Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
-Fund LettersSeven Corners CapitalGNW Genworth Financial FinancialsMulti-line Insurance Bull NYSECorporate Restructuring, Insurance, Mortgage Insurance, Regulatory Approval, Share Buybacks, spin-off, Sum-of-parts, value unlock
-Fund LettersSeven Corners CapitalPSHZF Pershing Square Holdings FinancialsAsset Management & Custody Banks Bull Euronext Amsterdamasset management, Berkshire Model, Bill Ackman, closed-end fund, Corporate Restructuring, Hedge Fund, NAV discount, value unlock
Jan 15, 2024Fund LettersVision CapitalLULU Lululemon Athletica Inc. Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull NASDAQathleisure, athletic apparel, brand loyalty, direct-to-consumer, e-commerce, international expansion, premium, retail
Jan 15, 2024Fund LettersVision CapitalAAPL|MSFT|NFLX|NVDA|UNH NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAccelerated Computing, Artificial Intelligence, CUDA, data center, GPUs, growth, semiconductors, technology
Jan 26, 2024Fund LettersTourlite Capital ManagementAFCG Franklin Covey Consumer DiscretionaryDiversified Consumer Services Bull NYSEActivist Catalyst, Asset Sale, Education Division, share repurchases, strategic review, Training Services, Value
Jan 26, 2024Fund LettersTourlite Capital ManagementROIV Roivant Sciences Health CareBiotechnology Bull NASDAQAsymmetric, biotechnology, drug development, holding company, Patent Litigation, pipeline, Sum-of-parts, value creation
Jan 26, 2024Fund LettersTourlite Capital ManagementLTCH Latch Information TechnologyTechnology Hardware, Storage & Peripherals Bull OTCAccounting Issues, CEO change, deep value, Delisting, Ring Founder, Smart Home Technology, turnaround
Jan 26, 2024Fund LettersTourlite Capital ManagementBKD Kyndryl Information TechnologyIT Services Bull NYSEbacklog conversion, Customer Stickiness, IT services, long-term contracts, margin expansion, spin-off, turnaround
Jan 26, 2024Fund LettersTourlite Capital ManagementFIP FTAI Infrastructure Real EstateSpecialized REITs Bull NASDAQAsset Sale, debt refinancing, infrastructure, Jefferson Terminal, Preferred Redemption, Transtar, value unlocking
Jan 26, 2024Fund LettersTourlite Capital ManagementESPR Esperion Therapeutics Health CareBiotechnology Neutral NASDAQbiotechnology, Cash runway, Catalyst, Event-driven, Litigation Settlement, Special Situation
Jan 26, 2024Fund LettersTourlite Capital ManagementAPG APi Group IndustrialsCommercial Services & Supplies Bull NYSEChubb Integration, FCF yield, industrial services, margin expansion, recurring revenue, Value
Jan 26, 2024Fund LettersTourlite Capital ManagementFTAI FTAI Aviation IndustrialsAerospace & Defense Bull NASDAQAerospace, Aviation, C-Corp, cash flow growth, Leasing, Modular Factory, PMA Parts, spin-off
Jan 26, 2024Fund LettersMoon Capital ManagementMBIN Merchants Bancorp FinancialsRegional Banks Bull NASDAQAgency Lender, asset-light model, high ROE, insider ownership, Low Interest Rate Risk, Mortgage Warehousing, Multifamily Lending, regional banks, Value
Dec 31, 2023Fund LettersWeitz Partners III Opportunity FundCGPN.L Global Payments, Inc. Information TechnologyData Processing & Outsourced Services Bull NYSECompetitive Durability, financial technology, global scale, Merchant Services, New Position, payment processing, valuation opportunity
Dec 31, 2023Fund LettersWeitz Partners III Opportunity FundLBRDA Liberty Broadband Corp. Communication ServicesCable & Satellite Bull NASDAQbroadband, cable, Charter Communications, Footprint Expansion, holding company, Subscriber Competition, Wireless Business
Dec 31, 2023Fund LettersWeitz Partners III Opportunity Fund4IMPRINT Perimeter Solutions SA MaterialsSpecialty Chemicals Bull NYSECalifornia Markets, cyclical business, Fire Retardants, Firefighting Foam, market leader, specialty chemicals, Wildfire Management
Dec 31, 2023Fund LettersWeitz Partners III Opportunity FundCCRD CoreCard Corp. Information TechnologyData Processing & Outsourced Services Bull NASDAQApple Card, credit cards, Entrepreneurial management, financial technology, Goldman Sachs, Partnership Transition, payment processing
Dec 1, 2023Fund LettersBernzott Capital Advisors - US Small CapNNN NNN REIT Real EstateEquity Real Estate Investment Trusts (REITs) Bull NYSEAcquisitive Growth, conservative balance sheet, Defensive Income, Dividend Growth, Real Estate, REIT, triple net lease
Dec 1, 2023Fund LettersBernzott Capital Advisors - US Small CapCOO|CW|DKNG|FSS|HALO|ZD Halozyme Therapeutics Health CareBiotechnology Bull NASDAQbiotechnology, drug delivery, licensing agreements, Oncology, Pharmaceutical Partnerships, recurring revenue, royalty revenue
Dec 1, 2023Fund LettersBernzott Capital Advisors - US Small CapPTEN Patterson-UTI Energy EnergyOil, Gas & Consumable Fuels Bull NASDAQcash flow generation, Cost Reduction, Cyclical Recovery, Drilling Services, energy equipment, Merger Synergies, oilfield services

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