Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 11, 2024Fund LettersOld West Capital ManagementALPHA.L Alphamin Resources Corp MaterialsDiversified Metals & Mining Bull LSEAfrica, commodity, Global Supply, High-grade, Low cost, Mining, Production, Tin
Apr 11, 2024Fund LettersOld West Capital ManagementNGEX.TO NGEx Minerals Ltd MaterialsDiversified Metals & Mining Bull TSXacquisition target, Copper, Exploration, High-grade, Lundin Group, Mining, resource development, South America
Apr 11, 2024Fund LettersOld West Capital ManagementFILO.TO Filo Corp MaterialsDiversified Metals & Mining Bull TSXCopper, Exploration, Gold, Joint venture, Lundin Group, Mining, resource development, Silver, South America
Apr 11, 2024Short ThesisFuzzy PandaGL Globe Life Inc FinancialsLife & Health Insurance Bear NYSECompliance, Insurance, Persistency, Regulation, Reputational
Apr 10, 2024Fund LettersMiller Value Partners Income StrategyLNC Lincoln National FinancialsLife & Health Insurance Bull NYSEAnnuities, Breakout, Earnings Power, financials, life insurance, Retirement Services, Value
Apr 10, 2024Fund LettersMiller Value Partners Income StrategyUGI UGI Corp UtilitiesGas Utilities Bull NYSEdefensive, dividend aristocrat, Gas Distribution, Income, Propane, utilities, Value
Apr 10, 2024Fund LettersMiller Value Partners Income StrategyCHRD Chord Energy EnergyOil & Gas Exploration & Production Bull NASDAQcapital allocation, consolidator, energy, Management alignment, merger, Oil & Gas Exploration, Williston Basin
Apr 10, 2024Fund LettersGreensKeeper Value FundSPGI S&P Global Inc. FinancialsFinancial Exchanges & Data Bull NYSEcredit ratings, Cyclical, debt issuance, duopoly, Equity, financial data, network effects, Pricing power
Apr 10, 2024Fund LettersGreensKeeper Value FundMRK Merck & Co., Inc. Health CarePharmaceuticals Bull NYSEBiotech, Equity, FDA approval, Keytruda, Patent cliff, pharmaceuticals, pipeline, rare disease
Apr 10, 2024Fund LettersGreensKeeper Value FundAXP American Express Company FinancialsConsumer Finance Bull NYSEaffluent consumers, credit cards, Equity, Gen Z, growth, Merchant Fees, Millennials, premium segment
Apr 10, 2024Fund LettersGreensKeeper Value FundBRK-B Berkshire Hathaway Inc. FinancialsMulti-Sector Holdings Bull NYSEcash position, conglomerate, diversification, Equity, Insurance, railroad, utilities, Value
Apr 10, 2024Fund LettersPatient Capital ManagementBIIB Biogen Inc. Health CareBiotechnology Bull NASDAQAlzheimer's disease, biotechnology, healthcare, Leqembi, multiple sclerosis, Neurology, turnaround, Value
Apr 10, 2024Fund LettersPatient Capital ManagementNVDA Nvidia Corp. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQArtificial Intelligence, CUDA Software, data center, Gpu, growth, market leader, semiconductors, technology
Apr 10, 2024Fund LettersRoss & Van CompernolleMASTER.BK Master Style Plc Health CareHealth Care Facilities Bull Stock Exchange of ThailandAesthetic Surgery, Beauty & Wellness, growth, Healthcare services, M&A strategy, market dominance, Medical Tourism, Thailand
Apr 10, 2024Fund LettersRoss & Van CompernolleUEC.BK Unimit Engineering Plc EnergyOil & Gas Equipment & Services Bull Stock Exchange of ThailandCapEx cycle, Cyclical, high dividend yield, M&A Target, market dominance, Oil & Gas Services, Steel fabrication, Thailand
Apr 10, 2024Fund LettersRoss & Van CompernolleURC.PS Universal Robina Corporation Consumer StaplesPackaged Foods & Meats Bull Philippines Stock Exchangeconsumer staples, margin expansion, Packaged Foods, Philippines, Regional Distribution, Share Buybacks, Value
Apr 10, 2024Fund LettersPurpose Investment PartnersCVE.TO Cenovus Energy EnergyIntegrated Oil & Gas Bull Toronto Stock Exchangearbitrage, Call Protection, Canada, energy, Free Cash Flow, Integrated Oil & Gas, Preferred equity
Apr 9, 2024Fund LettersEnnismore Global Equity FundPHLL.L Petershill Partners plc FinancialsAsset Management & Custody Banks Bull London Stock Exchangealternative investments, asset management, Goldman Sachs, GP Stakes, Infrastructure Funds, Private Credit, private equity, royalty model, UK, Value
Apr 8, 2024Fund LettersDKAM Donville Kent Asset ManagementVHI.TO VitalHub Corp Information TechnologyHealth Care Technology Bull TSX Venture ExchangeAcquisitions, growth, Healthcare Technology, margin expansion, organic growth, Software, technology platform
Apr 8, 2024Fund LettersDKAM Donville Kent Asset ManagementZDC.TO Zedcor Inc IndustrialsCommercial Services & Supplies Bull TSX Venture ExchangeAI technology, Commercial Services, growth, security services, Surveillance Equipment, Texas Expansion, Value

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