Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 23, 2024Fund LettersQuercus Fund002110.SZ China Sanjiang Fine Chemicals MaterialsSpecialty Chemicals Bull Shenzhen Stock ExchangeChina, contrarian, Cyclical Recovery, insider buying, margin expansion, New Plant, Operational Leverage, specialty chemicals
May 23, 2024Fund LettersQuercus Fund1826.HK Tianjin Development Holdings Real EstateReal Estate Development Bull Hong Kong Stock ExchangeChina, Elevator Maintenance, high-margin, market share expansion, recurring revenue, Service Business, urbanization, Value
May 23, 2024Fund LettersRGA Investment AdvisorsSRT3.DE Sartorius AG Health CareLife Sciences Tools & Services Bull XETRABioprocessing, cell therapy, European, gene therapy, Life Sciences Tools, market share gains, Pure-Play, Single-use Bioreactors
May 23, 2024Fund LettersRGA Investment AdvisorsMRVI Maravai LifeSciences Holdings Inc Health CareLife Sciences Tools & Services Bull NASDAQBiotech, cancer treatment, CDMO, gene therapy, growth, high margins, Life Sciences Tools, mRNA Technology, small-cap
May 23, 2024Fund LettersRGA Investment AdvisorsMETA Meta Platforms Inc Communication ServicesInteractive Media & Services Bull NASDAQdigital advertising, growth, large-cap, Metaverse, social media, technology, virtual reality
May 23, 2024Short ThesisBleecker StreetLAC Lithium Americas Corp MaterialsDiversified Metals & Mining (Lithium) Bear NYSEEV, Lithium, Mining, Oversupply, Permitting
May 21, 2024Short ThesisJehoshaphat ResearchTTC Toro Co/The Consumer DiscretionaryMachinery (Lawn & Garden Equipment) Bear NYSEEquipment, Housing, Inventory, Landscaping, Margins
May 21, 2024Short ThesisNINGI ResearchODD Oddity Tech Ltd Information TechnologySpecialty Retail (E-Commerce Beauty) Bear NASDAQBeauty, CAC, Competition, e-commerce, Personalization
May 20, 2024Short ThesisJ CapitalBTMD Biote Corp Health CareHealth Care Equipment Bear NASDAQcash burn, Dilution, Hormone, Regulation, Wellness
May 17, 2024Short ThesisOverlooked AlphaPERI Perion Network Ltd Communication ServicesAdvertising Bear NASDAQadvertising, AI, Bing, Concentration, Search
May 16, 2024Fund LettersMcIntyre PartnershipsCC Chemours Company MaterialsSpecialty Chemicals Bull NYSEAccounting Irregularities, Cyclical Recovery, EBITDA recovery, Management turnover, Peer Outperformance, specialty chemicals, TiO2, Titanium Dioxide, Value
May 16, 2024SubstackDa MetropolitanFL Foot Locker RetailRetail Bull New York Stock ExchangeCustomer Engagement, digital enhancements, Foot Locker, loyalty program, Nike allocation, operational efficiency, retail, store remodeling, turnaround, wholesale partnerships
May 16, 2024SubstackDa MetropolitanSBBC Trubar Consumer GoodsConsumer Goods Bull -consumer goods, ecommerce, financial positioning, insider buying, market competition, private placement, retailer expansion, Revenue Growth, SKU expansion, Trubar
May 16, 2024SubstackDa MetropolitanSOWG Sow Good Food ProductionFood Production Bull -earnings call, EBITDA growth, food production, guidance, market momentum, microcap, multiple expansion, production quality, Sow Good, valuation
May 16, 2024Short ThesisLauren BalikKVYO Klaviyo Inc Information TechnologyApplication Software Bear NYSECompetition, Marketing, SaaS, Shopify, valuation
May 15, 2024Fund LettersSilver Beech CapitalDNTL.TO Dentalcorp Health CareHealth Care Facilities Bull TSXCanada, Cash-Pay Healthcare, defensive, Dental Services, essential services, Government Subsidies, Healthcare consolidation, M&A Platform, recurring revenue, Utility-like
May 15, 2024Fund LettersSilver Beech CapitalWSC WillScot Mobile Mini IndustrialsTrading Companies & Distributors Bull NASDAQconstruction, Equipment Rental, high-ROIC, Infrastructure Services, market leader, Modular Buildings, oligopoly, Pricing power, recurring revenue, value-added services
May 15, 2024Short ThesisBear CaveAMC AMC Entertainment Holdings Inc Communication ServicesMovies & Entertainment Bear NYSEAttendance, debt, Dilution, Streaming, Theaters
May 14, 2024Fund LettersSilver Ring Value PartnersWBD Warner Bros. Discovery Inc. Communication ServicesMovies & Entertainment Bull NASDAQcable networks, content library, entertainment, HBO, M&A, media, Streaming, turnaround, Value, Warner Studios
May 14, 2024Fund LettersSilver Ring Value PartnersPHIN Phinia Inc. Consumer DiscretionaryAutomobile Components Bull NASDAQaftermarket, automotive, capital allocation, commercial vehicles, Ev-Transition, Free Cash Flow, Fuel Systems, spinoff, Value

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