Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 29, 2024Fund LettersMassif CapitalENR.DE Siemens Energy AG IndustrialsElectrical Equipment Neutral XETRAelectrical equipment, energy equipment, Europe, Gas turbines, Grid Infrastructure, profit-taking, renewable energy, Service revenue, valuation multiple, Wind Turbines
Oct 29, 2024Fund LettersRoss & Van CompernolleJ36.SI Japfa Ltd Consumer StaplesFood Products Bull Singapore ExchangeAgri-Food, Indonesia, Integrated Platform, Margin recovery, market leader, Myanmar, Poultry, Protein Staples, turnaround, Vietnam
Oct 29, 2024Fund LettersRoss & Van CompernolleBEZ.SI Beng Kuang Marine Ltd EnergyOil & Gas Equipment & Services Bull Singapore ExchangeFair value, Marine Logistics, Offshore Support, Oil & Gas Services, Singapore, Vessel Chartering
Oct 29, 2024Fund LettersRoss & Van CompernolleD05.SI Dyna-Mac Holdings Ltd EnergyOil & Gas Equipment & Services Bull Singapore Exchangeacquisition target, Engineering services, Offshore, Oil & Gas Services, Singapore, Strategic Buyer, tender offer
Oct 29, 2024Short ThesisBonitasBYRN Byrna Technologies Inc IndustrialsAerospace & Defense (Non-Lethal Weapons) Bear NASDAQEquity raises, Margins, Non-lethal, Security, TAM
Oct 28, 2024SubstackExcelsior CapitalLULU Lululemon Athletica Consumer DiscretionaryApparel Retail Bull NASDAQ—
Oct 25, 2024Fund LettersFawkes Capital ManagementLEU Centrus Energy Corp EnergyOil, Gas & Consumable Fuels Neutral NYSEBig Tech, data centers, Enrichment, government contracts, Nuclear Power, profit-taking, SMR, uranium
Oct 25, 2024Fund LettersFawkes Capital ManagementCLS Celestica Inc Information TechnologyElectronic Manufacturing Services Bull NYSECompute, Connectivity, contract manufacturing, data centers, Electronic Components, hyperscalers, Storage, Value
Oct 25, 2024Fund LettersFawkes Capital ManagementGEO The GEO Group Inc Real EstateSpecialized REITs Bull NYSEBorder Security, Electronic Monitoring, government contracts, High-Margin Technology, Immigration, Prison Operations, REIT
Oct 25, 2024Fund LettersFawkes Capital ManagementAGX Argan Inc IndustrialsConstruction & Engineering Bull NYSEconstruction, data centers, energy infrastructure, engineering, Gas Power, Power Plants, renewable energy
Oct 24, 2024Fund LettersBretton FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQCommunication Services, compounding, earnings growth, High Multiple, Interactive Media, technology
Oct 24, 2024Fund LettersBretton FundPGR The Progressive Corporation FinancialsProperty & Casualty Insurance Bull NYSEAuto Insurance, Data Analytics, financials, premium growth, Pricing power, Property & Casualty
Oct 24, 2024Fund LettersChoice Equities Capital ManagementHAIN Hain Celestial Group Inc. Consumer StaplesPackaged Foods & Meats Bull NASDAQconsumer staples, cost savings, Free Cash Flow, margin expansion, Organic Foods, Portfolio simplification, turnaround, Value
Oct 24, 2024Fund LettersChoice Equities Capital ManagementGENI Genius Sports Limited Communication ServicesInteractive Media & Services Bull NYSEData Rights, Exclusive Partnerships, Gaming Infrastructure, growth, NFL, Premier League, Sports betting, technology
Oct 24, 2024Fund LettersChoice Equities Capital ManagementCZR Caesars Entertainment Inc. Consumer DiscretionaryCasinos & Gaming Bull NASDAQCasinos, digital growth, entertainment, Gaming, iGaming, Las Vegas, Leisure Travel, Sports betting, Value
Oct 24, 2024SubstackDa MetropolitanSOWG Sow Good Consumer GoodsConsumer Goods Bear NASDAQ Stock Marketcompetitive landscape, earnings sustainability, freeze-dried snacks, market differentiation, Mars entry, operational preparedness, product recall, Sow Good
Oct 24, 2024SubstackDa MetropolitanLSF Laird TechnologyTechnology Bull New York Stock ExchangeInvestor confidence, Laird, market adaptation, raised guidance, record quarter, strategic initiatives, technology, turnaround
Oct 24, 2024SubstackDa MetropolitanSBBC Simply Better Brands Consumer GoodsConsumer Goods Bull NASDAQ Stock MarketCEO share purchase, consumer goods, Market Confidence, new stores, product launches, sales growth, Simply Better Brands, warrant exercises
Oct 24, 2024SubstackDa MetropolitanBRFH BarFresh Food and BeverageFood and Beverage Bear NASDAQ Stock MarketBarFresh, cash burn, credit revolver, Dilution, earnings report, food and beverage, stock-based compensation, supply chain
Oct 24, 2024Short ThesisGrizzly researchHSY Hershey Co/The Consumer StaplesPackaged Foods & Meats (Confectionery) Bear NYSEBrand risk, Chocolate, Cocoa, inflation, Pricing

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