| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q4 | May 16, 2024 | Tidefall Capital Management | 2.4% | 6.9% | BATS, BTI, BXMT, FFH.TO | Berkshire, Fairfax, insurance, Tobacco, Transformation, value | Manager discusses British American Tobacco extensively, noting the removal of menthol cigarette ban risk and explosive growth in nicotine pouches. Emphasizes transformation from big tobacco to big nicotine with strong growth prospects. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||