Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 15, 2024SubstackUzo CapitalIWG.L IWG plc Real EstateReal Estate Services Bull London Stock Exchange—
Aug 14, 2024SubstackAlluvialHE Hawaiian Electric Industries, Inc. UtilitiesElectric Utilities Neutral -capital structure, equity value, financing needs, going concern warning, Hawaiian Electric, Lahaina fire, liability resolution, regulatory constraints, risk-return profile, utility sector
Aug 14, 2024SubstackAlluvialUBAB United Bancorporation of Alabama, Inc. Financial ServicesBanks Bull -book value accretion, capital structure, Community Banks, discounted repurchase, ECIP program, financial services, lending thresholds, preferred shares, Treasury Department, Value Investment
Aug 14, 2024SubstackRaging Bull InvestmentsCRON Cronos Group Inc. Health CareDrug Manufacturers - Specialty & Generic Bull NASDAQ—
Aug 13, 2024Fund LettersSilver Beech CapitalBUR Burford Capital FinancialsSpecialized Finance Bull NYSEAcyclical Returns, alternative assets, Argentina, asset management, Commercial Litigation, Intellectual Property, Legal Finance, Litigation Funding, returns on equity, Settlement Recovery, Specialized Finance, YPF case
Aug 12, 2024SubstackStephen FramptonCPS Cooper-Standard Holdings Inc. Consumer DiscretionaryAuto Parts Bull NYSE—
Aug 10, 2024SubstackStephen FramptonLMN.TO Lumine Group SoftwareVertical Market Software Bull Toronto Stock ExchangeAcquisitions, cash flow, Constellation Software, contingent consideration, Lumine Group, maintenance revenues, organic growth, shareholder confidence, strategic investing, vertical market software
Aug 8, 2024Short ThesisSpruce PointZBRA Zebra Technologies Corp Information TechnologyElectronic Equipment (Automatic Identification & Data Capture) Bear NASDAQBarcodes, Cyclical, Enterprise hardware, Margins, RFID
Aug 7, 2024Fund LettersMindset Value FundGRUSF Grown Rogue Consumer StaplesAgricultural Products Bull OTCCannabis, convertible debt, Craft Cannabis, Cultivation, EBITDA growth, Geographic Arbitrage, market inefficiency, operating leverage, State Markets, Triple-digit Growth
Aug 7, 2024Fund LettersMindset Value FundPRM Perimeter Solutions MaterialsSpecialty Chemicals Bull NYSEaerospace components, climate change, Fire Prevention, Fire Retardant, Insurance Crisis, Monopoly, Pricing power, Share Buybacks, specialty chemicals, Wildfire
Aug 7, 2024Fund LettersVergentAKT.CA Aktidal Group Health CareHealth Care Facilities Bull Casablanca Stock Exchangehealthcare, Healthcare Reform, market leader, Morocco, Oncology, Private Hospitals, Universal Healthcare
Aug 7, 2024Fund LettersVergentNBK.KW National Bank of Kuwait FinancialsBanks Bull Kuwait Stock Exchange (Boursa Kuwait)banking, Corporate Banking, infrastructure investment, Kuwait, loan growth, market leader, Political Reform
Aug 7, 2024Fund LettersVergent2030.SR Saudi Tadawul Group FinancialsFinancial Exchanges & Data Bull Saudi Stock Exchange (Tadawul)Capital markets, Financial infrastructure, IPO Activity, Market Development, MENA, Saudi Arabia, stock exchange
Aug 7, 2024SubstackStephen FramptonCPH.TO Cipher Pharmaceuticals Inc. PharmaceuticalsSpecialty Pharmaceuticals Bull Toronto Stock ExchangeAbsorica, Cipher Pharmaceuticals, dermatology, growth company, lice treatment, MOB-015, Natroba acquisition, patent protection, scabies treatment, US salesforce
Aug 6, 2024Fund LettersGreenWood InvestorsODET.PA Compagnie de L'Odet IndustrialsIndustrial Conglomerates Bull Euronext ParisElectoral volatility, French conglomerate, Market dislocation, Opportunistic Investment, Political concerns, transformation
Aug 6, 2024Fund LettersGreenWood InvestorsRTO.L Rentokil Initial plc IndustrialsCommercial Services & Supplies Bull London Stock Exchangeacquisition integration, competitive moat, customer retention, Management transformation, organic growth, pest control, Technician retention, Terminix
Aug 6, 2024Fund LettersGreenWood InvestorsPDD PDD Holdings Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQChina, Competitive culture, e-commerce, High-efficiency, international expansion, marketplace, operating cash flow, Temu, Ultra-low prices
Aug 6, 2024Fund LettersGreenWood InvestorsCTT.LS CTT - Correios de Portugal IndustrialsAir Freight & Logistics Bull Euronext Lisbonbanking, board representation, e-commerce, financial services, Iberia, Portugal, Postal Services, share repurchases, Sum-of-parts, transformation
Aug 6, 2024Fund LettersGreenWood InvestorsMEIP MEI Pharma Health CareBiotechnology Neutral NASDAQasset monetization, Balance Sheet Value, biotechnology, board representation, contrarian, Drug Discovery, strategic alternatives, workforce reduction
Aug 6, 2024Fund LettersGreenWood InvestorsLDO.MI Leonardo SpA IndustrialsAerospace & Defense Bull Borsa ItalianaAerospace, board representation, capital allocation, Defense, government contracts, Italy, share repurchases, transformation, Ukraine conflict

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