Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 22, 2025Twitter / X@acemoney21KRE SPDR S&P Regional Banking ETF FinancialsRegional Banks Bull New York Stock Exchange ArcaBank, Banks, consumer lending, Easing, process control, Regional, Regionals, Trade
Jan 21, 2025Fund LettersKingdom Capital AdvisorsTSSI TSS Incorporated Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQAI, data centers, DELL, infrastructure, Revenue Growth, Server Racks, technology hardware, xAI
Jan 21, 2025Fund LettersKingdom Capital AdvisorsNPK National Presto Industries IndustrialsAerospace & Defense Bull NYSEAmmunition, backlog, cash flow, Defense, Military contracts, revenue acceleration, Small Appliances
Jan 21, 2025Fund LettersKingdom Capital AdvisorsMAGN Magnera Corporation MaterialsPaper Products Bull NYSEdeleveraging, Free Cash Flow, materials, merger, Non-wovens, spinoff, synergies, Volume Recovery
Jan 21, 2025Fund LettersKingdom Capital AdvisorsSUP Superior Industries Consumer DiscretionaryAuto Parts & Equipment Bull NYSEAluminum Wheels, Auto parts, automotive, EBITDA, manufacturing, Mexico, Poland, tariffs
Jan 21, 2025Fund LettersKingdom Capital AdvisorsUNFI United Natural Foods Consumer StaplesFood Distributors Bull NYSEcash flow, Counter-cyclical, Distribution Centers, food distribution, grocery, margin expansion, turnaround
Jan 21, 2025Fund LettersKingdom Capital AdvisorsNLOP Net Lease Office Properties Real EstateOffice REITs Bull NASDAQLiquidation, Net Lease, office properties, Property Sales, Real Estate, REIT, Uncorrelated Returns
Jan 21, 2025Fund LettersGreenlight CapitalCPRI Capri Holdings Limited Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull NYSEbrand value, Jimmy Choo, Luxury goods, Management Distraction, Operational Recovery, Post-Merger Breakup, Versace
Jan 21, 2025Fund LettersGreenlight CapitalCNC Centene Corporation Health CareManaged Health Care Bull NYSEDefensive Healthcare, healthcare, insider buying, Managed Medicaid, political risk, share repurchases, Underearning
Jan 21, 2025Fund LettersGreenlight CapitalCNH CNH Industrial NV IndustrialsAgricultural & Farm Machinery Bull NYSEAgricultural Equipment, capital returns, Cyclical Value, dividend yield, Farm Equipment, Inventory Destocking, Trough Earnings
Jan 21, 2025Fund LettersGreenlight CapitalPTON Peloton Interactive Inc Consumer DiscretionaryLeisure Products Bull NASDAQAt-home Fitness, Connected-Fitness, cost-cutting, EBITDA Generation, Fitness Technology, Subscription, turnaround
Jan 21, 2025Fund LettersPelican Bay Capital ManagementKNSL Kinsale Capital FinancialsProperty & Casualty Insurance Bull NYSEcombined ratio, competitive moat, E&s, Excess and Surplus, growth, Insurance, market share gains, ROE, technology platform, underwriting
Jan 21, 2025Fund LettersPelican Bay Capital ManagementMU Micron Technology Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, Artificial Intelligence, Cyclical Recovery, DRAM, HBM, Memory, Nand, oligopoly, semiconductors, technology
Jan 21, 2025SubstackSpecial Situation InvestingETCG Grayscale Ethereum Classic Investment Trust Financial ServicesInvestment Trusts Bull Over-the-Counterasymmetric bet, crypto sentiment, cryptocurrency, discount to NAV, ETCG, ETF conversion, Ethereum Classic, Hashrate, investment trust, proof of work
Jan 21, 2025SubstackPraya ValueH78.SI HongKong Land Real EstateCommercial Real Estate Neutral Singapore Exchangeasset portfolio, commercial real estate, Corporate Governance, cross-holding structure, Hong Kong CBD, HongKong Land, Jardine Matheson, NAV discount, operational improvements, shareholder value
Jan 21, 2025SubstackPraya Value0012.HK Henderson Land Real EstateProperty Development and Investment Neutral Stock Exchange of Hong Kongaggressive expansion, conservative leverage, family support, family-controlled, financial stability, Henderson Land, Hong Kong, mainland China, market volatility, Real Estate
Jan 21, 2025SubstackPraya Value1113.HK CK Assets Real EstateProperty Development and Investment Bull Stock Exchange of Hong Kongbuybacks, CK Assets, conservative management, dividends, global diversification, Hong Kong real estate, NAV discount, property development, strategic acquisitions, UK utility assets
Jan 21, 2025Twitter / X@smantelCACI CACI International IndustrialsIT Services Bull New York Stock ExchangeCaci, Defense, Government IT, Israel, Modernization, Recurring Cost Plus, Services Software, Spending Cuts
Jan 21, 2025Twitter / X@Pokeyd90ASRV AmeriServ Financial FinancialsRegional Banks Bull NASDAQBanks, Credit, Fee, Tbv, Underscoring Binary, Unsuitable, Wealth, Which Justifies
Jan 20, 2025Fund LettersAndvari AssociatesTOI.TO Topicus.com Inc Information TechnologySystems Software Bull TSXEuropean Software, Free Cash Flow, government software, growth, M&A, serial acquirer, Software, vertical software

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