Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 3, 2025Fund LettersVan Der Mandele Arar FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Neutral NASDAQArtificial Intelligence, autonomous driving, Competition, Equity, LLM, Regulatory risk, search engine, technology
Apr 3, 2025Fund LettersVan Der Mandele Arar FundJFIN.HK Jiayin Group FinancialsConsumer Finance Bull NASDAQChina, consumer finance, Equity, Fintech, growth, operating leverage, secular growth, Value
Apr 3, 2025Fund LettersVan Der Mandele Arar FundJFIN Jackson Financial FinancialsLife & Health Insurance Bull NYSEAnnuities, Demographics, Equity, Institutional Selling, Insurance, Post-Earnings Decline, Retirement Services, Value
Apr 3, 2025Fund LettersVan Der Mandele Arar FundBFIT.AS Basic Fit Consumer DiscretionaryLeisure Facilities Bull Euronext Amsterdamcapital allocation, Equity, European markets, Fitness Centers, margin pressure, membership growth, Share Buyback, Value
Apr 3, 2025Value Investors ClubRtg123SMA SmartStop Self Storage REIT Real EstateSelf Storage REITs Bull NYSECap rate compression, M&A optionality, NOI growth, REIT, Self-storage, SReal estate
Apr 3, 2025Value Investors ClubGriffinALIT Alight Inc. Information TechnologyHuman Resource & Employment Services Bull NYSEAutomation, Benefits administration, Buyback program, cloud migration, Dividend initiation, FCF growth, Human capital software, margin expansion, Starboard Value, turnaround
Apr 3, 2025Short ThesisThe Bear CaveKLC KinderCare Learning Cos Inc Health CareEducation Services Bear NYSEChildcare, Compliance, Governance, Subsidies, Wage pressure
Apr 3, 2025SubstackPacific Northwest EdgeAFL Aflac Incorporated FinancialsInsurance - Life Bull NYSE—
Apr 2, 2025Fund LettersLVS Advisory - GrowthICLR Icon Plc Health CareLife Sciences Tools & Services Bear NASDAQBiotech Services, contract research organization, Cro, debt burden, Integration-Risk, life sciences, M&A strategy, Pharmaceutical Services
Apr 2, 2025Fund LettersLVS Advisory - GrowthHHH Howard Hughes Corp Real EstateReal Estate Development Bear NYSEActivist Situation, asset value, Governance Risk, Master-Planned Communities, real estate development, risk management, turnaround, Value
Apr 2, 2025Fund LettersLVS Advisory - Event DrivenICLR Icon Plc Health CareLife Sciences Tools & Services Bear NASDAQbusiness model, contract research organization, Cro, debt burden, industry consolidation, Large Pharma, M&A strategy, Operational Disruption
Apr 2, 2025Fund LettersLVS Advisory - Event DrivenHHH Howard Hughes Corp Real EstateReal Estate Development Bear NYSEactivist investor, divestiture, Governance Risk, management control, Master-Planned Communities, net asset value, Real Estate, Value
Apr 2, 2025Fund LettersNight Watch Investment Management1405.HK DPC Dash Consumer DiscretionaryRestaurants Bull Hong Kong Stock ExchangeChina, Consumer Discretionary, expansion, franchise, growth, Hong Kong, Pizza, Restaurant, retail, ROIC
Apr 2, 2025Fund LettersHertford CapitalFNOX.ST Fortnox AB Software & ServicesApplication Software Bull Nasdaq StockholmAccounting Software, Cloud software, financial management, high margins, M&A Target, Monopoly, network effects, Pricing power, recurring revenue, SaaS, SME, Sweden
Apr 2, 2025Fund LettersGhosh CapitalKPG.AX Kelly Partners Group Commercial & Professional ServicesProfessional Services Bull ASXAccounting, Australia, compounder, Equity, Fragmented Industry, High retention, M&A, network effects, professional services, Recession-resistant, Roll-up, small-cap, Tax Services
Apr 2, 2025Twitter / X@CapitalPmhAGFX Argentex FinancialsDiversified Financial Services / Foreign Exchange & Money Brokerage Bull London Stock Exchange-AIMAgp, Argentex, Chip Packaging, Fintech, Forex, Insurance, Payments, Platform Agp
Apr 2, 2025Value Investors ClubPlutoDEF GR DEFAMA Deutsche Fachmarkt AG OtherRetail REITs Bull -compounder, German REIT, Germany, inflation hedge, Real Estate, Retail real estate, Roll-up, Small cap value
Apr 2, 2025Value Investors Clubfalcon44MCD McDonald’s Corp Consumer DiscretionaryRestaurants Bear NYSEBoycotts, Derating, EPS downside, QSR, tariffs
Apr 2, 2025Value Investors ClubcablebeachCKHUY CK Hutchison Holdings Ltd. IndustrialsConglomerates Bull Hong Kong Stock Exchangedividend yield, FCF yield, Hong Kong, net cash, restructuring, Telecom spin-off
Apr 1, 2025Fund LettersPM Capital Australian Companies Fund1102 TT Trane Technologies IndustrialsBuilding Products Bull NYSEBuilding Products, Climate, Commercial, energy efficiency, HVAC, Industrial, Sustainability

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: