Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 19, 2025Fund LettersVoss Value Offshore FundMBGYY Mercedes-Benz Group AG Consumer DiscretionaryAutomobile Manufacturers Bull OTCautonomous vehicles, capital return, defensive, dividend yield, Luxury Automotive, Share Buybacks, Technology leader, Value
Feb 19, 2025Fund LettersVoss Value Offshore FundEEFT Euronet Worldwide Inc Information TechnologyData Processing & Outsourced Services Bull NASDAQATM, Cross Border Payments, Fintech, money transfer, Payments, regulatory catalyst, Take Rate Expansion, turnaround, Value
Feb 19, 2025Fund LettersVoss Value FundAMTM Amentum Holdings Inc IndustrialsResearch & Consulting Services Bull NYSEbacklog, Defense, deleveraging, Government Services, merger, spin-off, Value
Feb 19, 2025Fund LettersVoss Value FundFUJHY Subaru Corporation Consumer DiscretionaryAutomobile Manufacturers Bull OTCautomotive, capital return, cash-rich, defensive, Japanese, Toyota, Value
Feb 19, 2025Fund LettersVoss Value FundMBGYY Mercedes-Benz Group AG Consumer DiscretionaryAutomobile Manufacturers Bull OTCautomotive, Autonomous, capital return, Europe, Luxury, technology, Value
Feb 19, 2025Fund LettersVoss Value FundEEFT Euronet Worldwide Inc Information TechnologyData Processing & Outsourced Services Bull NASDAQATM, Cross-Border, Fintech, money transfer, Payments, turnaround, Value
Feb 19, 2025Twitter / X@secretlyaninjaFIS Fidelity National Information Services, Inc. Information TechnologyData Processing & Outsourced Services Bull New York Stock Exchangebanking, Capital markets, FCF, Fcf Conv, Fis, Outlook, Rev, Seg
Feb 19, 2025SubstackOptrack.ioTAVI Tavia Acquisition Corp. Special Purpose Acquisition Company (SPAC)Special Purpose Acquisition Company (SPAC) Bear NASDAQ Stock Marketborrowing constraints, business dealings, failed ventures, Kenes Rakishev, management team, Oxus Acquisition Corp., SPAC, speculative investment, Tavia Acquisition Corp., trading volume
Feb 19, 2025SubstackOptrack.ioOXUS Oxus Acquisition Corp. Food ProductsFood Products Bear NASDAQ Stock MarketBorealis Foods, cash burn, Cup-o-Noodles, financial performance, Gordon Ramsey endorsement, gross margins, Kenes Rakishev, Oxus Acquisition Corp., short selling, SPAC
Feb 19, 2025Short ThesisSpruce PointDY Dycom Industries Inc IndustrialsConstruction & Engineering (Telecom Infrastructure) Bear NYSECapEx, Contracts, infrastructure, Margins, Telecom
Feb 18, 2025Fund LettersAtai Capital ManagementALOT AstroNova Inc. Technology Hardware & EquipmentElectronic Equipment, Instruments & Components Bull NASDAQAerospace, aircraft production, capital allocation, Data Acquisition, EBITDA multiple, Equity, Industrial, Management Change, Specialty Printers, technology integration, turnaround, Value
Feb 18, 2025Fund LettersTourlite Capital ManagementROIV Roivant Health CareBiotechnology Bull NASDAQArbutus, biotechnology, Immunovant, LNP Litigation, Multiple Ways to Win, risk/reward, Stub Value, Sum-of-parts
Feb 18, 2025Fund LettersTourlite Capital ManagementSOC Sable Offshore EnergyOil, Gas & Consumable Fuels Bull NYSECalifornia, call options, offshore oil, pipeline, Production Restart, Regulatory Approval, Santa Ynez Unit, Trump administration, Undervalued Assets
Feb 18, 2025Fund LettersTourlite Capital ManagementLTCH Latch TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQCEO transition, deep value, Discount to cash, Execution Challenge, Financial Filings, Operational Performance, regulatory compliance, Uplisting Catalyst
Feb 18, 2025Fund LettersTourlite Capital ManagementFIP FTAI Infrastructure IndustrialsIndustrial Conglomerates Bull NASDAQAccretive Acquisition, Asset Inflection, data center, debt refinancing, infrastructure, Long Ridge, Multiple Catalysts, Undervalued Position
Feb 18, 2025Fund LettersTourlite Capital ManagementREAL RealReal Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQBroken Stocks, CEO transition, Contrarian Investment, debt refinancing, Guidance Raise, Luxury Consignment, market overreaction, turnaround
Feb 18, 2025Fund LettersTourlite Capital ManagementFTAI FTAI Aviation IndustrialsAerospace & Defense Bull NASDAQAerospace, aftermarket, Aircraft Leasing, EBITDA growth, Maintenance, PMA Parts, Strategic Capital Initiative, Value-Add Business Model
Feb 18, 2025Twitter / X@thexcapitalistOSCR Oscar Health, Inc. Health Care ServicesManaged Health Care Bull New York Stock ExchangeAca, Employees, Employers, Health, health insurance, Insurance, Oscar, OSCR
Feb 18, 2025Twitter / X@cedargrovecmHIMS Hims & Hers Health, Inc. Health Care ServicesHealth Care Technology Bear New York Stock ExchangeFDA, Glp, HIMS, Marketing Software, Our, Over Indexing, Play, Shortage
Feb 18, 2025Short ThesisBlue Orca CapitalTDOC Teladoc Health Inc Health CareHealth Care Technology Bear NYSECompetition, Livongo, Normalization, profitability, telehealth

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