Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2023Short ThesisGuasty Winds MusingsBBAI BigBear.ai Holdings Inc Information TechnologyIT Consulting & Other Services (AI) Bear NYSEAI, Contracts, Defense, Dilution, Losses
Mar 24, 2023Short ThesisGuasty Winds MusingsPRST Presto Automation Inc Information TechnologyApplication Software (Restaurant Tech) Bear NASDAQAdoption, AI, Automation, Losses, Restaurants
Mar 23, 2023Short ThesisKerrisdale CapitalUEC Uranium Energy Corp MaterialsOil, Gas & Consumable Fuels (Uranium) Bear NYSEDilution, Mining, Projects, Speculation, uranium
Mar 23, 2023Short ThesisGrizzly researchSGML Sigma Lithium Corp MaterialsDiversified Metals & Mining (Lithium) Bear NASDAQBrazil, EVs, Lithium, Mining, Pricing
Mar 23, 2023Short ThesisDirty Bubble MediaCOIN Coinbase Global Inc FinancialsFinancial Exchanges & Data (Crypto) Bear NASDAQCrypto, Exchange, Fees, Regulation, Volumes
Mar 16, 2023Short ThesisOverlooked AlphaQTWO Q2 Holdings Inc Information TechnologyApplication Software (Banking SaaS) Bear NYSEBanks, Competition, Fintech, growth, SaaS
Mar 14, 2023Short ThesisNINGI ResearchABR Arbor Realty Trust Inc Real EstateMortgage REITs Bear NYSECredit, Defaults, Lending, leverage, REIT
Mar 13, 2023Short ThesisBear CaveCOIN Coinbase Global Inc FinancialsFinancial Exchanges & Data Bear NASDAQCrypto, Fees, Regulation, Trading, Volatility
Mar 8, 2023Short ThesisBlue OrcaPLL Piedmont Lithium Inc MaterialsDiversified Metals & Mining (Lithium) Bear NASDAQDilution, EVs, Lithium, Mining, Permitting
Mar 8, 2023Short ThesisSpruce PointWTRG Essential Utilities Inc UtilitiesWater Utilities Bear NYSEdebt, Regulation, utilities, valuation, Water
Mar 6, 2023Short ThesisKerrisdale CapitalAI C3.ai Inc Information TechnologyApplication Software (Enterprise AI Solutions) Bear NYSEAdoption, AI, Competition, Software, valuation
Mar 3, 2023Short ThesisJ CapitalMARA Marathon Digital Holdings Inc FinancialsData Processing & Outsourced Services (Crypto Mining) Bear NASDAQBitcoin, energy, Mining, Regulation, Volatility
Mar 2, 2023Short ThesisBear CaveSYM Symbotic Inc IndustrialsSystems Software (Warehouse Automation) Bear NASDAQAutomation, Logistics, profitability, robotics, Walmart
Mar 2, 2023Short ThesisGrizzly researchZTO ZTO Express Cayman Inc IndustrialsAir Freight & Logistics (China Express) Bear NYSEChina, e-commerce, Logistics, Pricing, Regulation
Feb 22, 2023Short ThesisBonitasHROW Harrow Health Inc Health CarePharmaceuticals Bear NASDAQacquisition, compounding, Ophthalmology, pharma, Regulation
Feb 16, 2023Short ThesisWolfpackGSHD Goosehead Insurance Inc FinancialsInsurance Brokers Bear NASDAQAttrition, Commissions, franchise, Insurance, valuation
Feb 16, 2023Short ThesisOverlooked AlphaGOOS Canada Goose Holdings Inc Consumer DiscretionaryApparel, Accessories & Luxury Goods Bear NYSEBrand, growth, Luxury, Margins, Outerwear
Feb 16, 2023Short ThesisCitronETSY Etsy Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bear NASDAQCompetition, consumer, e-commerce, growth, Margins
Feb 15, 2023Short ThesisBear CaveSKIN Beauty Health Co/The Consumer StaplesHealth Care Equipment Bear NASDAQAesthetics, Competition, Consumables, growth, HydraFacial
Feb 12, 2023Short ThesisGuasty Winds MusingsSMRT SmartRent Inc Information TechnologyApplication Software (PropTech) Bear NYSEAutomation, growth, Housing, Margins, proptech

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