Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 13, 2025Fund LettersSeven Corners CapitalGNW Genworth Financial FinancialsLife & Health Insurance Bull NYSEHolding Company Discount, Insurance, Mortgage Insurance, Regulatory, Share Buybacks, spin-off, Sum-of-parts, Value
Jan 13, 2025Fund LettersSeven Corners CapitalTPB Turning Point Brands Consumer StaplesTobacco Bull NYSEActivist Target, cash generation, consumer staples, dividend, Legacy Brands, Rolling Papers, Smokeless Tobacco, tobacco
Jan 13, 2025Fund LettersSeven Corners CapitalPSHZF Pershing Square Holdings FinancialsAsset Management & Custody Banks Bull Euronext Amsterdamactivist, asset management, Berkshire Model, closed-end fund, Hedge Fund, holding company, NAV discount, Value
Jan 13, 2025SubstackAttitude Small CapsALNT.MC Alantra Partners SA FinancialsCapital Markets Bull Bolsas y Mercados Españoles (Madrid)—
Jan 11, 2025Fund LettersSeeking WinnersIT Gartner, Inc. Commercial & Professional ServicesResearch & Consulting Services Bull NYSEAdvisory, B2B Services, Digital transformation, Enterprise software, It consulting, Monopoly, recurring revenue, research, SaaS, technology
Jan 11, 2025Twitter / X@thesherlockviewMHUB.V Minehub Technologies Inc. Information TechnologyApplication Software Bull Toronto Stock Exchange Venture Exchange (Toronto Stock ExchangeV)Australia, Canada, Emissions, Exchanges, Minehub, Payments, SaaS, Scope
Jan 11, 2025SubstackThe Finance CornerANF Abercrombie & Fitch Co. Consumer DiscretionaryApparel Retail Bear NYSE—
Jan 10, 2025Fund LettersRiverwater Partners Small Cap StrategyNCMI National CineMedia Communication ServicesAdvertising Bull NASDAQCash Flow Yield, Cinema Advertising, debt-free, entertainment, media, Post-Bankruptcy, Recovery Play, ROAS Technology, turnaround
Jan 10, 2025Fund LettersRick RyskalczykJPM JPMorgan Chase & Co. FinancialsDiversified Banks Bull New York Stock ExchangeBanks, Capital strength, diversification, Earnings Power, financials
Jan 10, 2025Short ThesisScorpion CapitalTMDX TransMedics Group Inc Health CareHealth Care Equipment Bear NASDAQDilution, Organs, Reimbursement, TAM, Transplant
Jan 9, 2025Fund LettersBlack Bear Value PartnersFLG Flagstar Financial FinancialsRegional Banks Bull NYSEBalance sheet repair, Conservative Reserves, Equity, Joseph Otting, regional bank, Steven Mnuchin, tangible book value, turnaround
Jan 9, 2025Fund LettersBlack Bear Value PartnersABG Asbury Automotive Group Consumer DiscretionarySpecialty Retail Bull NYSEAuto Dealerships, consolidation, Equity, Fragmented Industry, Omni Channel, Parts & Service, recurring revenue, Share Buybacks
Jan 9, 2025Fund LettersEnnismore Global Equity FundPDX.ST Paradox Interactive AB Communication ServicesInteractive Media & Services Bull Nasdaq Stockholmfranchise, Gaming, Grand Strategy, Interactive Entertainment, Moat, niche market, Software, Sweden, turnaround, user engagement
Jan 9, 2025SubstackWaterboy InvestingELV Elevance Health Inc. Health CareHealthcare Plans Bull NYSE—
Jan 8, 2025Fund LettersHertford CapitalQXO QXO Inc. IndustrialsTrading Companies & Distributors Bull NASDAQacquisition strategy, Brad Jacobs, Building materials, Distribution, industry consolidation, private placement, technology integration, value creation
Jan 8, 2025Fund LettersHertford CapitalMPG.MI Moltiply Group SpA FinancialsConsumer Finance Bull Borsa Italianacore holding, financial services, founder-led, Free Cash Flow, Italian Financials, M&A Integration, Mortgage Market Recovery, Online Mortgages
Jan 8, 2025Fund LettersHertford CapitalWOSG.L Watches of Switzerland Group Plc Consumer DiscretionarySpecialty Retail Bull London Stock ExchangeBrand Relationships, cash generation, Hodinkee Acquisition, Luxury Retail, Rolex Retailer, Specialty retail, store expansion
Jan 8, 2025Fund LettersHertford CapitalPHLL.L Petershill Partners Plc FinancialsAsset Management & Custody Banks Bull London Stock Exchangealternative assets, capital allocation, Fund Manager Stakes, Goldman Sachs, Growth Capital, Private markets, Special dividend
Jan 8, 2025Fund LettersHertford CapitalANIM.MI Anima Holding SpA FinancialsAsset Management & Custody Banks Bull Borsa Italianaasset management, Banking Synergies, Distribution Channels, Italian Financials, strategic acquisition, Value Realization
Jan 8, 2025Fund LettersHertford CapitalCRAYN.OL Crayon Group Holding ASA Information TechnologySystems Software Neutral Oslo Stock ExchangeCloud Economics, Management Meeting, Merger Arbitrage, Microsoft Partner, SaaS, Software Asset Management, Tech Conference

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