Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 8, 2024Fund LettersBlack Bear Value PartnersPAG Penske Automotive Consumer DiscretionaryAutomotive Retail Bull New York Stock ExchangeAutomotive Retail, Hidden Asset, Logistics, Parts, Service, Share Buybacks, Truck Dealerships, Truck Rental, UK, Value
Apr 8, 2024Fund LettersBlack Bear Value PartnersAN AutoNation Consumer DiscretionaryAutomotive Retail Bull New York Stock ExchangeAutomotive Retail, Equity, Free Cash Flow, Omni Channel, Parts, Razor-razorblade, Service, Share Buybacks, US
Apr 8, 2024Fund LettersBlack Bear Value PartnersALS.TO Altius Minerals MaterialsDiversified Metals & Mining Bull Toronto Stock Exchangeasset-light, Canada, Commodities, Copper, Iron ore, Lithium, Mining, Potash, Royalty, Value
Apr 8, 2024Fund LettersMadison Investors FundPH Parker-Hannifin Corporation Capital GoodsMachinery Bull NYSEacquisition integration, Aerospace, capital allocation, Diversified Industrial, Industrial technology, Motion Control
Apr 8, 2024Fund LettersMadison Investors FundFISV Fiserv Inc Software & ServicesData Processing & Outsourced Services Bull NASDAQClover Platform, competitive moat, Distribution Scale, financial technology, Fintech, payment processing, SMB
Apr 8, 2024Fund LettersMadison Investors FundPGR Progressive Corporation InsuranceProperty & Casualty Insurance Bull NYSEAuto Insurance, investment income, Personal Lines Insurance, Pricing power, technology platform, Underwriting Profits
Apr 8, 2024Fund LettersMadison Investors FundACGL Arch Capital Group Ltd InsuranceProperty & Casualty Insurance Bull NASDAQCommercial Insurance, fixed income, Insurance Cycle, investment income, Property & Casualty, Underwriting Profits
Apr 8, 2024Fund LettersMadison Investors FundPCAR PACCAR Inc Capital GoodsMachinery Bull NASDAQAftermarket Parts, Capital Goods, Commercial Trucks, Cyclical, Distribution, manufacturing, operating margins
Apr 7, 2024Fund LettersGehlen BrautigamTPFG.L The Property Franchise Group plc Real EstateReal Estate Services Bull London Stock Exchangeasset-light, Estate Agency, Franchising, high-ROIC, merger, property management, Real Estate Services, recurring revenue, UK, Value
Apr 6, 2024SubstackStephen FramptonCPH.TO Cipher Pharmaceuticals PharmaceuticalsSpecialty Pharmaceuticals Bull Toronto Stock ExchangeAcquisitions, Canadian pharmaceutical market, cash flow, Cipher Pharmaceuticals, Clinical trials, market share, MOB-015, onychomycosis, Specialty pharmaceuticals, toenail fungus treatment
Apr 5, 2024Fund LettersHeadwaters CapitalCLMB Climb Global Solutions Information TechnologyTechnology Distributors Bull NASDAQCapital-light, cybersecurity, data center, growth, IT distribution, M&A, ROIC, software distribution, Specialty Distribution, Technology Distributor
Apr 5, 2024Fund LettersKathmandu CapitalVU.PA VusionGroup Information TechnologyTechnology Hardware, Storage & Peripherals Bull Euronext ParisElectronic shelf labels, IoT, margin expansion, Retail Digitalization, retail technology, US Expansion, value-added services
Apr 5, 2024Fund LettersKathmandu CapitalKSPI Kaspi.KZ Information TechnologyInternet & Direct Marketing Retail Bull NASDAQdigital payments, e-commerce, Fintech, growth, Institutional Coverage, Kazakhstan, multiple expansion, super app
Apr 5, 2024Fund LettersKathmandu Capital3918.HK NagaCorp Consumer DiscretionaryCasinos & Gaming Bull Hong Kong Stock ExchangeAsia, business model transformation, Cambodia, Casinos, debt refinancing, Gaming, Monopoly, Tourism, turnaround, Value
Apr 5, 2024Fund LettersEnnismore European Smaller Companies FundVRLA.PA Verallia SA MaterialsContainers & Packaging Bull Euronext ParisBeverages, cash generation, Containers, Cyclical Recovery, Destocking, European Market Leader, Glass packaging, high barriers to entry, insider buying, margin expansion, Oligopolistic Industry, Share Buybacks, Spirits, Value, Wine
Apr 4, 2024Fund LettersVan Der Mandele Arar FundBFIT.AS Basic Fit Consumer DiscretionaryLeisure Facilities Bull Euronext Amsterdamacquisition target, Cash Flow Improvement, European expansion, Fitness Centers, Franchise Competition, Mature Club Economics, Pricing power
Apr 4, 2024Fund LettersAndvari AssociatesMO Altria Group Consumer StaplesTobacco Bull NYSEconsumer staples, high dividend yield, Nicotine pouches, Pricing power, Reduced-Risk Products, share repurchase, tobacco, Value Investment
Apr 4, 2024Fund LettersAndvari AssociatesWEA Western Asset Premier Bond Fund FinancialsAsset Management & Custody Banks Bull NYSEBerkshire Connection, bond fund, closed-end fund, fixed income, high yield, income investment, NAV discount, Western Asset
Apr 4, 2024Fund LettersAndvari AssociatesCSGP CoStar Group Real EstateReal Estate Services Bull NASDAQcommercial real estate, market share gains, Marketing Investment, NAR Settlement, Online Marketplaces, real estate technology, Residential Real Estate, Zillow Competition
Apr 4, 2024Fund LettersAndvari AssociatesKPG.AX Kelly Partners Group FinancialsProfessional Services Bull ASXaccounting services, Acquisitions, Australia, capital allocation, professional services, Roll-up Strategy, Small Business Services, US Expansion

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: