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.
Subscribe to receive expertly curated investment pitches straight to your inbox.
| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 16, 2024 | Substack | Praya Value | ART.JO | Argent Industrial | Industrial | Specialized Industrial Manufacturing | Bull | Johannesburg Stock Exchange | Argent Industrial, balance sheet strength, capital allocation, internationalization, light industrial manufacturing, M&A strategy, Rand depreciation, relocation strategy, South Africa, specialized industrial supplier | Login |
| Aug 16, 2024 | Short Thesis | Grizzly research | WULF | Terawulf Inc | Financials | IT Services (Blockchain & Cryptocurrency Mining) | Bear | NASDAQ | Bitcoin, Dilution, Hash rate, Mining, Nuclear | Login |
| Aug 15, 2024 | Substack | Uzo Capital | IWG.L | IWG plc | Real Estate | Real Estate Services | Bull | London Stock Exchange | — | Login |
| Aug 14, 2024 | Substack | Alluvial | HE | Hawaiian Electric Industries, Inc. | Utilities | Electric Utilities | Neutral | - | capital structure, equity value, financing needs, going concern warning, Hawaiian Electric, Lahaina fire, liability resolution, regulatory constraints, risk-return profile, utility sector | Login |
| Aug 14, 2024 | Substack | Alluvial | UBAB | United Bancorporation of Alabama, Inc. | Financial Services | Banks | Bull | - | book value accretion, capital structure, Community Banks, discounted repurchase, ECIP program, financial services, lending thresholds, preferred shares, Treasury Department, Value Investment | Login |
| Aug 14, 2024 | Substack | Raging Bull Investments | CRON | Cronos Group Inc. | Health Care | Drug Manufacturers - Specialty & Generic | Bull | NASDAQ | — | Login |
| Aug 12, 2024 | Substack | Stephen Frampton | CPS | Cooper-Standard Holdings Inc. | Consumer Discretionary | Auto Parts | Bull | NYSE | — | Login |
| Aug 10, 2024 | Substack | Stephen Frampton | LMN.TO | Lumine Group | Software | Vertical Market Software | Bull | Toronto Stock Exchange | Acquisitions, cash flow, Constellation Software, contingent consideration, Lumine Group, maintenance revenues, organic growth, shareholder confidence, strategic investing, vertical market software | Login |
| Aug 8, 2024 | Short Thesis | Spruce Point | ZBRA | Zebra Technologies Corp | Information Technology | Electronic Equipment (Automatic Identification & Data Capture) | Bear | NASDAQ | Barcodes, Cyclical, Enterprise hardware, Margins, RFID | Login |
| Aug 7, 2024 | Substack | Stephen Frampton | CPH.TO | Cipher Pharmaceuticals Inc. | Pharmaceuticals | Specialty Pharmaceuticals | Bull | Toronto Stock Exchange | Absorica, Cipher Pharmaceuticals, dermatology, growth company, lice treatment, MOB-015, Natroba acquisition, patent protection, scabies treatment, US salesforce | Login |
| Aug 6, 2024 | Short Thesis | Bleecker Street | GOGO | Gogo Inc | Communication Services | Alternative Carriers (In-Flight Connectivity) | Bear | NASDAQ | 5G, Airlines, Competition, debt, Inflight internet | Login |
| Aug 5, 2024 | Short Thesis | Hunterbrook | WULF | Terawulf Inc | Financials | IT Services (Blockchain & Cryptocurrency Mining) | Bear | NASDAQ | Bitcoin, Dilution, ESG, Hashrate, Mining | Login |
| Aug 1, 2024 | Short Thesis | The Bear Cave | TASK | TaskUS Inc | Information Technology | Data Processing & Outsourced Services | Bear | NASDAQ | AI, Concentration, Content moderation, Margins, Outsourcing | Login |
| Jul 31, 2024 | Fund Letters | Christopher Gething | MLM | Martin Marietta Materials, Inc. | Materials | Construction Materials | Bull | NYSE | aggregates, construction, inflation, infrastructure, materials, Monopolies, Nimby, Pricingpower | Login |
| Jul 31, 2024 | Fund Letters | Greg Dean | BYD CN | Boyd Group Services Inc. | Consumer Discretionary | Auto & Truck Dealerships | Bull | TSX | Alignment, Collision, compounding, consolidation, Free cashflow, services | Login |
| Jul 31, 2024 | Fund Letters | Greg Dean | TVK CN | TerraVest Industries Inc. | Energy | Oil & Gas Equipment & Services | Bull | TSX | Acquisitions, Alignment, consolidation, Fragmentation, Free cashflow, Industrials | Login |
| Jul 30, 2024 | Short Thesis | Capybara Research | SERV | Serve Robotics Inc | Industrials | Environmental & Facilities Services | Bear | NYSE | Churn, Cleaning, debt, Facilities, Margins | Login |
| Jul 25, 2024 | Short Thesis | Night Market | DAVE | Dave Inc | Information Technology | Consumer Finance | Bear | NASDAQ | cash burn, CFPB, Competition, Fintech, Overdraft | Login |
| Jul 25, 2024 | Short Thesis | Bleecker Street | DAVE | Dave Inc | Information Technology | Consumer Finance | Bear | NASDAQ | Cash advance, Dilution, Fintech, Regulation, Unit economics | Login |
| Jul 23, 2024 | Substack | Raging Bull Investments | MREO | Mereo BioPharma Group plc | Health Care | Biotechnology | Bull | NASDAQ | — | Login |
Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service