Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 7, 2024 | Substack | Excelsior Capital | FIVE | Five Below Inc. | Consumer Discretionary | Specialty Retail | Bull | NASDAQ | — | Login |
| Dec 6, 2024 | Substack | Altay Cap | 5918.T | Takigami Steel Construction Co | Industrials | Engineering & Construction | Bull | Bolsas y Mercados Españoles (Madrid) | — | Login |
| Dec 5, 2024 | Short Thesis | Culper Research | TREE | LendingTree Inc | Financials | Financial Services | Bear | NASDAQ | CAC, Competition, Housing, marketplace, Mortgages | Login |
| Dec 5, 2024 | Short Thesis | Bear Cave | POET | POET Technologies Inc | Information Technology | Semiconductors | Bear | NASDAQ | Adoption, Capital needs, Commercialization, Photonics, semiconductors | Login |
| Dec 5, 2024 | Substack | Idea Hive | BHU.SI | SUTL Enterprise | Consumer Discretionary | Leisure | Bull | Singapore Exchange | — | Login |
| Dec 4, 2024 | Short Thesis | Hunterbrook | PLUG | Plug Power Inc | Industrials | Electrical Components & Equipment (Fuel Cells) | Bear | NASDAQ | Dilution, Execution, Fuel cells, Hydrogen, Subsidies | Login |
| Dec 4, 2024 | Short Thesis | Bonitas | SERV | Serve Robotics Inc | Industrials | Environmental & Facilities Services | Bear | NASDAQ | Cleaning, Competition, Franchising, Housing, Labor | Login |
| Dec 3, 2024 | Substack | Uzo Capital | TBLA | Taboola | Advertising Technology | Performance Advertising | Bull | NASDAQ Stock Market | adtech industry, AI-driven growth, Apple partnership, buybacks, FCF multiple, margin expansion, Operational Leverage, performance advertising, Taboola, Yahoo integration | Login |
| Nov 30, 2024 | Substack | Special Situation Investing | BKKT | Bakkt Holdings, Inc. | Information Technology | Software - Infrastructure | Neutral | NYSE | — | Login |
| Nov 26, 2024 | Short Thesis | Fuzzy Panda | ASPI | ASP Isotopes Inc | Materials | Aerospace & Defense | Bear | NASDAQ | Enrichment, Isotopes, Nuclear, Regulatory, Speculative | Login |
| Nov 25, 2024 | Substack | Stephen Frampton | MATR.TO | Mattr Corporation | Energy | Oil & Gas Equipment & Services | Bull | TSX | — | Login |
| Nov 23, 2024 | Substack | Altay Cap | 7565.T | Mansei Corporation | Information Technology | Electronics & Computer Distribution | Bull | NYSE | — | Login |
| Nov 22, 2024 | Short Thesis | Grizzly research | SN | SharkNinja Inc | Consumer Discretionary | Movies & Entertainment | Bear | NYSE | ADS, AR/VR, Competition, monetization, social media | Login |
| Nov 22, 2024 | Substack | Idea Hive | MON.V | Montero Mining and Exploration | Materials | Other Industrial Metals & Mining | Bull | TSX | — | Login |
| Nov 21, 2024 | Short Thesis | The Bear Cave | TDG | TransDigm Group Inc | Industrials | Aerospace & Defense | Bear | NYSE | aftermarket, DoD scrutiny, leverage, Pricing power, Specials | Login |
| Nov 21, 2024 | Short Thesis | Hunterbrook | RBLX | ROBLOX Corp | Communication Services | Interactive Home Entertainment | Bear | NYSE | Ads RPM, ARPU, DAU mix, Developer payouts, Op leverage | Login |
| Nov 21, 2024 | Substack | Idea Hive | PPSI | Pioneer Power Solutions, Inc. | Industrials | Electrical Equipment & Parts | Bull | NASDAQ | — | Login |
| Nov 20, 2024 | Short Thesis | Muddy Waters | ELF | elf Beauty Inc | Consumer Staples | Personal Products (Cosmetics) | Bear | NYSE | Cosmetics, Margins, Mass retail, valuation, Virality | Login |
| Nov 20, 2024 | Short Thesis | Kerrisdale Capital | OKLO | Oklo Inc | Utilities | Independent Power Producers & Energy Traders (Advanced Nuclear) | Bear | NYSE | Licensing, Nuclear, SMR, Subsidies, Timelines | Login |
| Nov 19, 2024 | Substack | Japan Investing | 4180.T | Appier Group | Information Technology | Software - Infrastructure | Bull | NYSE | — | Login |
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