Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
-Fund LettersCapicraft Investment PartnersBMA Banco Macro S.A. FinancialsBanks Bull NYSEArgentina, banking, Emerging markets, Equity, Political Reform, South America
-Fund LettersCapicraft Investment PartnersACCOR Cameco Corporation EnergyOil, Gas & Consumable Fuels Bull NYSECanada, Commodities, energy, Equity, Mining, nuclear energy, uranium
-Fund LettersCapicraft Investment PartnersRRC Range Resources Corporation EnergyOil, Gas & Consumable Fuels Bull NYSEAppalachian Basin, energy, Equity, natural gas, Oil & Gas Producer, Pennsylvania
-Fund LettersLeaven PartnersSTSA Satsuma Pharmaceuticals Health CareBiotechnology Bull NASDAQBiotech, CVR, Japanese Acquirer, Migraine, premium, Strategic Buyer, takeover
-Fund LettersLeaven PartnersMTCR Metacrine Health CareBiotechnology Bull NASDAQactivist, Biotech, cash-rich, Distressed, Liquidation, Merger Arbitrage, Special situations
Jun 30, 2023Fund LettersAlluvial Capital Management- Mechanics Bank of Richmond FinancialsRegional Banks Bull Expert Market (OTC)acquisition target, banking, Catalyst, Expert Market, Ford Financial, illiquid, regional bank, Special Situation, Value
Jun 30, 2023Fund LettersAlluvial Capital ManagementLGT.TO Logistec Corporation IndustrialsMarine Ports & Services Bull Toronto Stock ExchangeCanada, Catalyst, environmental services, infrastructure, Marine Terminals, Port Operations, sale process, Special Situation, Value
Jul 1, 2023Fund LettersWedgewood PartnersTSCO Tractor Supply Company Consumer DiscretionarySpecialty Retail Bull NASDAQCore Position, Execution, Inflation Moderation, margin expansion, Relative value, Rural Lifestyle, Specialty retail, store remodeling
Jul 1, 2023Fund LettersWedgewood PartnersCDW CDW Corporation Information TechnologyElectronic Equipment, Instruments & Components Bull NASDAQCheap Multiple, Digital transformation, IT Complexity, IT services, Omni-office, Returns on Capital, technology distribution, Work From Home
Jul 1, 2023Fund LettersWedgewood PartnersTPG Texas Pacific Land Corp EnergyOil, Gas & Consumable Fuels Bull NYSEcapital expenditures, Delaware Basin, energy infrastructure, land holdings, Oil and Gas Royalties, Permian Basin, Resource Scarcity, Water Rights
Jul 1, 2023Fund LettersWedgewood PartnersPYPL PayPal Information TechnologyIT Services Bull NASDAQBranded Payments, digital payments, double-digit growth, e-commerce, financial technology, Payment Volume, Scalable Business, valuation multiple
Jul 1, 2023Fund LettersWedgewood PartnersAAPL|MSFT|NFLX|NVDA|UNH Microsoft Information TechnologySoftware Bull NASDAQAzure, Cloud computing, Digital transformation, double-digit growth, Enterprise software, Office365, productivity software, SaaS
Jul 1, 2023Fund LettersWedgewood PartnersCPRT Copart IndustrialsCommercial Services & Supplies Bull NASDAQAuto auctions, Automotive Complexity, competitive moat, Insurance, market share, Returns on Capital, Total Loss, Vehicle Salvage
Jul 1, 2023Fund LettersWedgewood PartnersGOOGL Alphabet Communication ServicesInteractive Media & Services Bull NASDAQArtificial Intelligence, Automation, Cloud computing, digital advertising, engineering, profitability, Revenue Growth, search engine
Jul 1, 2023Fund LettersWedgewood PartnersAAPL Apple Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQApp Store, asset-light, Ecosystem, high-margin, Mobile Economy, Returns on Capital, services, Smartphones
Jul 1, 2023Fund LettersWedgewood PartnersADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Meta Platforms Communication ServicesInteractive Media & Services Bull NASDAQAI infrastructure, Artificial Intelligence, digital advertising, growth, revenue acceleration, social media, technology, user engagement
Sep 30, 2025Fund LettersMadison Small Cap FundCRL Charles River Laboratories Health CareLife Sciences Tools & Services Bull NYSEBiotech, contract manufacturing, Cro, Drug Discovery, Free Cash Flow, high margins, life sciences, Outsourcing
Sep 30, 2025Fund LettersMadison Small Cap FundEXP Eagle Materials MaterialsConstruction Materials Bull NYSECement, construction materials, Cyclical, high-ROIC, market share gains, residential construction, Share Buybacks, Wallboard
Sep 30, 2025Fund LettersMadison Small Cap FundHXL Hexcel Corporation MaterialsAerospace & Defense Bull NYSEAerospace, Airbus, Boeing, Carbon Fiber, Composite Materials, Cyclical Recovery, Defense, duopoly, high barriers to entry
Jul 10, 2023Fund LettersBlack Bear Value PartnersHCC Warrior Met Coal Inc EnergyCoal & Consumable Fuels Bull NYSEDevelopment Project, Export-driven, Logistics Advantage, metallurgical coal, NOLs, Steelmaking, Sum-of-Parts Valuation

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