RLH Capital – GSRI
Bull thesis on GSR IV Acquisition Corp. from RLH Capital
Bank of America Corporation
Pitch Summary: Bank of America has shown strong financial performance in Q1 2026, with net interest income remaining stable at $15.75B, which is higher than expected. The bank reported a 9% increase in pre-tax income and a 12% increase in net income compared to the previous quarter. Preferred dividends are well-covered, with a payout ratio […]
PM Capital Australian Companies Fund JPM
Bull thesis on J.P. Morgan from PM Capital Australian Companies Fund
City Different Investments – Multi-Cap Core JPM
Bull thesis on J.P. Morgan from City Different Investments – Multi-Cap Core
DKAM Donville Kent Asset Management DE.TO
Bull thesis on Decisive Dividend Corporation from DKAM Donville Kent Asset Management
Taiwan Semiconductor – How Can You Not Be Bullish Now? (Q1 Review)Taiwan Semiconductor Manufacturing Company Limited – TSM
Pitch Summary: TSMC reported a Q1 revenue of $35.9 billion, reflecting a 41% YoY growth, driven by booming demand for advanced chip technology. The company commands a 72% market share in semiconductor manufacturing, with dominance in advanced nodes below 3nm, crucial for AI applications. TSMC’s technological leadership and capacity constraints ensure continued outperformance. The company’s […]
Brennan Asset Management CODI
Neutral thesis on Compass Diversified Holdings from Brennan Asset Management
Sandhill Investment Management JPM
Bull thesis on J.P. Morgan from Sandhill Investment Management
Peak Asset Management JPM
Bull thesis on J.P. Morgan from Peak Asset Management
Capital One Financial Corporation
Pitch Summary: The Series J Preferred Stock of Capital One Financial Corporation offers a reasonable yield for its risk level, despite trading below its liquidation preference of $25. With a coupon of 4.800%, it is the second-highest among Capital One’s publicly traded preferred stock series and is likely to be called soon, especially if the […]
FPA Queens Road Small Cap Value Fund 2025 Q4 (UGI)
Pitch Summary: UGI Corp (UGI) is a well-run gas and electric utility in Western Pennsylvania and West Virginia. The company also owns a sizable, regulated pipeline business, a large propane distribution business in Europe, and Amerigas, the U.S.’s largest propane distributor. UGI has been redirecting cash flow to pay down debt at Amerigas and the […]
Vanguard International High Dividend Yield Index Fund;ETF
Pitch Summary: VYMI has shown a total return of approximately 25% since July 2025, outperforming the S&P 500’s 8.5% return. The ETF’s focus on international value stocks has benefited from a rotation away from US growth markets. Despite a lack of significant portfolio changes, VYMI’s financials-heavy allocation and value focus have positioned it well in […]
Citigroup Inc.
Pitch Summary: Citigroup’s new 6.250% Depositary Shares Noncumulative Preferred Stock, Series II (C.PR.R) offers a current yield of 6.18% and a yield to call of 6.16%. While the company’s capital structure is stable and within regulatory requirements, the yield offered by C.PR.R is considered unattractive compared to other fixed-income securities with higher credit quality and […]
20 OTC Markets OdditiesCapital Properties, Inc. – CPTP
Pitch Summary: Capital Properties, Inc. owns 16 parcels in Providence, Rhode Island, leased to the city parking authority. The company’s properties await development, potentially increasing rental income. Trading at a cap rate of 7.8%, Capital Properties offers a yield, though corporate overhead impacts returns. BSD Analysis: Capital Properties’ strategic location in Providence presents opportunities for […]
Nuveen Preferred and Income ETF
Pitch Summary: Nuveen Preferred and Income ETF (NPFI) offers a compelling investment opportunity with a 6% yield from preferred stocks and contingent capital securities. The fund has a low aggregate credit risk, with 81.3% of assets in investment-grade securities, and moderate company-specific risk. Despite underperforming the S&P 500, NPFI has shown strong risk-adjusted performance, with […]
Nova Ltd. (NVMI) – TheValueist
Pitch Summary: @TheValueist frames Nova (NVMI) as a share-gaining process-control and metrology supplier with multiple growth vectors beyond simple WFE cyclicality. The pitch argues metrology intensity is structurally rising due to tighter process windows at advanced logic, DRAM/HBM, and increasingly complex advanced packaging flows. Nova’s differentiation is positioned as breadth across dimensional, materials, and chemical […]
KLA Corporation (KLAC) – TheValueist
Pitch Summary: @TheValueist presents KLAC as a best-in-class semiconductor equipment company positioned on the right side of rising chip complexity. The pitch highlights KLA’s process-control and yield-management franchise, arguing that inspection/metrology intensity should increase as leading-edge nodes and AI-related buildouts push tighter tolerances. A key support is the business mix: high-margin tools paired with a […]
Marram Investment Management 2025 Q4 (PAA)
Pitch Summary: We also increased our investment in Plains All American (PAA/PAGP) to 6% NAV at ~$16/share (15% cash-on-cash yield). MLPs continue to generate durable cash flows supported by long-lived assets with inflation protection and disciplined capital allocation. Since early 2020, geopolitical strife, inflation, and increased recognition of the limitations of renewable energy have led […]
Agree Realty Corporation
Pitch Summary: Agree Realty Corporation (ADC) has been underperforming in recent years, but this trend is expected to reverse due to its conservative leverage strategy and high-quality tenant base. The company benefits from a high percentage of investment-grade tenants and a focus on freestanding assets, which reduces risk. ADC’s lower leverage allows it to maintain […]
Alluvium Global Fund 2025 Q4 (HRB)
Pitch Summary: H&R Block fell 13.0% despite posting what was in our view a pretty decent set of results. When we updated our valuation it increased 11.4%, leaving the stock trading at a discount. Whilst preparing tax returns may not be exciting, at current prices this investment offers a double digit earnings yield and free […]
