Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 20, 2025Fund LettersAndvari AssociatesCSGP CoStar Group Inc Real EstateReal Estate Services Bull NASDAQcommercial real estate, competitive moat, Data Analytics, high-margin, Intellectual Property, Mission-Critical, Real Estate Data, SaaS
Jan 20, 2025Fund LettersAndvari AssociatesSBAC SBA Communications Corporation Real EstateSpecialized REITs Bull NASDAQCell Tower, infrastructure, Interest Rate Sensitive, Mission-Critical, Mobile Data, Pricing power, REIT, share repurchases, telecommunications
Jan 20, 2025Fund LettersAndvari AssociatesAMT American Tower Corporation Real EstateSpecialized REITs Bull NYSECell Tower, dividend, infrastructure, Interest Rate Sensitive, Mission-Critical, Mobile Data, Pricing power, REIT, telecommunications
Jan 20, 2025Fund LettersOptimist FundTDUP ThredUp Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQCircular economy, competitive moat, E-commerce Platform, Free cash flow inflection, Managed Marketplace, Second-hand Marketplace, turnaround story
Jan 20, 2025Fund LettersOptimist FundW Wayfair Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEdouble-digit growth, Free Cash Flow Generation, Home Goods E-commerce, Margin Improvement, market recovery, market share gains
Jan 20, 2025Fund LettersOptimist FundPOOL Pool Corporation Consumer DiscretionarySpecialty Retail Bull NASDAQCyclical Recovery, earnings growth, Free Cash Flow, Industry Trough, Market normalization, Pool Installation
Jan 20, 2025Fund LettersOptimist FundRVLV Revolve Group, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEConsumer Discretionary, digital platform, e-commerce, margin expansion, Online Fashion Retail, Revenue Growth Acceleration
Jan 20, 2025Fund LettersOptimist FundHFG.DE HelloFresh SE Consumer StaplesFood & Staples Retailing Bull XETRAbusiness model validation, Contrarian Investment, European Consumer, Free Cash Flow, Meal Kit Delivery, Subscription Commerce
Jan 20, 2025Fund LettersOptimist FundDASH DoorDash, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQfood delivery, Logistics Platform, margin expansion, on-demand services, profitability, Revenue Growth
Jan 20, 2025Fund LettersOptimist FundCVNA Carvana Co. Consumer DiscretionarySpecialty Retail Bull NYSEautomotive, e-commerce, EBITDA margins, market share expansion, Revenue Growth, used car retail
Jan 20, 2025Fund LettersMJG Capital FundKRY.TO Koryx Copper MaterialsMetals & Mining Bull TSX Venture ExchangeAfrica, Copper, development, infrastructure, management, Mining, Namibia, Porphyry
Jan 20, 2025Twitter / X@PharmdcaDAWN Day One Biopharmaceuticals Health Care ServicesBiotechnology Bull NASDAQBraf, Braf Fusions, Braf Mutations, Fusions, Mutations, Ojemda, Oncology, Plgg
Jan 20, 2025SubstackPraya Value635.HK Playmates Holdings Other- Neutral NYSE—
Jan 17, 2025SubstackAlluvialMRCR Moro Corp. IndustrialsConstruction & Engineering Neutral OTC Marketsbook value growth, competitive positioning, execution challenges, HVAC contractor, Moro Corp., operational improvements, regional opportunities, residential builder, Upstate New York, value investing
Jan 17, 2025SubstackAlluvialBDCO Blue Dolphin Energy Co. EnergyOil Refining Neutral OTC MarketsBlue Dolphin Energy Co., breakeven cost curve, cash flow, Cost management, Lazarus Energy Holdings, market cycles, oil market volatility, oil refinery, operational resilience, strategic ownership
Jan 17, 2025SubstackAlluvialITEX ITEX Corp. FinancialsBarter Networks Bear OTC Marketsbarter network, business exchanges, cash reserves, competitive positioning, digital alternatives, ITEX Corp., ITEX Dollars, market evolution, operating results, strategic adaptation
Jan 17, 2025SubstackAlluvialBWTL Bowlin Travel Centers Consumer ServicesTravel Centers Neutral OTC MarketsArizona, Bowlin Travel Centers, customer experience, economic fluctuations, gas stations, New Mexico, rest stops, THE THING, travel industry, unique attractions
Jan 17, 2025SubstackAlluvialWELX Winland Holdings Corporation TechnologyEnvironmental Monitoring Neutral OTC MarketsBitcoin mining, cryptocurrency, environmental monitoring, Growth Opportunities, market dynamics, Stephen Bregman, strategic diversification, Volatility, water intrusion systems, Winland Holdings Corporation
Jan 17, 2025SubstackAlluvialFGPR Ferrellgas Partners LP EnergyPropane Distribution Neutral OTC MarketsBankruptcy, capital structure, Ferrellgas Partners LP, financial leverage, Logistics, market position, operational efficiency, profitability, propane distribution, uplisting
Jan 17, 2025SubstackAlluvialCPTP Capital Properties, Inc. Real EstateProperty Management Neutral OTC Marketscap rate, Capital Properties, Inc., corporate overhead, development potential, local market, property management, Providence, Real Estate, rental income, yield

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