Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
-Fund LettersDeep Sail Capital PartnersELF e.l.f. Beauty Inc. Consumer StaplesPersonal Products Bull NYSEBeauty, consumer staples, Cosmetics, digital marketing, direct-to-consumer, High Growth, Mass retail
-Fund LettersDeep Sail Capital PartnersTSSI TSS Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQdata centers, Dell Partnership, infrastructure, IT Solutions, liquid cooling, technology hardware
-Fund LettersDeep Sail Capital PartnersRKLB Rocket Lab USA Inc. IndustrialsAerospace & Defense Bull NASDAQAerospace, founder-led, growth, Rocket Manufacturing, Satellite Launch, Small Satellites, Space Technology
-Fund LettersDeep Sail Capital PartnersPNG.TO Kraken Robotics Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull TSX Venture Exchangebattery technology, Commercial Marine, Defense, Marine Technology, robotics, Sensors, Underwater Vehicles
-Fund LettersMadison Dividend Income FundHON Honeywell International Inc. IndustrialsIndustrial Conglomerates Bull NASDAQAerospace, Automation, Building Technologies, Cyclical Recovery, dividend aristocrat, high switching costs, industrial conglomerate, recurring revenue, Software, Value
-Fund LettersCurreen CapitalVFC VF Corp Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull NYSEApparel Brands, brand portfolio, capital allocation, dividend cut, new management, turnaround, Value
-Fund LettersCurreen CapitalENR.DE Siemens Energy IndustrialsElectrical Equipment Bull XETRACyclical Recovery, Electricity Transmission, energy infrastructure, German, Power generation, spinoff, Wind Turbines
-Fund LettersCurreen CapitalNILB.ST Nilörn Group Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull Stockholm Stock ExchangeApparel Accessories, Design Services, dividend, European, High ROC, Just-in-Time, Value
-Fund LettersCurreen CapitalGETB.L GetBusy Information TechnologyApplication Software Bull LSEAccounting Software, Document management, Growth Investment, SaaS, spinoff, technology, UK
-Fund LettersCurreen CapitalFTDR Frontdoor Consumer DiscretionarySpecialized Consumer Services Bull NASDAQFree Cash Flow, Home Services, HVAC, market penetration, recurring revenue, Service Plans, spinoff
-Fund LettersCurreen CapitalEHAB Enhabit Health CareHealth Care Services Bull NYSEHealthcare services, Home Healthcare, Hospice, Medicare, spinoff, turnaround, Value
-Fund LettersCurreen CapitalCACC Credit Acceptance FinancialsConsumer Finance Bull NASDAQAuto lending, consumer finance, Free Cash Flow, market share, share repurchases, Subprime, Value
-Fund LettersCrossingBridge AdvisorsLTRPA Liberty TripAdvisor Holdings Communication ServicesInteractive Media & Services Bull NASDAQActivist Credit, Corporate action, Event-driven, Exchangeable, holding company, Put Option, Special situations, Travel
-Fund LettersCrossingBridge AdvisorsBLDR Builder's First Source MaterialsBuilding Products Bull NASDAQBuilding materials, construction, Cyclical, Fragmented Market, high yield, Housing, LBO Candidate, M&A Target
-Fund LettersCrossingBridge AdvisorsMGNI Magnite Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising technology, Connected tv, Credit, digital media, floating rate, SaaS, technology, Term Loan
-Fund LettersClearBridge Investments International Growth ADR StrategyBN.PA Danone SA Consumer StaplesFood Products Bull Euronext Parisconsumer staples, demographic trends, Food Beverages, france, Margin Improvement, Medical Nutrition, portfolio transformation
-Fund LettersClearBridge Investments International Growth ADR Strategy0992.HK Lenovo Group Limited Information TechnologyTechnology Hardware, Storage & Peripherals Bull Hong Kong Stock ExchangeAI PCs, China, market share, Operating System Upgrade, Personal Computers, Server Storage, technology hardware
-Fund LettersClearBridge Investments International Growth ADR Strategy4091.T Nippon Sanso Holdings Corporation MaterialsChemicals Bull Tokyo Stock ExchangeCorporate Governance, Industrial Gases, Japan, M&A activity, materials, ROE improvement, Shareholder Engagement
-Fund LettersClearBridge Investments International Growth ADR Strategy8766.T Tokio Marine Holdings Inc FinancialsInsurance Bull Tokyo Stock Exchangecross-holdings, Global Insurer, Japan, M&A, Premium Increases, Property & Casualty Insurance, value unlock
-Fund LettersClearBridge Investments International Growth ADR Strategy7936.T ASICS Corporation Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull Tokyo Stock ExchangeAthletic Footwear, Brand Quality, Japan, Operational Improvement, Running Shoes, Specialty retail, turnaround

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