Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2024Fund LettersTHB Asset ManagementWNC Wabash National Corporation IndustrialsMachinery Bull NYSEEmissions Reduction, Fuel efficiency, Lightweight materials, recurring revenue, Reshoring, Semi-truck trailers, Service Transformation, subscription model, Transportation equipment
Mar 31, 2024Fund LettersThe London Company Small-Mid CapTTC The Toro Company IndustrialsAgricultural & Farm Machinery Bull NYSEagricultural machinery, Dealer Network, Industrials, Non-Discretionary, Pricing power, Professional Equipment, Rentals, Repairs, Replacement Cycles, ROIC
Mar 31, 2024Fund LettersThe London Company Small-Mid CapCABO Cable One Inc Communication ServicesCable & Satellite Bull NYSEARPU, Cable & Satellite, Communication Services, Fiber Competition, Fixed wireless, Free Cash Flow, M&A, Rural Broadband
Mar 31, 2024Fund LettersThe London Company Small-Mid CapCHDN Churchill Downs Incorporated Consumer DiscretionaryCasinos & Gaming Bull NASDAQcapital allocation, Casinos & Gaming, Consumer Discretionary, EBITDA growth, Historical Racing, Horse Racing, leverage, Online betting
Mar 31, 2024Fund LettersThe London Company Small-Mid CapDAVA Endava plc Information TechnologyIT Consulting & Other Services Bull NYSEacquisition, Client Spending, financial services, information technology, It consulting, Offshore Outsourcing, Payments, strategic pivot
Mar 31, 2024Fund LettersThe London Company Small-Mid CapLANC Lancaster Colony Corporation Consumer StaplesPackaged Foods & Meats Bull NASDAQcapacity expansion, Commodity Deflation, consumer staples, debt-free, ERP implementation, Free Cash Flow, operational efficiency, Packaged Foods
Mar 31, 2024Fund LettersThe London Company Small-Mid CapAWI Armstrong World Industries Inc MaterialsBuilding Products Bull NYSEAnnuity-like Revenue, Building Products, capital allocation, Earnings Resiliency, materials, Pricing power, Remodel Business
Mar 31, 2024Fund LettersThe London Company Small-Mid CapDECK Deckers Outdoor Corporation Consumer DiscretionaryFootwear Bull NYSEBrand management, cash position, Consumer Discretionary, debt-free, Footwear, Non-Seasonal, retail, revenue diversification
Mar 31, 2024Fund LettersAMG Yacktman Focused FundBOL.PA Bolloré SE Communication ServicesMedia Bull Euronext ParisAsset Sale, cash position, Corporate Simplification, holding company, media, Universal Music Group, value unlock, Vivendi
Mar 31, 2024Fund LettersAMG Yacktman Focused FundK Kellanova Consumer StaplesFood Products Bull New York Stock Exchangebrand portfolio, consumer staples, growth, hidden value, Snacks, spin-off, Strong Margins, Value
Mar 31, 2024Fund LettersAMG Yacktman Focused FundCNQ.TO Canadian Natural Resources Ltd EnergyOil, Gas & Consumable Fuels Bull Toronto Stock ExchangeCanada, capital return, energy, Low Maintenance Capex, Oil & Gas, Oil sands, Reserves, Value
Mar 31, 2024Fund LettersAMG Yacktman FundBOL.PA Bolloré SE Communication ServicesMedia Bull Euronext ParisAsset Sale, cash position, Corporate Restructuring, De-risked, media, Universal Music Group, value unlock, Vivendi
Mar 31, 2024Fund LettersAMG Yacktman FundK Kellanova Consumer StaplesFood Products Bull New York Stock Exchangebrand portfolio, consumer staples, Growth Attributes, hidden value, Predictable, Snacking, spin-off, Strong Margins
Mar 31, 2024Fund LettersAMG Yacktman FundDAR Darling Ingredients Inc Consumer StaplesFood Products Bull New York Stock ExchangeAcquisitions, Animal By-products, barriers to entry, Food Supply Chain, Joint venture, Low-cost producer, Rendering, Renewable diesel
Mar 31, 2024Fund LettersAMG Yacktman FundCNQ.TO Canadian Natural Resources Ltd EnergyOil, Gas & Consumable Fuels Bull Toronto Stock Exchangecapital return, energy, Maintenance Capex, oil production, Oil sands, Reserves, Supply-Demand Imbalance, Value
Mar 31, 2024Fund LettersContrarius Global Equity FundBABA Alibaba Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEArtificial Intelligence, China, Cloud computing, Diversified, e-commerce, Fintech, marketplace, technology platform
Mar 31, 2024Fund LettersContrarius Global Equity FundBIDU Baidu Communication ServicesInteractive Media & Services Bull NASDAQArtificial Intelligence, autonomous driving, China, Cloud computing, machine learning, robotaxi, search engine, technology platform
Mar 31, 2024Fund LettersContrarius Global Equity FundJD JD.com Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQChina, Defensible Moat, e-commerce, electronics, Logistics, premium, retail, supply chain, technology
Mar 31, 2024Fund LettersMar Vista Focus FundDHR Danaher Health CareLife Sciences Tools & Services Bull NYSEbiopharmaceuticals, Bioprocessing, biotechnology, diagnostics, Healthcare Tools, life sciences, Molecular Diagnostics
Mar 31, 2024Fund LettersMar Vista Focus FundAAPL Apple Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQconsumer electronics, Ecosystem, Hardware, Mobile Technology, services, Smartphones, Subscription

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: