Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Nov 21, 2024SubstackIdea HivePPSI Pioneer Power Solutions, Inc. IndustrialsElectrical Equipment & Parts Bull NASDAQ—
Nov 20, 2024Fund LettersMindset Value FundGRUSF Grown Rogue Consumer StaplesAgricultural Products Bull OTCCannabis, Competitive Markets, EBITDA multiple, Geographic Expansion, Multi-State Operator, New Jersey, operational excellence, Value
Nov 20, 2024Fund LettersMindset Value FundPRM Perimeter Solutions MaterialsSpecialty Chemicals Bull NYSEcash generation, climate change, Fire Retardant, government contracts, Monopoly, Pricing power, specialty chemicals, Wildfire
Nov 20, 2024Fund LettersMcIntyre PartnershipsSEG Seaport Entertainment Group Real EstateReal Estate Development Bull NASDAQAsset-Based, entertainment, Las Vegas, Manhattan, real estate development, spinoff, Sum-of-parts, turnaround, Value
Nov 20, 2024Short ThesisMuddy WatersELF elf Beauty Inc Consumer StaplesPersonal Products (Cosmetics) Bear NYSECosmetics, Margins, Mass retail, valuation, Virality
Nov 20, 2024Short ThesisKerrisdale CapitalOKLO Oklo Inc UtilitiesIndependent Power Producers & Energy Traders (Advanced Nuclear) Bear NYSELicensing, Nuclear, SMR, Subsidies, Timelines
Nov 19, 2024SubstackJapan Investing4180.T Appier Group Advertising TechnologyMarketing Automation Bull Tokyo Stock ExchangeAI-driven Marketing, Appier Group, Asian adtech market, Competitive Advantage, Customer Engagement, First Party Data, privacy changes, return on ad spend, Revenue Growth, valuation re-rating
Nov 19, 2024SubstackJapan Investing4180.T Appier Group Information TechnologySoftware - Infrastructure Bull NYSE—
Nov 19, 2024SubstackIdea Hive7292.T Murakami Corporation Consumer DiscretionaryAuto Parts Bull NYSE—
Nov 18, 2024Fund LettersSaltlight CapitalRBLX Roblox Corporation Communication ServicesInteractive Media & Services Bull NYSEAdvertising Monetization, Creator economy, Cross Platform, Gaming Platform, network effects, Platform economics, User-generated content, Youth Demographics
Nov 18, 2024Fund LettersSaltlight CapitalSE Sea Limited Communication ServicesInteractive Media & Services Bull NYSECapital-light, Emerging markets, Free Fire Franchise, high margins, Low Spec Optimization, Mobile Gaming, Southeast Asia Gaming, user engagement
Nov 18, 2024Fund LettersSaltlight Capital0700.HK Tencent Holdings Limited Communication ServicesInteractive Media & Services Bull Hong Kong Stock ExchangeChina Gaming, E-sports, Evergreen Games, Gaming Franchises, network effects, recurring revenue, Social Gaming, User-generated content, WeChat Platform
Nov 18, 2024Fund LettersSaltlight CapitalAPP AppLovin Corporation Communication ServicesInteractive Media & Services Bull NASDAQadvertising technology, AI platform, Data Flywheel, e-commerce expansion, Mobile Gaming, network effects, Performance Marketing, programmatic advertising, user acquisition
Nov 14, 2024Fund LettersSchroders Value Perspective GlobalBARC.L Barclays PLC FinancialsBanks Bull London Stock ExchangeBranch Rationalization, capital return, cost-cutting, return on equity, UK Banks, undervalued, Value
Nov 14, 2024Fund LettersSchroders Value Perspective GlobalNWG.L NatWest Group plc FinancialsBanks Bull London Stock Exchangebuybacks, capital return, Cost Reduction, Operational Turnaround, return on equity, UK Banks, Value
Nov 14, 2024Fund LettersHinde GroupNBN Northeast Bank FinancialsRegional Banks Bull NASDAQbanking, commercial real estate, Equity, loan origination, Maine, net interest margin, regional banks, SBA Loans
Nov 14, 2024SubstackRaging Bull InvestmentsCPH.TO Cipher Pharmaceuticals Health CareDrug Manufacturers - Specialty & Generic Bull TSX—
Nov 13, 2024Fund LettersSilver Ring Value PartnersQRTEA Qurate Retail Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQasymmetric bet, call option, customer retention, Distressed, high-risk, Portfolio Hedging, turnaround, Video Commerce
Nov 13, 2024Fund LettersSilver Ring Value PartnersMD Pediatrix Medical Group Health CareHealth Care Services Bull NYSECompetitive Advantage, Healthcare services, Low Cyclicality, margin of safety, Medical Staffing, NICU, turnaround, Value
Nov 13, 2024Fund LettersSilver Ring Value PartnersJAZZ Jazz Pharmaceuticals Health CarePharmaceuticals Bull NASDAQBiotech, Patent Transition, pipeline, Sleep Disorders, Specialty pharmaceuticals, Strong Management, undervalued, Value

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