Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 3, 2022Short ThesisBear CaveRBLX ROBLOX Corp Communication ServicesInteractive Home Entertainment Bear NYSEADS, ARPU, Cloud costs, DAU mix, Duration risk
Jan 14, 2021Short ThesisIceberg ResearchEOSE Eos Energy Enterprises Inc IndustrialsElectrical Components & Equipment (Grid Storage) Bear NASDAQBatteries, Burn rate, Orders, Subsidies, Zinc
-Value Investors Club-CFX LN Colefax Group Plc Consumer DiscretionaryHome Furnishings Neutral London Stock ExchangeLuxury Interiors, Founder-Owned, Share Retirement, Cash-Rich, Premium Pricing, Outsourced Model, Tariff Mitigation, Buybacks
-Value Investors Club-AEO American Eagle Outfitters Inc. Consumer DiscretionaryApparel Retail—NYSEAerie comps rebound, back-to-school season surprise., share count reduction boosts EPS, Viral ad drives denim traffic
-Value Investors Club-CRGO Freightos Ltd IndustrialsAir Freight & Logistics—NASDAQlong-term TAM capture from digitization of trade., Q2 results with accelerating revenue + new large carriers
-Value Investors Club-PATH UiPath Inc. Information TechnologyApplication Software—NYSEAdoption of agentic workflows, standardization protocols, improved retention, continued FCF strength.
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