Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
-Fund LettersClearBridge Investments International Growth ADR Strategy4543.T Terumo Corporation Health Care Equipment & ServicesHealth Care Equipment Bull Tokyo Stock ExchangeBlood Management, cardiovascular, Healthcare Equipment, Japan, M&A, Medical devices, secular growth
-Fund LettersRiver Oaks CapitalIVFH Innovative Food Holdings Consumer Staples Distribution & RetailFood Distributors Bull NASDAQasset-light, Broadline Distributors, Drop Shipping, Equity, Food service, niche market, Specialty food distribution, Tuck-in Acquisitions, turnaround
-Fund LettersLyrical Asset ManagementTEP.PA Teleperformance SE Information TechnologyIT Services Bull Euronext ParisAI, BPO, Business process outsourcing, Customer service, Europe, france, IT services, technology, Value
-Fund LettersLyrical Asset Management005930.KS Samsung Electronics Co., Ltd. Information TechnologyTechnology Hardware, Storage & Peripherals Bull Korea Stock ExchangeAI, DRAM, HBM, memory chips, Nand, semiconductors, South Korea, technology hardware, turnaround, Value
-Fund LettersCapicraft Investment PartnersLBRT Landbridge EnergyOil & Gas Exploration & Production Bull NASDAQAI infrastructure, data centers, energy, Hydraulic Fracturing, land holdings, Oil & Gas, Permian Basin, royalty company, Texas, Water Rights
-Fund LettersSeven Corners CapitalSD SandRidge Energy EnergyOil & Gas Exploration & Production Bull NYSEAnadarko Basin, Carl Icahn, ESG Impact, Free Cash Flow, Oil & Gas, supply constraints, Well Recompletion
-Fund LettersSeven Corners CapitalRKT Rocket Companies FinancialsThrifts & Mortgage Finance Bull NYSEfounder-led, housing market, Interest Rate Cycle, Mortgage Lending, Refinancing, technology platform
-Fund LettersSeven Corners CapitalTPB Turning Point Brands Consumer StaplesTobacco Bull NYSEActivist Target, Dividend Increase, Legacy Brands, Rolling Papers, Smokeless Tobacco, spin-off, tobacco
-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

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