Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 1, 2023Fund LettersPalm Valley Capital ManagementLAS/A CN|MLR|MNRO|NGS|WHGLY|WLY Miller Industries IndustrialsCommercial Vehicles & Trucks Neutral NASDAQcommercial vehicles, Cyclical, debt reduction, Industrials, Record Revenue, Towing Equipment, working capital
Oct 1, 2023Fund LettersPalm Valley Capital ManagementLAS.TO Lassonde Industries Consumer StaplesSoft Drinks Bull Toronto Stock ExchangeBeverages, Canada, consumer staples, Fruit Juice, market share, Pricing power, restructuring, Value
Oct 1, 2023Fund LettersVltava FundCHKP. ELV Elevance Health Health CareHealth Care Services Bull NYSEBlue Cross Blue Shield, defensive, health insurance, Healthcare services, market leader, network effect, Non-cyclical, Scale Advantages
Sep 30, 2023Fund LettersClearBridge Investments International Growth ADR StrategySMCAY SMC Corporation IndustrialsIndustrial Machinery Bull OTCAutomation, Capital Spending, Electric Vehicles, Industrial, Japan, Pneumatics, shareholder returns
Sep 30, 2023Fund LettersClearBridge Investments International Growth ADR StrategyARGX argenx SE Health CareBiotechnology Bull NASDAQbiotechnology, Emerging Growth, Myasthenia Gravis, Netherlands, pipeline, rare diseases
Sep 30, 2023Fund LettersClearBridge Investments International Growth ADR StrategyAZN AstraZeneca PLC Health CarePharmaceuticals Bull NASDAQgrowth, healthcare, Oncology, patents, pharmaceuticals, pipeline, UK
Sep 30, 2023Fund LettersClearBridge Investments International Growth ADR StrategyASML ASML Holding N.V. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, Equipment, growth, Lithography, Netherlands, semiconductors, technology
Sep 30, 2023Fund LettersFMI All Cap EquityCCEP Coca-Cola Europacific Partners PLC Consumer StaplesSoft Drinks Bull NASDAQAsia-Pacific, Beverage Distribution, Bottling, Coca-Cola, consumer staples, Defensive growth, Free Cash Flow, Global Staples, Value
Sep 30, 2023Fund LettersFMI All Cap EquitySYY Sysco Corporation Consumer StaplesFood Distributors Bull NYSEconsumer staples, defensive, dividend, economies of scale, food distribution, Foodservice, market leader, market share gains, share repurchases
Sep 30, 2023Fund LettersFMI All Cap EquityVVV Valvoline Inc. Consumer DiscretionarySpecialty Retail Bull NYSEAutomotive Services, defensive, High returns, market share gains, Quick Lube, Specialty retail, store expansion, Synthetic Oils, turnaround
Sep 30, 2023Fund LettersFMI International EquityCCEP Coca-Cola Europacific Partners PLC Consumer StaplesSoft Drinks Bull NASDAQAsia-Pacific, Beverages, Bottling, consumer staples, Defensive growth, franchise, Free Cash Flow, Value
Sep 30, 2023Fund LettersFMI International EquitySYY Sysco Corp. Consumer StaplesFood Distributors Bull NYSEconsumer staples, defensive, dividend, economies of scale, food distribution, Foodservice, market share, Value
Sep 30, 2023Fund LettersFMI International EquityVVV Valvoline Inc. Consumer DiscretionarySpecialty Retail Bull NYSEAutomotive Services, defensive, High returns, market share gains, Quick Lube, Specialty retail, Synthetic Oils, turnaround
Sep 30, 2023Fund LettersFMI Large Cap EquityCCEP Coca-Cola Europacific Partners PLC Consumer StaplesSoft Drinks Bull NASDAQAsia-Pacific, Beverages, Bottling, consumer staples, defensive, franchise, Free Cash Flow, Pricing power, Value
Sep 30, 2023Fund LettersFMI Large Cap EquitySYY Sysco Corporation Consumer StaplesFood Distributors Bull NYSEConsumables, defensive, dividend, economies of scale, food distribution, Foodservice, market share gains, share repurchases, Value
Sep 30, 2023Fund LettersFMI Large Cap EquityVVV Valvoline Inc. Consumer DiscretionarySpecialty Retail Bull NYSEAutomotive Services, defensive, High returns, Labor Efficiency, market share gains, Pricing power, Quick Lube, Specialty retail, turnaround
Sep 30, 2023Fund LettersFMI Small Cap EquityCCEP Coca-Cola Europacific Partners PLC Consumer StaplesSoft Drinks Bull NASDAQAsia-Pacific, Beverage Bottling, Coca-Cola Franchise, consumer staples, Defensive growth, Free Cash Flow, Total Beverage Strategy, Value
Sep 30, 2023Fund LettersFMI Small Cap EquitySYY Sysco Corporation Consumer StaplesFood Distributors Bull NYSEdefensive, dividend yield, economies of scale, food distribution, Foodservice, market leader, share repurchases, Value
Sep 30, 2023Fund LettersFMI Small Cap EquityVVV Valvoline Inc. Consumer DiscretionarySpecialty Retail Bull NYSEAutomotive Services, Defensive growth, franchise model, market share gains, Quick Lube, Specialty retail, Synthetic Oils, turnaround
Sep 30, 2023Fund LettersWhite Brook CapitalBLDR Builders FirstSource IndustrialsBuilding Products Bull NASDAQBuilding Products, construction materials, Free Cash Flow, Homebuilder Supplier, Housing shortage, Housing supply, interest rate impact, Renovation Activity

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