Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 25, 2025Fund LettersNelson WuSCR CN Strathcona Resources Ltd. EnergyOil & Gas Exploration & Production Bull New York Stock Exchangeacquisition, Bid Strategy, Canada, consolidation, Oil sands, Reserves
Jul 25, 2025Fund LettersNelson WuMEG CN MEG Energy Corp. EnergyOil & Gas Exploration & Production Bull New York Stock Exchangeacquisition, Canada, cash flow, Oil sands, takeover, valuation
Jul 25, 2025Fund LettersQuentin VelleleyLLC AU Lendlease Group Real EstateReal Estate Development Bull New York Stock Exchangedeleveraging, development, NAV, realestate, Simplification
Jul 25, 2025Fund LettersVic CunninghamSUPN Supernus Pharmaceuticals, Inc. Health CarePharmaceuticals Bull NASDAQacquisition, Depression, Integration, Netcash, Optionality, pharmaceuticals, Postpartum
Jul 25, 2025Fund LettersVic CunninghamCTLP Cantaloupe, Inc. Information TechnologyData Processing & Outsourced Services Bull NASDAQAutomation, consolidation, Payments, premium, Privatization, Spreads, Transactions
Jul 25, 2025Fund LettersJonathan CukierwarDAD PW Dadelo S.A. Consumer DiscretionarySpecialty Retail Bull New York Stock ExchangeBicycles, ecommerce, growth, Logistics, marketshare, retail
Jul 25, 2025Value Investors Clubbulldog2013EDR eDreams ODIGEO MaterialsHotels, Resorts & Cruise Lines (Online Travel)—Bolsas y Mercados Españoles (Madrid)Prime, subscription, OTA, Europe, EBITDA, FCF, buybacks, penetration, churn, Booking, Expedia
Jul 25, 2025Value Investors Club08irdTCTZF Tencent Holdings Ltd Communication ServicesInteractive Media & Services—-WeChat, Video Accounts, Mini Programs, WeChat Pay, HunYuan, AI cloud, gaming, CTR, buybacks, China, SOTP
Jul 25, 2025Value Investors Clubstyx1003ICU SeaStar Medical Holding Corp Health CareHealth Care Equipment—NASDAQMedtech, Dialysis, FDA, Immune-modulation, Pediatrics, AKI
Jul 24, 2025Fund LettersAtherean Value FundULTA Ulta Beauty Inc Consumer DiscretionarySpecialty Retail Bull NASDAQBeauty Retail, Consumer Discretionary, Cosmetics, growth, market share, Share Buybacks, Specialty retail, store expansion
Jul 24, 2025Fund LettersAtherean Value FundMO Altria Group Inc Consumer StaplesTobacco Bull NYSECigarettes, consumer staples, dividend, Free Cash Flow, Mature Business, Smokeless Tobacco, tobacco, Value
Jul 24, 2025Fund LettersByron Street ResearchIDN Intellicheck, Inc. Information TechnologyApplication Software Bull NASDAQAuthentication, enterprise, Fraud prevention, growth inflection, Identity Verification, SaaS, secular tailwinds, Software
Jul 24, 2025Fund LettersArquitos Capital ManagementENDI ENDI Corp FinancialsAsset Management & Custody Banks Bull OTCasset management, AUM growth, CrossingBridge, fee income, Operational Performance, Sum-of-Parts Valuation, Third-Party Transaction, undervaluation, Value Disconnect
Jul 24, 2025Fund LettersArquitos Capital ManagementLQDA Liquidia Therapeutics Health CareBiotechnology Bull NASDAQbiotechnology, Commercial Rollout, competitive moat, FDA approval, Inhaled Therapeutics, Monopolistic Market, PAH Therapy, Patent Disputes, Prescription Growth, product launch
Jul 24, 2025Fund LettersFocus Capital ManagementPTON Peloton Interactive Inc Consumer DiscretionaryLeisure Products Neutral NASDAQConnected-Fitness, Consumer Technology, Cost management, Cult Following, Exercise Equipment, leisure products, streaming platform, subscription model, turnaround, Valuation Discipline
Jul 24, 2025Fund LettersFocus Capital ManagementBUR.L Burford Capital Limited FinancialsSpecialized Finance Bull London Stock ExchangeArgentina, Asset Recovery, Court Order, Judgment Enforcement, Legal Assets, Litigation Finance, settlement, Sovereign Debt, Specialized Finance, YPF
Jul 24, 2025Fund LettersGCQ Flagship FundHEMN.ST Hemnet Communication ServicesInteractive Media & Services Bull Nasdaq Stockholmdigital platform, market leader, monetization, Monopoly, network effects, Pricing power, Real Estate Portal, Sweden
Jul 24, 2025Fund LettersGCQ Flagship Fund3994.T Money Forward Information TechnologyApplication Software Bull Tokyo Stock ExchangeAccounting Software, Cloud software, Digital transformation, duopoly, Japan, SaaS, secular growth, SMB
Jul 24, 2025Fund LettersGCQ Flagship FundRMV.L Rightmove Communication ServicesInteractive Media & Services Bull London Stock Exchangedigital platform, market leader, Monopoly, network effects, Pricing power, Real Estate Portal, SaaS, UK
Jul 24, 2025Fund LettersFortress - Caribbean Growth FundGE GE Aerospace IndustrialsAerospace & Defense Bull NYSEAerospace, Aircraft engines, Artificial Intelligence, Defense, Joint venture, MRO services, Predictive Maintenance, Reshoring

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: