Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 27, 2024Fund LettersMcElvaine Value FundONEX.TO Onex Corporation FinancialsCapital Markets Bull TSXCapital markets, discount to NAV, insider alignment, private equity, Share Buybacks
Aug 27, 2024Fund LettersMcElvaine Value FundMOIL.L Mandarin Oriental International Limited Consumer DiscretionaryHotels, Restaurants & Leisure Bull LSEasset-light, development pipeline, hospitality, Jardine Matheson, Luxury hotels, Sum-of-parts
Aug 27, 2024Fund LettersMcElvaine Value FundXCO Exco Resources Inc EnergyOil, Gas & Consumable Fuels Bull NYSEenergy, Fairfax Financial, Hedge, natural gas, Reserves, Value
Aug 27, 2024Fund LettersMcElvaine Value FundMXG.TO Maxim Power Corp UtilitiesIndependent Power and Renewable Electricity Producers Bull TSXAlberta, Free Cash Flow, natural gas, Power generation, utilities, Value
Aug 27, 2024Short ThesisKerrisdale CapitalLUMN Lumen Technologies Inc Communication ServicesAlternative Carriers (Telecom Infrastructure) Bear NYSEdebt, Decline, Fiber, restructuring, Telecom
Aug 27, 2024Short ThesisHindenburgSMCI Super Micro Computer Inc Information TechnologyTechnology Hardware, Storage & Peripherals Bear NASDAQAI, Competition, Cyclicality, Margins, Servers
Aug 26, 2024Fund LettersVoss Value Offshore FundPRKS United Parks & Resorts Consumer DiscretionaryLeisure Facilities Bull NYSEAnimal Shows, Consumer Discretionary, EBITDA Margin Expansion, Leisure, private equity, Real Estate, Regional Entertainment, Share Buybacks, strategic alternatives, theme parks, turnaround, Value
Aug 26, 2024Fund LettersVoss Value FundPRKS United Parks & Resorts Consumer DiscretionaryLeisure Facilities Bull NYSEConsumer Discretionary, contrarian, entertainment, Florida, Leisure, private equity, Real Estate, theme parks, turnaround, Value
Aug 24, 2024SubstackSpecial Situation InvestingCEIX CONSOL Energy Inc. Other- Bull NYSE—
Aug 23, 2024Fund LettersThird Point PartnersICE Intercontinental Exchange Inc. FinancialsFinancial Exchanges & Data Bull NYSEArtificial Intelligence, Automation, Data Services, Energy Futures, Financial Exchanges, LNG Trading, Market Infrastructure, Mortgage Technology, natural gas
Aug 23, 2024Fund LettersThird Point PartnersCPAY Corpay Inc. Information TechnologyData Processing & Outsourced Services Bull NYSEB2B payments, capital allocation, compounding, Ev-Transition, Fleet Management, Fuel Cards, high margins, Payments, Value
Aug 23, 2024Fund LettersThird Point PartnersAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQApp Store, Artificial Intelligence, Consumer Technology, Ecosystem, network effects, Proprietary Silicon, Smartphones, upgrade cycle, Virtual Assistant
Aug 22, 2024Fund LettersAtai Capital ManagementEG7.ST Enad Global 7 Communication ServicesInteractive Media & Services Bull Stockholm Stock Exchangeacquisition, EBITDA margins, Free-to-Play, game development, Gaming, Live Service, Multi-Platform, Sweden
Aug 22, 2024Fund LettersAtai Capital ManagementALOT AstroNova Inc. TechnologyElectronic Equipment, Instruments & Components Bull NASDAQacquisition, Aerospace, EBITDA growth, margin expansion, Portugal, Printing Equipment, Test Measurement, Value
Aug 22, 2024Short ThesisAnonymous reportSYM Symbotic Inc IndustrialsIndustrial Machinery (Warehouse Robotics & Automation) Bear NASDAQAutomation, backlog, Margins, robotics, Walmart
Aug 20, 2024Fund LettersSilver Ring Value PartnersALFAA.MX Alfa S.A.B. Consumer StaplesPackaged Foods & Meats Bull Mexican Stock Exchangebranded, Catalyst, Chemicals, defensive, Food, Mexico, spin-off, Value
Aug 20, 2024Fund LettersSilver Ring Value PartnersIGT International Game Technology Consumer DiscretionaryCasinos & Gaming Bull NYSEApollo, Catalyst, dividend, Gaming, government contracts, Lottery, Share Buybacks, spin-off
Aug 20, 2024SubstackRaging Bull InvestmentsCPH.TO Cipher Pharmaceuticals Health CareDrug Manufacturers - Specialty & Generic Bull TSX—
Aug 16, 2024SubstackPraya ValueART.JO Argent Industrial IndustrialSpecialized Industrial Manufacturing Bull Johannesburg Stock ExchangeArgent Industrial, balance sheet strength, capital allocation, internationalization, light industrial manufacturing, M&A strategy, Rand depreciation, relocation strategy, South Africa, specialized industrial supplier
Aug 16, 2024Short ThesisGrizzly researchWULF Terawulf Inc FinancialsIT Services (Blockchain & Cryptocurrency Mining) Bear NASDAQBitcoin, Dilution, Hash rate, Mining, Nuclear

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