Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 13, 2025SubstackAttitude Small CapsALNT.MC Alantra Partners SA FinancialsCapital Markets Bull Bolsas y Mercados Españoles (Madrid)—
Jan 11, 2025Twitter / X@thesherlockviewMHUB.V Minehub Technologies Inc. Information TechnologyApplication Software Bull Toronto Stock Exchange Venture Exchange (Toronto Stock ExchangeV)Australia, Canada, Emissions, Exchanges, Minehub, Payments, SaaS, Scope
Jan 11, 2025SubstackThe Finance CornerANF Abercrombie & Fitch Co. Consumer DiscretionaryApparel Retail Bear NYSE—
Jan 10, 2025Fund LettersRick RyskalczykJPM JPMorgan Chase & Co. FinancialsDiversified Banks Bull New York Stock ExchangeBanks, Capital strength, diversification, Earnings Power, financials
Jan 10, 2025Short ThesisScorpion CapitalTMDX TransMedics Group Inc Health CareHealth Care Equipment Bear NASDAQDilution, Organs, Reimbursement, TAM, Transplant
Jan 9, 2025SubstackWaterboy InvestingELV Elevance Health Inc. Health CareHealthcare Plans Bull NYSE—
Jan 8, 2025Short ThesisJehoshaphat ResearchPINC Premier Inc Health CareHealth Care Technology Bear NASDAQCompetition, Contracts, GPO, Hospitals, SaaS
Jan 3, 2025SubstackIdea HiveARE-TO Aecon Group Other- Bull TSX—
Jan 2, 2025Short ThesisHindenburgCVNA Carvana Co Consumer DiscretionaryAutomotive Retail Bear NYSECredit, debt, Liquidity, Margins, Used cars
Jan 2, 2025Short ThesisThe Bear CaveSEZL Sezzle Inc FinancialsConsumer Finance Bear NASDAQBNPL, Competition, Consumer credit, Regulation, Subprime
Jan 1, 2025Twitter / X@thesherlockviewABXXF Abaxx Technologies Inc. Information TechnologyApplication Software Bull OTC Pink (OTCMKTS)Exchanges, Gold, Japan, Lithium, LNG, process control, Satellite, UK
Dec 31, 2024Fund LettersLars AhnsCOP GR CompuGroup Medical SE & Co. KGaA Health CareHealth Care Technology Bull XetraEvebitda, Governance, Healthcareit, Privateequity, Software
Dec 31, 2024Fund LettersLars AhnsJST GR JOST Werke SE IndustrialsConstruction Machinery & Heavy Transportation Equipment Bull Xetraacquisition, cashflow, Cyclicality, EVEBIT, Industrials
Dec 31, 2024Fund LettersDr. Hendrik LeberADP Automatic Data Processing, Inc. IndustrialsHuman Resource & Employment Services Bull NASDAQbalance sheet strength, Dividend Growth, Hr Technology, Payroll, recurring revenue, Retention Rate
Dec 31, 2024Fund LettersDr. Hendrik LeberVRTX Vertex Pharmaceuticals Incorporated Health CareBiotechnology Bear NASDAQbiotechnology, clinical trial, drug development, pipeline, Placebo Effect, Risk
Dec 31, 2024Fund LettersDr. Hendrik LeberGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQArtificial Intelligence, cloud, Competitive Advantage, innovation, Quantum Computing, R&D
Dec 31, 2024Fund LettersDr. Hendrik LeberPLTR Palantir Technologies Inc. Information TechnologyApplication Software Bull New York Stock ExchangeArtificial Intelligence, defense contracts, Government Spending, Military, Revenue Growth, valuation
Dec 31, 2024Fund LettersAlejandro MuñozJTKWY Just Eat Takeaway.com N.V. Consumer DiscretionaryRestaurants Bull NASDAQdeleveraging, divestiture, EV/EBITDA, food delivery, restructuring, turnaround
Dec 31, 2024Fund LettersDavid RidlandNXT LN Next plc EnergySpecialty Stores Bull London Stock Exchangeecommerce, Logistics, Omnichannel, retail, Returns
Dec 31, 2024Fund LettersDavid RidlandULVR LN Unilever plc Consumer StaplesConsumer Packaged Goods Bull London Stock Exchangebrands, consumer, Digital, Disintermediation, Staples

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