Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2024Fund LettersDesert Lion CapitalHCI.JO Hosken Consolidated Investments FinancialsDiversified Financial Services Bull JSECoal Mining, Gaming, Hydrocarbon, Investment Holding Company, media, Oil exploration, Orange Basin, Properties, South Africa, Total Consortium, Tourism, Transport, Value
Mar 31, 2024Fund LettersPolen Capital - Global SMID Company Growth3697.T Shift Information TechnologyIT Consulting & Other Services Bull Tokyo Stock Exchangegrowth, Japanese Markets, market opportunity, Outsourcing, Software Testing, talent management, Technology Services
Mar 31, 2024Fund LettersPolen Capital - Global SMID Company GrowthDAVA Endava Information TechnologyIT Consulting & Other Services Bull NYSEcontrarian, Digital transformation, financial services, IT services, Payments, UK-Based, value opportunity
Mar 31, 2024Fund LettersPolen Capital - Global SMID Company GrowthGLOB Globant Information TechnologyIT Consulting & Other Services Bull NYSEAI integration, Bull, cloud-native, Digital transformation, High Growth, IT services, Technology Consulting
Mar 31, 2024Fund LettersPolen Capital - Global SMID Company GrowthCNM Core & Main IndustrialsTrading Companies & Distributors Bull NYSEdefensive, Industrial distribution, infrastructure spending, M&A strategy, Municipal Markets, Specialized Distribution, Water infrastructure
Mar 31, 2024Fund LettersPolen Capital - Global SMID Company GrowthEVD.DE CTS Eventim Communication ServicesMovies & Entertainment Bull XETRAEuropean markets, Experience Economy, growth, Live entertainment, market leader, Online Migration, Ticketing
Mar 31, 2024Fund LettersPolen Capital - Global SMID Company GrowthTOI.TO Topicus.com Information TechnologySystems Software Bull TSXacquisition strategy, European markets, growth, Mission-Critical, recurring revenue, SaaS, vertical software
Mar 31, 2024Fund LettersPolen Capital - International GrowthMELI MercadoLibre Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQArgentina, digital payments, e-commerce, Emerging markets, Fintech, Latin America, market share, online marketplace
Mar 31, 2024Fund LettersPolen Capital - International GrowthHDB HDFC Bank Limited FinancialsBanks Bull NYSEdeposit growth, Emerging markets, financial services, India, Indian Bank, post-merger integration, Private Sector
Mar 31, 2024Fund LettersPolen Capital - International GrowthTEMN.SW Temenos AG Information TechnologyApplication Software Bull SIX Swiss ExchangeBanking Software, Core banking, Digital transformation, Enterprise software, financial technology, short-seller, Switzerland
Mar 31, 2024Fund LettersPolen Capital - International GrowthTP.PA Teleperformance SE Information TechnologyIT Consulting & Other Services Bull Euronext ParisContact center, customer experience, Cyclical, france, global scale, IT services, Outsourcing, Value
Mar 31, 2024Fund LettersPolen Capital - International GrowthAON Aon plc FinancialsInsurance Brokers Bull NYSEConsulting, global scale, Insurance Broker, Middle Market, organic growth, professional services, risk management
Mar 31, 2024Fund LettersPolen Capital - International GrowthSAP SAP SE Information TechnologySystems Software Bull NYSECloud transformation, Enterprise software, ERP, Germany, Mission-Critical, recurring revenue, SaaS, Software
Mar 31, 2024Fund LettersPolen Capital - International GrowthICLR ICON plc Health CareLife Sciences Tools & Services Bull NASDAQBiotech, Clinical trials, Cro, drug development, Healthcare services, life sciences, Pharmaceutical Services
Mar 31, 2024Fund LettersBaron Discovery FundINTA Intapp, Inc. Information TechnologyApplication Software Bull NASDAQAnnual Recurring Revenue, Cloud software, Enterprise software, Legal Technology, Private Equity Software, Professional Services Software, SaaS
Mar 31, 2024Fund LettersBaron Discovery FundMASI Masimo Corporation Health CareHealth Care Equipment Bull NASDAQbusiness separation, Healthcare Equipment, medical technology, Patent Litigation, razor-and-blade model, Special Situation, Vital Sign Monitoring
Mar 31, 2024Fund LettersBaron Discovery FundCYBR CyberArk Software Ltd. Information TechnologySystems Software Bull NASDAQAnnual Recurring Revenue, cybersecurity, Enterprise software, Free Cash Flow, Identity Security, Privileged Access Management, SaaS
Mar 31, 2024Fund LettersBaron Discovery FundDKNG DraftKings Inc. Communication ServicesInteractive Media & Services Bull NASDAQcustomer retention, Digital Entertainment, Free Cash Flow, market share, Online-Gaming, Sports betting, US gaming market
Mar 31, 2024Fund LettersBaron Discovery FundKNSL Kinsale Capital Group, Inc. FinancialsProperty & Casualty Insurance Bull NYSEexcess and surplus lines, financials, Insurance, premium growth, Property & Casualty, specialty insurance, underwriting
Mar 31, 2024Fund LettersRowan Street CapitalTTD The Trade Desk Communication ServicesInteractive Media & Services Bull NASDAQadtech, Communication Services, digital advertising, growth, Long-term Holdings, programmatic advertising, SaaS, technology

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