Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 1, 2024Short ThesisLauren BalikSNOW Snowflake Inc Information TechnologySystems Software Bear NYSEcloud, Competition, Data, SaaS, SBC
Apr 30, 2024Short ThesisViceroy ResearchGL Globe Life Inc FinancialsInsurance (Life & Annuities) Bear NYSEAnnuities, Credit, Hedging, Insurance, Rates
Apr 25, 2024SubstackOptrack.ioMLP Maui Land & Pineapple Company, Inc. Real EstateLand Development Neutral New York Stock Exchangealpha generation, inflation hedge, land development, Maui Land & Pineapple, Real Estate
Apr 25, 2024SubstackOptrack.ioVAXX Vaxxinity, Inc. BiotechnologyVaccines Bear NASDAQ Stock Marketbiotechnology, equity salvage, Stock decline, vaccine development, Vaxxinity
Apr 25, 2024SubstackOptrack.ioFSR Fisker Inc. AutomotiveElectric Vehicles Bear New York Stock ExchangeBankruptcy, Electric Vehicles, financial difficulties, Fisker, Stock decline
Apr 23, 2024Short ThesisWhite DiamondAUID authID Inc Information TechnologySystems Software Bear NASDAQAuthentication, Biometric, cash burn, Dilution, Identity
Apr 22, 2024SubstackStephen FramptonCPH.TO Cipher Pharmaceuticals PharmaceuticalsSpecialty Pharmaceuticals Bull Toronto Stock ExchangeCanadian distribution, Cipher Pharmaceuticals, dermatology, market disruption, MOB-015, mycological cure, phase three trial, safety and efficacy, toenail fungus, topical treatment
Apr 22, 2024SubstackStephen FramptonMOB.ST Moberg Pharma PharmaceuticalsSpecialty Pharmaceuticals Bull Stockholm Stock Exchangecomplete cure rate, market disruption, MOB-015, mycological cure, patent extension, phase three trial, safety and efficacy, terbinafine, toenail fungus, topical treatment
Apr 18, 2024Short ThesisBear CavePRI Primerica Inc FinancialsLife & Health Insurance Bear NYSEChurn, Distribution, MLM, Regulation
Apr 17, 2024Fund LettersGreg DeanMEDP Medpace Holdings, Inc. Health CareLife Sciences Tools & Services Bull NASDAQBiotech, Cro, growth, Headcount, Outsourcing, Scalability
Apr 17, 2024Fund LettersGreg DeanWOSG LN Watches of Switzerland Group PLC Consumer DiscretionarySpecialty Stores Bull London Stock ExchangeEps, Franchises, Luxury, Re-rating, retail, Volatility
Apr 17, 2024Fund LettersGreg DeanTOI CN Topicus.com Inc. Health CareApplication Software Bull TSXAcquisitions, compounding, Fragmentation, Free Cash Flow, Recurring, Software
Apr 17, 2024Fund LettersGreg DeanATS CN ATS Corporation IndustrialsIndustrial Machinery Bull TSXAutomation, backlog, Cyclicality, diversification, EVs, Industrials
Apr 17, 2024Short ThesisHunterbrookSOC Sable Offshore Corp EnergyOil & Gas E&P Bear NYSECapEx, ESG, Offshore, oil, Regulation
Apr 13, 2024SubstackStephen FramptonMOB.ST Moberg Pharma BiotechnologyPharmaceuticals Bull Stockholm Stock Exchangebiotechnology, Jublia, market share, MOB-015, oral terbinafine, pharmaceuticals, phase three trial, revenue potential, Terclara, toenail fungus
Apr 13, 2024SubstackDa MetropolitanSBBC.V Simply Better Brands Consumer GoodsConsumer Goods Bull Toronto Stock Exchangeacquisition, growth potential, market positioning, Simply Better Brands, SKU expansion, store rollout, Trubar, Value Realization, vegan protein bars, women-focused
Apr 11, 2024Short ThesisFuzzy PandaGL Globe Life Inc FinancialsLife & Health Insurance Bear NYSECompliance, Insurance, Persistency, Regulation, Reputational
Apr 6, 2024SubstackStephen FramptonCPH.TO Cipher Pharmaceuticals PharmaceuticalsSpecialty Pharmaceuticals Bull Toronto Stock ExchangeAcquisitions, Canadian pharmaceutical market, cash flow, Cipher Pharmaceuticals, Clinical trials, market share, MOB-015, onychomycosis, Specialty pharmaceuticals, toenail fungus treatment
Apr 4, 2024Short ThesisWhite DiamondMPU Mega Matrix Inc Communication ServicesSoftware (Blockchain & Digital Assets) Bear NASDAQBlockchain, Crypto, Governance, Speculation, Volatility
Apr 4, 2024Short ThesisBlue Orca CapitalDAY Dayforce Inc Information TechnologyApparel, Accessories & Luxury Goods Bear NASDAQCompetition, HCM, Margins, Payroll, SaaS

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: