Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 31, 2023Fund LettersTourlite Capital ManagementFIP FTAI Infrastructure IndustrialsTransportation Infrastructure Bull NASDAQasymmetric upside, cash flow generation, Non-Recourse Debt, Port Terminal, railroad, Sum-of-parts, Transportation Infrastructure, Value
Dec 31, 2023Fund LettersVulcan Value Partners - All CapDNB Dun & Bradstreet Holdings Inc IndustrialsResearch & Consulting Services Bull NYSEasset-light, Business Data, Credit assessment, Data Analytics, Free Cash Flow, High retention, risk management
Oct 31, 2023Fund LettersTourlite Capital ManagementLTCH Latch Information TechnologyTechnology Hardware & Equipment Bull NASDAQDelisting, Financial Restatement, Forced Selling, proptech, regulatory compliance, Smart Access, Special Situation
Dec 31, 2023Fund LettersVulcan Value Partners - All Cap- Bureau Veritas SA IndustrialsResearch & Consulting Services Bull Euronext ParisCertification, Global Services, Industrial, Inspection, regulatory compliance, Testing Services, Value
Oct 31, 2023Fund LettersTourlite Capital ManagementBKD Kyndryl Information TechnologyIT Services Bull NYSEContract Transition, IT services, Legacy Backlog, margin expansion, Operational Turnaround, Profitability Improvement
Dec 31, 2023Fund LettersVulcan Value Partners - All CapLFUS Littelfuse Inc Information TechnologyElectronic Components Bull NASDAQautomotive, Circuit Protection, Electrification, Electronic Components, Industrial, small-cap, Value
Oct 31, 2023Fund LettersTourlite Capital ManagementFTAI FTAI Aviation IndustrialsAerospace & Defense Bull NASDAQAerospace, Aviation, Cost efficiency, Modular Factory, Parts Manufacturing, PMA Approval, Regulatory Approval
Dec 31, 2023Fund LettersVulcan Value Partners - All CapFORT.L Forterra plc MaterialsBuilding Products Bull London Stock ExchangeBuilding materials, construction, duopoly, Pricing power, small-cap, UK housing, Value
Dec 31, 2023Fund LettersVulcan Value Partners - All CapIBTX.L Ibstock plc MaterialsBuilding Products Bull London Stock ExchangeBuilding materials, construction, duopoly, Pricing power, small-cap, UK housing, Value
Dec 31, 2023Fund LettersVulcan Value Partners - All CapDEO Diageo plc Consumer StaplesDistillers & Vintners Bull London Stock Exchangeconsumer staples, Free Cash Flow, Global distribution, premium brands, Pricing power, Spirits, Value
Dec 31, 2023Fund LettersVulcan Value Partners - FocusDNB Dun & Bradstreet Holdings Inc IndustrialsResearch & Consulting Services Bull NYSEasset-light, Business Data, Credit risk, Equity, Free Cash Flow, High retention, proprietary database, SaaS
Dec 31, 2023Fund LettersVulcan Value Partners - Focus- Bureau Veritas SA IndustrialsResearch & Consulting Services Bull Euronext ParisCertification, Equity, global scale, Inspection, Mission-Critical, regulatory compliance, Testing Services, Value
Dec 31, 2023Fund LettersVulcan Value Partners - FocusLFUS Littelfuse Inc Information TechnologyElectronic Components Bull NASDAQCircuit Protection, Electrification, Electronic Components, Equity, growth, Inventory Destocking, small-cap, Value
Dec 31, 2023Fund LettersVulcan Value Partners - FocusFORT.L Forterra plc MaterialsBuilding Products Bull London Stock ExchangeBuilding materials, Cyclical, duopoly, Equity, Pricing power, small-cap, UK housing, Value
Dec 31, 2023Fund LettersVulcan Value Partners - FocusIBTX.L Ibstock plc MaterialsBuilding Products Bull London Stock ExchangeBuilding materials, Cyclical, duopoly, Equity, Pricing power, small-cap, UK housing, Value
Dec 31, 2023Fund LettersVulcan Value Partners - FocusDEO Diageo plc Consumer StaplesDistillers & Vintners Bull London Stock Exchangeconsumer staples, Equity, Free Cash Flow, Global distribution, premium brands, Pricing power, Spirits, Value
Dec 31, 2023Fund LettersVulcan Value Partners - Focus Plus- Bureau Veritas SA IndustrialsResearch & Consulting Services Bull Euronext ParisCertification, defensive, global diversification, Inspection, Mission-Critical, regulatory compliance, secular growth, Testing Services
Dec 31, 2023Fund LettersVulcan Value Partners - Focus PlusDEO Diageo plc Consumer StaplesDistillers & Vintners Bull LSEconsumer staples, Free Cash Flow, Global distribution, premium brands, Pricing power, Regulated Industry, Spirits, Value
Oct 1, 2023Fund LettersDKAM Donville Kent Asset ManagementKUT.TO RediShred Capital Corp IndustrialsCommercial Services & Supplies Bull Toronto Stock ExchangeAcquisitions, Canada, Cash Earnings, Commercial Services, Cyclical, Document Shredding, High Return CAPEX, small-cap
Oct 1, 2023Fund LettersDKAM Donville Kent Asset ManagementCTS.TO Converge Technology Solutions Corp Information TechnologyIT Services Bull Toronto Stock ExchangeCanada, cash flow positive, cloud solutions, EBITDA growth, growth, IT services, small-cap, technology

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