Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2023Fund LettersCove Street Capital Small Cap Value FundVSAT Viasat Inc Communication ServicesSatellite Telecommunications Bull NASDAQbroadband, Cyclical, Satellite, Space, strategic value, telecommunications, turnaround
Sep 30, 2023Fund LettersOakmark Global FundCSCO Cisco Systems Information TechnologyCommunications Equipment Bull NASDAQHardware, IT infrastructure, Networking, Security, Software, Splunk, Subscriptions, technology
Sep 30, 2023Fund LettersOakmark Global FundABC Brunswick Corporation Consumer DiscretionaryLeisure Products Bull NYSEAccessories, aftermarket, Cyclical, manufacturing, Marine, Mercury, Outboard Engines, Parts
Sep 30, 2023Fund LettersOakmark Global FundADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Oracle Corporation Information TechnologySystems Software Bull NYSECloud computing, Database, Digital transformation, Enterprise software, infrastructure, SaaS, Software
Sep 30, 2023Fund LettersOakmark Global FundSTJ.L St. James's Place FinancialsAsset Management & Custody Banks Bull London Stock Exchangeasset management, Capital-light, Fee Compression, Pension Reform, Regulatory, UK, wealth management
Sep 30, 2023Fund LettersOakmark Global FundCHTR Charter Communications Communication ServicesCable & Satellite Bull NASDAQbroadband, cable, media, Mobile, Spectrum, Subscriber Growth, telecommunications
Sep 30, 2023Fund LettersVulcan Value Partners - All CapDEEPSEEK Sealed Air Corp. MaterialsPaper Packaging Bull NYSECryovac, e-commerce, Food Safety, Mission-Critical, Packaging, Razor-Blade Model, Sticky Customers, switching costs
Sep 30, 2023Fund LettersVulcan Value Partners - All CapAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Inc. Health CareManaged Health Care Bull NYSEDemographics, growth, health insurance, Healthcare services, Integrated Model, network effects, Optum, Scale Advantages
Sep 30, 2023Fund LettersVulcan Value Partners - All CapTXN Texas Instruments Inc. Information TechnologySemiconductors Bull NASDAQAnalog Semiconductors, Free Cash Flow, High Barriers, Long-term Focus, Mission-Critical, Pricing power, Stable Markets, technology
Sep 30, 2023Fund LettersVulcan Value Partners - All CapAMAR Marriott International Inc. Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull NASDAQasset-light, brand portfolio, Franchising, Free Cash Flow, Hotels, Loyalty Programs, network effects, Travel Recovery
Sep 30, 2023Fund LettersVulcan Value Partners - All CapDEO Diageo plc Consumer StaplesDistillers & Vintners Bull London Stock Exchangebrand portfolio, consumer staples, defensive, Global, high margins, premium brands, premiumization, Pricing power, Spirits
Sep 30, 2023Fund LettersVulcan Value Partners - Focus PlusDEEPSEEK Sealed Air Corp. MaterialsPaper Packaging Bull NYSEBrand Leadership, Cryovac, e-commerce, Food Safety, Mission-Critical, Packaging, Sticky Relationships, switching costs
Sep 30, 2023Fund LettersVulcan Value Partners - Focus PlusAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Inc. Health CareManaged Health Care Bull NYSEDemographics, Dual Engine Growth, health insurance, Healthcare services, market leadership, network effects, Optum, Scale Advantages
Sep 30, 2023Fund LettersVulcan Value Partners - Focus PlusTXN Texas Instruments Inc. Information TechnologySemiconductors Bull NASDAQAnalog, Free Cash Flow, High Barriers, long-term strategy, market leadership, Mission-Critical, Power management, semiconductors
Sep 30, 2023Fund LettersVulcan Value Partners - Focus PlusAMAR Marriott International Inc. Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull NASDAQasset-light, brand portfolio, Conversion Growth, Franchising, Free Cash Flow, Hotels, network effects, Travel Recovery
Sep 30, 2023Fund LettersVulcan Value Partners - Focus PlusDEO Diageo plc Consumer StaplesDistillers & Vintners Bull LSEbrand portfolio, consumer staples, Global, premium brands, premiumization, Pricing power, Recession-resistant, Spirits
Sep 30, 2023Fund LettersVulcan Value Partners - Large CapDEEPSEEK Sealed Air Corp. MaterialsPaper Packaging Bull NYSEBrand Leadership, e-commerce, Food Safety, Industrial, Mission-Critical, Packaging, Razor-Blade Model, recurring revenue, switching costs
Sep 30, 2023Fund LettersVulcan Value Partners - Large CapAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Inc. Health CareManaged Health Care Bull NYSEDemographics, diversified revenue, health insurance, Healthcare services, Integrated Care, market leader, network effects, Optum, Scale Advantages
Sep 30, 2023Fund LettersVulcan Value Partners - Large CapTXN Texas Instruments Inc. Information TechnologySemiconductors Bull NASDAQAnalog, Free Cash Flow, High Barriers, Long-term Management, market leader, Mission-Critical, semiconductors, Stable Markets, technology
Sep 30, 2023Fund LettersVulcan Value Partners - Large CapAMAR Marriott International Inc. Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull NASDAQasset-light, balance sheet improvement, brand portfolio, Franchising, Free Cash Flow, Hotels, network effects, Travel Recovery, Unit growth

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