Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 23, 2023Fund LettersSaltlight CapitalADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Meta Platforms Communication ServicesInteractive Media & Services Bull NASDAQAd Targeting, Artificial Intelligence, digital advertising, iOS Privacy Changes, network effects, Performance Marketing, Personalization, programmatic advertising, social media, user engagement
-Fund LettersVulcan Value Partners - FocusDEEPSEEK Sealed Air Corp. MaterialsPaper Packaging Bull NYSEbrand recognition, E-commerce Growth, Food Safety, high switching costs, Protective Packaging, Razor-Blade Model, Sticky Customers
Jan 31, 2024Fund LettersStarboard ValueARIS|BAB LN|GDDY|GXI|III LN|IOT|IRTC|MIPS SS|RBC|SAIA|SPOT|SRT GR|TTD|WING GoDaddy Inc. Information TechnologyInternet Services & Infrastructure Bull NASDAQactivist, e-commerce, Free Cash Flow, internet services, margin expansion, Payments, recurring revenue, SaaS, share repurchases, turnaround, Value
-Fund LettersVulcan Value Partners - FocusAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Inc. Health CareManaged Health Care Bull NYSEDemographics, health insurance, Healthcare services, network effects, Optum Growth, Scale Advantages, vertical integration
-Fund LettersVulcan Value Partners - FocusTXN Texas Instruments Inc. Information TechnologySemiconductors Bull NASDAQAnalog Semiconductors, Electronic Content Growth, Free Cash Flow, High Barriers, Long-term Management, Mission-Critical, Stable Markets
-Fund LettersVulcan Value Partners - FocusAMAR Marriott International Inc. Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull NASDAQasset-light, brand portfolio, franchise model, high-ROIC, Hotel Conversion, Loyalty Programs, network effects, Travel Recovery
-Fund LettersVulcan Value Partners - FocusDEO Diageo plc Consumer StaplesDistillers & Vintners Bull LSEbrand portfolio, Global-consumer, high-ROIC, premium brands, premiumization, Pricing power, Recession-resistant, Spirits
Feb 7, 2024Fund LettersMindset Value FundMRMD MariMed Consumer StaplesAgricultural Products Bear OTCCannabis, CFO Resignation, Fraud, Internal Controls, Multi-State Operator, Operational Risk, Regulatory Delays
Feb 7, 2024Fund LettersMindset Value FundAYRWF AYR Wellness Consumer StaplesAgricultural Products Bull OTCCannabis, capital structure, Distressed debt, high yield, Opportunistic, restructuring, Senior secured
Feb 7, 2024Fund LettersMindset Value FundBRND/U CN|HQI HireQuest IndustrialsHuman Resource & Employment Services Neutral NASDAQacquisition, franchise, Portfolio Management, Russell 2000, Staffing, Temporary Help, Workers Compensation
Feb 7, 2024Fund LettersMindset Value FundGRUSF Grown Rogue Consumer StaplesAgricultural Products Bull OTCCannabis, cash flow, Craft, Cultivation, EBITDA, growth, market leader, Michigan, New Jersey, Oregon
Jan 10, 2024Fund LettersMiller Value Partners Income StrategyJXN Jackson Financial Inc FinancialsLife & Health Insurance Bull NYSEAnnuities, capital returns, Insurance, life insurance, RILA, share repurchases
Jan 10, 2024Fund LettersMiller Value Partners Income StrategyBKE The Buckle Consumer DiscretionarySpecialty Retail Bull NYSEApparel, cash generation, dividend yield, Free Cash Flow, Special dividend, Specialty retail
Jan 10, 2024Fund LettersMiller Value Partners Income StrategyWAL Western Alliance Bancorp FinancialsRegional Banks Bull NYSEbanking, capital ratios, deposit growth, net interest margin, regional banks, tangible book value
-Fund LettersLeaven Partners0869.HK Playmates Toys Ltd Consumer DiscretionaryLeisure Products Neutral Hong Kong Stock Exchangeasset-light model, cash-rich, COVID Recovery, Entertainment Franchises, Hong Kong, Licensing, Toy Manufacturer, turnaround, Value Investment
Dec 31, 2023Fund LettersAriel International FundWIZZ.L Wizz Air Holdings Plc IndustrialsAirlines Bull London Stock ExchangeEngine Issues, European Airline, Fleet Grounding, intrinsic value, Middle East Expansion, Route Optimization, Ultra Low-Cost Carrier
Dec 31, 2023Fund LettersAriel International FundAIR FP|ICLR|LIN|MRVL|NOW|TSM Taiwan Semiconductor Manufacturing Company Ltd Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEAdvanced Manufacturing, Artificial Intelligence, Cyclical Entry, Integrated Circuits, semiconductor foundry, Taiwan, technology leadership
Dec 31, 2023Fund LettersAriel International Fund005930.KS Samsung Electronics Co Ltd Information TechnologyTechnology Hardware, Storage & Peripherals Bull Korea ExchangeCyclical Recovery, Display Technology, Foundry business, Korean Technology, memory semiconductors, Smartphones, Supply-Demand
Dec 31, 2023Fund LettersAriel International Fund105560.KS KB Financial Group Inc FinancialsBanks Bull Korea ExchangeDiversified Profits, Financial Holding Company, Korean Bank, market leader, Private Market Value, shareholder returns
Dec 31, 2023Fund LettersAriel International FundGFNORTEO.MX Grupo Financiero Banorte SAB de CV FinancialsBanks Bull Mexican Stock ExchangeConsumer loans, credit quality, low-cost deposits, Mexican Bank, Nearshoring, net interest margin, return on equity

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