Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 1, 2023Fund LettersMaran Capital ManagementVTY.L Vistry Group Consumer DiscretionaryHousehold Durables Bull London Stock Exchangeactivist investor, affordable housing, asset-light, contrarian, Partnerships Business, Recession-resistant, Share Buybacks, UK Homebuilder
Jul 1, 2023Fund LettersMaran Capital ManagementCTT.LS Correios de Portugal Communication ServicesDiversified Telecommunication Services Bull Euronext Lisbonbanking, Europe, Free Cash Flow, Portuguese Postal, Real Estate Monetization, Share Buybacks, Sum-of-parts, Value Catalyst
Jul 1, 2023Fund LettersMaran Capital ManagementCLAR Clarus Corp Consumer DiscretionaryLeisure Products Bull NASDAQAmmunition, Asymmetric, Climbing Gear, Cyclical, Outdoor Equipment, Sum-of-parts, turnaround, Vehicle Accessories
Jul 1, 2023Fund LettersMaran Capital ManagementCDRE Cadre Holdings IndustrialsAerospace & Defense Bull NYSEBody Armor, Defense, First Responders, IPO Investment, margin expansion, Mission-Critical, recurring revenue
Jul 1, 2023Fund LettersMaran Capital ManagementAPG APi Group IndustrialsCommercial Services & Supplies Bull NYSEBuilding Services, COVID Resilient, Fire Protection, growth, HVAC, industrial services, Quality Business
Jul 1, 2023Fund Letters1 Main CapitalCLMB Limbach IndustrialsConstruction & Engineering Bull NASDAQbusiness transformation, HVAC contractor, M&A Consolidation, margin expansion, Mission-critical Infrastructure, net cash, Owner-direct model
Jul 1, 2023Fund Letters1 Main CapitalKKR KKR & Co FinancialsAsset Management & Custody Banks Bull New York Stock Exchangealternative assets, asset management, AUM growth, cyclical earnings, Deferred income, Dry powder, private equity
Jul 1, 2023Fund Letters1 Main CapitalIWG.L IWG Real EstateOffice REITs Bull London Stock Exchangecapital-light model, Contrarian Investment, Flexible Workspace, Forced Selling, Managed partnerships, Office market, UK Listing
Jul 1, 2023Fund Letters1 Main CapitalDNTL.TO dentalcorp Health CareHealth Care Services Bull Toronto Stock ExchangeCanadian market, cash generation, Defensive Healthcare, Dental Services, Healthcare consolidation, Practice acquisitions, strategic review
Jul 1, 2023Fund Letters1 Main CapitalBFIT Basic-Fit Consumer DiscretionaryLeisure Facilities Bull Euronext AmsterdamDefensive Consumer, European expansion, Low-cost fitness, market consolidation, post-COVID recovery, recurring revenue, Unit economics
Jul 1, 2023Fund LettersRight Tail CapitalCNVRG PM NVR Corp Consumer DiscretionaryHomebuilding Bull NYSEasset-light, capital efficiency, Consumer Discretionary, homebuilder, Housing, Land optioning, market share, Real Estate, vertical integration
Jul 1, 2023Fund LettersFarnam StreetCVX Chevron Corp EnergyIntegrated Oil & Gas Bull NYSEcapital allocation, Capital Cycle, contrarian, Cyclical, dividend, energy, inflation hedge, Oil & Gas, Peak Pessimism, Value
Jul 1, 2023Fund LettersFarnam StreetCLOV Spark Networks Communication ServicesInteractive Media & Services Bear NASDAQacquisition target, Dating Apps, Interactive Media, Management turnover, Niche Brands, revenue decline, small-cap, turnaround
Jul 1, 2023Fund LettersMerion Road CapitalDSGR Distribution Solutions Group IndustrialsTrading Companies & Distributors Bull NASDAQAerospace, Defense, Distribution, Electronic Components, Industrial, M&A, MRO, platform company, recurring revenue, Specialty Distribution, Test Equipment
Jul 1, 2023Fund LettersMerion Road CapitalEDR Endeavor Group Holdings Communication ServicesEntertainment Bull NYSEconglomerate, entertainment, Events Management, live sports, Media rights, sports, Sum-of-parts, Talent Agency, UFC, value unlock, WWE
Jul 1, 2023Fund LettersDKAM Donville Kent Asset ManagementDE.TO Decisive Dividend Corporation IndustrialsIndustrial Conglomerates Bull Toronto Stock ExchangeAcquisitions, compounding, Dividend Growth, growth, Industrial Roll-up, Integration, Metal Fabrication, yield
Jul 1, 2023Fund LettersDKAM Donville Kent Asset ManagementHPS-A.TO Hammond Power Solutions Inc. IndustrialsElectrical Equipment Bull Toronto Stock Exchangeelectrical equipment, Electrification, expansion, Free Cash Flow, Grid Infrastructure, market share, Transformers
Jul 1, 2023Fund LettersDKAM Donville Kent Asset ManagementSTC.TO Sangoma Technologies Corporation Information TechnologyCommunications Equipment Bull Toronto Stock ExchangeCEO transition, Communications Equipment, EBITDA growth, recurring revenue, SaaS, Unified Communications, Value
Jul 1, 2023Fund LettersDKAM Donville Kent Asset ManagementCTC.TO Tucows Inc. Communication ServicesInternet Services & Infrastructure Bull Toronto Stock ExchangeBEAD Program, Broadband Infrastructure, Canada, Fiber Internet, government funding, growth, internet services
Jul 1, 2023Fund LettersDKAM Donville Kent Asset ManagementRET-A.TO Reitmans (Canada) Limited Consumer DiscretionarySpecialty Retail Bull TSX Venture ExchangeCanada, multiple expansion, profitability, restructuring, Specialty retail, turnaround, Value, Women's Apparel

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