Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
-Fund LettersClearBridge Investments Mid Cap Growth StrategyCHWY Chewy Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSECustomer service, e-commerce, growth, Pet Products, Private-label, retail, turnaround, warehouse automation
-Fund LettersMadison Sustainable Equity FundEFX Equifax Inc IndustrialsResearch & Consulting Services Bull NYSECommercial Information, Consumer Data, Credit Reporting, double-digit growth, financial services, margin expansion, Technology Upgrade
-Fund LettersAristotle Core Equity FundZTS Zoetis Inc. Health CarePharmaceuticals Bull NYSEAnimal Health, healthcare, Livestock, Pet Ownership, pharmaceuticals, Protein Demand, Veterinary
-Fund LettersAristotle Core Equity FundDAR Darling Ingredients Inc. MaterialsChemicals Bull NYSEAirlines, Biofuels, Commodities, ESG, materials, Rendering, Sustainable aviation fuel
-Fund LettersAristotle Core Equity FundAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bear NASDAQAI, China, competitive dynamics, consumer electronics, Handsets, Smartphones, technology
-Fund LettersAristotle Core Equity FundNVDA Nvidia Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, Computing, data center, Gpu, hyperscalers, semiconductors, technology
-Fund LettersPzena Investment Management005930.KS Samsung Electronics Technology Hardware & EquipmentTechnology Hardware, Storage & Peripherals Bull Korea Stock ExchangeAI infrastructure, consumer electronics, Cyclical Recovery, DRAM, HBM, Market Share Leader, memory chips, OLED Displays, oligopoly, semiconductors, Smartphones, South Korea, technology hardware
-Fund LettersEnsemble CapitalIEX IDEX Corporation IndustrialsIndustrial Machinery Bull NYSE80/20 System, Decentralized, Fire Safety, Free Cash Flow, healthcare, Industrial, M&A, Mission-Critical, Niche markets, serial acquirer
-Fund LettersEnsemble CapitalRACE Ferrari N.V. Consumer DiscretionaryAutomobile Manufacturers Bull NYSEautomotive, Brand Exclusivity, collectibles, High Net Worth, Hybrid, Italian, Luxury, Pricing power, SUV, Veblen Good
-Fund LettersOldfield Partners Overstone Global Large CapBNZL.L Bunzl plc IndustrialsTrading Companies & Distributors Bull London Stock ExchangeAcquisitions, compounder, consolidation, Free Cash Flow, Non-Food Consumables, One-Stop-Shop, Packaging, UK Distributor, Value
-Fund LettersOldfield Partners Overstone Global Large Cap6971.T Kyocera Corporation Information TechnologyElectronic Equipment, Instruments & Components Bull Tokyo Stock ExchangeCorporate Restructuring, Industrial, Japan, Japanese Conglomerate, price-to-book, Printing Solutions, semiconductors, turnaround, Value
-Fund LettersCrossingBridge AdvisorsWDC Western Digital Corp. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQBond, Corporate Spin-off, Credit Upgrade, data storage, deleveraging, Enterprise Technology, Hard Disk Drives, high yield, Solid State Drives
-Fund LettersBroyhill Asset ManagementWMG Warner Music Group Corp Communication ServicesEntertainment Bull NASDAQArtist roster, Content Ownership, entertainment, Intellectual Property, media, Music Industry, oligopoly, Streaming
-Fund LettersBroyhill Asset ManagementFIS Fidelity National Information Services Inc Information TechnologyData Processing & Outsourced Services Bull NYSEAsset Sale, debt reduction, financial technology, Fintech, portfolio optimization, Self-Help Story, Share Buybacks, turnaround
-Fund LettersBroyhill Asset ManagementAVTR Avantor Inc Health CareLife Sciences Tools & Services Bull NYSEconservative guidance, contrarian, deleveraging, life sciences, private equity, Recovery Play, Tools & Services, turnaround
-Fund LettersBroyhill Asset ManagementFISV Fiserv Inc Information TechnologyData Processing & Outsourced Services Bull NASDAQClover Platform, financial technology, Fintech, Free Cash Flow, operating leverage, payment processing, SaaS, Share Buybacks
-Fund LettersThe London Company Small CapNGVT Ingevity Corporation MaterialsSpecialty Chemicals Bull NYSEautomotive, Emission Standards, environmental regulations, Performance Materials, specialty chemicals, Sum-of-parts
-Fund LettersThe London Company Small CapUNF UniFirst Corporation IndustrialsCommercial Services & Supplies Bull NYSECintas, Commercial Services, M&A Target, Margin Improvement, takeover, Uniform Rental
-Fund LettersThe London Company Small CapATKR Atkore Inc IndustrialsElectrical Components & Equipment Bull NYSEdata centers, Electrical Conduit, Electrification, infrastructure, oligopoly, share repurchases
-Fund LettersThe London Company Small CapRVLV Revolve Group, Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEE-commerce Fashion, margin expansion, Millennial, online retail, Premium Retail, Tariff Pass-through

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