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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 24, 2025 | Focus Capital Management | 28.5% | - | BUR.L, PTON, YPF | Argentina, Investment Process, Legal, Litigation, valuation, value | The manager emphasizes deep value investing principles, highlighting that valuation always matters regardless of business quality. The Peloton case study demonstrates their commitment to avoiding overvalued investments even with attractive business models. | PTON BUR.L |
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| 2023 Q2 | May 7, 2023 | Praetorian Capital Management | -2.3% | 4.9% | BNO, JOE, JOY.TO, TDW, U-U.TO, VAL, YPF | Crisis, energy, inflation, oil, uranium, value | Society will eventually settle on nuclear power as a compromise solution for baseload power generation at a time when there is a deficit of uranium production compared with growing demand. As aboveground stocks are consumed, uranium prices should appreciate towards the marginal cost of production. Sprott Physical Uranium Trust is purchasing uranium through an ATM offering, which should accelerate price realization by sequestering available above-ground stockpile when utilities need substantial purchases to re-stock. | JOY.TO JOE ATU.TO |
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| 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. | ||||||||