Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 1, 2023Fund LettersPalm Valley Capital ManagementLAS.TO Lassonde Industries Consumer StaplesSoft Drinks Bull TSXBeverages, Canada, Cost Inflation, Fruit Juices, inventory normalization, Pricing power, turnaround, Value
Jul 1, 2023Fund LettersPalm Valley Capital ManagementBHARATBIJ.NS TrueBlue IndustrialsHuman Resource & Employment Services Bull NYSEBlue-collar, Cyclical, debt-free, Free Cash Flow, manufacturing, Staffing, Transportation, Value, Warehouse
Jul 1, 2023Fund LettersPalm Valley Capital ManagementAAP Advance Auto Parts Consumer DiscretionaryAutomotive Retail Bull NYSEAftermarket Parts, Automotive Retail, DIY, inventory normalization, Professional Channel, Recession-resistant, turnaround, Value
Jul 1, 2023Fund LettersGeneration Investment Management Global EquityAMAT Applied Materials, Inc. Information TechnologySemiconductor Equipment Bull NASDAQAI infrastructure, Capital equipment, China exposure, Cyclical, Deposition, Domestic Manufacturing, Etch, Fab Equipment, government incentives, Lagging Edge, semiconductor equipment, Services Business, Taiwan
Jul 1, 2023Fund LettersTrojan Fund from Troy Asset ManagementGOOGL Alphabet Inc. Software & ServicesInternet Software & Services Bull NASDAQArtificial Intelligence, digital advertising, internet services, large-cap, technology, Value
Jul 1, 2023Fund LettersTrojan Fund from Troy Asset ManagementAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Software & ServicesSystems Software Bull NASDAQArtificial Intelligence, Cloud computing, large-cap, Software, technology, Value
Jun 30, 2023Fund LettersMagellan Global FundAMZN Amazon.com Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAWS, Cloud computing, e-commerce, growth, innovation, Logistics, Long Term Investing, marketplace, platform, technology
Jun 30, 2023Fund LettersMagellan Global FundAAPL|MSFT|NFLX|NVDA|UNH Netflix Inc Communication ServicesEntertainment Bull NASDAQAd-supported, Content, entertainment, margin expansion, Platform Monetization, revenue diversification, Streaming, Subscription
Jun 30, 2023Fund LettersBronte Capital Amalthea FundREGN Regeneron Pharmaceuticals Health CareBiotechnology Bull NASDAQbiotechnology, Copd, drug development, FDA approval, Inflammatory Diseases, manufacturing, Monoclonal Antibodies, Oncology, Ophthalmology, patent expiration
Jun 30, 2023Fund LettersBronte Capital Amalthea FundGNS.L Genus Consumer StaplesAgricultural Products Bull London Stock ExchangeAgricultural Genetics, Animal Protein, biotechnology, China, CRISPR, Cyclical, Gene Editing, Livestock, pork production, royalty model
Jun 30, 2023Fund LettersVulcan Value Partners - Large CapCHKP. ELV Elevance Health Inc. Health CareManaged Health Care Bull NYSEdefensive, Government Programs, health insurance, healthcare, managed care, Scale Advantages
Jun 30, 2023Fund LettersVulcan Value Partners - Large CapENS EnerSys IndustrialsElectrical Components & Equipment Bull NYSEbackup power, energy storage, Grid modernization, industrial batteries, Recovery Play
Jun 30, 2023Fund LettersVulcan Value Partners - Large CapPRG PROG Holdings Inc. FinancialsConsumer Finance Bull NYSEconsumer finance, Counter-cyclical, Credit, Free Cash Flow, Lease-to-Own, Non-Prime
Jun 30, 2023Fund LettersVulcan Value Partners - Large CapMEDP Medpace Holdings Inc. Health CareLife Sciences Tools & Services Bull NASDAQBiotech, Clinical trials, Cro, life sciences, Outsourcing, Pharmaceutical
Jun 30, 2023Fund LettersVulcan Value Partners - Large CapSFR SmartRent Inc. Information TechnologyApplication Software Bull NYSEDigital transformation, proptech, real estate technology, recurring revenue, SaaS, Smart home
Jun 30, 2023Fund LettersVulcan Value Partners - Large CapDNB Dun & Bradstreet Holdings Inc. IndustrialsResearch & Consulting Services Bull NYSEasset-light, business intelligence, Data Analytics, high switching costs, proprietary database, recurring revenue
Jun 30, 2023Fund LettersVulcan Value Partners - Large Cap^GSPC Genpact Ltd. Information TechnologyIT Consulting & Other Services Bull NYSEBPO, Digital transformation, IT services, Outsourcing, spinoff, technology
Jun 30, 2023Fund LettersVulcan Value Partners - Large CapSSNC SS&C Technologies Holdings Inc. Information TechnologyApplication Software Bull NASDAQfinancial services, founder-led, healthcare, high margins, recurring revenue, SaaS, Software
Jun 30, 2023Fund LettersVulcan Value Partners - Large CapFISV Fiserv Inc. Information TechnologyData Processing & Outsourced Services Bull NASDAQfinancial services, Fintech, Free Cash Flow, high switching costs, Payments, SaaS, Value
Jun 30, 2023Fund LettersCurreen CapitalADV Advantage Solutions Consumer DiscretionarySpecialized Consumer Services Bull NYSEacquisition strategy, Covenant-light Debt, COVID Recovery, High Returns on Capital, In-store Marketing, Retail Merchandising, Sampling Programs, SPAC, turnaround, Value

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: