Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 26, 2024Short ThesisHunterbrookAIR AAR Corp IndustrialsAerospace & Defense (Aircraft Maintenance & Services) Bear NYSEAirlines, Cyclical, Defense, Margins, MRO
Sep 25, 2024Short ThesisBlue OrcaSUI Sun Communities Inc Real EstateResidential REITs (Manufactured Homes & RV Parks) Bear NYSEManufactured housing, Marinas, Rates, REIT, RV
Sep 23, 2024Short ThesisHunterbrookWGO Winnebago Industries Inc Consumer DiscretionaryAutomobile Manufacturers (Recreational Vehicles) Bear NYSECyclical, Demand, Inventory, Margins, RVs
Sep 23, 2024SubstackAltay CapTYO:1443 Giken Holdings Other- Neutral NYSE—
Sep 20, 2024Short ThesisSpruce PointINTU Intuit Inc Information TechnologyApplication Software Bear NASDAQCredit, Multiples, Regulation, SMB, Tax software
Sep 19, 2024Short ThesisBear CaveVRNT Verint Systems Inc Information TechnologyApplication Software (Customer Engagement/Analytics) Bear NASDAQanalytics, Competition, leverage, Margins, SaaS
Sep 19, 2024Short ThesisCulper ResearchKSPI Kaspi.KZ JSC Information TechnologyFinancial Services (Fintech Super-App, Kazakhstan) Bear NASDAQCurrency, Fintech, Governance, Kazakhstan, Regulation
Sep 17, 2024Short ThesisWolfpackSWVL Swvl Holdings Corp IndustrialsGround Transportation Bear NASDAQcash burn, Emerging markets, SPAC, Subsidies, Transit
Sep 15, 2024SubstackRaging Bull InvestmentsTIL Instil Bio Health CareBiotechnology Bull NASDAQ—
Sep 13, 2024Short ThesisHunterbrookSYM Symbotic Inc IndustrialsIndustrial Machinery (Warehouse Robotics & Automation) Bear NASDAQAutomation, backlog, Margins, robotics, Walmart
Sep 6, 2024SubstackAlluvialPKST Peakstone Realty Trust Real EstateREIT - Diversified Bull New York Stock Exchangeasset value, cash flow, divestiture, industrial properties, lease terms, management strategy, market repositioning, office sector, REIT, undervaluation
Sep 6, 2024SubstackJapan Investing4478.T Freee Back Office SaaSBack Office SaaS Neutral Tokyo Stock Exchangedirect sales, ERP solutions, expansion strategy, Freee, Profitability Improvement, R&D capitalization, small business focus, Tokyo Stock Exchange, unified database, valuation discount
Sep 6, 2024SubstackJapan Investing3994.T Money Forward Back Office SaaSBack Office SaaS Neutral Tokyo Stock Exchangecorporate expansion, distribution network, EBITDA margin, financial SaaS, large corporations, Money Forward, profitability challenges, sales and marketing investment, SMFG partnership, Tokyo Stock Exchange
Sep 6, 2024SubstackJapan Investing4733.T Obic Business Consultant Back Office SaaSBack Office SaaS Bull Tokyo Stock Exchangecloud transition, distribution network, ERP software, high margins, Obic Business Consultant, on-premise software, packaged solutions, Revenue Growth, SME market, Tokyo Stock Exchange
Sep 5, 2024Short ThesisBleecker StreetFTEL Fitell Corp Consumer DiscretionarySoftware (Telecom & Networking Applications) Bear NASDAQContracts, Governance, microcap, Speculation, Telecom
Sep 5, 2024Short ThesisBear CaveFIVN Five9 Inc Information TechnologyApplication Software (Cloud Contact Center) Bear NASDAQAI, Competition, Contact center, growth, SaaS
Sep 5, 2024Short ThesisFuzzy PandaNSSC Napco Security Technologies In IndustrialsBuilding Products (Security & Safety Equipment) Bear NASDAQCyclical, Fire alarms, Margins, Security, valuation
Sep 3, 2024Short ThesisAlex PittiSOWG SOW GOOD INC Consumer StaplesFood Products (Freeze-Dried Foods) Bear NASDAQExecution, Freeze-dried, Liquidity, microcap, Speculative
Sep 2, 2024SubstackAltay Cap3435.T Sanko Techno Co., Ltd. MaterialsMetal Fabrication Bull NYSE—
Aug 30, 2024SubstackAltay Cap5958.T Sanyo Industries IndustrialsBuilding Products & Equipment Bull NYSE—

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