Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 19, 2023Fund LettersGiverny Capital Asset ManagementFISV Fiserv Inc Information TechnologyData Processing & Outsourced Services Bull NASDAQbanking technology, Bull, Clover, Data Processing, digital banking, Fintech, payment processing
Oct 19, 2023Fund LettersGiverny Capital Asset ManagementAHT.L Ashtead Group plc IndustrialsTrading Companies & Distributors Bull LSEBull, construction, Equipment Rental, Industrial, infrastructure, Scale Advantages, semiconductors
Oct 19, 2023Fund LettersGiverny Capital Asset ManagementSCHW The Charles Schwab Corporation FinancialsInvestment Banking & Brokerage Bull NYSEAccount Growth, Bull, Cash Sorting, Interest rates, Investment Banking & Brokerage, Pricing power, wealth management
Oct 19, 2023Fund LettersGiverny Capital Asset ManagementSSNC SS&C Technologies Holdings Inc Information TechnologyApplication Software Bear NASDAQApplication Software, Bear, capital allocation, financial services, Floating Rate Debt, Interest rates
Oct 19, 2023Fund LettersGiverny Capital Asset ManagementCIEN Ciena Corporation Information TechnologyCommunications Equipment Bear NASDAQBear, Cloud computing, Communications Equipment, network infrastructure, supply chain, technology, Telecom
Oct 19, 2023Short ThesisCulper ResearchXPEL XPEL Inc Consumer DiscretionaryAuto Parts & Equipment (Protective Films / Aftermarket Auto Accessories) Bear NASDAQAuto aftermarket, Competition, Films, Luxury, valuation
Oct 19, 2023Short ThesisThe Bear CaveLFST LifeStance Health Group Inc Health CareHealth Care Facilities (Behavioral Health Clinics) Bear NASDAQBehavioral health, Churn, Clinics, leverage, Reimbursement
Oct 19, 2023Short ThesisIceberg ResearchSMR NuScale Power Corp IndustrialsElectrical Components & Equipment (Small Modular Reactors) Bear NYSECommercialization, energy, Nuclear, SMR, Subsidies
Oct 18, 2023Fund LettersLVS Advisory - DefensiveSENEA Seneca Foods Corporation Consumer StaplesPackaged Foods & Meats Bull NASDAQCanned Vegetables, consumer packaged goods, Event-driven, Forced Selling, Index deletion, LIFO accounting, Technical trade, Value
Oct 17, 2023Fund LettersKathmandu Capital- SES-imagotag SA Information TechnologyTechnology Hardware, Storage & Peripherals Bull Euronext ParisElectronic shelf labels, Equity, france, growth, market leader, retail technology, Short squeeze, Special Situation, underpenetrated market, Walmart Contract
Oct 17, 2023Fund LettersKathmandu Capital- Kaspi.KZ Information TechnologyInternet & Direct Marketing Retail Bull London Stock Exchangee-commerce, Emerging markets, Equity, Fintech, Kazakhstan, network effects, Payments, quality compounder, super app, technology
Oct 17, 2023Fund LettersKathmandu Capital3918.HK Nagacorp Consumer DiscretionaryCasinos & Gaming Bull Hong Kong Stock ExchangeAsia, Cambodia, Casinos, deep value, Emerging markets, Equity, Gaming, Monopoly, Real Estate, Tourism
Oct 17, 2023Fund LettersKathmandu Capital- SES-imagotag SA Information TechnologyTechnology Hardware, Storage & Peripherals Bull Paris Stock ExchangeElectronic shelf labels, Equity, france, Low Penetration, market leader, retail technology, Short squeeze, Special Situation, Walmart Contract
Oct 17, 2023Fund LettersKathmandu Capital- Kaspi.KZ Information TechnologyInternet & Direct Marketing Retail Bull London Stock Exchangee-commerce, Emerging markets, Equity, Fintech, growth, Kazakhstan, network effects, Payments, quality compounder, super app
Oct 17, 2023Fund LettersKathmandu Capital3918.HK Nagacorp Consumer DiscretionaryCasinos & Gaming Bull Hong Kong ExchangeCambodia, casino, China, deep value, Emerging markets, Equity, Gaming, Monopoly, Real Estate, Tourism
Oct 17, 2023Short ThesisCitronLOPE Grand Canyon Education Inc Health CareEducation Services (Online University Management) Bear NASDAQcash flow, Concentration, Education, Enrollment, Regulation
Oct 15, 2023Fund LettersAndrew Hill Investment Advisors2HP.DE Deere & Company IndustrialsMachinery Bull NYSEagriculture, AI, Autonomous Tractors, Cyclical, Farming Equipment, innovation, Labor Savings, machinery
Oct 15, 2023Fund LettersAndrew Hill Investment AdvisorsPANW Palo Alto Networks Inc TechnologySoftware Bull NASDAQAI Security, cybersecurity, Network Security, Software, Technology Infrastructure Protection, Threat Detection
Oct 15, 2023Fund LettersAndrew Hill Investment AdvisorsANET Arista Networks Inc TechnologyCommunications Equipment Bull NYSEAI infrastructure, cloud infrastructure, Communications Equipment, data centers, Data Transmission, Networking
Oct 15, 2023Fund LettersAndrew Hill Investment AdvisorsGOOGL Alphabet Inc Communication ServicesInteractive Media & Services Bull NASDAQAI, AI applications, cloud services, Data, Interactive Media, machine learning, Search

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