Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 6, 2024Fund LettersGreenlight CapitalCPRI Capri Holdings Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull NYSEEvent-driven, fashion, FTC, Luxury goods, Merger Arbitrage, Regulatory
Aug 6, 2024Fund LettersGreenlight CapitalSOLB.BR Solvay MaterialsSpecialty Chemicals Bull Euronext BrusselsChemicals, Commodities, Europe, materials, Soda Ash, specialty
Aug 6, 2024Fund LettersGreenlight CapitalKD Kyndryl Holdings TechnologyIT Services Bull NYSEgrowth, infrastructure, IT services, technology, transformation
Aug 6, 2024Fund LettersGreenlight CapitalHPQ HP Inc. TechnologyTechnology Hardware, Storage & Peripherals Bull NYSEAI, Cyclical, Hardware, Pcs, recovery, technology
Aug 6, 2024Fund LettersGreenlight CapitalCEIX CONSOL Energy EnergyCoal & Consumable Fuels Bull NYSEcoal, energy, Exports, infrastructure, recovery
Aug 6, 2024Short ThesisBleecker StreetGOGO Gogo Inc Communication ServicesAlternative Carriers (In-Flight Connectivity) Bear NASDAQ5G, Airlines, Competition, debt, Inflight internet
Aug 5, 2024Short ThesisHunterbrookWULF Terawulf Inc FinancialsIT Services (Blockchain & Cryptocurrency Mining) Bear NASDAQBitcoin, Dilution, ESG, Hashrate, Mining
Aug 3, 2024Fund LettersHinde GroupNFLX Netflix, Inc. Communication ServicesEntertainment Bull NASDAQcash generation, Content, Cord-cutting, digital media, entertainment, Global, market share, Share Buybacks, Streaming, Subscription
Aug 2, 2024Fund LettersAlta Fox Capital ManagementHUMBLE.ST Humble Group AB Consumer StaplesPersonal Products Bull Nasdaq First North StockholmCapital Markets Day, consolidation, EBITDA growth, growth, Institutional Ownership, management ownership, Nasdaq Stockholm, organic growth, personal care, Swedish, uplisting, Value
Aug 2, 2024Fund LettersAlta Fox Capital ManagementREVG REV Group Inc Capital GoodsCommercial Vehicles & Trucks Bull NYSEbacklog, commercial vehicles, Cyclical, EBITDA Margin Expansion, Fire & Emergency, manufacturing, oligopoly, operational efficiency, Pricing power, Value
Aug 2, 2024Fund LettersBilbel Capital0882.HK Tianjin Development Holdings Limited FinancialsDiversified Financial Services Bull Hong Kong Stock ExchangeChina, deep value, discount to book value, dividend yield, holding company, maintenance services, Otis Elevator, recurring revenue
Aug 2, 2024Fund LettersBilbel Capital1126.HK Dream International Limited Consumer DiscretionaryLeisure Products Bull Hong Kong Stock ExchangeConsumer Discretionary, Cyclical, deep value, Disney Partnership, high dividend yield, manufacturing, Toy Manufacturing, Vietnam
Aug 2, 2024Fund LettersBilbel CapitalINTL.L Intellego Technologies Health CareHealth Care Equipment Bull London Stock ExchangeDosimeters, Healthcare Equipment, Healthcare Technology, Hospital Safety, Infection Control, Medical devices, patents, UV-C Disinfection
Aug 1, 2024Fund LettersMaran Capital ManagementTPB Turning Point Brands Consumer StaplesTobacco Bull NYSECannabis, growth, Nicotine pouches, PMTA, Regulatory Moat, Rolling Papers, Share Buybacks, tobacco, turnaround
Aug 1, 2024Fund LettersMaran Capital ManagementSLGDD Horizon Kinetics Holding Corporation FinancialsAsset Management & Custody Banks Bull OTCasset management, AUM, Board Position, contrarian, merger, net cash, value investing
Aug 1, 2024Fund LettersLong Cast AdvisersRSSS Research Solutions Inc Communication ServicesInteractive Media & Services Bull NASDAQAcademic, B2C, Citations, M&A, Management Transition, Overhang, Reference Management, research, SaaS, Software
Aug 1, 2024Fund LettersLong Cast AdvisersMTRX Matrix Service Company IndustrialsConstruction & Engineering Bull NASDAQbacklog, construction, Cyclical, EBITDA, engineering, Oil & Gas, Petrochemical, seasonality, turnaround, Value
Aug 1, 2024Fund LettersTourlite Capital ManagementPRPL Purple Innovation Consumer DiscretionaryHousehold Durables Bull NASDAQBroken Stocks, Free Cash Flow, home improvement, housing cycle, Mattresses, new management, turnaround
Aug 1, 2024Fund LettersTourlite Capital ManagementRICK RCI Hospitality Holdings Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQcash flow, hospitality, insider ownership, low valuation, same-store sales, share repurchases, Value
Aug 1, 2024Fund LettersTourlite Capital ManagementOABI OmniAb Health CareBiotechnology Bull NASDAQAntibody Discovery, asymmetric opportunity, biotechnology, cash flow, drug development, insider buying, royalties

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