Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 9, 2025Twitter / X@FloebertusBSH Bridge Solutions Hub S.A. Information TechnologyApplication Software Bull WSEAcquisitions, Bsh, Car, Europe, Pet, Pln, Polish, Replenishment
Feb 8, 2025Fund LettersFairlight Alpha FundALLOG.PA Logic Instrument S.A. Information TechnologyTechnology Hardware, Storage & Peripherals Bull Euronext ParisDefense, Europe, Few Competitors, High Growth, Industrial, niche market, Rugged Devices, undervalued
Feb 8, 2025Fund LettersFairlight Alpha FundBOFI.V BranchOut Food Inc. Consumer StaplesPackaged Foods & Meats Bull TSX Venture Exchangecash flow positive, Cost advantage, Costco, Food Technology, Freeze-dried, growth, Peru Operations, Walmart
Feb 8, 2025Fund LettersFairlight Alpha FundSRB.L Serabi Gold plc MaterialsGold Bull London Stock ExchangeAISC Reduction, Brazil Operations, cash generation, gold mining, Mine Exploration, Ore Sorting, production growth, technology implementation
Feb 8, 2025Fund LettersFairlight Alpha FundMMY.TO Monument Mining Limited MaterialsGold Bull TSX Venture ExchangeAISC, cash generation, commodity, Flotation Processing, gold mining, Low-cost producer, Mine Exploration, Sulphide Ore
Feb 8, 2025Twitter / X@realrosecelineDLO DLocal Limited Information TechnologyApplication Software Bull NASDAQDlo, Emerging markets, Fintech, Global, Local, Payment, Payments, Satellite
Feb 8, 2025SubstackSpecial Situation InvestingTPL Texas Pacific Land Corporation EnergyOil & Gas E&P Bear NYSE—
Feb 7, 2025Twitter / X@LordshipstradeROCKB Rockwool A/S IndustrialsBuilding Products Bear Nasdaq CopenhagenEurope, Logistics Real Estate, Photonics, Reconstruction, Rockwool, Russia, Russian, Ukraine
Feb 7, 2025Short ThesisGrizzly researchWGS GeneDx Holdings Corp Health CareLife Sciences Tools & Services Bear NASDAQCompetition, diagnostics, Dilution, Genomics, Reimbursement
Feb 7, 2025SubstackAttitude Small CapsALNT.MC Alantra Partners, S.A. FinancialsCapital Markets Bull Bolsas y Mercados Españoles (Madrid)—
Feb 6, 2025Fund LettersBretton FundUNH UnitedHealth Group Incorporated Health CareHealth Care Plans Bull NYSEearnings growth, health insurance, Healthcare Management, Medicare Advantage, Regulatory risk, Structural positioning, valuation discount
Feb 6, 2025Fund LettersBretton FundDFH Dream Finders Homes, Inc. Consumer DiscretionaryHomebuilding Bear NASDAQAcquisitions, asset-light model, growth strategy, homebuilding, return on equity, Southeast Markets, Volatility Risk
Feb 6, 2025Fund LettersBretton FundNVR NVR, Inc. Consumer DiscretionaryHomebuilding Bull NYSEcapital efficiency, homebuilding, Interest Rate Resilience, margin expansion, market share, operating leverage, Share Buybacks
Feb 6, 2025Fund LettersBretton FundAZO AutoZone, Inc. Consumer DiscretionaryAutomotive Retail Bull NYSEAutomotive Aftermarket, Competitive Moats, international expansion, inventory management, retail, Return on capital, shareholder returns
Feb 6, 2025Fund LettersBretton FundGOOGL Alphabet, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI competition, digital advertising, information services, Revenue Growth, search engine, Streaming Video, valuation discount, YouTube
Feb 6, 2025Fund LettersBretton FundAXP American Express Co. FinancialsConsumer Finance Bull NYSEAffluent Demographics, Brand Premium, consumer finance, Expense Control, Premium credit cards, Revenue Growth, Younger Cardholders
Feb 6, 2025Fund LettersBretton FundPGR The Progressive Corporation FinancialsProperty & Casualty Insurance Bull NYSEAuto Insurance, market share, marketing strategy, Operational Agility, Post-Pandemic Recovery, Pricing power, Property & Casualty
Feb 6, 2025SubstackBorlaugDHR Danaher Corporation Life Sciences Tools & ServicesBioprocessing Bear New York Stock ExchangeBioprocessing, competitive pressures, Consumables, Danaher, guidance strategy, Industry dynamics, life sciences, order growth, organic growth, valuation
Feb 6, 2025SubstackBorlaugRGEN Repligen Corporation BiotechnologyBioprocessing Bull NASDAQ Stock MarketBioprocessing, biotechnology, Competitive advantages, growth drivers, Industry dynamics, innovation, market position, production capabilities, Repligen, strategic initiatives
Feb 6, 2025Twitter / X@sigmazerocapEVO / EVT Evotec SE Health Care ServicesLife Sciences Tools & Services Bull XETRAbiologics, Biologics Manufacturing, Discovery, Drug, Drug Discovery, Life, life sciences, Sciences

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