Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 14, 2023Fund LettersStenham Asset ManagementACP.WA Canadian Pacific Railway Limited IndustrialsRailroads Bull TSXdefensive, Freight, infrastructure, Long-dated Assets, Moat, North America, railroad, Transportation
Apr 14, 2023Fund LettersRoss & Van CompernolleVEB.KL Velesto Energy Bhd EnergyEnergy Equipment & Services Bull Bursa MalaysiaCyclical Recovery, Day-rates, Energy Services, Jack-up Rigs, Malaysia, offshore drilling, Petronas, Underinvestment
Apr 14, 2023Fund LettersRoss & Van CompernolleMEDC.JK Medco Energi Internasional Tbk PT EnergyOil, Gas & Consumable Fuels Bull Indonesia Stock ExchangeCommodity Exposure, Copper, E&P, Gold, Indonesia, integrated energy, Mining, Oil & Gas, Power generation
Apr 14, 2023Fund LettersRoss & Van CompernolleDNL.PS D&L Industries Inc MaterialsSpecialty Chemicals Bull Philippine Stock Exchangecapacity expansion, Export Growth, high-margin, manufacturing, Philippines, R&D, specialty chemicals
Apr 14, 2023Fund LettersRoss & Van CompernolleGTCAP.PS GT Capital Holdings Inc FinancialsDiversified Financial Services Bull Philippine Stock Exchangeautomotive, banking, conglomerate, diversified holdings, Philippines, Real Estate, recovery, Value
Apr 14, 2023Fund LettersSpree Capital AdvisersACP.WA Canadian Pacific Kansas City IndustrialsRailroads Bull NYSECanada, capital allocation, Equity, Industrial, infrastructure, merger, Mexico, Nearshoring, North America, oligopoly, operating leverage, railroads, synergies, Transportation
Apr 14, 2023Fund LettersGeorge BoltonGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, Competition, generative AI, innovation, platform, Search
Apr 14, 2023Fund LettersGeorge BoltonNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAcceleration, AI, CUDA, datacenter, Ecosystem, GPUs, platform, Software, Training
Apr 14, 2023Fund LettersGeorge BoltonAMD Advanced Micro Devices, Inc. Information TechnologySemiconductors Bull NASDAQAI, CapEx, Compute, datacenter, GPUs, growth, marketshare, Product cycle, semiconductors
Apr 13, 2023Fund LettersLVS Advisory - DefensiveGOGO Gogo Inc Communication ServicesWireless Telecommunication Services Bull NASDAQ5G, Aviation Connectivity, business jets, high margins, Monopoly, Penetration Growth, Satellite, subscription revenue
Apr 13, 2023Fund LettersLVS Advisory - DefensiveJYNT The Joint Corp Health CareHealth Care Services Bull NASDAQAlternative Healthcare, Chiropractic, Franchising, growth, Healthcare services, Quality Business
Apr 13, 2023Fund LettersLVS Advisory - DefensiveBJ BJ's Wholesale Club Holdings Inc Consumer StaplesHypermarkets & Super Centers Bull NYSEconsumer staples, East Coast, Fee Increase, grocery, Membership, same-store sales, Warehouse club
Apr 13, 2023Fund LettersLVS Advisory - DefensiveAAPL|MSFT|NFLX|NVDA|UNH Netflix Inc Communication ServicesEntertainment Bull NASDAQAdvertising Tier, Content, monetization, Paid Sharing, Revenue Growth, Streaming, Subscription
Apr 13, 2023Fund LettersLVS Advisory - DefensiveACGL|CHH|FDS|GWRE|IBKR|IDXX|MTN|SPOT|TSLA Interactive Brokers Group Inc FinancialsInvestment Banking & Brokerage Bull NASDAQBalance Sheet Safety, Commission Revenue, Competitive Advantage, Electronic Brokerage, global markets, Interest Rate Upside, market share gains
Apr 13, 2023Fund LettersLVS Advisory - DefensiveSCHW The Charles Schwab Corporation FinancialsInvestment Banking & Brokerage Bear NYSEBanking Crisis, Brokerage, capital return, Deposit Flight, interest rate sensitivity, liquidity risk, wealth management
Apr 13, 2023Fund LettersLVS Advisory - DefensiveAVID Avid Technology Inc Information TechnologyTechnology Hardware, Storage & Peripherals Neutral NASDAQAudio Production, Content Creation, Entertainment Technology, Media Technology, Professional Software, Streaming, Video Production
Apr 13, 2023Fund LettersPurpose Investment PartnersTALEN Talen Energy Corporation UtilitiesIndependent Power and Renewable Electricity Producers Bull NYSEBankruptcy, Debt-to-Equity, Distressed debt, electricity generation, Recovery Value, restructuring, Rights Offering
Apr 13, 2023Fund LettersPurpose Investment PartnersDISH DISH Network Corporation Communication ServicesCable & Satellite Bull NASDAQ5G, convertible debt, Credit Opportunity, Dislocation, Free Cash Flow, Satellite TV, Technical Selling, Wireless Spectrum
Apr 12, 2023Fund LettersEnnismore Global Equity FundDIEPA.BR D'Ieteren SA Consumer DiscretionarySpecialty Retail Bull Euronext BrusselsADAS Technology, Automotive Services, Belgium, holding company, Insurance Distribution, private equity, Sum-of-parts, turnaround, Value, Windscreen Repair
Apr 11, 2023Fund LettersMatrix Dividend IncomeSUNP IN Union Pacific Corporation IndustrialsRailroads Bull NYSECost advantage, dividend, growth, Industrials, infrastructure, market share, railroads, Transportation, Value

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