Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Feb 21, 2024 | Fund Letters | Springview Capital Management | FMX | Fomento Economico Mexicano S.A.B. de C.V. | Consumer Staples | Food Distributors | Bull | NYSE | capital return, convenience stores, dominant market position, double-digit growth, Excess Capital, Mexico, OXXO, restructuring | Login |
| Feb 21, 2024 | Fund Letters | Springview Capital Management | FFH | Fairfax Financial Holdings Limited | Financials | Multi-line Insurance | Bull | TSX | Canada, conservative investment, Float, investment income, Multi-line Insurance, Short-Seller Attack, Underwriting Profit, Value | Login |
| Feb 21, 2024 | Fund Letters | Springview Capital Management | SUNP IN | Union Pacific Corporation | Industrials | Railroads | Neutral | NYSE | CEO change, duopoly, infrastructure, Labor Costs, Pricing power, railroads, Transportation, Volume | Login |
| Feb 21, 2024 | Fund Letters | Springview Capital Management | MKL | Markel Corporation | Financials | Property & Casualty Insurance | Bear | NYSE | exit, private equity, Property & Casualty Insurance, Reserve Strengthening, specialty insurance, turnaround, underwriting | Login |
| Feb 21, 2024 | Fund Letters | Springview Capital Management | WRB | W.R. Berkley Corporation | Financials | Property & Casualty Insurance | Bull | NYSE | financials, Float, Insurance, Interest Rate Sensitive, Property & Casualty Insurance, underwriting, Value | Login |
| Feb 21, 2024 | Short Thesis | Blue Orca | FLNC | Fluence Energy Inc | Utilities | Electrical Components & Equipment (Grid-Scale Energy Storage) | Bear | NASDAQ | backlog, Batteries, Commoditization, Grid, Margins | Login |
| Feb 19, 2024 | Fund Letters | Bonsai Partners | ESTC | Elastic N.V. | Information Technology | Systems Software | Bear | NYSE | AI, Database Software, network effects, Open Source, SaaS, Search Technology, Systems Software, Technology Disruption | Login |
| Feb 15, 2024 | Short Thesis | Culper Research | ACAD | ACADIA Pharmaceuticals Inc | Health Care | Biotechnology | Bear | NASDAQ | Biotech, Daybue, Nuplazid, pipeline, Reimbursement | Login |
| Feb 15, 2024 | Short Thesis | Wolfpack | INOD | Innodata Inc | Information Technology | IT Services (Data & AI Outsourcing) | Bear | NASDAQ | AI, Data, Hype, Margins, Outsourcing | Login |
| Feb 15, 2024 | Short Thesis | The Bear Cave | RILY | B Riley Financial Inc | Financials | Capital Markets | Bear | NASDAQ | Baby bonds, Credit, Related-party, Solvency, valuation | Login |
| Feb 13, 2024 | Short Thesis | Hindenburg | RENB | Renovaro Inc | Health Care | Biotechnology (Cell & Gene Therapy) | Bear | NASDAQ | Dilution, Early stage, Governance, Immunotherapy, Speculation | Login |
| Feb 13, 2024 | Short Thesis | Kerrisdale Capital | ALT | Altimmune Inc | Health Care | Biotechnology | Bear | NASDAQ | Dilution, GLP-1, NASH, Obesity, Trials | Login |
| Feb 12, 2024 | Fund Letters | Marc Werres | IBKR | Interactive Brokers Group, Inc. | Financials | Investment Banking & Brokerage | Bull | NASDAQ | Brokerage, compounding, Customer assets, Interest income, Volatility | Login |
| Feb 11, 2024 | Fund Letters | Aegis Value Fund | GRNGS.ST | Natural Gas Services Group Inc | Energy | Oil & Gas Equipment & Services | Bull | NYSE | Compression Equipment, energy, Equity, natural gas, Oil Services, Texas, turnaround | Login |
| Feb 11, 2024 | Fund Letters | Aegis Value Fund | BOCH.L | Bank of Cyprus Holdings PLC | Financials | Banks | Bull | London Stock Exchange | banking, Cyprus, Equity, Europe, financials, Interest rates, net interest margin | Login |
| Feb 11, 2024 | Fund Letters | Aegis Value Fund | USAP | Universal Stainless & Alloy Products Inc | Materials | Steel | Bull | NASDAQ | Aerospace, Aviation, Capacity utilization, Equity, manufacturing, materials, Specialty Steel | Login |
| Feb 11, 2024 | Fund Letters | Aegis Value Fund | ASTL.TO | Algoma Steel Group Inc | Materials | Steel | Bull | TSX | Canada, capital investment, Electric Arc Furnace, Equity, materials, Modernization, Steel | Login |
| Feb 11, 2024 | Fund Letters | Aegis Value Fund | STLC.TO | Stelco Holdings Inc | Materials | Steel | Bull | TSX | Canada, cash flow, Equity, Hot-Rolled Coil, materials, restructuring, Steel | Login |
| Feb 11, 2024 | Fund Letters | Aegis Value Fund | ORE.TO | Orezone Gold Corporation | Materials | Gold | Bull | TSX | Burkina Faso, Equity, expansion, geopolitical risk, Gold, materials, Mining, West Africa | Login |
| Feb 11, 2024 | Fund Letters | Aegis Value Fund | MAI.V | Minera Alamos Inc | Materials | Gold | Neutral | TSX Venture | Drought, Equity, Gold, Heap Leach, materials, Mexico, Mining, Regulatory | Login |
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