Investment Pitches
Explore 5,000+ curated investment pitches from leading investment funds and analysts - drawn from Fund letters, Seeking Alpha, VIC, Substacks, Short Reports and more. Generate new ideas or reinforce your research with concise insights from global experts.
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | Fund Letters | David Ridland | NFLX | Netflix Inc | Communication Services | Entertainment | Bull | NASDAQ | Content, disruption, scale, Streaming, Subscriptions | Login |
| Dec 31, 2024 | Fund Letters | Freddie Lait | COR US | Cencora, Inc. | Health Care | Health Care Technology | Bull | NYSE | Distribution, growth, healthcare, oligopoly, specialty | Login |
| Dec 31, 2024 | Fund Letters | Freddie Lait | UNH US | UnitedHealth Group Incorporated | Health Care | Managed Health Care | Bull | NYSE | Demographics, healthcare, Insurance, scale, Vbc | Login |
| Dec 31, 2024 | Fund Letters | Freddie Lait | KO US | The Coca-Cola Company | Consumer Staples | Soft Drinks | Bull | NYSE | Beverages, Concentrate, defensive, dividend, franchise | Login |
| Dec 31, 2024 | Fund Letters | Freddie Lait | ULVR LN | Unilever PLC | Consumer Staples | Personal Products | Bull | London Stock Exchange | activist, dividend, Personalcare, spin-off, Staples | Login |
| Dec 31, 2024 | Fund Letters | Freddie Lait | DLTR US | Dollar Tree, Inc. | Consumer Discretionary | General Merchandise Stores | Bull | NASDAQ | consumer, discount, Margins, retail, turnaround | Login |
| Dec 31, 2024 | Fund Letters | Freddie Lait | V US | Visa Inc. | Financials | Data Processing & Outsourced Services | Bull | NYSE | Fintech, Moat, network, Payments, services | Login |
| Dec 31, 2024 | Fund Letters | Freddie Lait | BAC US | Bank of America Corporation | Financials | Diversified Banks | Bull | NYSE | Banks, Credit, Deposits, Interest, valuation | Login |
| Dec 31, 2024 | Fund Letters | Freddie Lait | JPM US | JPMorgan Chase & Co. | Financials | Diversified Banks | Bull | NYSE | Banks, Deposits, Regulation, Returns, scale | Login |
| Dec 31, 2024 | Fund Letters | Freddie Lait | IBKR US | Interactive Brokers Group, Inc. | Financials | Investment Banking & Brokerage | Bull | NASDAQ | Brokerage, growth, scale, technology, Trading | Login |
| Dec 31, 2024 | Substack | Altay Cap | 8181.T | Totenko Co., Ltd | Consumer Discretionary | Restaurants | Bull | NYSE | — | Login |
| Dec 30, 2024 | Twitter / X | @marginofdanger | FPH | Five Point Holdings, LLC | Financials | Real Estate Development | Bull | New York Stock Exchange | Acre, Fph, Homebuilders, Inflect Significantly, Irvine, land, Mortgage, NAV | Login |
| Dec 28, 2024 | Substack | Special Situation Investing | TPL | Texas Pacific Land Corporation | Energy | Oil & Gas E&P | Bull | NYSE | — | Login |
| Dec 19, 2024 | Substack | Raging Bull Investments | ZEG.L | Zegona Communications | Communication Services | Telecom Services | Bull | London Stock Exchange | — | Login |
| Dec 18, 2024 | Short Thesis | Hindenburg | SEZL | Sezzle Inc | Financials | Consumer Finance | Bear | NASDAQ | BNPL, Competition, Defaults, Regulation, Subprime | Login |
| Dec 16, 2024 | Short Thesis | Spruce Point | AEG | Aegon Ltd | Financials | Life & Health Insurance | Bear | NYSE | Insurance, Life, Rates, restructuring, Solvency | Login |
| Dec 13, 2024 | Short Thesis | White Diamond Research | TELO | Telomir Pharmaceuticals Inc | Health Care | Biotechnology | Bear | NASDAQ | Biotech, Dilution, Pre-clinical, Speculative, Telomeres | Login |
| Dec 11, 2024 | Short Thesis | DF Research | BIP | Brookfield Infrastructure Part | Utilities | Multi-Utilities & Infrastructure | Bear | NYSE | Distribution, FX, infrastructure, leverage, utilities | Login |
| Dec 11, 2024 | Short Thesis | Old Time REITster | RC | Ready Capital Corp | Real Estate | Mortgage REITs | Bear | NYSE | CRE, Credit risk, dividend, Mortgage REIT, Refinancing | Login |
| Dec 9, 2024 | Substack | Uzo Capital | PDD | Pinduoduo | E-commerce | Online Retail | Bull | NASDAQ Stock Market | AI, buybacks, e-commerce, Financial disclosures, geopolitical risks, international expansion, Pinduoduo, profitability, spin-off, undervaluation | Login |
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