Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
-Fund LettersSpree Capital AdvisersAMT American Tower Corp Real EstateSpecialized REITs Bull NYSE5G Networks, Artificial Intelligence, Data Consumption, Edge computing, operating leverage, REITs, telecommunications infrastructure, Wireless Carriers
-Fund LettersApis Deep Value FundHNRG Hallador Energy Company UtilitiesIndependent Power and Renewable Electricity Producers Bull NASDAQBaseload Generation, Capacity Market, Coal Power, data centers, Grid Interconnection, Independent Power Producer, MISO Region, Power Shortage
-Fund LettersApis Deep Value FundTLN Talen Energy Corporation UtilitiesIndependent Power and Renewable Electricity Producers Bull NASDAQArtificial Intelligence, Baseload Generation, data centers, Independent Power Producer, Nuclear Power, PJM Market, Power Purchase Agreement, Share Buybacks
-Fund LettersJDP CapitalCZR Caesars Entertainment, Inc. Consumer DiscretionaryCasinos & Gaming Bull NASDAQbuybacks, Casinos, Digital transformation, Gaming, Interest Rate Sensitive, online sports betting, Travel, Value
-Fund LettersJDP Capital2318.HK Ping An Insurance (Group) Company of China, Ltd. FinancialsInsurance Bull Hong Kong Stock Exchangebuybacks, cash-rich, China, financial services, Fintech, Insurance, Stimulus, Value
-Fund LettersJDP CapitalBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock Exchangebuybacks, cash-rich, China, Cloud computing, consumer, e-commerce, Stimulus, Value
-Fund LettersJDP Capital0700.HK Tencent Holdings Limited Communication ServicesInteractive Media & Services Bull Hong Kong Stock Exchangebuybacks, cash-rich, China, Gaming, social media, Stimulus, technology, Value
-Fund LettersLangdon Canadian Smaller CompaniesWED.TO Westaim Corporation FinancialsAsset Management & Custody Banks Bull Toronto Stock Exchangealternative assets, Arena Investors, asset management, CC Capital, holding company, Insurance, NAV discount, Private Credit, specialty insurance, Value
-Fund LettersLangdon Canadian Smaller CompaniesAW.TO A&W Revenue Royalties Income Fund Consumer DiscretionaryRestaurants Bull Toronto Stock ExchangeCanada, Culture, franchise, growth, management, Multi-brand, Pret-A-Manger, QSR, Restaurants, Royalty
-Fund LettersLangdon Global Smaller CompaniesRBREW.DC Royal Unibrew A/S Consumer StaplesBrewers Bull Copenhagen Stock ExchangeBrewers, consumer staples, defensive, Europe, European Beverages, Margin stability, Revenue Growth, valuation discount, Value
-Fund LettersLangdon Global Smaller CompaniesFEVR.L Fevertree Drinks PLC Consumer StaplesSoft Drinks Bull LSEBeverages, consumer staples, defensive, Margin recovery, Premium Mixers, Revenue Growth, UK, valuation discount, Value
-Fund LettersLangdon Global Smaller CompaniesWED.TO Westaim Corporation FinancialsInvestment Banking & Brokerage Bull TSXasset management, Delaware, Insurance Platform, Investment Holding Company, NAV discount, Private Credit, private equity, specialty insurance, turnaround, Value Realization
-Fund LettersLangdon Canadian Smaller CompaniesATS.TO ATS Corporation IndustrialsIndustrial Machinery Bull Toronto Stock ExchangeAcquisitions, Continuous Improvement, Decentralized Culture, engineering, Europe, Global Platform, Industrial automation, life sciences, Manufacturing Solutions, Medical devices
-Fund LettersLangdon Canadian Smaller CompaniesATZ.TO Aritzia Inc. Consumer DiscretionarySpecialty Retail Bull Toronto Stock ExchangeCanada, e-commerce, Everyday Luxury, growth, international expansion, Multi-brand Portfolio, Real Estate Strategy, Specialty retail, US Expansion, Women's Fashion
-Fund LettersLangdon Global Smaller CompaniesALSK.PA Esker SA Information TechnologyApplication Software Bull Euronext ParisEnterprise software, Finance Software, france, private equity, SaaS, sticky revenue, takeover, workflow automation
-Fund LettersLangdon Global Smaller CompaniesYETI YETI Holdings Inc Consumer DiscretionaryLeisure Products Neutral NYSEBrand, Consumer products, Coolers, Drinkware, Europe, Outdoor Recreation, Product Portfolio, retail
-Fund LettersLatitude Global FundUNH UnitedHealth Group Incorporated Health CareManaged Health Care Bull New York Stock ExchangeBelow Market Valuation, Consistent Execution, Defensive growth, health insurance, Healthcare Technology, market leader, Optum Services, US Healthcare
-Fund LettersLatitude Global FundCOR Cencora Inc Health CareHealth Care Distributors Bull New York Stock Exchangecustomer concentration risk, Drug Distribution, Generic Competition, Healthcare Supply Chain, portfolio diversification, Sector Rebalancing, US Healthcare
-Fund LettersLatitude Global FundRYA.L Ryanair Holdings plc IndustrialsAirlines Bull London Stock ExchangeAncillary Revenue, capital returns, Counter-Cyclical Investment, European Aviation, Fleet Modernization, market share growth, net cash position, operational efficiency, Ultra Low-Cost Carrier
-Fund LettersMondrian International Equity Value Opportunities6201.T Toyota Industries Corporation IndustrialsIndustrial Machinery Bull Tokyo Stock Exchangecapital allocation, Cross-shareholdings, industrial machinery, Japan, Share Buybacks, shareholder returns, value unlock

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