Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 1, 2024Fund LettersLongleaf Partners Small-Cap FundESRT Empire State Realty Trust Real EstateOffice REITs Bull NYSELeasing Success, NYC Real Estate, Office REITs, operational excellence, real estate recovery, Tenant Replacement, value creation
Jan 1, 2024Fund LettersLongleaf Partners Small-Cap FundGRUMAB GRUMA Consumer StaplesPackaged Foods & Meats Bull BMVconsumer staples, Corn Flour, debt reduction, defensive business model, Free Cash Flow, share repurchase, Tortilla Manufacturing
Jan 1, 2024Fund LettersLongleaf Partners Small-Cap FundKNF Knife River MaterialsConstruction Materials Bull NYSECash Flow Improvement, construction materials, Contracting, Management Focus, operational optimization, spinoff, value unlock
Jan 1, 2024Fund LettersLongleaf Partners Small-Cap FundOSCR Oscar Health Health CareHealth Care Technology Bull NYSECost control, EBITDA growth, Health Care Technology, health insurance, Management Change, operational efficiency, turnaround
Jan 1, 2024Fund LettersSRK CapitalSGMA Sigmatron International Information TechnologyElectronic Equipment & Instruments Bull NASDAQConsumer products, contract manufacturing, debt reduction, deep value, Electronic Manufacturing, interest rate sensitivity, inventory management, turnaround
Jan 1, 2024Fund LettersSRK CapitalHGBL Heritage Global FinancialsDiversified Financial Services Bull NASDAQBrokerage, Credit Normalization, Cyclical, Distressed assets, financial services, Post-Pandemic, Specialty lending, Value
Jan 1, 2024Fund LettersSRK CapitalVASO Vaso Corporation Health CareHealth Care Equipment Bull OTCQXarbitrage, Asymmetric Risk, Healthcare Technology, Medical devices, NASDAQ, SPAC Merger, Special Situation, uplisting
Jan 1, 2024Fund LettersSRK CapitalISSC Innovative Solutions & Support IndustrialsAerospace & Defense Bull NASDAQAcquisitions, Aerospace, Capacity utilization, cash flow, Defense, Flight Systems, manufacturing, operating leverage, Value
Jan 1, 2024Fund LettersPalm Valley Capital ManagementLAS/A CN|MLR|MNRO|NGS|WHGLY|WLY John Wiley & Sons Communication ServicesPublishing Bull NYSEAcademic Publishing, barriers to entry, dividend yield, Free Cash Flow, Journals, Textbooks, turnaround, Value
Jan 1, 2024Fund LettersPalm Valley Capital ManagementLAS/A CN|MLR|MNRO|NGS|WHGLY|WLY Monro, Inc. Consumer DiscretionaryAutomotive Retail Bull NASDAQAutomotive Services, Consumer Discretionary, Free Cash Flow, Normalized Earnings, small-cap, Tire Retail, Value
Jan 1, 2024Fund LettersGeneration Investment Management Global EquityADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Thermo Fisher Scientific Health Care Equipment & ServicesLife Sciences Tools & Services Bull NYSEbiotechnology, Equity, growth, healthcare, Life Sciences Tools, Pharmaceutical Services, Research Instrumentation
Jan 1, 2024Fund LettersAvenir CorporationAMT American Tower Corporation Real EstateSpecialized REITs Bull NYSE5G Networks, Cell Towers, contrarian, infrastructure, Mobile Communications, REIT, secular growth
Jan 1, 2024Fund LettersAvenir CorporationDBRG DigitalBridge Group Inc Real EstateSpecialized REITs Bull NYSEAsset Manager, capital allocation, Cell Towers, cloud services, data centers, digital infrastructure
Jan 1, 2024Fund LettersAvenir CorporationAMZN Amazon.com Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAI, AWS, cloud services, cost-cutting, e-commerce, growth drivers, profitability
Jan 1, 2024Fund LettersAvenir CorporationAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Software & ServicesSystems Software Bull NASDAQAI, Azure, capital allocation, cloud services, Enterprise software, SaaS, technology
Jan 1, 2024Fund LettersTrojan Fund from Troy Asset ManagementHEIA.AS Heineken N.V. Consumer StaplesBrewers Bull Euronext Amsterdamalcoholic beverages, consumer staples, Emerging markets, Multi-year Lows, Premium Beer, valuation opportunity
Dec 31, 2023Fund LettersHeartland Value FundCGAU Centerra Gold Inc. MaterialsGold Bull TSXcash generation, debt-free, dividend, Exploration, Gold, Hard assets, Mining, Molybdenum, NAV discount, Share Buyback, Small cap value
Dec 31, 2023Fund LettersHeartland Value FundUGI UGI Corporation UtilitiesGas Utilities Bull NYSEdividend, energy, natural gas, Pipelines, Propane, strategic review, turnaround, undervalued, utilities, Value
Dec 31, 2023Fund LettersAce River CapitalVOXR Vox Royalty Corp MaterialsMetals & Mining Bull NASDAQAlternative Financing, Asymmetric Risk, Commodity Exposure, dividend income, Electric Vehicles, Gold exposure, IP Licensing, Mining Royalties, proprietary database
Dec 31, 2023Fund LettersAce River CapitalRICK RCI Hospitality Holdings Inc Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQacquisition growth, Adult Entertainment, Casinos, digital platform, Franchising, hospitality, Local Monopoly, Nightclubs, Restaurants

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