Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
-Fund LettersKovitz Core Equity^VIX Visa Inc. Information TechnologyData Processing & Outsourced Services Bull NYSECompounders, digital payments, Fintech, high margins, infrastructure, network effects, secular growth, Transaction Processing, Two-sided Platform
-Fund LettersLatitude Global FundABAC Bank of America Corporation FinancialsBanks Bull NYSEBanks, BTFP, deposit base, Equity, financial services, HTM Securities, interest rate risk, Money Center Bank, ROC, Systemic Bank, Value
-Fund LettersLatitude Global FundJPM JPMorgan Chase & Co. FinancialsBanks Bull NYSEBanks, capital ratios, consolidation, defensive, Deposit Flight, Equity, financial services, HTM Securities, Money Center Bank, ROC, Value
Jul 1, 2024Fund LettersLVS Advisory - Event Driven0GEG LN GE Aerospace IndustrialsAerospace & Defense Bull NYSEAerospace Engines, Commercial Aviation, Defense, Joint venture, Manufacturing Innovation, market leadership, MRO services, Predictive Maintenance, Supply chain resilience
Jul 1, 2024Fund LettersLVS Advisory - Event DrivenDALN|FND|ROKU|WOSG LN Rockwell Automation Inc IndustrialsIndustrial Machinery Bull NYSEArtificial Intelligence, Control Systems, Defense Manufacturing, Digital Twins, industrial AI, Industrial automation, Manufacturing Technology, Predictive Maintenance, Reshoring
Jul 1, 2024Fund LettersLVS Advisory - Event DrivenHWM Howmet Aerospace Inc IndustrialsAerospace & Defense Bull NYSEadvanced materials, aerospace components, Commercial Aviation, Defense Contractor, Manufacturing Technology, Military Aircraft, Precision Engineering, supply chain
Jul 1, 2024Fund LettersLVS Advisory - Event DrivenAABA Boeing Company IndustrialsAerospace & Defense Bull NYSEAerospace, China market, Commercial Aviation, Defense, manufacturing, Order Backlog, Quality Improvement, Reshoring, turnaround
Jul 1, 2024Fund LettersAfrican Lions Fund0GEG LN GE Aerospace IndustrialsAerospace & Defense Bull NYSEAerospace, Aviation Recovery, CFM International, Defense, Jet Engines, manufacturing, MRO services, Narrow-body Aircraft, Predictive Maintenance, Reshoring, supply chain, Widebody Aircraft
Jul 1, 2024Fund LettersAfrican Lions FundDALN|FND|ROKU|WOSG LN Rockwell Automation Inc IndustrialsIndustrial Machinery Bull NYSEArtificial Intelligence, Control Systems, Defense, Digital Twins, Factory Optimization, Industrial automation, manufacturing, Predictive Maintenance, Quality Control, Reshoring, Sensors
Jul 1, 2024Fund LettersAfrican Lions FundHWM Howmet Aerospace Inc IndustrialsAerospace & Defense Bull NYSEadvanced materials, Aerospace Supplier, Boeing Supplier, Commercial Aviation, Defense, Military Aircraft, Next-Generation Manufacturing, Precision Engineering, supply chain, technology adoption
Jul 1, 2024Fund LettersAfrican Lions FundAABA Boeing Company IndustrialsAerospace & Defense Bull NYSEAerospace, Air Travel Recovery, China market, Commercial Aviation, Defense, manufacturing, Order Backlog, Quality Improvement, Reshoring, turnaround
Oct 1, 2024Fund LettersThe Wolf of Harcourt StreetAGX Argan Inc. IndustrialsConstruction & Engineering Bull NYSEAI infrastructure, Coal Retirement, construction, data centers, dividend, energy transition, Natural Gas Power Plants, Power Grid, Zero Debt
Oct 1, 2024Fund LettersThe Wolf of Harcourt StreetZETA Zeta Global Holdings Corp. Information TechnologyApplication Software Bull NASDAQadvertising technology, Artificial Intelligence, Cookie-free Platform, market share gains, Martech, Revenue Growth, SaaS, valuation discount
May 3, 2023Fund LettersVergentASTC Saudi Telecom Co. Communication ServicesIntegrated Telecommunication Services Bull Saudi Stock Exchange (Tadawul)Communication Services, Free Cash Flow, Government Receivables, market leader, Saudi Arabia, telecommunications, turnaround, Value
May 3, 2023Fund LettersVergent- National Co. for Learning and Education Consumer DiscretionaryEducation Services Bull Saudi Stock Exchange (Tadawul)Consumer Discretionary, Education Services, Family Business, growth, K-12 Schools, Private education, Saudi Arabia
-Fund LettersMondrian Global Equity Fund7203.T Toyota Industries Corporation Capital GoodsIndustrial Machinery Bull Tokyo Stock ExchangeAuto Components, balance sheet strength, Corporate Governance, Cross-shareholdings, Equity, Forklifts, industrial machinery, Japan, Share Buybacks, Sum-of-Parts Valuation, takeover target, Toyota Group, Value
-Fund LettersClearBridge Investments Small Cap Growth StrategyGERN Geron Corporation Health CareBiotechnology Bull NASDAQbiotechnology, Blood Cancer, Commercialized Drug, Oncology, Revenue Opportunity, Treatment Cycling, undervalued
-Fund LettersClearBridge Investments Small Cap Growth StrategyHIMS Hims & Hers Health Inc Health CareHealth Care Technology Bull NYSEbrand recognition, Consumer-health, digital health, Healthcare IT, Profitability Improvement, Revenue Growth, telehealth
-Fund LettersClearBridge Investments Small Cap Growth StrategyARCH Archrock Inc EnergyOil & Gas Equipment & Services Bull NYSECapacity Constrained, Compression Services, energy infrastructure, natural gas, Production Support, secular growth
-Fund LettersClearBridge Investments Small Cap Growth StrategyRKLB Rocket Lab USA Inc IndustrialsAerospace & Defense Bull NASDAQAerospace, founder-led, government contracts, Satellite Launch, Small Payloads, Space Economy, Spacecraft Manufacturing

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