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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2021 Q1 | Apr 1, 2021 | White Brook Capital | 25.4% | - | ALK, BOX, BRMK, CCOI, CNDT, DISCA, DISCK, FSLR, ITRI, MOS, PBI, POST, YEXT | Concentration, Media, mid cap, Outsourcing, Reopening, value | CNDT |
View | |
| 2025 Q1 | Mar 31, 2025 | Brandes Core Plus Fixed Income Fund | 2.6% | 2.6% | ADT, BAC, C, CCI, F, GS, JPM, NFLX, PBI, RIG, RRC, SCHW, TNL, USB | Corporate Bonds, credit spreads, duration, Fed policy, fixed income, tariffs, Treasuries | Trump administration introduced tariffs during the quarter that were more draconian than market expectations. The manager references historical context of Hawley-Smoot tariffs in 1930 and their negative economic impact. Tariff policy appears central to the current administration's approach and creates market uncertainty. | View | |
| 2020 Q4 | Feb 9, 2021 | Choice Equities Capital Management | 23.1% | 76.3% | APPS, BXC, CELH, CTRN, HOME, MGNI, PBI, SIC, TA, VVI | Advertising, E-Commerce, Reopening, small caps, Travel, value, volatility | View | ||
| 2021 Q4 | Dec 31, 2021 | White Brook Capital | - | - | AMC, GME, KAR, MOS, PBI, QRTEA, RILY | COVID, inflation, mid cap, Outperformance, Supply Chain, value | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 5, 2026 | Substack | Pound the Rock Investing | Pitney Bowes | Mail and Shipping | Postage Meters and Mailing Technology | Bull | New York Stock Exchange | capital allocation, Free Cash Flow, infrastructure-like business, mail and shipping, managed decline, Pitney Bowes, Presort Services, Pricing power, Share Buybacks, strategic review | View Pitch |
| Oct 27, 2025 | Substack | Pound the Rock Investing | Pitney Bowes | Industrials | Integrated Freight & Logistics | Bull | Cost Reduction, dividends, Free Cash Flow, investment thesis, leadership, mail presort, Pitney Bowes, share repurchases, turnaround, U.S. mail | View Pitch | |
| Oct 21, 2025 | Value Investors Club | GoodHouse | Pitney Bowes Inc. | Industrials | Mailing Tech | Bull | NYSE | activist, buybacks, SendTech | 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. | ||||||||