Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 1, 2025 | Fund Letters | Cove Street Capital Small Cap Value Fund | KBR | KBR Inc. | Capital Goods | Construction & Engineering | Bull | NYSE | Cyclical, Defense, DOGE Impact, Government Contractor, Space Services, Value | Login |
| Mar 1, 2025 | Fund Letters | Adestella Investment Management | TWLO | Twilio Inc. | Information Technology | Application Software | Bull | NYSE | activist, API, cloud communications, Cpaas, Free Cash Flow, Inflection, profitability, SaaS, Software, turnaround | Login |
| Mar 1, 2025 | Fund Letters | Qualivian Investment Partners | BRO | Brown & Brown | Financials | Insurance Brokers | Bull | NYSE | capital allocation, consolidation, founder-led, Insurance Broker, M&A, P&C insurance, quality compounder, recurring revenue, technology advantage | Login |
| Feb 28, 2025 | Fund Letters | Biglari Holdings | CBRL | Cracker Barrel Old Country Store, Inc. | Consumer Discretionary | Restaurants | Bull | NASDAQ | cash generation, dividend, Equity, Family dining, Long-term, Restaurant, Southern cuisine, strategic stake, Value | Login |
| Feb 28, 2025 | Fund Letters | Biglari Holdings | RACE | Ferrari N.V. | Consumer Discretionary | Automobile Manufacturers | Bull | NYSE | automotive, Brand, Competitive Advantage, Equity, High-performance, Italian, Luxury, premium, Sports cars | Login |
| Feb 28, 2025 | Fund Letters | Bengal Capital | VREO.TO | Vireo Health International Inc. | Health Care | Pharmaceuticals | Neutral | Canadian Securities Exchange | balance sheet, Cannabis, Capital Raise, execution risk, Litigation Asset, medical cannabis, Multi-State Operator, Rollup Strategy | Login |
| Feb 28, 2025 | Fund Letters | Bengal Capital | GRIN.TO | Grown Rogue International Inc. | Consumer Staples | Agricultural Products | Bull | Canadian Securities Exchange | Agricultural Products, Cannabis, capital allocation, Craft Cannabis, Cultivation, Distressed assets, growth, Multi-State Operator, Value Compounding | Login |
| Feb 28, 2025 | Substack | Idea Hive | MGPI | MGP Ingredients | Consumer Staples | Beverages - Wineries & Distilleries | Bear | NASDAQ | — | Login |
| Feb 27, 2025 | Fund Letters | Hayden Capital | SE | Sea Ltd | Communication Services | Interactive Media & Services | Bull | NYSE | Cost advantage, e-commerce, economies of scale, Emerging markets, growth, infrastructure investment, Logistics, market share, Southeast Asia | Login |
| Feb 27, 2025 | Twitter / X | @Borlaug_ | RPID | Rapid Micro Biosystems, Inc. | Health Care Services | Health Care Equipment | Bull | NASDAQ | Above, biologics, Consensus, gene therapy, Gross, Micro, Payments, Rev | Login |
| Feb 27, 2025 | Twitter / X | @QuackQuackCap | DIB.MI | Digital Bros S.p.A. | Communication Services | Interactive Home Entertainment | Bear | Borsa Italiana | Better Opportunities, Dib, Digital Bros, Evo, franchise, Gaming, See Better, Wuchang | Login |
| Feb 27, 2025 | Substack | Optrack.io | APPF | Appfolio | Software as a Service (SaaS) | Software as a Service (SaaS) | Bull | NASDAQ Stock Market | Alexander Wolf, Appfolio, board member purchase, growth runway, high margins, investment thesis, SaaS, software solutions, stock drawdown, VMS | Login |
| Feb 27, 2025 | Substack | Pound the Rock Investing | BELFB | Bel Fuse Inc. | Information Technology | Electronic Components | Bull | NASDAQ | — | Login |
| Feb 26, 2025 | Twitter / X | @KryptoniteRese | FTAI | FTAI Aviation Ltd. | Consumer Discretionary | Aerospace & Defense | Bull | NASDAQ | Aviation, Ftai, PMA, Presenter, Products, refining, Third Party Capital, Using Third Party | Login |
| Feb 26, 2025 | Short Thesis | Fuzzy Panda | APP | AppLovin Corp | Communication Services | Interactive Media & Services | Bear | NASDAQ | adtech, AT&T, Gaming, leverage, user acquisition | Login |
| Feb 26, 2025 | Short Thesis | Culper Research | APP | AppLovin Corp | Communication Services | Interactive Media & Services (AdTech/Marketing Software) | Bear | NASDAQ | Interactive Media & Services (AdTech/Marketing Software) | Login |
| Feb 26, 2025 | Substack | The Finance Corner | GRAB | Grab Holdings Limited | Information Technology | Software - Application | Bull | NASDAQ | — | Login |
| Feb 25, 2025 | Substack | Optrack.io | KULR | KULR Technology Group, Inc. | Energy Storage | Energy Storage | Bear | New York Stock Exchange | Bitcoin treasury, cash burn, Dilution, energy storage, equity issuance, financial health, governance issues, KULR Technology Group, related parties, stock promotion | Login |
| Feb 25, 2025 | Short Thesis | Bleecker Street | RKLB | Rocket Lab USA Inc | Industrials | Aerospace & Defense (Space Launch) | Bear | NASDAQ | Competition, Dilution, Launch, Satellites, Space | Login |
| Feb 24, 2025 | Twitter / X | @maninapurpledr1 | STAI | ScanTech AI Systems, Inc. | Industrials | Electrical Components & Equipment | Bear | NASDAQ | Feb, Fintech, Fluid Handling, Joinyellowbrick, Maninapurpledress, Maninapurpledress Feb, Sec, Stai | Login |
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