Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2023Fund LettersWhite Brook CapitalDFGBX Greenbrier Companies IndustrialsConstruction Machinery & Heavy Transportation Equipment Bull NYSEbacklog visibility, Industrial Equipment, interest rate sensitivity, Leasing Operations, manufacturing capacity, Railcar Manufacturing, Replacement Demand, Transportation equipment
Sep 30, 2023Fund LettersApis Flagship Fund010120.KS LS Electric IndustrialsElectrical Equipment Bull Korea ExchangeCHIPS Act, Electrical Installation, Factory Grid Connection, Korea, Onshoring, Switchgear, turnkey solutions
Sep 30, 2023Fund LettersApis Flagship Fund- HD Hyundai Electric IndustrialsElectrical Equipment Bull Korea Exchangeelectrical equipment, Electrical Steel, Grid modernization, High-Voltage, Korea, Transformers, U.S. expansion
Sep 30, 2023Fund LettersApis Flagship Fund- Alchip Technologies Information TechnologySemiconductors & Semiconductor Equipment Bull Taiwan Stock ExchangeAI chips, Asic, AWS, design wins, Legacy Designs, semiconductors, Taiwan
Sep 30, 2023Fund LettersApis Global Discovery Fund- Text, S.A. Information TechnologyApplication Software Bull Warsaw Stock Exchangecross-selling, Customer Service Software, Dividend Growth, Live Chat, Poland, SaaS, Software, Value
Sep 30, 2023Fund LettersApis Global Discovery Fund0LST LN LS Electric IndustrialsElectrical Equipment Bull Korea ExchangeCHIPS Act, electrical equipment, Korea, margin expansion, Onshoring, Switchgear, turnkey solutions, Value
Sep 30, 2023Fund LettersApis Global Discovery FundCHD HD Hyundai Electric IndustrialsElectrical Equipment Bull Korea Exchangecapacity expansion, Cyclical, electrical equipment, Electrical Steel, Grid Infrastructure, Korea, Transformers, Value
Sep 30, 2023Fund LettersCurreen CapitalGETB.L GetBusy Information TechnologySoftware Bull London Stock ExchangeAccounting Software, Document management, international expansion, SaaS, spinoff, UK
Sep 30, 2023Fund LettersCurreen CapitalFTDR Frontdoor Consumer DiscretionaryDiversified Consumer Services Bull NASDAQHome Services, Low Penetration, recurring revenue, spinoff, subscription model, technology innovation
Sep 30, 2023Fund LettersCurreen CapitalCACC Credit Acceptance FinancialsConsumer Finance Bull NASDAQAuto finance, consumer finance, market share gains, Share Buybacks, subprime lending
Sep 30, 2023Fund LettersCurreen CapitalADV Advantage Solutions Consumer StaplesFood & Staples Retailing Bull NASDAQCapital-light, consumer staples, debt reduction, High ROC, In-store Marketing, SPAC
Sep 30, 2023Fund LettersCurreen CapitalNILB.ST Nilorn Group Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull Stockholm Stock ExchangeEurope, fashion, High ROC, small-cap, Specialty Manufacturing, Textiles
Sep 30, 2023Fund LettersCurreen CapitalLNK.AX Link Administration FinancialsFinancial Services Bull ASXAdministration Solutions, Australia, contrarian, financial services, Value
Sep 30, 2023Fund LettersCurreen CapitalAAP Advance Auto Parts Consumer DiscretionaryAutomotive Retail Bull NYSEAutomotive Retail, contrarian, discount, Quality Business, Value
Sep 30, 2023Fund LettersMadison Investors Fund0A53LN Agilent Technologies Inc Health CareLife Sciences Tools & Services Bull NYSEbiopharmaceuticals, Chromatography, Consumables, diagnostics, Genomics, life sciences, Mass Spectrometry, pharmaceuticals, recurring revenue
Sep 30, 2023Fund LettersMadison Investors FundTXN Texas Instruments Inc Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAnalog, automotive, capital investment, Embedded, Industrial, manufacturing, semiconductors, switching costs
Sep 30, 2023Fund LettersMadison Mid Cap FundTREE Dollar Tree Inc Consumer DiscretionaryDiscount Stores Bull NASDAQconsumer staples, Cyclical, discount retail, market share, traffic growth, turnaround, Value
Sep 30, 2023Fund LettersMadison Small Cap FundHAYW Hayward Holdings Inc. IndustrialsBuilding Products Bull NYSEBuilding Products, cash flow, duopoly, Housing recovery, pool equipment, recurring revenue, Repair and Remodel
Sep 30, 2023Fund LettersMadison Small Cap FundFROG JFrog Ltd. Information TechnologyApplication Software Bull NASDAQDevSecOps, Enterprise software, Mission-Critical, recurring revenue, SaaS, Software Development, technology infrastructure
Sep 30, 2023Fund LettersMadison Small Cap FundOLLI Ollies Bargain Outlet Holdings Inc. Consumer DiscretionarySpecialty Retail Bull NASDAQBranded Merchandise, Closeout Merchandise, consumer staples, discount retail, inflation hedge, retail, value proposition

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