Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 28, 2023 | Short Thesis | Culper Research | GCT | GigaCloud Technology Inc | Information Technology | Trading Companies & Distributors (Cross-Border E-Commerce Logistics) | Bear | NASDAQ | Concentration, e-commerce, Governance, Logistics, Margins | Login |
| Sep 28, 2023 | Short Thesis | Bleecker Street | UPST | Upstart Holdings Inc | Financials | Consumer Finance (AI Lending Platform) | Bear | NASDAQ | AI lending, Credit risk, Cyclical, Delinquencies, Funding | Login |
| Sep 27, 2023 | Short Thesis | Glass House Research | GVA | Granite Construction Inc | Industrials | Construction & Engineering | Bear | NYSE | backlog, construction, Execution, infrastructure, Margins | Login |
| Sep 23, 2023 | Short Thesis | Spruce Point | IOT | Samsara Inc | Information Technology | Application Software (IoT & Telematics) | Bear | NYSE | Fleets, Hardware, IoT, Telematics, valuation | Login |
| Sep 21, 2023 | Short Thesis | The Bear Cave | KO | Coca-Cola Co/The | Consumer Staples | Soft Drinks | Bear | NYSE | Beverages, FX, Health trends, Pricing, valuation | Login |
| Sep 18, 2023 | Short Thesis | Kerrisdale Capital | TLRY | Tilray Brands Inc | Health Care | Pharmaceuticals (Cannabis) | Bear | NASDAQ | Beverages, Cannabis, Dilution, Oversupply, Regulation | Login |
| Sep 14, 2023 | Short Thesis | Railroad Ranch Capital | ETSY | Etsy Inc | Consumer Discretionary | Internet & Direct Marketing Retail | Bear | NASDAQ | Competition, e-commerce, Fees, GMV, marketplace | Login |
| Sep 8, 2023 | Short Thesis | Grizzly research | PDD | PDD Holdings Inc | Consumer Discretionary | Internet & Direct Marketing Retail | Bear | NASDAQ | e-commerce, Margins, Regulation, Subsidies, Temu | Login |
| Sep 8, 2023 | Short Thesis | Bleecker Street | SMRT | SmartRent Inc | Information Technology | Apparel Retail (Proptech/Smart Homes) | Bear | NASDAQ | Churn, Hardware, Multifamily, proptech, SaaS | Login |
| Sep 7, 2023 | Short Thesis | Blue Orca | FMC | FMC Corp | Materials | Fertilizers & Agricultural Chemicals | Bear | NYSE | agriculture, Chemicals, Competition, Destocking, Pricing | Login |
| Sep 7, 2023 | Short Thesis | The Bear Cave | ODD | Oddity Tech Ltd | Information Technology | Personal Products (Online Beauty) | Bear | NASDAQ | AI, Beauty, CAC, DTC, Marketing | Login |
| Sep 6, 2023 | Short Thesis | Sunshine Research | CHPT | ChargePoint Holdings Inc | Consumer Discretionary | Electrical Components & Equipment (EV Charging Infrastructure) | Bear | NYSE | cash burn, Competition, EV charging, infrastructure, SaaS | Login |
| Aug 26, 2023 | Twitter / X | @DittoInvest | CBAV | Clínica Baviera S.A. | Health Care | Health Care Facilities | Bull | BME | aging, Clinica, Clinica Baviera, Eye, process control, Reputational, Reputational Risk, Technological | Login |
| Aug 24, 2023 | Short Thesis | White Diamond | PLSE | Pulse Biosciences Inc | Health Care | Health Care Equipment | Bear | NASDAQ | Ablation, cash burn, Clinical trials, Dilution, Medical devices | Login |
| Aug 22, 2023 | Short Thesis | Guasty Winds Investment Ideas | DG | Dollar General Corp | Consumer Discretionary | General Merchandise Stores | Bear | NYSE | Competition, inflation, Margins, retail, Shrink | Login |
| Aug 18, 2023 | Short Thesis | TheUndefinedMystic | EVEX | Eve Holding Inc | Industrials | Aerospace & Defense (Urban Air Mobility/eVTOL) | Bear | NYSE | Aerospace, Certification, Dilution, eVTOL, Speculation | Login |
| Aug 17, 2023 | Short Thesis | Guasty Winds Investment Ideas | BETR | Better Home & Finance Holding | Financials | Thrifts & Mortgage Finance (Online Mortgage Platform) | Bear | NASDAQ | Dilution, Fintech, Housing, Mortgage, SPAC | Login |
| Aug 17, 2023 | Short Thesis | Grizzly research | ACHR | Archer Aviation Inc | Industrials | Aerospace & Defense | Bear | NYSE | cash burn, Dilution, eVTOL, FAA approval, Orderbook risk | Login |
| Aug 15, 2023 | Short Thesis | Bird Dog Research | AQMS | Aqua Metals Inc | Industrials | Environmental & Facilities Services (Battery Recycling) | Bear | NASDAQ | Batteries, Dilution, Execution, Recycling, technology | Login |
| Aug 15, 2023 | Short Thesis | Hindenburg | FRHC | Freedom Holding Corp/NV | Financials | Investment Banking & Brokerage | Bear | NASDAQ | Brokerage, Compliance, Governance, Regulation, Transparency | Login |
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