Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Feb 27, 2024 | Short Thesis | Blue Sky Management | ARLO | Arlo Technologies Inc | Industrials | Technology Hardware, Storage & Peripherals (Smart Home Cameras) | Bear | NYSE | Attach, Churn, Promotions, Smart home, Subscriptions | Login |
| Feb 26, 2024 | Short Thesis | Kerrisdale Capital | CVNA | Carvana Co | Consumer Discretionary | Automotive Retail | Bear | NYSE | debt, Liquidity, Margins, Securitization, Used cars | Login |
| Feb 23, 2024 | Short Thesis | Fuzzy Panda | AIRS | AirSculpt Technologies Inc | Health Care | Health Care Providers & Services (Elective Procedures) | Bear | NASDAQ | Aesthetics, CAC, Clinics, Marketing, Utilization | Login |
| Feb 21, 2024 | Short Thesis | Blue Orca | FLNC | Fluence Energy Inc | Utilities | Electrical Components & Equipment (Grid-Scale Energy Storage) | Bear | NASDAQ | backlog, Batteries, Commoditization, Grid, Margins | Login |
| Feb 15, 2024 | Short Thesis | Culper Research | ACAD | ACADIA Pharmaceuticals Inc | Health Care | Biotechnology | Bear | NASDAQ | Biotech, Daybue, Nuplazid, pipeline, Reimbursement | Login |
| Feb 15, 2024 | Short Thesis | Wolfpack | INOD | Innodata Inc | Information Technology | IT Services (Data & AI Outsourcing) | Bear | NASDAQ | AI, Data, Hype, Margins, Outsourcing | Login |
| Feb 15, 2024 | Short Thesis | The Bear Cave | RILY | B Riley Financial Inc | Financials | Capital Markets | Bear | NASDAQ | Baby bonds, Credit, Related-party, Solvency, valuation | Login |
| Feb 13, 2024 | Short Thesis | Hindenburg | RENB | Renovaro Inc | Health Care | Biotechnology (Cell & Gene Therapy) | Bear | NASDAQ | Dilution, Early stage, Governance, Immunotherapy, Speculation | Login |
| Feb 13, 2024 | Short Thesis | Kerrisdale Capital | ALT | Altimmune Inc | Health Care | Biotechnology | Bear | NASDAQ | Dilution, GLP-1, NASH, Obesity, Trials | Login |
| Feb 12, 2024 | Fund Letters | Marc Werres | IBKR | Interactive Brokers Group, Inc. | Financials | Investment Banking & Brokerage | Bull | NASDAQ | Brokerage, compounding, Customer assets, Interest income, Volatility | Login |
| Feb 11, 2024 | Fund Letters | Scott L. Barbee | NGS | Natural Gas Services Group, Inc. | Energy | Oil & Gas Equipment & Services | Bull | New York Stock Exchange | Compression, Contracts, deleveraging, rerating, tangible book, Utilization | Login |
| Feb 11, 2024 | Fund Letters | Scott L. Barbee | ASTL CN | Algoma Steel Group Inc. | Materials | Steel | Bull | New York Stock Exchange | CapEx, cashflow, Cyclicals, Electrification, Furnaces, Replacement | Login |
| Feb 11, 2024 | Fund Letters | Scott L. Barbee | EQX | Equinox Gold Corp. | Materials | Gold | Bull | New York Stock Exchange | CapEx, construction, Execution, Gold, Overruns, Ramp | Login |
| Feb 11, 2024 | Fund Letters | Scott L. Barbee | CG CN | Centerra Gold Inc. | Materials | Gold | Bull | New York Stock Exchange | cashflow, Permitting, Regulation, Remediation, Restart, Sentiment | Login |
| Feb 11, 2024 | Fund Letters | Scott L. Barbee | ORE CN | Orezone Gold Corporation | Materials | Gold | Bull | New York Stock Exchange | cashflow, expansion, Geopolitics, Reserves, Security, valuation | Login |
| Feb 11, 2024 | Fund Letters | Scott L. Barbee | MAI CN | Minera Alamos Inc. | Materials | Gold | Bull | Toronto Stock Exchange | Drought, Insider, Permits, Production, Ramp, Regulation | Login |
| Feb 7, 2024 | Short Thesis | Glass House Research | SHCO | Soho House & Co Inc | Consumer Discretionary | Health Care Services (Sterilization & Lab Testing) | Bear | NASDAQ | EtO, Liability, litigation, Medtech, Sterilization | Login |
| Feb 2, 2024 | Short Thesis | Friendly Bear | PX | P10 Inc | Financials | Asset Management & Custody Banks (Private Markets Solutions) | Bear | NYSE | AUM, Fees, Fundraising, leverage, private equity | Login |
| Feb 1, 2024 | Short Thesis | Hindenburg | LFST | LifeStance Health Group Inc | Health Care | Health Care Services (Outpatient Mental Health) | Bear | NASDAQ | Churn, Clinics, Integration, Mental health, Reimbursement | Login |
| Jan 31, 2024 | Fund Letters | Christopher Gething | CNI CN | Canadian National Railway Company | Industrials | Railroads | Bull | TSX | Freight, infrastructure, Networks, Nimby, Pricingpower, railroads, Transportation | Login |
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