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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q1 | Apr 13, 2023 | LVS Advisory – Defensive | 0.0% | 4.4% | AVID, BJ, GOGO, IBKR, JYNT, NFLX, SCHW, SSNC | Banking, CVR, Event-Driven, interest rates, M&A, Options, Streaming | The letter discusses multiple pharmaceutical M&A deals including Pfizer's acquisition of Biohaven and Johnson & Johnson's acquisition of Abiomed. The manager focuses on event-driven investing in these transactions, particularly highlighting the embedded options and contingent value rights that create additional upside potential beyond the base deal consideration. | GOGO JYNT BJ AAPL|MSFT|NFLX|NVDA|UNH ACGL|CHH|FDS|GWRE|IBKR|IDXX|MTN|SPOT|TSLA SCHW AVID |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 27, 2026 | Fund Letters | LVS Advisory - Defensive | The Joint Corp | Health Care | Health Care Services | Bull | NASDAQ | Alternative Healthcare, Chiropractic, Franchising, growth, Healthcare services, Quality Business | View Pitch |
| Oct 23, 2025 | Value Investors Club | xds68 | The Joint Corp. | Health Care | Specialized Consumer Services | Bull | NASDAQ | Chiropractic, Franchises, Healthcare services, turnaround | View Pitch |
| 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. | ||||||||