Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2023Fund LettersOakmark Global FundRHHBY Roche Holding Health CarePharmaceuticals Bull OTCdiagnostics, drug development, healthcare, Innovation Engine, pharmaceuticals, Pipeline Value, R&D investment
Dec 31, 2023Fund LettersOakmark Global Fund005930 KR Kroger Consumer StaplesFood & Staples Retailing Bull NYSEconsumer staples, E-commerce Adaptation, grocery retail, Merger Catalyst, Omnichannel, Scale Advantages, shareholder returns
Dec 31, 2023Fund LettersOakmark Global Fund0A53LN Agilent Technologies Health CareLife Sciences Tools & Services Bull NYSEAnalytical instruments, business transformation, diagnostics, Life Sciences Tools, margin expansion, market share gains, recurring revenue
Dec 31, 2023Fund LettersOakmark Global FundBAYRY Bayer Health CarePharmaceuticals Bull OTCCEO transition, Consumer-health, Crop Science, life sciences, litigation risk, pharmaceuticals, pipeline development, Value Investment
Dec 31, 2023Fund LettersOakmark Global FundCOF Capital One Financial FinancialsConsumer Finance Bull NYSEbanking, consumer finance, credit cards, deposit base, financial services, Technology investment, Value Management
Dec 31, 2023Fund LettersOakmark FundBLK BlackRock FinancialsAsset Management & Custody Banks Bull NYSEalternative assets, asset management, Below-Market Multiple, ETF, fixed income, growth, iShares, Sustainable Investing, Value
Dec 31, 2023Fund LettersOakmark Select FundDIPSX Phillips 66 EnergyOil & Gas Refining & Marketing Bull NYSEcapital returns, diversified operations, Downstream Energy, Energy Value, Normalized Earnings, oil refining, Stable Cash Flow
Dec 31, 2023Fund LettersOakmark Select FundPAYC Paycom Software Information TechnologyApplication Software Bull NYSEfounder-led, high margins, Human capital management, Payroll Software, SaaS, Software Discount, Temporary Setback
Dec 31, 2023Fund LettersOakmark Select FundAXP American Express FinancialsConsumer Finance Bull NYSEClosed-Loop, competitive moat, consumer finance, credit cards, High-Spending Customers, Payment Networks, Premium Brand
Dec 31, 2023Fund LettersOakmark International FundWLN.PA Worldline SA Information TechnologyData Processing & Outsourced Services Bull Euronext Pariscapital-light model, Cash-heavy market, Contrarian Investment, European payments, German market exposure, Legacy bank disruption, Merchant Acquirer, Payment Processor, regulatory compliance
Dec 31, 2023Fund LettersOakmark International FundRYAAY Ryanair Holdings plc IndustrialsAirlines Bull NASDAQDividend reinstatement, European Aviation, Free Cash Flow, Passenger Growth, Pricing power, shareholder returns, Travel demand recovery, Ultra-low-cost airline
Dec 31, 2023Fund LettersSmoak Capital ManagementGWOX Goodheart-Willcox Communication ServicesPublishing Bull OTCCareer Technical Education, cash generation, Digital transformation, Edtech, Educational Publishing, GAAP Distortion, high margins, Niche markets, Pandemic Beneficiary, subscription revenue
Dec 31, 2023Fund LettersSmoak Capital Management- Hammond Manufacturing IndustrialsElectrical Equipment Bull TSXCanada, Cloud computing, data centers, electrical equipment, Electrification, infrastructure, manufacturing, Peer Comparison, real estate value, secular tailwinds
Dec 31, 2023Fund LettersSmoak Capital ManagementFTLF FitLife Brands Consumer StaplesPersonal Products Bull NASDAQAcquisitions, Amazon, capital allocation, Distressed assets, e-commerce, EBITDA growth, Nutritional Supplements, Protein Products, turnaround, Wholesale Distribution
Dec 31, 2023Fund LettersParnassus Growth Equity FundADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Thermo Fisher Scientific Inc. Health CareLife Sciences Tools & Services Bull NYSEBiotech Tools, Cyclical, Drug Discovery, Healthcare Technology, Laboratory Equipment, life sciences, R&D Services
Dec 31, 2023Fund LettersParnassus Growth Equity FundCRM Salesforce, Inc. Information TechnologyApplication Software Bull NYSECloud computing, CRM Software, Enterprise software, growth, productivity, recurring revenue, SaaS
Dec 31, 2023Fund LettersParnassus Growth Equity FundADYEY Adyen N.V. Information TechnologyData Processing & Outsourced Services Bull NASDAQdigital commerce, Fintech, Global Platform, growth, payment processing, Payments, SaaS
Dec 31, 2023Fund LettersParnassus Growth Equity FundADBE Adobe Inc. Information TechnologyApplication Software Bull NASDAQAI technology, Creative Tools, Design Software, digital media, Firefly, growth, SaaS
Dec 31, 2023Fund LettersThe Sound Shore FundCNC Centene Corporation Health CareHealth Care Services Bull NYSEGovernment Healthcare, Healthcare services, healthcare solutions, Management Turnaround, Medicaid, Operational Improvement, Value
Dec 31, 2023Fund LettersThe Sound Shore FundBOAVSTB BZ Vistra Corp UtilitiesIndependent Power and Renewable Electricity Producers Bull NYSEclean energy, electricity demand, energy transition, Free Cash Flow, nuclear energy, Power generation, renewable energy, Share Buybacks, utilities

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