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@buysidedigest
"Pitch of the Day : HAYPP Group AB $HAYPP.SS by Liberty Park Capital Management M/cap: SKR 4.7b forward P/E: x33.0 Nicotine pouches especially newer white snus products like Zyn are changing how people use nicotine. Theyre affecting the use of cigarettes vapes and traditional snus or chewing tobacco" @buysidedigest on X 2025-07-17 12:59:15 UTC 2239 followers, 1170 engagements
"Today's Elevator Pitch is Hitachi Ltd. $6501.JP by Hardman Johnston Global Equity M/cap: 19387b forward P/E: x25.4 We initiated a position in Hitachi Ltd. one of Japans largest industrial groups. Its energy segment is the largest grid equipment player globally and is benefiting from the energy transition and replacement demand from an aging infrastructure" @buysidedigest on X 2025-07-22 12:58:12 UTC 2237 followers, XXX engagements
"Today's Elevator Pitch is Arch Capital Group $ACGL by Appalaches Capital M/cap: $34b forward P/E: x12.0 #Arch pays incentive compensation to most of its underwriters using a ten-year lookback based on the profitability of their written policies. This is unique to the industry where many firms instead compensate on the basis of premium growth or current year profitability" @buysidedigest on X 2025-04-29 11:56:17 UTC 2243 followers, XXX engagements
"Fiserv is one of the most durable growth stories of the past four decades having grown earnings by at least XX% for XX straight years. It acts as the primary technology provider to several thousand regional banks. Even with temporarily slower growth from Clover Fiserv should grow earnings about XX% this year to roughly $XX per share. Wall Street analyst consensus calls for EPS of nearly $XX in 2026" @buysidedigest on X 2025-07-29 14:01:24 UTC 2243 followers, XXX engagements
"Our weekly newsletter is out Read it here: Subscribe here: This week we highlighted the letters by: X. Riverwater Partners Small Cap X. MacNicol & Associates @MacNicol_Asset X. Platinum International Fund @platassetmgmt" @buysidedigest on X 2025-07-18 16:00:14 UTC 2231 followers, XXX engagements
"🚀 XXX Fund Letters of 2Q 2025 Are Now Live 🔗 #QuarterlyLetters #Investing #Stocks #Funds" @buysidedigest on X 2025-07-23 17:14:08 UTC 2244 followers, 16.4K engagements
"Judges trades at 23x EV/FCF and although that is not an optically cheap multiple we believe the company can continue reinvesting XXX% of earnings at 20%+ incremental returns. However serial acquirers with a track record like Judges often trade at a higher multiple and Judges has done so in the past too so we think prospective returns could be significantly higher" @buysidedigest on X 2025-07-30 12:39:03 UTC 2244 followers, XXX engagements
"Elevator Pitch for today: Jenoptik AG $JEN.GR by Oakmark Fund- International Small Cap @HarrisOakmark M/cap: 1.18b forward P/E: x13.2 Jenoptik is a leading supplier of high-end optics and photonics solutions for semiconductor medical metrology and traffic safety equipment" @buysidedigest on X 2025-07-23 11:58:02 UTC 2243 followers, 1370 engagements
"Elevator Pitch for today: Deckers Outdoor Corp $DECK by Middle Coast Investing @DanielShortman M/cap: $15.6b forward P/E: x17.3 Deckers sells shoes under the Uggs Hoka and Teva brands primarily. Uggs is XX% of its sales in the last fiscal year; Hoka is 45%; Teva and assorted brands are the rest. Its finished goods are completed predominantly in Vietnam" @buysidedigest on X 2025-07-16 11:59:11 UTC 2239 followers, XXX engagements
"@LawrenceLepard @MH_Investment Elevator Pitches: X. $FTRE by Curreen Capital @CurreenCR X. $JDG.LN by Plural Investing @HiddenGemsInves X. $FI by Giverny Capital Asset Management" @buysidedigest on X 2025-07-25 16:00:09 UTC 2240 followers, XXX engagements
"Our weekly newsletter is out Read it here: Subscribe here: This week we highlighted the letters by: X. Equity Management Associates @LawrenceLepard X. Miller Howard Investments @MH_Investment X. Deep Sail Capital Partners @DeepSailCapital" @buysidedigest on X 2025-07-25 16:00:09 UTC 2243 followers, 7106 engagements
"Pitch of the Day: Orthofix Medical $OFIX by Rewey Asset Management M/cap: $425m forward P/E: x20.3 In 2Q25 we increased our position in Orthofix Medical Inc. (OFIX) following a XXXX% decline from its February high and a XXXX% drop from its 2024 close. We view this as a compelling valuation opportunity supported by recent insider purchases by its CEO and also by its top shareholder a 13D filer" @buysidedigest on X 2025-07-24 12:58:02 UTC 2234 followers, XXX engagements
"@HiddenGemsInves Read the Investor Letter Here" @buysidedigest on X 2025-07-30 12:39:03 UTC 2244 followers, XXX engagements