Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| May 2, 2023 | Short Thesis | Hindenburg | IEP | Icahn Enterprises LP | Energy | Multi-Sector Holdings | Bear | NASDAQ | dividend, Holdings, Icahn, leverage, NAV | Login |
| May 2, 2023 | Short Thesis | Bear Cave | TPVG | TriplePoint Venture Growth BDC | Financials | Asset Management & Custody Banks (Business Development Company) | Bear | NASDAQ | BDC, Credit risk, Dividend coverage, Startups, Venture debt | Login |
| Apr 27, 2023 | Short Thesis | Culper Research | RUM | Rumble Inc | Communication Services | Broadcasting | Bear | NASDAQ | ADS, growth, monetization, Politics, Video | Login |
| Apr 24, 2023 | Short Thesis | White Diamond | PRST | Presto Automation Inc | Information Technology | Health Care Equipment | Bear | NASDAQ | Adoption, AI, Competition, POS, Restaurants | Login |
| Apr 20, 2023 | Short Thesis | Bear Cave | HTGC | Hercules Capital Inc | Financials | Asset Management & Custody Banks (BDC) | Bear | NYSE | BDC, Credit, Rates, Risk, Venture | Login |
| Apr 19, 2023 | Short Thesis | Blue Orca Capital | FOUR | Shift4 Payments Inc | Information Technology | Data Processing & Outsourced Services (Payments) | Bear | NYSE | Competition, growth, leverage, Margins, Payments | Login |
| Apr 19, 2023 | Short Thesis | Citron | FRHC | Freedom Holding Corp/NV | Financials | Capital Markets | Bear | NASDAQ | Brokerage, Governance, Kazakhstan, Regulation, Transparency | Login |
| Apr 18, 2023 | Short Thesis | Jehoshaphat Research | OLED | Universal Display Corp | Information Technology | Semiconductors & Semiconductor Equipment (Display Materials) | Bear | NASDAQ | Concentration, Displays, MicroLED, OLED, patents | Login |
| Apr 17, 2023 | Short Thesis | HoldCo Asset Management | USB | US Bancorp | Financials | Regional Banks | Bear | NYSE | Banks, CRE, Deposits, Margins, Regulation | Login |
| Apr 14, 2023 | Fund Letters | George Bolton | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cloud, Competition, generative AI, innovation, platform, Search | Login |
| Apr 14, 2023 | Fund Letters | George Bolton | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | Acceleration, AI, CUDA, datacenter, Ecosystem, GPUs, platform, Software, Training | Login |
| Apr 14, 2023 | Fund Letters | George Bolton | AMD | Advanced Micro Devices, Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, CapEx, Compute, datacenter, GPUs, growth, marketshare, Product cycle, semiconductors | Login |
| Apr 11, 2023 | Short Thesis | White Diamond Research | GLSI | Greenwich Lifesciences Inc | Health Care | Biotechnology | Bear | NASDAQ | Biotech, Cancer, Clinical, Dilution, Speculation | Login |
| Apr 10, 2023 | Short Thesis | Dirty Bubble Media | SCHW | Charles Schwab Corp/The | Financials | Investment Banking & Brokerage | Bear | NYSE | Brokerage, Deposits, HTM, Margins, Regulation | Login |
| Apr 6, 2023 | Short Thesis | Bear Cave | ABNB | Airbnb Inc | Consumer Discretionary | Hotels, Resorts & Cruise Lines (Alt Lodging) | Bear | NASDAQ | Competition, Leisure, Regulation, Rentals, Travel | Login |
| Apr 4, 2023 | Short Thesis | Razor's Edge | SPT | Sprout Social Inc | Information Technology | Application Software | Bear | NASDAQ | Churn, Competition, Marketing, SaaS, valuation | Login |
| Mar 31, 2023 | Fund Letters | Alejandro Muñoz | NOEJ GR | NORMA Group SE | Industrials | Industrial Machinery | Bull | Xetra | automotive, Cyclicality, Margin recovery, Pricing power, restructuring, valuation | Login |
| Mar 31, 2023 | Fund Letters | David Ridland | ADM LN | Admiral Group plc | Consumer Staples | Property & Casualty Insurance | Bull | London Stock Exchange | Insurance, Margins, Motor, Pricing, Reinsurance, ROE, U.k., underwriting | Login |
| Mar 31, 2023 | Fund Letters | Freddie Lait | BAC | Bank of America Corp. | Financials | Diversified Banks | Bull | NYSE | Banks, Deposits, profitability, Regulation, valuation | Login |
| Mar 31, 2023 | Fund Letters | Freddie Lait | JPM | JPMorgan Chase & Co. | Financials | Diversified Banks | Bull | NYSE | Banks, Capital, consolidation, Deposits, Liquidity | Login |
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