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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Jul 17, 2024 | Fund Letters | George Bolton | HUT CN | Hut 8 Corp | Information Technology | IT Services | Bull | New York Stock Exchange | AI, crypto mining, data centers, energy, enterprise contracts, Infrastructure Services | Login |
| Jul 15, 2024 | Substack | Da Metropolitan | SOWG | None | Confectionery | Confectionery | Neutral | - | freeze-dried candy, growth trend, investment opportunities, management communication, management effectiveness, market positioning, market rerating, sales multiple, SOWG, valuation | Login |
| Jul 15, 2024 | Substack | Da Metropolitan | BRFH | Barfresh | Food and Beverage | Food and Beverage | Bull | - | analyst target, BarFresh, food and beverage, growth plan, market dynamics, Operational Execution, production capacity, ready-to-blend beverages, Sales expansion, stock rally | Login |
| Jul 15, 2024 | Substack | Da Metropolitan | LSF | Laird | Retail | Retail | Neutral | - | Amazon, Distribution, growth potential, Laird, market performance, online retail, profit-taking, retail, stock position, Volatility | Login |
| Jul 15, 2024 | Substack | Da Metropolitan | SBBC | Simply Better Brands | Consumer Goods | Consumer Goods | Bull | - | consumer goods, Costco, enterprise value, global expansion, management guidance, market opportunities, Revenue Growth, Simply Better Brands, store count, Trubar | Login |
| Jul 10, 2024 | Substack | Raging Bull Investments | JBGS | JBG Smith Properties | Real Estate | REIT - Office | Bull | NYSE | — | Login |
| Jul 9, 2024 | Short Thesis | DF Research | WSC | WillScot Holdings Corp | Industrials | Construction & Engineering (Modular Buildings) | Bear | NASDAQ | construction, Cyclicality, leverage, Modular, Rentals | Login |
| Jul 8, 2024 | Substack | Altay Cap | SOHU | Sohu.com Inc. | Communication Services | Electronic Gaming & Multimedia | Bull | NASDAQ | — | Login |
| Jul 5, 2024 | Substack | Japan Investing | 3186.T | Nextage Co., Ltd. | Automotive Retail | Automotive Retail | Bull | Tokyo Stock Exchange | add-on sales, Automotive Retail, EBIT guidance, inventory management, Nextage, retail gross profit per unit, sales incentives, sales support software, same-store sales, Tokyo Stock Exchange | Login |
| Jul 1, 2024 | Fund Letters | Bas Schreuders | 3436 JP | Sumco Corporation | Information Technology | Semiconductor Equipment | Bull | NYSE | AI, Contracts, Pricing power, semiconductors, Wafers | Login |
| Jul 1, 2024 | Short Thesis | Spruce Point | FND | Floor & Decor Holdings Inc | Consumer Discretionary | Home Improvement Retail | Bear | NYSE | CapEx, Competition, Flooring, Housing, Renovation | Login |
| Jul 1, 2024 | Short Thesis | Black Mamba Research | AMPH | Amphastar Pharmaceuticals Inc | Health Care | Pharmaceuticals | Bear | NASDAQ | Generics, Injectables, pipeline, Pricing, Recalls | Login |
| Jun 30, 2024 | Fund Letters | Dr. Hendrik Leber | CRBU | Caribou Biosciences, Inc. | Health Care | Pharmaceuticals | Bull | NASDAQ | Allogeneic, Cancer, Car-T, Gene, Immune, Therapies | Login |
| Jun 30, 2024 | Fund Letters | Dr. Hendrik Leber | CRSP | CRISPR Therapeutics AG | Health Care | Pharmaceuticals | Bull | NASDAQ | Commercialization, Editing, Genome, Hematology, Partnership, Profit | Login |
| Jun 30, 2024 | Fund Letters | Dr. Hendrik Leber | GNK GR | Grenke AG | Financials | Consumer Finance | Bull | Xetra | Book Value, Financing, Leasing, Mid-Size, profitability, recovery | Login |
| Jun 30, 2024 | Fund Letters | Dr. Hendrik Leber | 2020 HK | ANTA Sports Products Ltd. | Consumer Discretionary | Textiles, Apparel & Luxury Goods | Bear | New York Stock Exchange | Apparel, China, Demand, growth, Online, uncertainty | Login |
| Jun 30, 2024 | Fund Letters | Dr. Hendrik Leber | FMG AU | Fortescue Ltd. | Materials | Metals & Mining | Bear | New York Stock Exchange | commodity, Decarbonization, Demand, dividends, guidance, Iron ore | Login |
| Jun 30, 2024 | Fund Letters | Dr. Hendrik Leber | BNTX | BioNTech SE | Health Care | Pharmaceuticals | Bear | NASDAQ | cash, Clinical, Liquidity, Oncology, pipeline, valuation | Login |
| Jun 30, 2024 | Fund Letters | Dr. Hendrik Leber | SWKS | Skyworks Solutions, Inc. | Information Technology | Semiconductors | Bull | NASDAQ | Customer base, diversification, guidance, Radio-Frequency, recovery, Smartphones | Login |
| Jun 30, 2024 | Fund Letters | Dr. Hendrik Leber | PLTR | Palantir Technologies Inc. | Information Technology | Software | Bull | New York Stock Exchange | Aerospace, analytics, Artificial Intelligence, Defense, Partnerships, platform | Login |
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