Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 18, 2024Fund LettersKathmandu CapitalVU.EPA VusionGroup Information TechnologyElectronic Equipment, Instruments & Components Bull Euronext ParisDigitalization, Electronic shelf labels, ESL, growth, IoT, retail technology, US market penetration, Walmart partnership
Dec 18, 2024Fund LettersKathmandu CapitalKSPI Kaspi.KZ FinancialsConsumer Finance Bull NASDAQacquisition, e-commerce, Fintech, Kazakhstan, marketplace, Payments, Regulatory tailwinds, Short squeeze, Turkey expansion
Dec 18, 2024Fund LettersKathmandu CapitalGCT Gigacloud Technology Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQB2B marketplace, Bulky items, Chinese discount, Cross-Border, e-commerce, furniture, Logistics, network effects, Scale Advantages, Value
Dec 18, 2024Fund LettersKathmandu Capital3918.HK NagaCorp Consumer DiscretionaryCasinos & Gaming Bull Hong Kong Stock ExchangeCambodia, casino, Discount to peers, Gaming, Infrastructure catalyst, Mass market transition, Tourism, Value
Dec 18, 2024Short ThesisHindenburgSEZL Sezzle Inc FinancialsConsumer Finance Bear NASDAQBNPL, Competition, Defaults, Regulation, Subprime
Dec 17, 2024Fund LettersMeditation CapitalHLYB Halyk Savings Bank of Kazakhstan JSC FinancialsBanks Bull NASDAQbanking, Conservative Capitalization, dividend yield, Emerging markets, Kazakhstan, market leader, ROE, Value
Dec 17, 2024Fund LettersMeditation CapitalTBCG.L TBC Bank Group PLC FinancialsBanks Bull London Stock Exchangebanking, digital banking, Emerging markets, GDP growth, Georgia, management, Market expansion, ROE, Uzbekistan, Value
Dec 17, 2024Fund LettersMeditation CapitalBGEO.L Bank of Georgia Group PLC FinancialsBanks Bull London Stock Exchangeacquisition, Armenia, banking, digital banking, Emerging markets, Georgia, market share, ROE, super app, Value
Dec 17, 2024Fund LettersMeditation CapitalKSPI Kaspi.kz JSC FinancialsConsumer Finance Bull NASDAQacquisition, digital payments, e-commerce, Emerging markets, Fintech, Kazakhstan, super app, Turkey, turnaround, Value
Dec 16, 2024Short ThesisSpruce PointAEG Aegon Ltd FinancialsLife & Health Insurance Bear NYSEInsurance, Life, Rates, restructuring, Solvency
Dec 13, 2024Short ThesisWhite Diamond ResearchTELO Telomir Pharmaceuticals Inc Health CareBiotechnology Bear NASDAQBiotech, Dilution, Pre-clinical, Speculative, Telomeres
Dec 11, 2024SubstackEveryone Hates PoetryVLN Velan Inc. Industrial GoodsFlow Control Equipment Bull Toronto Stock Exchangeacquisition target, Defense, Deregulation, Energy Sector, Industrial valves, LNG, nuclear energy, Trump election, valuation, Velan Inc.
Dec 11, 2024Short ThesisDF ResearchBIP Brookfield Infrastructure Part UtilitiesMulti-Utilities & Infrastructure Bear NYSEDistribution, FX, infrastructure, leverage, utilities
Dec 11, 2024Short ThesisOld Time REITsterRC Ready Capital Corp Real EstateMortgage REITs Bear NYSECRE, Credit risk, dividend, Mortgage REIT, Refinancing
Dec 9, 2024SubstackUzo CapitalPDD Pinduoduo E-commerceOnline Retail Bull NASDAQ Stock MarketAI, buybacks, e-commerce, Financial disclosures, geopolitical risks, international expansion, Pinduoduo, profitability, spin-off, undervaluation
Dec 7, 2024SubstackExcelsior CapitalFIVE Five Below Inc. Consumer DiscretionarySpecialty Retail Bull NASDAQ—
Dec 6, 2024SubstackAltay Cap5918.T Takigami Steel Construction Co IndustrialsEngineering & Construction Bull Bolsas y Mercados Españoles (Madrid)—
Dec 5, 2024Short ThesisCulper ResearchTREE LendingTree Inc FinancialsFinancial Services Bear NASDAQCAC, Competition, Housing, marketplace, Mortgages
Dec 5, 2024Short ThesisBear CavePOET POET Technologies Inc Information TechnologySemiconductors Bear NASDAQAdoption, Capital needs, Commercialization, Photonics, semiconductors
Dec 5, 2024SubstackIdea HiveBHU.SI SUTL Enterprise Consumer DiscretionaryLeisure Bull Singapore Exchange—

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