Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 28, 2024 | Fund Letters | LMN Capital | MTX.DE | MTU Aero Engines AG | Industrials | Aerospace & Defense | Bull | XETRA | A320neo, Aerospace, aftermarket, Aircraft engines, barriers to entry, German Industrial, MRO, oligopoly, Order Backlog, Pratt & Whitney, PW1100, V2500 | Login |
| Jun 28, 2024 | Fund Letters | LMN Capital | FMSAUBD.MX | Fomento Economico Mexicano SAB de CV | Consumer Staples | Food Retail | Bull | Mexican Stock Exchange | Bill Gates, capital allocation, Coca-Cola Bottler, Complexity Reduction, convenience stores, Fintech, Latin America, Mexican Holding Company, OXXO, Share Buybacks, Unbanked Population | Login |
| Jun 28, 2024 | Fund Letters | LMN Capital | AAREAL.DE | Aareal Bank AG | Financials | Banks | Bull | XETRA | Aareon, Advent, AT1 Bond, Centerbridge, commercial real estate, contrarian, Credit, German Bank, mispricing, risk management, US Office Properties, Value | Login |
| Jun 27, 2024 | Fund Letters | Asheville Capital Management | APR | Auto Partner | Consumer Discretionary | Specialty Retail | Bull | Warsaw Stock Exchange | Aftermarket Auto Parts, capital allocation, Commercial B2B, Distribution, Europe, founder-led, growth, Logistics, Market Share Consolidation, Poland, Share Buybacks, Specialty retail | Login |
| Jun 27, 2024 | Short Thesis | Hunterbrook | HIMS | Hims & Hers Health Inc | Consumer Staples | Health Care Providers & Services (Digital Health) | Bear | NYSE | CAC, Churn, Regulation, Subscriptions, telehealth | Login |
| Jun 24, 2024 | Short Thesis | Wolfpack | MAX | MediaAlpha Inc | Communication Services | Advertising & Marketing | Bear | NYSE | adtech, Insurance, Lead-gen, Regulation, TAC | Login |
| Jun 21, 2024 | Fund Letters | Bireme Capital | DIS | The Walt Disney Company | Communication Services | Movies & Entertainment | Bull | NYSE | Bundling, Content, DTC, entertainment, Experiences, Ip, media, Streaming, theme parks, turnaround, Value | Login |
| Jun 20, 2024 | Substack | Raging Bull Investments | MREO | Mereo BioPharma Group plc | Health Care | Biotechnology | Bull | NASDAQ | — | Login |
| Jun 17, 2024 | Fund Letters | Starboard Value | ADSK | Autodesk, Inc. | Software & Services | Application Software | Bull | NASDAQ | Activist Investment, architecture, construction, Design Software, engineering, Entertainment Software, Governance Reform, margin expansion, operating leverage, SaaS, share repurchases, value creation | Login |
| Jun 14, 2024 | Substack | Da Metropolitan | BRFH | Barfresh | Food and Beverage | Food and Beverage | Bull | - | education channel, expansion strategy, market share, operational challenges, ready-to-drink smoothies, Revenue Growth, school meals industry, supply chain, Twist & Go, USDA-approved | Login |
| Jun 11, 2024 | Short Thesis | Culper Research | AXSM | Axsome Therapeutics Inc | Health Care | Biotechnology | Bear | NASDAQ | Biotech, CNS, Commercialization, Depression, pipeline | Login |
| Jun 11, 2024 | Substack | Raging Bull Investments | BQE.V | BQE Water Inc. | Industrials | Waste Management | Bull | TSX | — | Login |
| Jun 10, 2024 | Fund Letters | Argosy Investors | DEO | Diageo plc | Consumer Staples | Beverages | Bull | NYSE | defensive, dividend yield, Global Brands, premium brands, risk management, Spirits, Stable Earnings, Value Investment | Login |
| Jun 10, 2024 | Fund Letters | Argosy Investors | TBBB | Tiendas BBB | Consumer Staples | Food & Staples Retailing | Bull | BMV | Emerging markets, Hard Discount Retail, High Inventory Turnover, Limited SKUs, Mexico, negative working capital, Private-label, Self-Funding Growth, store expansion | Login |
| Jun 10, 2024 | Fund Letters | Argosy Investors | DAVA | Endava plc | Information Technology | IT Consulting & Other Services | Bull | NYSE | Artificial Intelligence, Custom Application Development, Cyclical Recovery, Digital transformation, High Returns on Capital, IT services, post-COVID recovery, Project-Based, Time-and-Materials | Login |
| Jun 6, 2024 | Substack | Da Metropolitan | LSF | Laird Superfood | Consumer Packaged Goods | Consumer Packaged Goods | Bull | New York Stock Exchange | celebrity brand, clean ingredients, CPG, Jason Vieth, Laird Superfood, market cap growth, product innovation, profitability, Revenue Growth, wholesale expansion | Login |
| Jun 6, 2024 | Short Thesis | Bear Cave | GL | Globe Life Inc | Financials | Life & Health Insurance | Bear | NYSE | Distribution, Insurance, Life, Persistency, Reserves | Login |
| Jun 5, 2024 | Short Thesis | Kerrisdale Capital | RIOT | Riot Platforms Inc | Financials | IT Services (Blockchain & Crypto Mining) | Bear | NASDAQ | Bitcoin, Dilution, energy, Mining, Regulation | Login |
| Jun 4, 2024 | Short Thesis | Hindenburg | AX | Axos Financial Inc | Financials | Regional Banks | Bear | NYSE | banking, CRE, Credit, Deposits, Lending | Login |
| Jun 3, 2024 | Fund Letters | Protean Funds | NIBE.ST | Nibe | Industrials | Building Products | Bull | Nasdaq Stockholm | Building Products, Derivatives, energy efficiency, ESG, heat pumps, Sweden, turnaround | Login |
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