Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
-Fund LettersSeven Corners CapitalGNW Genworth Financial FinancialsMulti-line Insurance Bull NYSELong-term Care, Mortgage Insurance, Regulatory Approval, share repurchase, spin-off, Sum-of-parts, value unlock
-Fund LettersSeven Corners CapitalPSHZF Pershing Square Holdings FinancialsAsset Management & Custody Banks Bull Euronext Amsterdamarbitrage, asset management, closed-end fund, concentrated portfolio, Fee Reduction, Hedge Fund, NAV discount
-Fund LettersFirebird US Value FundAIZ Assurant Inc FinancialsMulti-line Insurance Bull NYSEbusiness transformation, Extended Service Contracts, Lender-Placed Insurance, M&A, margin expansion, Mobile Device Protection, Niche markets, Pricing power, specialty insurance
-Fund LettersFirebird US Value FundTRV Travelers Co FinancialsProperty & Casualty Insurance Bull NYSEcapital allocation, combined ratio, Commercial Insurance, dividend, Independent Agents, Property & Casualty Insurance, Regulated Insurer, Share Buybacks, Value
-Fund LettersCrossingBridge AdvisorsMSGPIN M2S Group MaterialsSpecialty Chemicals Bull PrivateBull, Leveraged Loan, Pricing power, private equity, specialty chemicals, Sticky Customers, Thermal Printing, vertical integration
-Fund LettersCrossingBridge AdvisorsAUD Audacy Inc. Communication ServicesBroadcasting Bull NASDAQadvertising, Bankruptcy, broadcasting, Bull, Capital-light, Post-Reorganization, Radio, Soros Fund, turnaround
-Fund LettersCrossingBridge AdvisorsWBA Walgreens Boots Alliance Consumer StaplesDrug Retail Bear NASDAQBear, Credit Deterioration, Drug Retail, Fallen Angel, high yield, Opioid Liabilities, PBM Pressure, Pharmacy, Short Position
-Fund LettersCrossingBridge AdvisorsBA Boeing IndustrialsAerospace & Defense Bear NYSEAerospace, Bear, Credit risk, Criminal Charges, Debt Downgrade, Defense, Fallen Angel, Junk Bond, Safety Issues
-Fund LettersTMR Long Short OpportunitiesMAPS WM Technology Inc Communication ServicesInteractive Media & Services Bull NASDAQactivist, Cannabis, Dominant Position, high margins, Management Buyout, marketplace, network effects, Special Situation, technology platform, undervalued
-Fund LettersTMR Long Short OpportunitiesZENV Zenvia Inc Communication ServicesInteractive Media & Services Bull NASDAQAI-driven, Asset Divestiture, Brazil, Communication platform, Cpaas, Customer Engagement, SaaS, turnaround, Value, Volume-based pricing
-Fund LettersTMR Partners Long OnlyMAPS WM Technology Inc. Communication ServicesInteractive Media & Services Bull NASDAQactivist, Cannabis, Cash generative, Dominant platform, Equity, high margins, marketplace, network effects, Special Situation, undervalued
-Fund LettersTMR Partners Long OnlyZENV Zenvia Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI-driven, Brazil, Cpaas, Customer Engagement, divestiture, Equity, SaaS, technology, turnaround, Volume-based pricing
-Fund LettersTurtle CreekWSC WillScot Mobile Mini Holdings Corp IndustrialsTrading Companies & Distributors Bull NASDAQantitrust, market leader, Modular Offices, Portable Storage, Share Buybacks, Temporary Classrooms, Turnkey Space Solutions
-Fund LettersTurtle CreekKNSL Kinsale Capital Group Inc FinancialsProperty & Casualty Insurance Bull NASDAQexcess and surplus lines, growth, High Multiple, Property & Casualty, specialty insurance, Unregulated Insurance
-Fund LettersTurtle CreekAHT.L Ashtead Group plc IndustrialsTrading Companies & Distributors Bull LSEConstruction Equipment, Equipment Rental, index inclusion, North America, Redomiciliation, S&P 500 inclusion, Sunbelt Rentals
-Fund LettersTurtle CreekDOO.TO BRP Inc Consumer DiscretionaryLeisure Products Bull TSXATV, Consumer Discretionary, Cyclical, innovation, market share, Powersports, Recreational Vehicles, Sea-Doo
-Fund LettersTurtle CreekBERY Berry Global Group Inc MaterialsPaper & Plastic Packaging Products & Materials Bear NYSEBolt-on Acquisitions, capital allocation, consolidation, merger, Multiple arbitrage, Packaging, Plastics, platform company
-Fund LettersTurtle CreekBFH Bread Financial Holdings Inc FinancialsConsumer Finance Bull NYSEconsumer finance, credit cards, Private Label Cards, Regulatory Relief, ROE, Share Buybacks, Sub-prime Lending
-Fund LettersClearBridge Investments Mid Cap Growth StrategyPLTR Palantir Technologies Inc Information TechnologySoftware Bull NYSEAI platform, Commercial Software, Data-integration, government contracts, high margins, rapid growth, Real-time Analytics
-Fund LettersClearBridge Investments Mid Cap Growth StrategyRDDT Reddit Inc Communication ServicesInteractive Media & Services Bull NYSEadvertising, AI Training Data, Community Platform, Data licensing, Early Stage Monetization, social media, User growth

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