Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 11, 2024Fund LettersAegis Value FundCG.TO Centerra Gold Inc MaterialsGold Bull TSXEquity, Gold, materials, Mining, Operations, Regulatory, Turkey
Feb 11, 2024Fund LettersAegis Value FundEQX Equinox Gold Corp MaterialsGold Bull TSXCanada, construction, Equity, Gold, materials, Mining, Project Development
Feb 11, 2024Fund LettersScott L. BarbeeNGS Natural Gas Services Group, Inc. EnergyOil & Gas Equipment & Services Bull New York Stock ExchangeCompression, Contracts, deleveraging, rerating, tangible book, Utilization
Feb 11, 2024Fund LettersScott L. BarbeeASTL CN Algoma Steel Group Inc. MaterialsSteel Bull New York Stock ExchangeCapEx, cashflow, Cyclicals, Electrification, Furnaces, Replacement
Feb 11, 2024Fund LettersScott L. BarbeeEQX Equinox Gold Corp. MaterialsGold Bull New York Stock ExchangeCapEx, construction, Execution, Gold, Overruns, Ramp
Feb 11, 2024Fund LettersScott L. BarbeeCG CN Centerra Gold Inc. MaterialsGold Bull New York Stock Exchangecashflow, Permitting, Regulation, Remediation, Restart, Sentiment
Feb 11, 2024Fund LettersScott L. BarbeeORE CN Orezone Gold Corporation MaterialsGold Bull New York Stock Exchangecashflow, expansion, Geopolitics, Reserves, Security, valuation
Feb 11, 2024Fund LettersScott L. BarbeeMAI CN Minera Alamos Inc. MaterialsGold Bull Toronto Stock ExchangeDrought, Insider, Permits, Production, Ramp, Regulation
Feb 10, 2024Fund LettersThe Wolf of Harcourt StreetAXSM Axsome Therapeutics Inc. Health CareBiotechnology Bull NASDAQacquisition target, Alzheimer’s, biotechnology, CNS, Depression, FDA approval, Migraine, pipeline
Feb 10, 2024Fund LettersThe Wolf of Harcourt StreetZETA Zeta Global Holdings Corp. Communication ServicesInteractive Media & Services Bull NYSEadvertising, AI, buyback, Cookie-less, market share, Marketing Technology, SaaS, Short Attack
Feb 10, 2024Fund LettersThe Wolf of Harcourt StreetAEO|ASH|ASUR|AZZ|DCO|FA|FBIN|GHM|LEU|NSP|RRR|UTZ Graham Corp. IndustrialsMachinery Bull NYSEbacklog, Defense Contractor, Industrial Equipment, Monopoly, Navy, Nuclear Submarines, Pacific Deterrence, transformation
Feb 10, 2024Fund LettersThe Wolf of Harcourt StreetAGX Argan Inc. IndustrialsConstruction & Engineering Bull NYSEAI data centers, dividend, energy transition, Industrial Construction, infrastructure, natural gas, Power Plants, utilities
Feb 10, 2024Fund LettersSkybound Wealth ManagementAXSM Axsome Therapeutics Inc. Health CareBiotechnology Bull NASDAQacquisition target, Alzheimer’s, biotechnology, CNS disorders, Commercial Stage, Depression Treatment, FDA-approved, Migraine
Feb 10, 2024Fund LettersSkybound Wealth ManagementZETA Zeta Global Holdings Corp. Communication ServicesInteractive Media & Services Bull NYSEadvertising, AI-powered, Cookieless, market share gains, Marketing Technology, Multi-channel, Privacy Compliance, SaaS
Feb 10, 2024Fund LettersSkybound Wealth ManagementGHM Graham Corp. IndustrialsMachinery Bull NYSEDefense Contractor, Industrial Equipment, Monopoly, Navy, Nuclear Submarines, Pacific Deterrence, predictable revenue, Pricing power
Feb 10, 2024Fund LettersSkybound Wealth ManagementAGX Argan Inc. IndustrialsConstruction & Engineering Bull NYSEAI data centers, Cyclical, energy transition, Industrial Construction, infrastructure, natural gas, Power Plants, utilities
Feb 10, 2024Fund LettersGROW FundsAXSM Axsome Therapeutics Inc. Health CareBiotechnology Bull NASDAQacquisition target, Alzheimer’s, biotechnology, CNS, Equity, FDA approval, Major Depressive Disorder, pipeline
Feb 10, 2024Fund LettersGROW FundsZETA Zeta Global Holdings Corp. Communication ServicesInteractive Media & Services Bull NYSEadvertising, Artificial Intelligence, Cookieless, Equity, market share, Marketing Technology, Omnichannel, SaaS
Feb 10, 2024Fund LettersGROW FundsGHM Graham Corp. IndustrialsMachinery Bull NYSEDefense, Equity, Industrial Equipment, Monopoly, Nuclear Submarines, Pacific Deterrence, predictable revenue, US Navy
Feb 10, 2024Fund LettersGROW FundsAGX Argan Inc. IndustrialsConstruction & Engineering Bull NYSEAI data centers, energy transition, Equity, Industrial Construction, infrastructure, natural gas, Power Plants, utilities

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