Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2024Fund LettersMeridian Small Cap Growth FundFORR Forrester Research, Inc. Communication ServicesResearch & Consulting Services Bull NASDAQAI, consulting services, cybersecurity, Digital transformation, Market Research, Salesforce Transition, subscription revenue, Technology Research
Mar 31, 2024Fund LettersMeridian Small Cap Growth FundQDEL QuidelOrtho Corporation Health CareHealth Care Equipment Bull NASDAQClinical Diagnostics, COVID Testing, diagnostics, Healthcare Equipment, Medical devices, Merger Integration, Point-of-Care Testing, product launch
Mar 31, 2024Fund LettersMeridian Small Cap Growth FundCNCL Consensus Cloud Solutions, Inc. Information TechnologyApplication Software Bull NASDAQcloud services, Data Security, Digital transformation, Enterprise software, Healthcare IT, recurring revenue, SaaS, turnaround
Mar 31, 2024Fund LettersRiverPark Long/Short Opportunity FundFIVN Five9, Inc. Information TechnologySoftware Bull NASDAQCloud software, Contact center, customer retention, Digital transformation, growth, SaaS
Mar 31, 2024Fund LettersRiverPark Long/Short Opportunity FundAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQconsumer electronics, innovation, Installed base, Mobile Technology, Product cycle, services revenue
Mar 31, 2024Fund LettersRiverPark Long/Short Opportunity FundSNAP Snap Inc. Communication ServicesInteractive Media & Services Bull NYSEdigital advertising, growth, Mobile Application, monetization, social media, User growth
Mar 31, 2024Fund LettersRiverPark Long/Short Opportunity FundDIS The Walt Disney Co. Communication ServicesEntertainment Bull NYSEcontent library, entertainment, Free Cash Flow, Streaming, theme parks, turnaround
Mar 31, 2024Fund LettersRiverPark Long/Short Opportunity FundMETA Meta Platforms, Inc. Communication ServicesInteractive Media & Services Bull NASDAQArtificial Intelligence, digital advertising, Free Cash Flow, social media, technology, user engagement
Mar 31, 2024Fund LettersRiverPark Long/Short Opportunity FundNVDA NVIDIA Corp. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQArtificial Intelligence, data center, Gpu, growth, semiconductors, technology hardware
Mar 31, 2024Fund LettersRiverPark Large GrowthNFLX Netflix, Inc. Communication ServicesEntertainment Bull NASDAQAd-supported tier, content investment, Free Cash Flow, operating margin, Pricing power, Streaming, Subscriber Growth
Mar 31, 2024Fund LettersRiverPark Large GrowthUBER Uber Technologies, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEfood delivery, Free Cash Flow, Global, market share, Mobility Platform, on-demand services, Ride Sharing
Mar 31, 2024Fund LettersRiverPark Large GrowthDIS The Walt Disney Co. Communication ServicesEntertainment Bull NYSEcontent library, direct-to-consumer, entertainment, Free Cash Flow, Streaming, theme parks, turnaround
Mar 31, 2024Fund LettersRiverPark Large GrowthMETA Meta Platforms, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI Targeting, digital advertising, Free Cash Flow, Reels, social media, Threads, user engagement
Mar 31, 2024Fund LettersRiverPark Large GrowthNVDA NVIDIA Corp. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQArtificial Intelligence, asset-light, data center, Free Cash Flow, Gaming, Gpu, semiconductors
Mar 31, 2024Fund LettersRondure New World FundHDFCBANK.NS HDFC Bank Limited FinancialsBanks Bull National Stock Exchange of Indiabanking, Cyclical, Emerging markets, financials, India, Interest rates, valuation
Mar 31, 2024Fund LettersRondure New World Fund2330.TW Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors & Semiconductor Equipment Bull Taiwan Stock ExchangeAI, Foundry, manufacturing, Monopoly, semiconductors, Taiwan, technology
Mar 31, 2024Fund LettersThe Sound Shore FundAYI Acuity Brands, Inc. IndustrialsElectrical Equipment Bull NYSECommercial Buildings, energy efficiency, Free Cash Flow, Industrial Lighting, Lighting Controls, market leader, Retrofit Solutions
Mar 31, 2024Fund LettersThe Sound Shore FundTEVA Teva Pharmaceutical Industries Ltd. Health CarePharmaceuticals Bull NYSEdrug pipeline, free cash flow yield, Generic Drugs, healthcare, neurological diseases, Respiratory Diseases, Specialty pharmaceuticals
Mar 31, 2024Fund LettersThe Sound Shore FundCEG Constellation Energy Corporation UtilitiesIndependent Power and Renewable Electricity Producers Bull NASDAQBaseload Power, Carbon-Free Electricity, clean energy, data centers, Electric Vehicles, Exelon Spinoff, Inflation Reduction Act, Nuclear Power
Mar 31, 2024Fund LettersThe Sound Shore FundVST Vistra Corp. UtilitiesIndependent Power and Renewable Electricity Producers Bull NYSEBull market, electricity generation, energy infrastructure, Independent Power Producer, Power Markets, utilities

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