Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 4, 2025Fund LettersPangolin Asia FundBAUTO.KL Bermaz Auto Berhad Consumer DiscretionaryAutomobile Retail Bull Bursa Malaysiaautomotive, cash generation, Cyclical, Distributor, franchise, High Dividend, Malaysia, Value
Jul 4, 2025Fund LettersMaple Tree Capital - HeartwoodGRDR Grindr Communication ServicesInteractive Media & Services Bull NYSECommunity Platform, EBITDA margins, Free Cash Flow, LGBTQ+, Location-based, Mature Company, Mobile App, social networking
Jul 4, 2025Fund LettersMaple Tree Capital - HeartwoodLMND Lemonade FinancialsProperty & Casualty Insurance Bull NYSEAI Models, Behavioral Economics, Insurtech, operating leverage, Property Insurance, Reinsurance, Retail Community, technology platform
Jul 4, 2025Fund LettersMaple Tree Capital - HeartwoodUPST Upstart Holdings Information TechnologyApplication Software Bull NASDAQAI, Consumer loans, Credit Underwriting, Fintech, high-beta, lending platform, machine learning, Non-prime Lending, SaaS, turnaround
Jul 4, 2025Fund LettersKathmandu CapitalOMAB Grupo Aeroportuario Centro Norte, S.A.B. de C.V. IndustrialsAirport Services Bull NASDAQAirports, Concession, Free Cash Flow, Industrial Exposure, infrastructure, Mexico, Monopoly, Nearshoring, regulated utility
Jul 4, 2025Fund LettersKathmandu CapitalACMR ACM Research Information TechnologySemiconductor Equipment Bull NASDAQChina, dual listing, Equipment Manufacturing, market share gains, semiconductors, Supply Chain Localization, Trade Tensions, valuation discount, Wafer Cleaning
Jul 4, 2025Fund LettersMaple Tree Capital - JonagoldGRDR Grindr Communication ServicesInteractive Media & Services Bull NYSEEBITDA margins, Free Cash Flow, LGBTQ+, Mobile App, social networking, subscription model
Jul 4, 2025Fund LettersMaple Tree Capital - JonagoldHIMS Hims & Hers Health Health CareHealth Care Services Neutral NYSEcovered calls, Momentum Stock, Options trading, telehealth, Volatility
Jul 4, 2025Fund LettersMaple Tree Capital - JonagoldLMND Lemonade FinancialsProperty & Casualty Insurance Bull NYSEAI, Digital Insurance, Insurtech, operating leverage, Reinsurance, technology platform
Jul 4, 2025Fund LettersMaple Tree Capital - JonagoldUPST Upstart Holdings Information TechnologyApplication Software Bull NASDAQAI, Credit Underwriting, Fintech, high-beta, lending platform, machine learning, Short squeeze, turnaround
Jul 4, 2025Twitter / X@skewanglesBALY Bally’s Corporation Consumer DiscretionaryCasinos & Gaming Bull New York Stock ExchangeBally, Baly, Gaming, Greek, Intralot, Lottery, Payments, UK
Jul 4, 2025Fund LettersVincent LoOMAB Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. IndustrialsTransportation Infrastructure Bull NASDAQAirports, cashflow, Concessions, infrastructure, Nearshoring
Jul 4, 2025Fund LettersVincent LoACMR ACM Research, Inc. Information TechnologySemiconductor Materials & Equipment Bull NASDAQEquipment, Localization, Onshoring, semiconductors, valuation
Jul 4, 2025Fund LettersVincent LoUI Ubiquiti Inc. Information TechnologyCommunications Equipment Bull New York Stock Exchangebroadband, infrastructure, Networking, Subsidies, Wireless
Jul 4, 2025Fund LettersVincent LoGCT Gigacloud Technology, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQecommerce, Logistics, Margins, marketplace, tariffs
Jul 4, 2025Fund LettersVincent LoKSPI Kaspi.kz JSC FinancialsTransportation Infrastructure Bull NASDAQdiversification, expansion, Fintech, Kazakhstan, Turkey
Jul 4, 2025Fund LettersVincent Lo3918 HK NagaCorp Ltd. Consumer DiscretionarySemiconductor Materials & Equipment Bull Pakistan Stock Exchange (formerly Karachi)Airport, Cambodia, casino, Gaming, traffic
Jul 4, 2025Fund LettersJames HayMAPA IJ Map Aktif Adiperkasa Tbk Consumer DiscretionarySpecialty Stores Bull New York Stock ExchangeAsean, consumer, growth, Netcash, retail
Jul 4, 2025Fund LettersHenryInvestsGRND Grindr Inc. Communication ServicesSocial Media Bull New York Stock ExchangeLGBTQ+, Margins, Pricingpower, Socialmedia, Subscriptions
Jul 4, 2025Fund LettersHenryInvestsLMND Lemonade, Inc. FinancialsProperty & Casualty Insurance Bull New York Stock ExchangeAI, growth, Insurance, Reinsurance, underwriting

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