Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 9, 2024Fund LettersBlack Bear Value PartnersLXU LSB Industries MaterialsFertilizers & Agricultural Chemicals Bull NYSEAgricultural, Ammonia, capacity expansion, carbon capture, Cost advantage, debt reduction, Free Cash Flow, Industrial, Low-Carbon, natural gas, Nitrogen, Share Buybacks, turnaround, Value
Jul 9, 2024Short ThesisDF ResearchWSC WillScot Holdings Corp IndustrialsConstruction & Engineering (Modular Buildings) Bear NASDAQconstruction, Cyclicality, leverage, Modular, Rentals
Jul 8, 2024Fund LettersMiddle Coast InvestingGOGO Gogo Inc. Communication ServicesWireless Telecommunication Services Bull NASDAQ5G Technology, Binary Outcome, Business Aviation, Galileo, In-Flight WiFi, Satellite, SpaceX Competition, Technology Rollout
Jul 8, 2024Fund LettersMiddle Coast InvestingSJM The J.M. Smucker Company Consumer StaplesFood Products Bull NYSEbrand portfolio, consumer staples, debt reduction, dividend, Food Products, Free Cash Flow, GLP-1 Risk, Value
Jul 8, 2024Fund LettersMiddle Coast InvestingATRO Astronics Corporation IndustrialsAerospace & Defense Bull NASDAQAerospace, Aircraft Systems, Boeing, Entertainment Systems, market leader, Military, Revenue Growth, supply chain
Jul 8, 2024Fund LettersMiddle Coast InvestingLULU Lululemon Athletica Inc. Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull NASDAQApparel, Athletic Wear, China, Europe, international expansion, Post-Pandemic, Quality, Value
Jul 8, 2024SubstackAltay CapSOHU Sohu.com Inc. Communication ServicesElectronic Gaming & Multimedia Bull NASDAQ—
Jul 7, 2024Fund LettersSeeking WinnersODFL Old Dominion Freight Line Inc IndustrialsRoad & Rail Bull NASDAQCustomer service, Direct Control, double-digit growth, E-commerce Growth, Hub-and-Spoke Network, Ltl-Shipping, market share gains, operational excellence, Premium Operator, Technology investment
Jul 7, 2024Fund LettersSeeking WinnersATD.TO Alimentation Couche-Tard Inc Consumer StaplesFood & Staples Retailing Bull TSXCircle K, convenience stores, Decentralized operations, Defensive growth, EV Resilient, Fragmented Industry, High ROCE, market consolidation, TSX Listed, Value
Jul 7, 2024Fund LettersSeeking WinnersEVVTY Evolution AB Communication ServicesInteractive Media & Services Bull NASDAQB2B software, contrarian, ESG Selling, Gaming Technology, high margins, insider ownership, live casino, market leader, net cash, online gambling
Jul 6, 2024Fund LettersSpree Capital AdvisersTEAM Atlassian Corporation Software & ServicesApplication Software Bull NASDAQArtificial Intelligence, Customer Data, Enterprise software, SaaS, team collaboration, Value, Workflow Software
Jul 6, 2024Fund LettersSpree Capital AdvisersPYPL PayPal Holdings Inc Software & ServicesData Processing & Outsourced Services Neutral NASDAQApple Pay Competition, Braintree, Checkout, digital payments, Fintech, turnaround, Value
Jul 6, 2024Fund LettersSpree Capital AdvisersCRM Salesforce Inc Software & ServicesApplication Software Bull NYSEArtificial Intelligence, CRM, Customer Data, Enterprise software, platform, SaaS, Value
Jul 6, 2024Fund LettersSpree Capital AdvisersWDAY Workday Inc Software & ServicesApplication Software Bull NASDAQEnterprise software, financial planning, HCM, Human Resources, SaaS, technology, Value
Jul 6, 2024Fund LettersSpree Capital AdvisersVEEV Veeva Systems Inc Software & ServicesApplication Software Bull NYSEClinical trials, CRM, Healthcare Technology, Life Sciences Software, Pharmaceutical, SaaS, Value
Jul 6, 2024Fund LettersSpree Capital AdvisersADC Agree Realty Corporation Real EstateRetail REITs Bull NYSEdividend, Interest rates, REIT, Retail real estate, triple net lease, Value, Walmart
Jul 6, 2024Fund LettersSpree Capital AdvisersADBE Adobe Inc Software & ServicesApplication Software Bull NASDAQArtificial Intelligence, Brand management, creative software, digital marketing, Enterprise software, Firefly, SaaS
Jul 6, 2024Fund LettersSpree Capital AdvisersARIS|BAB LN|GDDY|GXI|III LN|IOT|IRTC|MIPS SS|RBC|SAIA|SPOT|SRT GR|TTD|WING The Trade Desk Inc Software & ServicesInternet Software & Services Bull NASDAQAd Tech, digital advertising, Election Year, growth, platform, Programmatic, technology
Jul 6, 2024Fund LettersSpree Capital AdvisersGOOGL Alphabet Inc Software & ServicesInternet Software & Services Bull NASDAQArtificial Intelligence, autonomous vehicles, Cloud computing, machine learning, search engine, semiconductors, technology, Value
Jul 6, 2024Fund LettersSpree Capital AdvisersAVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT CrowdStrike Holdings Inc Software & ServicesSystems Software Bull NASDAQcloud-native, cybersecurity, Enterprise software, growth, platform, SaaS, technology

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