Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2023Fund LettersVulcan Value Partners - Large CapDEO Diageo plc Consumer StaplesDistillers & Vintners Bull LSEbrand portfolio, consumer staples, Global, market share gains, premium brands, premiumization, Pricing power, Recession-resistant, Spirits
Sep 30, 2023Fund LettersVulcan Value Partners - Small CapDEEPSEEK Sealed Air Corp. MaterialsPaper & Plastic Packaging Products & Materials Bull NYSEBrand Leadership, Bubble Wrap, Consumables, Cryovac, e-commerce, Food Safety, Packaging, switching costs
Sep 30, 2023Fund LettersVulcan Value Partners - Small CapSMRT SmartRent Inc. Information TechnologySoftware Bull NYSEApartment Technology, digital services, growth opportunity, Hardware, proptech, Rental Management, Smart home, Software
Sep 30, 2023Fund LettersVulcan Value Partners - Small CapEDELWEISS ISS A/S IndustrialsCommercial Services & Supplies Bull Copenhagen Stock ExchangeCost Pass-through, Denmark, Facilities Management, global scale, Margin stability, Multinational Clients, Non-core Services, Outsourcing
Sep 30, 2023Fund LettersVulcan Value Partners - Small CapITRN Ituran Location and Control Ltd. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQgrowth initiatives, Insurance Technology, Israel, recurring revenue, Technology Services, Telematics, Value Compounding, Vehicle Recovery
Sep 30, 2023Fund LettersVulcan Value Partners - Small CapMLKN MillerKnoll Inc. Consumer DiscretionaryHome Furnishings Bull NASDAQCost management, Design, furniture, Home, Multi-channel, Office, premium brands, turnaround
Sep 30, 2023Fund LettersVulcan Value Partners - Small CapAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Inc. Health CareManaged Health Care Bull NYSEDemographics, healthcare, Healthcare services, Insurance, Integrated Model, network effects, Optum, Scale Advantages
Sep 30, 2023Fund LettersVulcan Value Partners - Small CapTXN Texas Instruments Inc. Information TechnologySemiconductors Bull NASDAQAnalog, Free Cash Flow, High Barriers, Long-term Focus, market leader, Mission-Critical, semiconductors, technology
Sep 30, 2023Fund LettersVulcan Value Partners - Small CapAMAR Marriott International Inc. Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull NASDAQasset-light, brand portfolio, capital efficiency, Franchising, Free Cash Flow, Hotels, network effects, Travel Recovery
Sep 30, 2023Fund LettersVulcan Value Partners - Small CapDEO Diageo plc Consumer StaplesDistillers & Vintners Bull NYSEbrand portfolio, consumer staples, Global, premium brands, premiumization, Pricing power, Recession-resistant, Spirits
Sep 30, 2023Fund LettersApis Deep Value Fund010120.KS LS Electric Co Ltd IndustrialsElectrical Components & Equipment Bull Korea Stock ExchangeCHIPS Act, Electrical infrastructure, Korea, margin expansion, Onshoring, Switchgear, turnkey solutions
Sep 30, 2023Fund LettersApis Deep Value Fund267270.KS HD Hyundai Electric Co Ltd IndustrialsElectrical Components & Equipment Bull Korea Stock Exchangebacklog, Electrical infrastructure, Electrical Steel, Grid modernization, Korea, Transformers, U.S. expansion
Sep 30, 2023Fund LettersApis Deep Value Fund1211.HK BYD Company Limited Consumer DiscretionaryAutomobile Manufacturers Bull Hong Kong Stock ExchangeChina, Cost advantage, Electric Vehicles, Free Cash Flow, manufacturing, market leader, NEV
Sep 30, 2023Fund LettersApis Deep Value FundAMZN Amazon.com Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bear NASDAQConsumer Recession, e-commerce, FAANG, High Multiple, Mega Cap, Overvaluation, technology
Sep 30, 2023Fund LettersApis Flagship Fund- LS Electric IndustrialsElectrical Equipment Bull Korea Exchangeautomotive, CHIPS Act, electrical equipment, industrial services, Korea, Onshoring, semiconductors, turnkey solutions, Value
Sep 30, 2023Fund LettersApis Flagship Fund- HD Hyundai Electric IndustrialsElectrical Equipment Bull Korea Exchangeelectrical equipment, Grid Infrastructure, growth, Korea, Power Transmission, Transformers, utilities, Value
Sep 30, 2023Fund LettersApis Global Discovery Fund- Text, S.A. Information TechnologyApplication Software Bull Warsaw Stock ExchangeARPU growth, cross-selling, Customer Service Software, Dividend Growth, Free Cash Flow, LiveChat, Poland, SaaS
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 Exchangeelectrical equipment, Electrical Steel, Grid Infrastructure, High-Voltage, Korea, Transformers, U.S. expansion, Value
Sep 30, 2023Fund LettersArtisan Global DiscoverySWAV Shockwave Medical Inc Health CareHealth Care Equipment Bull NASDAQcardiovascular, FDA approval, Intravascular Lithotripsy, Medical devices, Pipeline Investment, Revenue Growth, Treatment Capacity

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