Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 20, 2026Fund LettersNightview CapitalADSK Autodesk Software - ApplicationSoftware Bull NASDAQAI-Powered Design, compliance automation, Construction Technology, Design Software, Engineering Software, Professional Software, recurring revenue, subscription model
Apr 20, 2026Fund LettersNightview CapitalSHOP Shopify Software - ApplicationSoftware Bull New York Stock ExchangeAI-Powered Tools, Commerce Infrastructure, Cross-Border Commerce, E-commerce Platform, Logistics Network, Long-term compounder, Merchant Services, Payments
Apr 20, 2026Fund LettersNightview CapitalNOW ServiceNow Software - ApplicationSoftware Bull New York Stock Exchangeagentic automation, AI integration, Enterprise software, Fortune 500, IT Service Management, Platform business, switching costs, workflow automation
Apr 20, 2026Fund LettersNightview CapitalAXON Axon Enterprise Aerospace & DefenseTechnology Hardware, Storage & Peripherals Bull NASDAQAI-Powered Analytics, Body Cameras, Cloud software, Evidence Management, government contracts, Law Enforcement Technology, Mission-Critical, recurring revenue
Apr 20, 2026Fund LettersPernas ResearchSPT Sprout Social Software - ApplicationApplication Software Bull NASDAQAPI Access, contrarian, SaaS, small-cap, social media management, Software, technology, Value
Apr 20, 2026SubstackPP Invest 007FLOW.AS Flow Traders Financial ServicesMarket Making Bull Euronext AmsterdamETF inflows, ETP trading, financial services, Flow Traders, geopolitical tensions, liquidity provider, market making, trading capital, VIX, Volatility
Apr 20, 2026SubstackBrad MunchenTSLA Tesla, Inc. AutomotiveElectric Vehicles Bear Nasdaq Stock Marketautonomous driving, Electric Vehicles, energy storage, market cap, profit margins, regulatory challenges, robotaxi, tariffs, Tesla, valuation
Apr 20, 2026SubstackStock PursuitLUCY Lucyd TechnologySmart Glasses Bull NASDAQ Stock Marketbalance sheet, CAGR, cash burn risks, Competition, industrial market, international strategy, Lucyd, Revenue Growth, smart glasses, thematic exposure
Apr 20, 2026SubstackStock PursuitQSI Quantum SI BiotechnologyProtein Sequencing Bull NASDAQ Stock MarketBiotech, deep value, Drug Discovery, Market Hype, net cash, personalized medicine, protein sequencing, Quantum SI, Retail Investors, technology potential
Apr 20, 2026SubstackStock PursuitSEER Seer BiotechnologyProteomics Neutral NASDAQ Stock Marketacquisition target, AI Models, Biotech, buyout offer, net cash, Proteomics, Radoff-JEC Group, Seer, Strategic Partnerships, undervalued
Apr 20, 2026SubstackStock PursuitNCSM NCS Multistage Holdings EnergyOil and Gas Equipment and Services Bull NASDAQ Stock Marketdomestic production, Electrification, Free Cash Flow, geopolitical factors, natural gas demand, NCS Multistage Holdings, oil and gas equipment, ResMetrics acquisition, small-cap, Undervalued Stock
Apr 20, 2026SubstackAltay Cap7523.T Art Vivant Art SalesLimited-Edition Prints and Anime-style Works Bull Tokyo Stock Exchangeactivist investor, Anime, Art Sales, growth, Japanese Culture, Net-Net Valuation, operating profit, shareholder-friendly, Strategic realignment, takeover bid
Apr 20, 2026SubstackMindset ValueLEEEF LEEF Brands CannabisCannabis Concentrates Bull Over-the-CounterCannabis, Concentrates, federal reform, Market expansion, pesticide-free
Apr 20, 2026SubstackMindset ValueVREOF Vireo CannabisCannabis Roll-up Bull Over-the-CounterCannabis, Distressed assets, global expansion, market consolidation, Roll-up Strategy
Apr 20, 2026SubstackMindset ValueGRUSF Grown Rogue CannabisCannabis Production Bull Over-the-CounterCannabis, cash flow, growth opportunity, production capacity, regulatory changes
Apr 19, 2026Fund LettersEdgePoint GlobalDLTR Dollar Tree, Inc. Discount StoresDiscount Stores Bull NASDAQDemographic Expansion, discount retail, Inflation Protection, Multi-price Point, Pricing power, supply chain, tariffs, Value retail
Apr 19, 2026SubstackShareholders UniteHIMS Hims & Hers HealthcareTelehealth Bull New York Stock ExchangeEucalyptus acquisition, Hims & Hers, international expansion, Novo Nordisk, peptide restrictions, Personalized healthcare, Revenue Growth, Strategic Partnerships, Subscriber Base, telehealth
Apr 19, 2026SubstackShareholders UniteAEHR Aehr Test Systems SemiconductorsSemiconductor Equipment Bear NASDAQ Stock MarketAehr Test Systems, AI segments, diversification, Incal acquisition, market cap, Revenue Growth, semiconductor equipment, Sonoma systems, valuation, wafer-level testing
Apr 19, 2026SubstackShareholders UnitePAYS PaySign Financial ServicesPayment Solutions Bull NASDAQ Stock Marketco-pay assistance, cost savings, financial services, growth segment, market share, patient affordability, Payment Solutions, PaySign, plasma centers, valuation
Apr 19, 2026SubstackCoughlin CapitalLSTR Landstar System TransportationTrucking Bull NASDAQ Stock Marketasset-light model, flatbed trucking, freight volumes, heavy-haul, industrial demand, Landstar System, market positioning, owner-operator network, quality franchise, Transportation

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: