Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Nov 13, 2024Fund LettersAppleseed FundSRUUF Sprott Physical Uranium Trust FinancialsAsset Management & Custody Banks Bull OTCCanada, Commodity Trust, Hard Asset, inflation hedge, Nuclear Fuel, Physical Uranium, Spot Price, trust
Nov 13, 2024Fund LettersAppleseed FundCCJ Cameco Corporation EnergyUranium Bull NYSECanada, commodity, Energy security, Equity, Mining, nuclear energy, supply deficit, uranium
Nov 13, 2024Short ThesisCulper ResearchZETA Zeta Global Holdings Corp Information TechnologyApplication Software (Marketing Automation) Bear NYSEAutomation, Churn, Competition, leverage, Marketing
Nov 12, 2024Fund LettersAtai Capital ManagementHAI.TO Haivision Systems Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull TSXCanada, Decoders, Encoders, enterprise, Government Defense, growth, Hardware, live sports, SRT Protocol, technology, turnaround, Video Streaming
Nov 12, 2024SubstackIdea HiveARE-TO Aecon Group Other- Bull TSX—
Nov 11, 2024SubstackAlluvialCMTOY Cementos Argos SA MaterialsConstruction Materials Bull Over-the-Counter MarketAsset Sale, capital return, Cementos Argos, Colombian stock market, Corporate Governance, debt reduction, net asset value, Quikrete acquisition, share liquidity, Summit Materials
Nov 9, 2024Short ThesisIceberg ResearchGEVO Gevo Inc MaterialsRenewable Fuels Bear NASDAQBiofuels, CapEx, Jet fuel, Policy risk, Subsidies
Nov 8, 2024Short ThesisJcapitalINOD Innodata Inc Information TechnologyIT Consulting & Other Services (Data/Analytics) Bear NASDAQAI, Annotation, Concentration, Narratives, Outsourcing
Nov 8, 2024SubstackIdea HiveAMPY Amplify Energy EnergyOil & Gas E&P Bull NYSE—
Nov 7, 2024Short ThesisBleecker StreetGEVO Gevo Inc MaterialsRenewable Fuels Bear NASDAQEquity raises, Execution, Renewable, SAF, Subsidies
Nov 7, 2024SubstackIdea HiveHCC Warrior Met Coal MaterialsCoking Coal Bull NYSE—
Nov 6, 2024Fund LettersFairlight Alpha FundALLOG.PA Logic Instrument Information TechnologyTechnology Hardware, Storage & Peripherals Bull Euronext Parisdefense technology, france, Industrial Hardware, M&A growth, margin expansion, MIL-STD-810, Rugged computing, Specialized Equipment
Nov 6, 2024Fund LettersFairlight Alpha FundSRB.L Serabi Gold MaterialsGold Bull London Stock ExchangeBrazil, cash generation, gold mining, Junior Miner, Licensing Catalyst, production growth, UK Listed, Value
Nov 6, 2024Fund LettersFairlight Alpha FundMMY.V Monument Mining Limited MaterialsGold Bull TSX Venture ExchangeCall Option Characteristics, commodity, debt-free, gold mining, Junior Miner, Low-cost producer, Malaysia, Value
Nov 6, 2024Fund LettersFairlight Alpha FundMCB.TO McCoy Global EnergyOil & Gas Equipment & Services Bull Toronto Stock ExchangeCanada, Data Analytics, Drilling Technology, Energy Services, Hardware, innovation, Oil & Gas Equipment, SaaS
Nov 6, 2024Short ThesisThe Bear CaveVSAT Viasat Inc Information TechnologyAlternative Carriers (Satellite Communications) Bear NASDAQbroadband, Integration, leverage, Satellite, Starlink
Nov 6, 2024SubstackExcelsior CapitalGPN Global Payments Inc. IndustrialsSpecialty Business Services Bull NYSE—
Nov 6, 2024SubstackIdea HiveWOW WideOpenWest Communication ServicesTelecom Services Bull NYSE—
Nov 4, 2024Short ThesisHindenburgPACS PACS Group Inc Health CareHealth Care Technology (Medical Imaging/AI) Bear NASDAQCommoditized, Competition, Hospitals, Imaging, Software
Nov 4, 2024SubstackIdea HiveMGPI MGP Ingredients, Inc. Consumer StaplesBeverages - Wineries & Distilleries Bear NASDAQ—

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