Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 26, 2024 | Short Thesis | Hunterbrook | AIR | AAR Corp | Industrials | Aerospace & Defense (Aircraft Maintenance & Services) | Bear | NYSE | Airlines, Cyclical, Defense, Margins, MRO | Login |
| Sep 25, 2024 | Short Thesis | Blue Orca | SUI | Sun Communities Inc | Real Estate | Residential REITs (Manufactured Homes & RV Parks) | Bear | NYSE | Manufactured housing, Marinas, Rates, REIT, RV | Login |
| Sep 23, 2024 | Short Thesis | Hunterbrook | WGO | Winnebago Industries Inc | Consumer Discretionary | Automobile Manufacturers (Recreational Vehicles) | Bear | NYSE | Cyclical, Demand, Inventory, Margins, RVs | Login |
| Sep 23, 2024 | Substack | Altay Cap | TYO:1443 | Giken Holdings | Other | - | Neutral | NYSE | — | Login |
| Sep 20, 2024 | Short Thesis | Spruce Point | INTU | Intuit Inc | Information Technology | Application Software | Bear | NASDAQ | Credit, Multiples, Regulation, SMB, Tax software | Login |
| Sep 19, 2024 | Short Thesis | Bear Cave | VRNT | Verint Systems Inc | Information Technology | Application Software (Customer Engagement/Analytics) | Bear | NASDAQ | analytics, Competition, leverage, Margins, SaaS | Login |
| Sep 19, 2024 | Short Thesis | Culper Research | KSPI | Kaspi.KZ JSC | Information Technology | Financial Services (Fintech Super-App, Kazakhstan) | Bear | NASDAQ | Currency, Fintech, Governance, Kazakhstan, Regulation | Login |
| Sep 17, 2024 | Short Thesis | Wolfpack | SWVL | Swvl Holdings Corp | Industrials | Ground Transportation | Bear | NASDAQ | cash burn, Emerging markets, SPAC, Subsidies, Transit | Login |
| Sep 16, 2024 | Fund Letters | RGA Investment Advisors | MTN | Vail Resorts Inc | Consumer Discretionary | Hotels, Resorts & Cruise Lines | Bull | NYSE | defensive, dividend yield, Epic Pass, Geographic Diversification, Irreplaceable Assets, Pricing power, Recreational Activities, Scarcity Value, seasonal business, share repurchases, Ski Resorts, subscription model, Tourism, Value | Login |
| Sep 16, 2024 | Fund Letters | RGA Investment Advisors | PLAY | Dave & Buster's Entertainment Inc | Consumer Discretionary | Restaurants | Bull | NASDAQ | Consumer Discretionary, digital marketing, Eatertainment, EBITDA multiple, entertainment, Family Entertainment, food and beverage, Management Change, Pricing power, Restaurants, share repurchases, Special Events, turnaround, Value | Login |
| Sep 15, 2024 | Substack | Raging Bull Investments | TIL | Instil Bio | Health Care | Biotechnology | Bull | NASDAQ | — | Login |
| Sep 13, 2024 | Short Thesis | Hunterbrook | SYM | Symbotic Inc | Industrials | Industrial Machinery (Warehouse Robotics & Automation) | Bear | NASDAQ | Automation, backlog, Margins, robotics, Walmart | Login |
| Sep 11, 2024 | Fund Letters | Saltlight Capital | BAM | Brookfield Asset Management | Financials | Asset Management & Custody Banks | Bull | NYSE | AI, alternative investments, asset management, capital deployment, data centers, energy transition, infrastructure, Real assets, renewable energy | Login |
| Sep 11, 2024 | Fund Letters | Saltlight Capital | SE | Sea Limited | Communication Services | Interactive Media & Services | Bull | NYSE | digital platform, e-commerce, Emerging markets, Fintech, Gaming, growth, network effects, Scale economies, Southeast Asia | Login |
| Sep 6, 2024 | Substack | Alluvial | PKST | Peakstone Realty Trust | Real Estate | REIT - Diversified | Bull | New York Stock Exchange | asset value, cash flow, divestiture, industrial properties, lease terms, management strategy, market repositioning, office sector, REIT, undervaluation | Login |
| Sep 6, 2024 | Substack | Japan Investing | 4478.T | Freee | Back Office SaaS | Back Office SaaS | Neutral | Tokyo Stock Exchange | direct sales, ERP solutions, expansion strategy, Freee, Profitability Improvement, R&D capitalization, small business focus, Tokyo Stock Exchange, unified database, valuation discount | Login |
| Sep 6, 2024 | Substack | Japan Investing | 3994.T | Money Forward | Back Office SaaS | Back Office SaaS | Neutral | Tokyo Stock Exchange | corporate expansion, distribution network, EBITDA margin, financial SaaS, large corporations, Money Forward, profitability challenges, sales and marketing investment, SMFG partnership, Tokyo Stock Exchange | Login |
| Sep 6, 2024 | Substack | Japan Investing | 4733.T | Obic Business Consultant | Back Office SaaS | Back Office SaaS | Bull | Tokyo Stock Exchange | cloud transition, distribution network, ERP software, high margins, Obic Business Consultant, on-premise software, packaged solutions, Revenue Growth, SME market, Tokyo Stock Exchange | Login |
| Sep 5, 2024 | Short Thesis | Bleecker Street | FTEL | Fitell Corp | Consumer Discretionary | Software (Telecom & Networking Applications) | Bear | NASDAQ | Contracts, Governance, microcap, Speculation, Telecom | Login |
| Sep 5, 2024 | Short Thesis | Bear Cave | FIVN | Five9 Inc | Information Technology | Application Software (Cloud Contact Center) | Bear | NASDAQ | AI, Competition, Contact center, growth, SaaS | Login |
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