Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 1, 2025Fund LettersBroyhill Asset ManagementBAX Baxter International Inc. Health CareHealth Care Equipment Bull NYSEdefensive, Healthcare Equipment, Hurricane Impact, IV Solutions, manufacturing, Portfolio Restructuring, Temporary Disruption, Value
Feb 1, 2025Fund LettersBroyhill Asset ManagementSIX Six Flags Entertainment Corporation Consumer DiscretionaryLeisure Facilities Bull NYSEC-Corp Conversion, EBITDA, Free Cash Flow, Leisure, Merger Synergies, post-COVID recovery, Short squeeze, theme parks, Value
Feb 1, 2025Fund LettersBroyhill Asset ManagementEVO.ST Evolution AB Consumer DiscretionaryCasinos & Gaming Bull Stockholm Stock ExchangeB2B software, Europe, Gaming Technology, iGaming, live casino, online gambling, Royalty Stream, Sweden, Value
Feb 1, 2025Fund LettersBroyhill Asset ManagementNICE NICE Ltd. Software & ServicesApplication Software Bull NASDAQAI solutions, cloud contact center, customer experience, Digital transformation, Enterprise software, Israel, SaaS, turnaround, Value
Feb 1, 2025Fund Letters1 Main CapitalSUP.TO Superior Industries International Consumer DiscretionaryAuto Parts & Equipment Bull Toronto Stock Exchangeautomotive, cash generation, Cost Reduction, Cyclical Recovery, debt refinancing, Europe, high-risk, manufacturing, Wheels
Feb 1, 2025Fund Letters1 Main CapitalIWG.L International Workplace Group Real EstateSpecialized REITs Bull London Stock Exchangeasset-light model, cash generation, Coworking, Flexible Workspace, Franchising, GAAP Transition, Global, Managed services, Real Estate, Share Buybacks
Jan 31, 2025Fund LettersRogue FundsGLO.TO Global Atomic EnergyOil, Gas & Consumable Fuels Bull TSXDFC Financing, geopolitical risk, Greenfield, Joint venture, Mining, Niger, Nuclear, uranium
Jan 31, 2025Fund LettersRogue FundsACHV Achieve Life Sciences Health CareBiotechnology Bull NASDAQbiotechnology, Breakthrough Drug, clinical trial, Cytisinicline, NDA, PDUFA, Priority Review, Smoking Cessation
Jan 31, 2025Fund LettersRogue FundsABXX Abaxx Technologies FinancialsDiversified Financial Services Bull TSXasset value, Commodities, Exchange, financial services, LNG, Monopoly Potential, Nickel Sulphate, Singapore
Jan 31, 2025Fund LettersRogue FundsECOR ElectroCore Health CareHealth Care Equipment Bull NASDAQBioelectronic medicine, High Growth, high-margin, Medical devices, NURO Acquisition, profitability, scaling, Warrant Dilution
Jan 31, 2025Fund LettersRogue FundsASPI ASP Isotopes MaterialsSpecialty Chemicals Bull NASDAQcancer treatment, high-margin, medical isotopes, Nuclear, Production Advantage, Silicon-28, specialty chemicals, TerraPower Partnership
Jan 31, 2025Fund LettersGeorge BoltonMKSI MKS Instruments, Inc. Information TechnologySemiconductor Equipment Bull NASDAQCapEx, Equipment, growth, margin expansion, Quantum, semiconductors
Jan 31, 2025Fund LettersGeorge BoltonSNOW Snowflake Inc. Information TechnologyApplication Software Bull New York Stock Exchangeanalytics, Artificial Intelligence, cloud, data platform, earnings growth, Software
Jan 31, 2025Fund LettersGeorge BoltonBA Boeing Company IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, backlog, leadership, Production, recovery, turnaround
Jan 31, 2025SubstackDa MetropolitanCURI Curiosity Stream Communication ServicesBroadcasting Bull -acquisition target, AI licensing deals, competitive landscape, cost-cutting, documentary streaming, free ad-supported streaming, management experience, profitability, Revenue Growth, shareholder value
Jan 30, 2025Twitter / X@OilandGasInvestSKYE Skye Bioscience Inc. Health Care ServicesBiotechnology Bull NASDAQLoss, Muscle, Nimacimab, Nimacimab Shows, Shows, Skye, Weight, Weight loss
Jan 30, 2025Twitter / X@TeddyOkuyama9552.T M&A Research Institute Holdings Co., Ltd. FinancialsInvestment Banking & Brokerage Bull Toronto Stock ExchangeAlgorithms, Aviation, Deal, Hires, Hiring, Matching, Matching Algorithms, Souken
Jan 30, 2025Fund LettersGreg DeanHYQ GR Hypoport SE FinancialsDiversified Financial Services Bull -Fintech, Germany, Mortgages, Platforms, Upside
Jan 30, 2025Fund LettersGreg DeanFEVR LN Fever-Tree Drinks plc Consumer StaplesBrewers Bull London Stock ExchangeBrand, growth, Margins, Mixers, premium
Jan 30, 2025SubstackJapan Investing4165.T Plaid Inc. Information TechnologySoftware - Application Bull Taiwan Stock Exchange—

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