Investment Pitches
Explore 5,000+ curated investment pitches from leading investment funds and analysts - drawn from Fund letters, Seeking Alpha, VIC, Substacks, Short Reports and more. Generate new ideas or reinforce your research with concise insights from global experts.
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Oct 3, 2024 | Short Thesis | Grizzly research | QFIN | Qifu Technology Inc | Financials | Consumer Finance | Bear | NASDAQ | China, Credit risk, Fintech, Lending, Regulation | Login |
| Oct 3, 2024 | Short Thesis | Jcapital | NNE | NANO Nuclear Energy Inc | Industrials | Life Sciences Tools & Services | Bear | - | Biotech, CapEx, Consulting, Cyclical, Utilization | Login |
| Oct 2, 2024 | Fund Letters | JB Global Capital | BABA | Alibaba Group Holdings | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | NYSE | Artificial Intelligence, Asia, China, Cloud computing, e-commerce, growth, Share Buybacks, technology | Login |
| Oct 2, 2024 | Substack | Excelsior Capital | GE | General Electric Company | Industrials | Aerospace & Defense | Bull | NYSE | — | Login |
| Oct 1, 2024 | Fund Letters | Night Watch Investment Management | XFAB.PA | X-FAB Silicon Foundries | Information Technology | Semiconductors & Semiconductor Equipment | Bull | Euronext Paris | Analog Foundry, automotive, capacity expansion, Cyclical, Equity, Europe, EV Components, insider ownership, semiconductors, Value | Login |
| Oct 1, 2024 | Fund Letters | Vltava Fund | BN | Brookfield Corporation | Financials | Asset Management & Custody Banks | Bull | NYSE | AI infrastructure, alternative assets, asset management, Canada, growth, infrastructure, Value | Login |
| Oct 1, 2024 | Fund Letters | Palm Valley Capital Management | HELE | Helen of Troy | Consumer Discretionary | Household Products | Bull | NASDAQ | asset-light, Consumer products, contrarian, discretionary spending, free cash flow yield, Leading Brands, Roll-up | Login |
| Oct 1, 2024 | Fund Letters | Palm Valley Capital Management | WHGLY | WH Group | Consumer Staples | Packaged Foods & Meats | Bull | OTC | Feed Costs, geopolitical risk, Operational Turnaround, Packaged meats, Pork Producer, Smithfield IPO, value unlock | Login |
| Oct 1, 2024 | Fund Letters | Palm Valley Capital Management | DOX | Amdocs | Information Technology | IT Consulting & Other Services | Bull | NASDAQ | AI integration, cash generation, cloud migration, Digital transformation, Managed services, recurring revenue, Telecommunications Services | Login |
| Oct 1, 2024 | Fund Letters | Palm Valley Capital Management | LAS.TO | Lassonde Industries | Consumer Staples | Soft Drinks | Bull | TSX | Beverage Manufacturing, Canadian, margin expansion, operating leverage, premium brands, Specialty-Foods, turnaround | Login |
| Oct 1, 2024 | Fund Letters | Palm Valley Capital Management | RGP | Resources Connection | Industrials | Human Resource & Employment Services | Bull | NASDAQ | cash position, Consulting, Cyclical Recovery, dividend yield, Professional Staffing, rate sensitivity, Zero Debt | Login |
| Oct 1, 2024 | Fund Letters | Palm Valley Capital Management | TBI | TrueBlue | Industrials | Human Resource & Employment Services | Bear | NYSE | Blue-collar, Cost Reduction, Industrial, operating losses, Staffing, Temporary Labor, Value trap | Login |
| Oct 1, 2024 | Fund Letters | Right Tail Capital | NSIT | Insight Enterprises | Information Technology | Technology Distributors | Bull | NASDAQ | activist investor, capital allocation, Cyclical Recovery, IT distribution, Microsoft partnership, turnaround, Value Investment, ValueAct | Login |
| Oct 1, 2024 | Fund Letters | Right Tail Capital | CDW | CDW Corp | Information Technology | Technology Distributors | Bull | NASDAQ | B2B Services, capital efficiency, Fragmented Market, IT Solutions, Mid-market, Outsourced IT, Technology Distributor, value-added services | Login |
| Oct 1, 2024 | Fund Letters | Wedgewood Partners | MSI | Motorola Solutions | Information Technology | Communications Equipment | Bull | NYSE | Communications Equipment, Emergency Communications, Government, infrastructure, Land Mobile Radio, Mission-Critical, Public safety | Login |
| Oct 1, 2024 | Fund Letters | Wedgewood Partners | UNH | UnitedHealth Group | Health Care | Managed Health Care | Bull | NYSE | health insurance, healthcare, managed care, Medicare, Optum, Preventative Care, value-based care | Login |
| Oct 1, 2024 | Fund Letters | Wedgewood Partners | META | Meta Platforms | Communication Services | Interactive Media & Services | Bull | NASDAQ | Artificial Intelligence, digital advertising, Family of Apps, machine learning, Recommendation Systems, social media, technology platform | Login |
| Oct 1, 2024 | Fund Letters | Wedgewood Partners | PYPL | PayPal Holdings | Information Technology | Data Processing & Outsourced Services | Bull | NASDAQ | digital payments, e-commerce, Fintech, Merchant Services, Payment Platform, Transaction Processing, Venmo | Login |
| Oct 1, 2024 | Fund Letters | Longleaf Partners Fund | FDX | FedEx | Industrials | Air Freight & Logistics | Bull | NYSE | Air Freight, cost savings, Freight Operations, Less-than-truckload, Logistics, spin-off, value unlocking | Login |
| Oct 1, 2024 | Fund Letters | Longleaf Partners Fund | MGM | MGM Resorts | Consumer Discretionary | Casinos & Gaming | Bull | NYSE | asset sales, Casinos, Free Cash Flow, Gaming, hospitality, Las Vegas, Online-Gaming, Share Buybacks | Login |
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