Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Nov 19, 2024SubstackIdea Hive7292.T Murakami Corporation Consumer DiscretionaryAuto Parts Bull NYSE—
Nov 14, 2024SubstackRaging Bull InvestmentsCPH.TO Cipher Pharmaceuticals Health CareDrug Manufacturers - Specialty & Generic Bull TSX—
Nov 13, 2024Short ThesisCulper ResearchZETA Zeta Global Holdings Corp Information TechnologyApplication Software (Marketing Automation) Bear NYSEAutomation, Churn, Competition, leverage, Marketing
Nov 12, 2024SubstackIdea HiveARE-TO Aecon Group Other- Bull TSX—
Nov 11, 2024SubstackAlluvialCMTOY Cementos Argos SA MaterialsConstruction Materials Bull Over-the-Counter MarketAsset Sale, capital return, Cementos Argos, Colombian stock market, Corporate Governance, debt reduction, net asset value, Quikrete acquisition, share liquidity, Summit Materials
Nov 9, 2024Short ThesisIceberg ResearchGEVO Gevo Inc MaterialsRenewable Fuels Bear NASDAQBiofuels, CapEx, Jet fuel, Policy risk, Subsidies
Nov 8, 2024Short ThesisJcapitalINOD Innodata Inc Information TechnologyIT Consulting & Other Services (Data/Analytics) Bear NASDAQAI, Annotation, Concentration, Narratives, Outsourcing
Nov 8, 2024SubstackIdea HiveAMPY Amplify Energy EnergyOil & Gas E&P Bull NYSE—
Nov 7, 2024Short ThesisBleecker StreetGEVO Gevo Inc MaterialsRenewable Fuels Bear NASDAQEquity raises, Execution, Renewable, SAF, Subsidies
Nov 7, 2024SubstackIdea HiveHCC Warrior Met Coal MaterialsCoking Coal Bull NYSE—
Nov 6, 2024Short ThesisThe Bear CaveVSAT Viasat Inc Information TechnologyAlternative Carriers (Satellite Communications) Bear NASDAQbroadband, Integration, leverage, Satellite, Starlink
Nov 6, 2024SubstackExcelsior CapitalGPN Global Payments Inc. IndustrialsSpecialty Business Services Bull NYSE—
Nov 6, 2024SubstackIdea HiveWOW WideOpenWest Communication ServicesTelecom Services Bull NYSE—
Nov 4, 2024Short ThesisHindenburgPACS PACS Group Inc Health CareHealth Care Technology (Medical Imaging/AI) Bear NASDAQCommoditized, Competition, Hospitals, Imaging, Software
Nov 4, 2024SubstackIdea HiveMGPI MGP Ingredients, Inc. Consumer StaplesBeverages - Wineries & Distilleries Bear NASDAQ—
Nov 2, 2024SubstackExcelsior CapitalKODK Eastman Kodak Company IndustrialsSpecialty Business Services Bear NYSE—
Oct 30, 2024Short ThesisBlue OrcaBWIN Baldwin Insurance Group Inc/Th FinancialsHotels, Resorts & Cruise Lines (Online Gaming/Betting) Bear NASDAQBetting, CAC, Competition, Licensing, Regulation
Oct 29, 2024Short ThesisBonitasBYRN Byrna Technologies Inc IndustrialsAerospace & Defense (Non-Lethal Weapons) Bear NASDAQEquity raises, Margins, Non-lethal, Security, TAM
Oct 28, 2024SubstackExcelsior CapitalLULU Lululemon Athletica Consumer DiscretionaryApparel Retail Bull NASDAQ—
Oct 24, 2024SubstackDa MetropolitanSOWG Sow Good Consumer GoodsConsumer Goods Bear NASDAQ Stock Marketcompetitive landscape, earnings sustainability, freeze-dried snacks, market differentiation, Mars entry, operational preparedness, product recall, Sow Good

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