Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| - | Fund Letters | CrossingBridge Advisors | AUD | Audacy Inc. | Communication Services | Broadcasting | Bull | NASDAQ | advertising, Bankruptcy, broadcasting, Bull, Capital-light, Post-Reorganization, Radio, Soros Fund, turnaround | Login |
| - | Fund Letters | CrossingBridge Advisors | WBA | Walgreens Boots Alliance | Consumer Staples | Drug Retail | Bear | NASDAQ | Bear, Credit Deterioration, Drug Retail, Fallen Angel, high yield, Opioid Liabilities, PBM Pressure, Pharmacy, Short Position | Login |
| - | Fund Letters | CrossingBridge Advisors | BA | Boeing | Industrials | Aerospace & Defense | Bear | NYSE | Aerospace, Bear, Credit risk, Criminal Charges, Debt Downgrade, Defense, Fallen Angel, Junk Bond, Safety Issues | Login |
| - | Fund Letters | TMR Long Short Opportunities | MAPS | WM Technology Inc | Communication Services | Interactive Media & Services | Bull | NASDAQ | activist, Cannabis, Dominant Position, high margins, Management Buyout, marketplace, network effects, Special Situation, technology platform, undervalued | Login |
| - | Fund Letters | TMR Long Short Opportunities | ZENV | Zenvia Inc | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI-driven, Asset Divestiture, Brazil, Communication platform, Cpaas, Customer Engagement, SaaS, turnaround, Value, Volume-based pricing | Login |
| - | Fund Letters | TMR Partners Long Only | MAPS | WM Technology Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | activist, Cannabis, Cash generative, Dominant platform, Equity, high margins, marketplace, network effects, Special Situation, undervalued | Login |
| - | Fund Letters | TMR Partners Long Only | ZENV | Zenvia Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI-driven, Brazil, Cpaas, Customer Engagement, divestiture, Equity, SaaS, technology, turnaround, Volume-based pricing | Login |
| - | Fund Letters | Turtle Creek | WSC | WillScot Mobile Mini Holdings Corp | Industrials | Trading Companies & Distributors | Bull | NASDAQ | antitrust, market leader, Modular Offices, Portable Storage, Share Buybacks, Temporary Classrooms, Turnkey Space Solutions | Login |
| - | Fund Letters | Turtle Creek | KNSL | Kinsale Capital Group Inc | Financials | Property & Casualty Insurance | Bull | NASDAQ | excess and surplus lines, growth, High Multiple, Property & Casualty, specialty insurance, Unregulated Insurance | Login |
| - | Fund Letters | Turtle Creek | AHT.L | Ashtead Group plc | Industrials | Trading Companies & Distributors | Bull | LSE | Construction Equipment, Equipment Rental, index inclusion, North America, Redomiciliation, S&P 500 inclusion, Sunbelt Rentals | Login |
| - | Fund Letters | Turtle Creek | DOO.TO | BRP Inc | Consumer Discretionary | Leisure Products | Bull | TSX | ATV, Consumer Discretionary, Cyclical, innovation, market share, Powersports, Recreational Vehicles, Sea-Doo | Login |
| - | Fund Letters | Turtle Creek | BERY | Berry Global Group Inc | Materials | Paper & Plastic Packaging Products & Materials | Bear | NYSE | Bolt-on Acquisitions, capital allocation, consolidation, merger, Multiple arbitrage, Packaging, Plastics, platform company | Login |
| - | Fund Letters | Turtle Creek | BFH | Bread Financial Holdings Inc | Financials | Consumer Finance | Bull | NYSE | consumer finance, credit cards, Private Label Cards, Regulatory Relief, ROE, Share Buybacks, Sub-prime Lending | Login |
| - | Fund Letters | ClearBridge Investments Mid Cap Growth Strategy | PLTR | Palantir Technologies Inc | Information Technology | Software | Bull | NYSE | AI platform, Commercial Software, Data-integration, government contracts, high margins, rapid growth, Real-time Analytics | Login |
| - | Fund Letters | ClearBridge Investments Mid Cap Growth Strategy | RDDT | Reddit Inc | Communication Services | Interactive Media & Services | Bull | NYSE | advertising, AI Training Data, Community Platform, Data licensing, Early Stage Monetization, social media, User growth | Login |
| - | Fund Letters | ClearBridge Investments Mid Cap Growth Strategy | MRVL | Marvell Technology Inc | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI infrastructure, custom silicon, data centers, hyperscale, Networking, semiconductors, Storage | Login |
| - | Fund Letters | ClearBridge Investments Mid Cap Growth Strategy | APP | AppLovin Corporation | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI platform, e-commerce, Free Cash Flow, Gaming, Mobile Advertising, monetization, SaaS | Login |
| - | Fund Letters | Miller Howard North American Energy Fund | AESI | Atlas Energy Solutions | Energy | Oil & Gas Equipment & Services | Bull | NYSE | Conveyor Infrastructure, Delaware Basin, Energy Services, Logistics, Proppant Supply, Sand Mining | Login |
| - | Fund Letters | Miller Howard North American Energy Fund | WTTR | Select Water Solutions | Energy | Oil & Gas Equipment & Services | Bull | NYSE | E&P Support, Energy Services, Pipeline infrastructure, Wastewater Treatment, Water Management | Login |
| - | Fund Letters | Spear Advisors | TSLA | Tesla Inc | Consumer Discretionary | Automobile Manufacturers | Bull | NASDAQ | AI applications, autonomous driving, Electric Vehicles, Full Autonomy, regulatory support, robotaxi, Technology Transition | Login |
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