Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2022Fund LettersAlejandro MuñozNRO FP Neurones S.A. FinancialsAsset Management Bull Euronext Stock Exchangebalance sheet, dividends, IT services, net cash, operating leverage, Revenue Growth
Mar 31, 2022Fund LettersAlejandro MuñozOGN ID Origin Enterprises plc Consumer StaplesAgricultural Products Bull Euronext Stock Exchangeagriculture, buybacks, Fertilizers, foreign exchange, Pesticides, Seeds
Mar 31, 2022Fund LettersAlejandro MuñozDFS LN DFS Furniture plc Consumer DiscretionarySpecialty Retail Bull New York Stock Exchangebuybacks, cash generation, dividends, market share, retail, shareholder yield
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
Apr 1, 2026Fund LettersPenn Davis McFarlandCRM Salesforce, Inc. Software - ApplicationApplication Software Bull New York Stock ExchangeAgentforce, AI integration, Cloud software, CRM, Customer service, Enterprise software, founder-led, market leader, SaaS, Sales Automation
-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.
-—-- - --—-—

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: