Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
-Fund LettersSaga PartnersTRUP Trupanion Inc FinancialsInsurance Bull NASDAQClaims Processing, distribution network, Low-cost Provider, Payout ratio, pet insurance, Subscription, Territory Partners, underwriting, vertical integration, Veterinary
-Fund LettersSeven Corners CapitalRKT Rocket Companies FinancialsThrifts & Mortgage Finance Bull NYSECyclical, financials, founder-led, Housing, Interest rates, mortgage finance
-Fund LettersSeven Corners CapitalSD SandRidge Energy EnergyOil & Gas Exploration & Production Bull NYSECarl Icahn, energy, ESG, Free Cash Flow, Oil & Gas, Value
-Fund LettersBrown Capital Management Mid Company FundNTRA Natera Health Care Equipment & SuppliesLife Sciences Tools & Services Bull NASDAQCancer Recurrence, Clinical Validation, Diagnostic Testing, DNA Detection, Prenatal Testing, R&D investment, Reimbursement, Transplant Monitoring
-Fund LettersSeven Corners CapitalTPB Turning Point Brands Consumer StaplesTobacco Neutral NYSEActivist Target, business separation, consumer staples, Legacy Brands, tobacco, Value trap
-Fund LettersBrown Capital Management Mid Company FundFIVN Five9 SoftwareApplication Software Bull NASDAQAI integration, Cloud software, Contact center, E-commerce Growth, Enterprise Deals, Legacy Replacement, Revenue Per Seat, Seat-Based Model
-Fund LettersSeven Corners CapitalGNW Genworth Financial FinancialsMulti-line Insurance Bull NYSEconglomerate discount, Insurance, Mortgage Insurance, restructuring, Sum-of-parts, Value
-Fund LettersBrown Capital Management Mid Company FundCRL Charles River Laboratories Life Sciences Tools & ServicesLife Sciences Tools & Services Bull NYSEbiotech funding, contract research, Cyclical Recovery, Drug Discovery, FDA approval, interest rate sensitivity, market leader, Pre-clinical Services
-Fund LettersSeven Corners CapitalPSHZF Pershing Square Holdings FinancialsAsset Management & Custody Banks Bull Euronext Amsterdamactivist, asset management, closed-end fund, Hedge Fund, NAV discount, Value
-Fund LettersBrown Capital Management Mid Company FundPODD Insulet Health Care Equipment & SuppliesHealth Care Equipment Bull NASDAQCGM Integration, Diabetes Management, Insulin Pump, international expansion, Manufacturing efficiency, market leader, Medical devices, Tubeless Technology
-Fund LettersBrown Capital Management Mid Company FundGWRE Guidewire Software SoftwareApplication Software Bull NYSEcloud migration, Digital transformation, GAAP profitability, Insurance-software, Legacy System Replacement, P&C insurance, SaaS, subscription model
-Fund Letters180 Degree Capital CorpSCOR comScore, Inc. Communication ServicesInteractive Media & Services Bull NASDAQBoard activism, capital structure, Communication Services, digital advertising, EBITDA growth, Equity, Interactive Media, Media Measurement, US
-Fund Letters180 Degree Capital CorpAREN The Arena Group Holdings, Inc. Communication ServicesInteractive Media & Services Bear NYSE AmericanCommunication Services, digital media, Equity, Governance, Interactive Media, Legal Issues, merger, Sports Illustrated, US
-Fund Letters180 Degree Capital CorpLTRX Lantronix, Inc. Information TechnologyCommunications Equipment Bear NASDAQActivism, Communications Equipment, Distribution Channels, Equity, information technology, IoT, Management Change, turnaround, US
-Fund Letters180 Degree Capital CorpQMCO Quantum Corporation Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQActivism, Artificial Intelligence, data storage, Equity, information technology, strategic sale, technology hardware, turnaround, US
-Fund Letters180 Degree Capital CorpSNCR Synchronoss Technologies, Inc. Information TechnologyApplication Software Bull NASDAQBoard activism, Cloud computing, Equity, information technology, recurring revenue, SaaS, Software, turnaround, US
-Fund Letters180 Degree Capital CorpPBPB Potbelly Corporation Consumer DiscretionaryRestaurants Bull NASDAQConsumer Discretionary, Equity, Fast casual, Franchising, Restaurants, same-store sales, traffic growth, US
-Fund LettersPalm Harbour CapitalIGT International Game Technology Consumer DiscretionaryCasinos & Gaming Bull NYSECasinos, deleveraging, Gaming, Italy, Lottery, merger, spin-off, technology, Value
-Fund LettersApis Deep Value Fund4403.T NOF Corporation MaterialsSpecialty Chemicals Bull Tokyo Stock ExchangeCorporate Governance, Cosmetics ODM, Defense Contractor, Drug Delivery Systems, Japan, Lipid Nanoparticles, Muji, pharmaceuticals, specialty chemicals, Value
-Fund LettersApis Deep Value FundMGNI Magnite, Inc. Communication ServicesInteractive Media & Services Bull NASDAQadtech, Connected tv, CTV, digital advertising, Google Antitrust, Netflix Partnership, programmatic advertising, Publisher Platform, SaaS, technology

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