Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 5, 2025Twitter / X@Mike10947310PLCE The Children's Place, Inc. Consumer DiscretionaryApparel, Accessories & Luxury Goods Bull NASDAQMechanics, Mithaq, Mithaq Wants, Non Tactical, Non Tactical Interest, Offering, rights, Rights Offering
Feb 5, 2025Twitter / X@InvestSpecialCAU.L Centaur Media Plc Communication ServicesPublishing Neutral London Stock ExchangeCarr, Cau, divestment, Full Liquidation, Legal, Liquidation, Mini Mba, UK
Feb 5, 2025SubstackIdea HiveMGPI MGP Ingredients Consumer StaplesBeverages - Wineries & Distilleries Bear NASDAQ—
Feb 4, 2025Fund LettersThird Point PartnersPCG PG&E Corporation UtilitiesElectric Utilities Bull NYSEAB1054, California, Cost Recovery, Electric Utility, Grid Hardening, regulated utility, Undergrounding, Value, Wildfire Risk
Feb 4, 2025Fund LettersThird Point PartnersENR.DE Siemens Energy AG IndustrialsElectrical Equipment Bull XETRAbacklog, data centers, energy transition, EV charging, Gas turbines, Germany, Grid Equipment, renewable energy, turnaround, Wind Turbines
Feb 4, 2025Fund LettersThird Point PartnersLYV Live Nation Entertainment Communication ServicesMovies & Entertainment Bull NYSEantitrust, Concerts, Event-driven, global expansion, Live entertainment, Pricing power, Ticketmaster, Venue Construction
Feb 4, 2025Fund LettersThird Point PartnersBN Brookfield Corp. FinancialsAsset Management & Custody Banks Bull NYSEAlternative Asset Manager, digital infrastructure, infrastructure, Insurance, Oaktree, Private Credit, Re-rating, Value
Feb 4, 2025Twitter / X@SHJVerborgASPI AspiraDAC Ltd. IndustrialsIndustrial Machinery Bull Australian Stock ExchangeAspi, HALEU, nuclear energy, Nuclear Fuel, Pet Labs, Qle, semiconductors, uranium
Feb 4, 2025Short ThesisCulper ResearchAAOI Applied Optoelectronics Inc Information TechnologyCommunications Equipment Bear NASDAQdata centers, hyperscale, Margins, Optical, Transceivers
Feb 4, 2025SubstackPound the Rock InvestingNRP Natural Resource Partners EnergyThermal Coal Bull NYSE—
Feb 4, 2025SubstackIdea HiveTHRY Thryv Holdings Communication ServicesInternet Content & Information Bull NASDAQ—
Feb 3, 2025Fund LettersMcIntyre PartnershipsSTHO Star Holdings Real EstateReal Estate Management & Development Bull OTCAsbury Park, Asset Convergence, Beachfront Real Estate, Illiquid Security, Liquidation Play, NAV discount, Rate Sensitive, REIT Holdings
Feb 3, 2025Fund LettersMcIntyre PartnershipsGTX Garrett Motion Inc. Consumer DiscretionaryAutomotive Parts & Equipment Bull NASDAQAutomotive Supplier, BEV Disruption, duopoly, high margins, R&D investment, Share Buybacks, Turbochargers, zero-emission vehicles
Feb 3, 2025Fund LettersMcIntyre PartnershipsSHC Sotera Health Company Health CareHealth Care Services Bull NASDAQCustomer Destocking, duopoly, Healthcare services, high margins, Mass Tort Litigation, Medical devices, Mission-Critical, Sterilization Services
Feb 3, 2025Twitter / X@blondesnmoneyLFMD LifeMD, Inc. Health Care ServicesHealth Care Services Bull NASDAQExchanges, HIMS, Lifemd, Marketing, Marketing Software, Not High, Out Marketing, Pharmacy
Feb 3, 2025SubstackRaging Bull InvestmentsZEG.L Zegona Communications Communication ServicesTelecom Services Bull London Stock Exchange—
Feb 2, 2025Fund LettersBilbel Capital294870.KS Seohee Construction Company Limited IndustrialsConstruction & Engineering Bull Korea Exchangeasset-light, construction, Housing, net cash, Pre-funded, Share Buybacks, South Korea, Value
Feb 2, 2025Fund LettersBilbel CapitalINTEG.ST Intellego Technologies Health CareHealth Care Technology Bull Nasdaq StockholmB2B Healthcare, Export Credit, First Mover, Healthcare Technology, Medical devices, patents, Sterilization, Sweden
Feb 2, 2025Fund LettersBilbel CapitalRYGYO.IS Reysas GYO Real EstateIndustrial REITs Bull Borsa Istanbuldividend yield, infrastructure, Logistics, Real Estate, REITs, Supply Shortage, Turkey, Warehouses
Feb 1, 2025Fund LettersBroyhill Asset ManagementAVTR Avantor Inc. Health CareLife Sciences Tools & Services Bull NYSEbiopharma, Demand Stabilization, growth inflection, healthcare, Life Sciences Tools, Peer Discount, political risk, RFK Jr, Value

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