 2024Fund LettersNightview CapitalGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI infrastructure, Artificial Intelligence, Cloud computing, digital advertising, distribution network, large language models, Multi-modal AI, SaaS, search engine, Value
Apr 15, 2024Fund LettersNightview CapitalAMZN Amazon.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQadvertising, Artificial Intelligence, AWS, Cloud computing, cost optimization, e-commerce, infrastructure, machine learning, operating leverage, SaaS
Apr 15, 2024Fund LettersNightview CapitalTSLA Tesla, Inc. Consumer DiscretionaryAutomobile Manufacturers Bull NASDAQArtificial Intelligence, Automotive Manufacturing, autonomous driving, battery technology, Electric Vehicles, energy storage, Full Self-Driving, growth, Neural Networks, Transformational Technology
Apr 15, 2024Fund LettersPelican Bay Capital ManagementGold Barrick Gold Corporation MaterialsGold Bull NYSECommodity Exposure, Copper Production, Geographic Diversification, gold mining, materials, Mining Operations, Precious Metals, resource development
Apr 14, 2024Fund LettersWhite Falcon Capital ManagementCTS.TO Converge Technology Solutions Corp Information TechnologyTechnology Distributors Bull TSXCanada, cash conversion, Integration, IT services, M&A, Managed services, Roll-up, technology distribution, turnaround, Value
Apr 14, 2024Fund LettersWhite Falcon Capital ManagementLCBM Lifecore Biomedical Inc Health CareLife Sciences Tools & Services Bull NASDAQBiomedical, capacity expansion, CDMO, contract manufacturing, FDA Compliance, Free Cash Flow, Injectable Drugs, Merger Arbitrage, operating leverage, pharmaceuticals
Apr 14, 2024Fund LettersWhite Falcon Capital ManagementEQTL Endava plc Information TechnologyIT Consulting & Other Services Bull NYSEArtificial Intelligence, Cyclical, Digital transformation, financial services, founder-led, IT services, Outsourcing, Payments, UK, Value
Apr 13, 2024Fund LettersBlue Tower Asset ManagementBERY Berry Global Group MaterialsPaper & Plastic Packaging Products & Materials Bull NYSEBoring, defensive, low volatility, Low-cost producer, manufacturing, Packaging, Plastics, Value
Apr 13, 2024Fund LettersBlue Tower Asset ManagementSCHW Charles Schwab Corp FinancialsInvestment Banking & Brokerage Bull NYSEBrokerage, contrarian, financial services, interest rate risk, Ugly Duckling, Unrealized Losses, Value
Apr 13, 2024SubstackStephen FramptonMOB.ST Moberg Pharma BiotechnologyPharmaceuticals Bull Stockholm Stock Exchangebiotechnology, Jublia, market share, MOB-015, oral terbinafine, pharmaceuticals, phase three trial, revenue potential, Terclara, toenail fungus
Apr 13, 2024SubstackDa MetropolitanSBBC.V Simply Better Brands Consumer GoodsConsumer Goods Bull Toronto Stock Exchangeacquisition, growth potential, market positioning, Simply Better Brands, SKU expansion, store rollout, Trubar, Value Realization, vegan protein bars, women-focused
Apr 11, 2024Fund LettersMiller Value Partners Deep Value StrategiesLNC Lincoln National Corporation FinancialsLife & Health Insurance Bull NYSEbalance sheet, financial services, Free Cash Flow, life insurance, multiple expansion, ROE, turnaround, Value
Apr 11, 2024Fund LettersMiller Value Partners Deep Value StrategiesFOSL Fossil Group Inc Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull NASDAQbalance sheet, Cost Reduction, fashion accessories, Free Cash Flow, Micro-cap, transformation, turnaround, Value
Apr 11, 2024Fund LettersMiller Value Partners Deep Value StrategiesGTN Gray Television Inc Communication ServicesBroadcasting Bull NYSEAtsc 3.0, broadcasting, deleveraging, digital advertising, Free Cash Flow, Local Television, Political advertising, Value
Apr 11, 2024Fund LettersMiller Value Partners Deep Value StrategiesTPC Tutor Perini Corporation IndustrialsConstruction & Engineering Bull NYSECash Flow Recovery, Civil Engineering, construction, Federal Spending, infrastructure, turnaround, Value
Apr 11, 2024Fund LettersMoon Capital ManagementBTI British American Tobacco Consumer StaplesTobacco Bull NYSEcash flow, deleveraging, dividend, E-cigarettes, Reduced-Risk Products, Share Buybacks, tobacco, transformation, Value
Apr 11, 2024Fund LettersKingdom Capital AdvisorsEVC Entravision Communications Corporation Communication ServicesBroadcasting Bull NYSEAsset Divestiture, broadcasting, dividend yield, media, Political advertising, Spanish-language, spectrum assets, Sum-of-parts, Value
Apr 11, 2024Fund LettersOld West Capital ManagementADT1.L Adriatic Metals PLC MaterialsDiversified Metals & Mining Bull LSEEurope, Gold, Mining, Polymetallic, Precious Metals, Production ramp-up, Silver, undervalued
Apr 11, 2024Fund LettersOld West Capital ManagementMLX.AX Metals X Limited MaterialsDiversified Metals & Mining Bull ASXAustralia, cash position, Mining, Production, Share Buyback, Tin, undervalued

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