Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 30, 2024Fund LettersTorre FinancialADC Agree Realty Corporation Real EstateRetail REITs Bull NYSEHigh Quality REIT, Investment-grade tenants, Monthly Distributions, real estate investment, REIT, Retail real estate, triple net lease
Mar 30, 2024Fund LettersTorre FinancialZS Zscaler, Inc. Software & ServicesSystems Software Bull NASDAQcloud security, cybersecurity, Enterprise security, Information Security, Network Security, SaaS, Zero trust
Mar 30, 2024Fund LettersTorre FinancialADBE Adobe Inc. Software & ServicesApplication Software Bull NASDAQArtificial Intelligence, creative software, Design Software, digital media, generative AI, market leader, Professional Tools, SaaS
Mar 30, 2024Fund LettersTorre FinancialTEAM Atlassian Corporation Software & ServicesApplication Software Bull NASDAQBug Tracking, Developer Tools, Enterprise software, Project Management, recurring revenue, SaaS, Software Development, team collaboration
Mar 29, 2024Fund LettersArgosy InvestorsMLAB Mesa Labs Health Care Equipment & ServicesHealth Care Equipment Bull NASDAQcontrarian, COVID impact, Cyclical Recovery, Health Care Equipment, life sciences, M&A Integration, Quality Control Instruments, Value
Mar 28, 2024Short ThesisKerrisdale CapitalMSTR MicroStrategy Inc Information TechnologyApplication Software (Business Intelligence / Bitcoin Treasury) Bear NASDAQBitcoin, Governance, leverage, Software, Treasury
Mar 24, 2024SubstackVoss CapitalPAR PAR Technology Corporation Information TechnologySoftware - Application Bull -ARR growth, Burger King rollout, competitive landscape, margin expansion, PAR Technology, Point of Sale, Quick Service Restaurant, revenue acceleration, software platform, strategic acquisitions
Mar 24, 2024SubstackVoss CapitalPAR PAR Technology Corporation TechnologySoftware - Application Bull -ARR growth, Burger King rollout, competitive landscape, international expansion, margin expansion, PAR Technology, Point of Sale, Quick Service Restaurant, software platform, strategic acquisitions
Mar 22, 2024SubstackJapan Investing4071.T Plus Alpha Consulting Human Capital Management SoftwareHuman Capital Management Software Bull Tokyo Stock ExchangeAI risks, ARR growth, Competitive Advantage, Human capital management, large corporations, Plus Alpha Consulting, profitability, Talent Palette, target price, text mining
Mar 21, 2024Short ThesisCulper ResearchTBBK Bancorp Inc/The FinancialsRegional Banks Bear NASDAQCompliance, Concentration, Fintech, Margins, Prepaid
Mar 20, 2024Short ThesisHindenburgEQIX Equinix Inc Real EstateData Center REITs Bear NASDAQCapEx, cloud, data centers, hyperscalers, leverage
Mar 9, 2024Fund LettersConcentrated CompoundingSRT3.DE Sartorius AG Health CareLife Sciences Tools & Services Bull XETRABioprocessing, contrarian, Cyclical Recovery, Germany, Laboratory Technologies, Life Sciences Tools, pharmaceuticals
Mar 9, 2024Fund LettersConcentrated CompoundingADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Thermo Fisher Scientific Inc. Health CareLife Sciences Tools & Services Bull NYSEAnalytical instruments, contrarian, Cyclical Recovery, Laboratory Equipment, Life Sciences Tools, pharmaceuticals, Value
Mar 9, 2024Fund LettersConcentrated CompoundingDHR Danaher Corporation Health CareLife Sciences Tools & Services Bull NYSEBioprocessing, contrarian, Cyclical Recovery, Life Sciences Tools, Manufacturing Equipment, pharmaceuticals, Value
Mar 7, 2024SubstackAlluvialHERDEZ.MX Grupo Herdez, S.A.B. de C.V. Consumer StaplesPackaged Foods Bull Mexican Stock Exchangebrand dominance, capital allocation, consumer packaged goods, Emerging markets, growth potential, Grupo Herdez, Mexican Stock Exchange, shareholder returns, Strategic Partnerships, valuation discount
Mar 5, 2024Short ThesisSpruce PointZ Zillow Group Inc Communication ServicesInteractive Media & Services (Online Real Estate) Bear NASDAQCommissions, Inventory, Mortgage, Premier Agent, Real Estate
Mar 1, 2024Fund LettersAdestella Investment ManagementHRI Herc Holdings IndustrialsTrading Companies & Distributors Bull NYSEcapital allocation, consolidation, Equipment Rental, heavy machinery, Industrial, infrastructure, M&A, specialty equipment, turnaround, Value
Mar 1, 2024Fund LettersArnott CapitalCCO Cameco Corporation EnergyUranium Bull NYSEAI infrastructure, data centers, energy, Fuel Conversion, Mining, Nuclear, Oem, uranium, vertical integration, Westinghouse
Mar 1, 2024Fund LettersBernzott Capital Advisors - US Small CapPCH PotlatchDeltic Corp MaterialsPaper & Forest Products Bull NASDAQCyclical, dividend, Housing, Lumber, materials, REIT, Timber, vertical integration, Wood Products
Mar 1, 2024Fund LettersSandon CapitalMWY.AX Midway Ltd MaterialsForest Products Bull ASXasset monetization, Balance Sheet Optimization, capital management, Carbon Management, Grain Strategy, net tangible assets, Port Infrastructure, Woodchips

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