Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2023Fund LettersPolen Capital - U.S. SMID Company GrowthAMDOCS Doximity Communication ServicesInteractive Media & Services Neutral NYSEBiopharmaceutical Advertising, growth outlook, Healthcare Technology, Physician Engagement, Professional Network, Roi, Self-service Model
Sep 30, 2023Fund LettersPolen Capital - U.S. SMID Company GrowthFTCH Farfetch Consumer DiscretionaryInternet & Direct Marketing Retail Bear NYSEdigital services, Luxury E-commerce, management execution, margin compression, online marketplace, Position exit, Revenue Miss
Sep 30, 2023Fund LettersPolen Capital - U.S. SMID Company GrowthYETI YETI Holdings Consumer DiscretionaryLeisure Products Bull NYSEbrand strength, Coolers, Drinkware, Lifestyle Products, Outdoor Brand, premium products, product recall
Sep 30, 2023Fund LettersPolen Capital - U.S. SMID Company GrowthARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM Globant Information TechnologyIT Consulting & Other Services Bull NYSECyclical Resilience, Digital transformation, It consulting, long-term growth, Technology Services
Sep 30, 2023Fund LettersPolen Capital - U.S. SMID Company GrowthGSHD Goosehead Insurance FinancialsInsurance Brokers Bull NASDAQAgent Productivity, Brokerage, Cost efficiency, Disruptive Business Model, Insurance, market share gains, Personal Lines
Oct 18, 2023Fund LettersMassif CapitalCTM.AX Centaurus Metals MaterialsDiversified Metals & Mining Bull ASXAustralia, Battery metals, Brazil, Electric Vehicles, Equity, ESG, Low-Carbon, Mining, Nickel, Sulfide Deposit
Dec 31, 2023Fund LettersTHB Asset ManagementATMU Atmus Filtration Technologies Inc. Capital GoodsIndustrial Machinery Bull NASDAQaftermarket, commercial vehicles, defensive, Emissions Standards, filtration, industrial machinery, Oem, patents, spin-off, Value
Dec 31, 2023Fund LettersPolen Capital - Focus GrowthABNB Airbnb Inc Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQgrowth, hospitality, marketplace, network effects, platform, Sharing Economy, Travel, Two-Sided Market
Dec 31, 2023Fund LettersPolen Capital - Focus GrowthAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Azure, Cloud computing, Co-Pilot, Enterprise software, generative AI, LLM, productivity software, SaaS
Dec 31, 2023Fund LettersPolen Capital - Focus GrowthAMZN Amazon.com Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQArtificial Intelligence, AWS, Cloud computing, digital advertising, e-commerce, Free Cash Flow, Logistics, Operational Leverage
Dec 31, 2023Fund LettersPolen Capital - Focus GrowthCRM Salesforce Inc Information TechnologyApplication Software Bull NYSECloud computing, CRM, Customer service, Enterprise software, margin expansion, operational efficiency, SaaS, Sales Automation
Dec 31, 2023Fund LettersPolen Capital - Focus GrowthAIR FP|ICLR|LIN|MRVL|NOW|TSM ServiceNow Inc Information TechnologySystems Software Bull NYSEAutomation, Cloud computing, Digital transformation, Enterprise software, growth, SaaS, technology, Workflow
Oct 17, 2023Fund LettersUpslope Capital ManagementBALL Ball Corp MaterialsMetal & Glass Containers Bull NYSEAluminum cans, Asset Divestiture, Beverage Packaging, consumer staples, defensive, deleveraging, materials, Share Buybacks, turnaround
Dec 31, 2023Fund LettersPolen Capital - Focus GrowthAAPL|MSFT|NFLX|NVDA|UNH Netflix Inc Communication ServicesEntertainment Bull NASDAQadvertising, Content, digital media, entertainment, growth, SaaS, Streaming, Subscription, turnaround
Oct 16, 2023Fund LettersMiller Value Partners Income Strategy^FTSE AT&T Inc. Communication ServicesIntegrated Telecommunication Services Bull NYSEdebt reduction, defensive, dividend, Equity, Free Cash Flow, telecommunications, undervalued, Value
Feb 8, 2024Fund LettersVan Der Mandele Arar FundALOKW.PA OKWind Groupe IndustrialsElectrical Equipment Bull Euronext Parisagriculture, Agrivoltaic, energy storage, france, growth, renewable energy, Solar, water treatment
Feb 8, 2024Fund LettersVan Der Mandele Arar FundONEW OneWater Marine Inc Consumer DiscretionarySpecialty Retail Bull NASDAQAcquisitions, Buy and Build, Consumer Discretionary, Inventory, Luxury, Marine, retail, US
Feb 8, 2024Fund LettersVan Der Mandele Arar FundAWE.L Alphawave IP Group Information TechnologySemiconductors & Semiconductor Equipment Bull London Stock ExchangeAI, Connectivity, datacenter, growth, Ip, semiconductors, technology infrastructure, UK
Oct 15, 2023Fund LettersMayar CapitalKVUE Kenvue Inc Household & Personal ProductsPersonal Products Bull NYSEbeauty products, brand portfolio, Consumer-health, Fmcg, OTC Medications, personal care, spin-off, Value
Oct 15, 2023Fund LettersMayar CapitalCAP.PA Capgemini SE Software & ServicesIT Consulting & Other Services Bull Euronext ParisDigital transformation, Enterprise software, Europe, It consulting, Offshore Outsourcing, professional services, Technology Enabler, Technology Services

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