Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2024Fund LettersAriel Small Cap Value StrategyLIND Lindblad Expeditions Holdings, Inc. Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQAdventure Travel, Disney Partnership, Expedition Cruising, Land-Based Operations, Luxury Tourism, market share, National Geographic, Pricing Discipline
Mar 31, 2024Fund LettersAriel Small Cap Value StrategyNVT nVent Electric plc IndustrialsElectrical Equipment Bull NYSEdata centers, electrical equipment, Electrification, Free Cash Flow, infrastructure, innovation, margin expansion, organic growth
Mar 31, 2024Fund LettersAriel Small Cap Value StrategyLAZ Lazard Ltd. FinancialsInvestment Banking & Brokerage Bull NYSEasset management, cost savings, Financial advisory, investment banking, Mergers acquisitions, Private Market Value, Revenue Growth
Mar 31, 2024Fund LettersAriel Small Cap Value StrategySPHR Sphere Entertainment Co. Communication ServicesEntertainment Bull NYSEentertainment, franchise model, Immersive Technology, Las Vegas, live events, media, Sports Networks, Venue Operations
Mar 31, 2024Fund LettersMairs & Power - Growth FundULTA Ulta Beauty Consumer DiscretionarySpecialty Retail Bull NASDAQBeauty Retail, Generation Z, loyalty program, Millennials, Specialty retail, store expansion, Suburban
Mar 31, 2024Fund LettersMairs & Power - Growth FundCASY Casey's General Stores Consumer StaplesFood & Staples Retailing Bull NASDAQconvenience stores, Fragmented Market, growth, Private-label, Regional, retail, Rural Markets
Mar 31, 2024Fund LettersMairs & Power - Growth FundVZ Verizon Communications Communication ServicesIntegrated Telecommunication Services Bull NYSEArtificial Intelligence, Automation, Customer service, Digital Twin, generative AI, Network Optimization, telecommunications
Mar 31, 2024Fund LettersMairs & Power - Growth FundRHHBY Roche Holdings Health CarePharmaceuticals Bull OTCArtificial Intelligence, biologics, biotechnology, drug development, healthcare, pharmaceuticals, Swiss
Mar 31, 2024Fund LettersMar Vista Strategic Growth FundEFX Equifax Inc. IndustrialsResearch & Consulting Services Bull NYSEBull, Credit Reporting, Data Services, Employment Verification, financial services, High Barriers
Mar 31, 2024Fund LettersMar Vista Strategic Growth FundGXO GXO Logistics, Inc. IndustrialsAir Freight & Logistics Bull NYSEBull, Cyclical, Logistics, omnichannel retail, supply chain, turnaround
Mar 31, 2024Fund LettersMar Vista Strategic Growth FundNKE NIKE, Inc. Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull NYSEathletic apparel, Brand, Bull, Consumer Discretionary, restructuring, turnaround
Mar 31, 2024Fund LettersMar Vista Strategic Growth FundADBE Adobe Inc. Information TechnologySoftware Bull NASDAQBull, Creative Professional, digital commerce, generative AI, SaaS, Software
Mar 31, 2024Fund LettersMar Vista Strategic Growth FundAMZN Amazon.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQBull, e-commerce, Fulfillment, growth, operational efficiency, Retail Margins
Mar 31, 2024Fund LettersMar Vista Strategic Growth FundTDG TransDigm Group Incorporated IndustrialsAerospace & Defense Bull NYSEAerospace, aftermarket, Bull, Commercial Aviation, Cyclical Recovery, Defense
Mar 31, 2024Fund LettersMar Vista Strategic Growth FundDIS The Walt Disney Company Communication ServicesEntertainment Bull NYSEBull, direct-to-consumer, entertainment, media, Parks, Streaming, turnaround
Mar 31, 2024Fund LettersMatrix Large Cap Value StrategyTSN Tyson Foods Consumer StaplesPackaged Foods & Meats Bull NYSEBeef, Chicken, Cost Reduction, Cyclical Recovery, Food Brands, Pork, Protein Processing, turnaround
Mar 31, 2024Fund LettersMatrix Large Cap Value StrategyAEP American Electric Power UtilitiesElectric Utilities Bull NASDAQactivist investor, AI infrastructure, Carl Icahn, data centers, defensive, Dividend Growth, Electric Utility, Predictable Earnings
Mar 31, 2024Fund LettersMatrix Dividend IncomeTSN Tyson Foods Consumer StaplesPackaged Foods & Meats Bull NYSEbrand portfolio, Cost Reduction, Cyclical Recovery, Food Processing, operational improvements, Profit Recovery, Protein Processing, turnaround
Mar 31, 2024Fund LettersMatrix Dividend IncomeAEP American Electric Power UtilitiesElectric Utilities Bull NASDAQActivist Investment, AI infrastructure, data centers, defensive, Dividend Growth, Electric Utility, Icahn, Predictable Earnings, Technology Demand
Mar 31, 2024Fund LettersMeridian Contrarian FundTHC Tenet Healthcare Corp. Health CareHealth Care Providers & Services Bull NYSEbusiness transformation, capital allocation, debt reduction, divestitures, healthcare, Hospitals, Outpatient Surgery, return on equity, Share Buybacks

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: