Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 10, 2026Fund LettersCedar Grove Capital ManagementABVX Abivax BiotechnologyBiotechnology Bull NASDAQacquisition target, biotechnology, Commercialization, French, Maintenance Data, Phase 3, Special situations, Ulcerative Colitis
Apr 10, 2026Fund LettersCedar Grove Capital ManagementTOI The Oncology Institute Medical Care FacilitiesHealth Care Providers & Services Bull NASDAQEBITDA inflection, Healthcare services, Oncology, operating leverage, Payer Contracts, Pharmacy Growth, value-based care
Apr 10, 2026Fund LettersCedar Grove Capital ManagementSNWV Sanuwave Health Medical DevicesHealth Care Equipment & Supplies Bull NASDAQacquisition target, CMS Guidance, debt refinancing, Medical Device, Medicare, ultrasound technology, wound care
Apr 10, 2026Fund LettersCedar Grove Capital ManagementEVLV Evolv Technologies Security & Protection ServicesTechnology Hardware, Storage & Peripherals Bull NASDAQAI Detection, ARR growth, cash flow positive, government contracts, Hardware, net cash, SaaS, Security Technology
Apr 10, 2026Fund LettersCedar Grove Capital ManagementREAL The RealReal Luxury GoodsInternet & Direct Marketing Retail Bull NASDAQAI Authentication, EBITDA Expansion, Gmv Growth, Luxury Resale, marketplace, Omnichannel, operating leverage, Second-hand Fashion
Apr 10, 2026Fund LettersCedar Grove Capital ManagementKITS.TO KITS Eyewear Specialty RetailSpecialty Retail Bull Toronto Stock ExchangeCanadian, Contact lenses, DTC, e-commerce, EBITDA Positive, Eyewear, net cash, Specialty retail, vertically integrated
Apr 10, 2026Fund LettersThird Point Offshore FundCSGP CoStar Group Inc. Real Estate ServicesReal Estate Services Bear NASDAQActivist Investment, capital allocation, commercial real estate, Corporate Governance, Failed Turnaround, Management Entrenchment, Real Estate Services, value destruction
Apr 10, 2026Fund LettersThird Point Offshore FundIDR.MC Indra Sistemas Information Technology ServicesTechnology Hardware, Storage & Peripherals Bull New York Stock ExchangeAerospace, Cyber security, Defense, European defense, government contracts, Military Technology, NATO, Radar Systems, Spain, Systems Integration
Apr 10, 2026SubstackMonopolistic InvestorDUOL Duolingo Education TechnologyLanguage Learning Bull Nasdaq Stock Marketcash efficiency, Duolingo, founder conviction, growth stock, investment thesis, long-term investment, Moat score, Pricing power, Quality score, User growth
Apr 10, 2026Fund LettersQV InvestorsIFC.TO Intact Financial Corporation Insurance - Property & CasualtyProperty & Casualty Insurance Bull New York Stock ExchangeAuto Insurance Cycle, Canada, global diversification, Mispriced Quality, Property & Casualty Insurance
Apr 10, 2026Fund LettersQV InvestorsTIH.TO Toromont Industries Ltd. Industrial DistributionTrading Companies & Distributors Neutral New York Stock ExchangeAI data centers, CIMCO, Heavy Equipment, profit-taking, Refrigeration, Valuation Management
Apr 10, 2026Fund LettersQV InvestorsRMV.L Rightmove PLC Internet Content & InformationInteractive Media & Services Bull New York Stock ExchangeAI innovation, Data Business, digital platform, market share, proprietary data, Real Estate, UK
Apr 10, 2026Fund LettersQV InvestorsHAL Halliburton Company Oil & Gas Equipment & ServicesOil & Gas Equipment & Services Bull New York Stock Exchangecapital allocation, contrarian, energy, Free Cash Flow, oilfield services, Value
Apr 10, 2026Fund LettersQV InvestorsCJT.TO Cargojet Inc. Integrated Freight & LogisticsAir Freight & Logistics Bull New York Stock ExchangeAir Cargo, Canada, Contracted Services, Domestic Franchise, Inflation Protection, market share, Transportation, Value
Apr 10, 2026Fund LettersThird Point PartnersCSGP CoStar Group Inc. OtherReal Estate Services Bear -Activist Investment, Capital Misallocation, commercial real estate, Corporate Governance, Failed Turnaround, Management Entrenchment, Real Estate Services, Residential Real Estate, Technology Disruption
Apr 10, 2026Fund LettersThird Point PartnersINDRA.MC Indra Sistemas OtherTechnology Hardware, Storage & Peripherals Bull -Air Traffic Management, Cyber security, Defense, European defense, government contracts, Military Technology, NATO, Radar Systems, Spain, Systems Integration
Apr 10, 2026Fund LettersEast72 Dynasty TrustVIRT Virtu Financial Capital MarketsCapital Markets Bull NASDAQCapital markets, Equity, ETF, financial technology, growth, high-frequency trading, liquidity provider, market maker, Off-Exchange Trading, turnaround
Apr 10, 2026Fund LettersMiddle Coast InvestingDUOL Duolingo Inc Software - ApplicationInteractive Media & Services Bull NASDAQAI disruption, Edtech, freemium model, gamification, Language learning, Mobile App, User growth
Apr 10, 2026Fund LettersMiddle Coast InvestingSARO Standard Aero Aerospace & DefenseAerospace & Defense Bull New York Stock ExchangeAerospace, aftermarket services, Aircraft Maintenance, Aviation Cycle, Industrials, LEAP Engines, Value
Apr 10, 2026Fund LettersMiddle Coast InvestingFG F&G Annuities & Life Insurance - LifeLife & Health Insurance Bull New York Stock Exchangealternative investments, Annuities, Book Value, interest rate sensitivity, life insurance, Private Credit, Share Buybacks

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: