Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 1, 2024Fund LettersDKAM Donville Kent Asset ManagementPAY.TO PayFare Inc Information TechnologyData Processing & Outsourced Services Bull TSXDoorDash, Fintech, Gig Economy, Lyft, Real-time Payments, UBER, W-2 Expansion, Worker Retention
Jan 1, 2024Fund LettersDKAM Donville Kent Asset ManagementNVEI.TO Nuvei Corporation Information TechnologyData Processing & Outsourced Services Bull TSXAdobe Partnership, Fintech, Global Payments, High Cash Margins, Microsoft partnership, payment processing, wallet share
Jan 1, 2024Fund LettersDKAM Donville Kent Asset ManagementKUT.TO RediShred Capital Corp IndustrialsEnvironmental & Facilities Services Bull TSXCash Margins, Defensive growth, Document Destruction, niche market, operational efficiency, Paper Industry, Recycling
Jan 1, 2024Fund LettersDKAM Donville Kent Asset ManagementSECU.V SSC Security Services Corp IndustrialsSecurity & Alarm Services Bull TSXVcapital allocation, cash-rich, cybersecurity, government contracts, high-margin business, No Debt, security services
Jan 1, 2024Fund LettersDKAM Donville Kent Asset ManagementGSY.TO goeasy Ltd FinancialsConsumer Finance Bull TSXcompounder, consumer finance, Dividend Growth, Non-prime Lending, operating leverage, product innovation, Share Buybacks
Jan 1, 2024Fund LettersDKAM Donville Kent Asset ManagementDE.TO Decisive Dividend Corporation IndustrialsIndustrial Conglomerates Bull TSXAcquisitions, Canada, conservative management, Industrial Roll-up, manufacturing, margin expansion, organic growth
Jan 1, 2024Fund LettersDKAM Donville Kent Asset ManagementPRL.TO Propel Holdings Inc FinancialsConsumer Finance Bull TSXCanada, consumer finance, Fintech, Geographic Expansion, growth, Partnerships, Underbanked
Jan 1, 2024Fund LettersDKAM Donville Kent Asset ManagementCTS.TO Converge Technology Solutions Corp Information TechnologyTechnology Hardware, Storage & Peripherals Bull TSXAI infrastructure, Canada, NVIDIA, organic growth, Share Buybacks, Technology Solutions, Value
Jan 1, 2024Fund LettersMerion Road CapitalNAPA Duckhorn Portfolio Consumer StaplesDistillers & Vintners Bull NYSEBrand Equity, Brown-Forman, CEO transition, Chardonnay, Distribution, Luxury Wine, M&A, premium brands, valuation discount
Jan 1, 2024Fund LettersMerion Road CapitalSGA Saga Communications Communication ServicesBroadcasting Bull NASDAQcapital return, cash generation, media, Radio Broadcasting, small-cap, Special dividend
Jan 1, 2024Fund LettersMerion Road CapitalUNTC Unit Corp EnergyOil & Gas Exploration & Production Bull NYSEcapital return, commodity, energy, Oil & Gas, shareholder alignment, Special dividend, strong balance sheet, valuation
Jan 1, 2024Fund LettersMerion Road CapitalSUM Summit Materials MaterialsConstruction Materials Bull NYSEaggregates, Cement, construction materials, EBITDA growth, infrastructure, M&A, strategic assets, value creation
Jan 1, 2024Fund LettersLongleaf Partners Fund^HSI Hyatt Hotels Corporation Consumer DiscretionaryHotels, Restaurants & Leisure Bull NYSEAsia-Pacific, Business Travel, hospitality, Hotels, RevPAR Growth, Share Buybacks
Jan 1, 2024Fund LettersLongleaf Partners FundMGM MGM Resorts International Consumer DiscretionaryHotels, Restaurants & Leisure Bull NYSEentertainment, Gaming, hospitality, Las Vegas, Share Buybacks, Travel Recovery
Jan 1, 2024Fund LettersLongleaf Partners FundFFH Fairfax Financial Holdings Limited FinancialsInsurance Bull TSXcombined ratio, Dividend Growth, fixed income, Insurance, Share Buybacks, underwriting
Jan 1, 2024Fund LettersLongleaf Partners FundFDX FedEx Corporation IndustrialsAir Freight & Logistics Bull NYSEFreight, Ground Delivery, Logistics, Pricing power, Share Buybacks, Transportation
Jan 1, 2024Fund LettersLongleaf Partners FundPVH PVH Corp Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull NYSEApparel, brand portfolio, Consumer brands, fashion, margin expansion, Share Buybacks
Jan 1, 2024Fund LettersLongleaf Partners FundNWBD.L Warner Bros Discovery Communication ServicesEntertainment Bull NASDAQContent, entertainment, Leveraged, media, Streaming, turnaround
Jan 1, 2024Fund LettersLongleaf Partners Small-Cap FundWEST Westrock Coffee Consumer StaplesPackaged Foods & Meats Neutral NASDAQB2B Supplier, capacity expansion, Coffee Processing, cyclical headwinds, Flavors and Ingredients, Single Serve, Volume Pressure
Jan 1, 2024Fund LettersLongleaf Partners Small-Cap Fund^HSI Hyatt Hotels Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull NYSEAsia-Pacific, Group Travel, Hotels, RevPAR Growth, share repurchase, strategic acquisition, Travel Recovery

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