Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 10, 2023 | Substack | Voss Capital | INTC | Intel Corporation | Semiconductors | Integrated Circuits | Bull | Nasdaq Stock Market | Domestic Manufacturing, EUV lithography, geopolitical importance, government assistance, innovation, Intel, Samsung, semiconductors, strategic asset, TSMC | Login |
| Sep 8, 2023 | Short Thesis | Grizzly research | PDD | PDD Holdings Inc | Consumer Discretionary | Internet & Direct Marketing Retail | Bear | NASDAQ | e-commerce, Margins, Regulation, Subsidies, Temu | Login |
| Sep 8, 2023 | Short Thesis | Bleecker Street | SMRT | SmartRent Inc | Information Technology | Apparel Retail (Proptech/Smart Homes) | Bear | NASDAQ | Churn, Hardware, Multifamily, proptech, SaaS | Login |
| Sep 7, 2023 | Short Thesis | Blue Orca | FMC | FMC Corp | Materials | Fertilizers & Agricultural Chemicals | Bear | NYSE | agriculture, Chemicals, Competition, Destocking, Pricing | Login |
| Sep 7, 2023 | Short Thesis | The Bear Cave | ODD | Oddity Tech Ltd | Information Technology | Personal Products (Online Beauty) | Bear | NASDAQ | AI, Beauty, CAC, DTC, Marketing | Login |
| Sep 6, 2023 | Short Thesis | Sunshine Research | CHPT | ChargePoint Holdings Inc | Consumer Discretionary | Electrical Components & Equipment (EV Charging Infrastructure) | Bear | NYSE | cash burn, Competition, EV charging, infrastructure, SaaS | Login |
| Sep 1, 2023 | Fund Letters | Tourlite Capital Management | BKD | Kyndryl | Information Technology | IT Services | Bull | NYSE | IBM, Infrastructure Services, IT services, Management Buyback, margin expansion, spinoff, turnaround | Login |
| Sep 1, 2023 | Fund Letters | Tourlite Capital Management | KPRMILL IN | Perimeter Solutions | Materials | Chemicals | Neutral | NYSE | capital allocation, Chemicals, Competition, exit, Fire Retardants, market share, Timing Risk | Login |
| Sep 1, 2023 | Fund Letters | Tourlite Capital Management | FTAI | FTAI Aviation | Industrials | Aerospace & Defense | Bull | NASDAQ | Aviation, CFM56, Engine Leasing, growth, maintenance services, Modular Factory, PMA Parts | Login |
| Sep 1, 2023 | Fund Letters | Tourlite Capital Management | FIP | FTAI Infrastructure | Energy | Oil, Gas & Consumable Fuels | Bull | NASDAQ | capital structure, cash flow generation, Energy Terminals, infrastructure, long-term contracts, overlooked, Value | Login |
| Sep 1, 2023 | Fund Letters | Tourlite Capital Management | APG | APi Group | Industrials | Commercial Services & Supplies | Bull | NYSE | Free Cash Flow, industrial services, margin expansion, recurring revenue, Safety Services, turnaround, Value | Login |
| Sep 1, 2023 | Fund Letters | Tourlite Capital Management | LTCH | Latch | Information Technology | Technology Hardware, Storage & Peripherals | Bull | NASDAQ | Delisted, new management, proptech, Smart Access, technology, turnaround, Value | Login |
| Sep 1, 2023 | Fund Letters | Adestella Investment Management | MYRG | MYR Group | Capital Goods | Electrical Components & Equipment | Bull | NASDAQ | clean energy, data centers, Electrical Construction, Government Spending, Grid Infrastructure, infrastructure investment, secular growth, solar projects, Transmission Distribution, utilities | Login |
| Sep 1, 2023 | Fund Letters | Adestella Investment Management | UFPT | UFP Technologies | Health Care Equipment & Supplies | Health Care Equipment | Bull | NASDAQ | Family-owned Business, growth, Healthcare Equipment, Medical devices, Medtech, OEM Integration, secular growth, Single-Use Products, small-cap, Sterile Packaging | Login |
| Aug 28, 2023 | Fund Letters | Sohra Peak Capital Partners | ACA | American Coastal Insurance Corporation | Financials | Property & Casualty Insurance | Bull | NASDAQ | Casualty Insurance, Coastal Exposure, Equity, Hard Market, premium pricing, Property Insurance | Login |
| Aug 28, 2023 | Fund Letters | Sohra Peak Capital Partners | - | Mader Group | Industrials | Construction & Engineering | Bull | ASX | Australia, Equity, growth, High Multiple, Mining Services, technical services | Login |
| Aug 28, 2023 | Fund Letters | Meditation Capital | BGEO.L | Bank of Georgia | Financials | Banks | Bull | London Stock Exchange | banking, digital banking, Emerging markets, Fintech, Georgia, high ROE, market consolidation, Mobile Banking, Value | Login |
| Aug 26, 2023 | Twitter / X | @DittoInvest | CBAV | Clínica Baviera S.A. | Health Care | Health Care Facilities | Bull | BME | aging, Clinica, Clinica Baviera, Eye, process control, Reputational, Reputational Risk, Technological | Login |
| Aug 24, 2023 | Short Thesis | White Diamond | PLSE | Pulse Biosciences Inc | Health Care | Health Care Equipment | Bear | NASDAQ | Ablation, cash burn, Clinical trials, Dilution, Medical devices | Login |
| Aug 23, 2023 | Fund Letters | Voss Value Offshore Fund | IIIV | i3 Verticals, Inc. | Information Technology | Data Processing & Outsourced Services | Bull | NASDAQ | Fintech, healthcare, M&A, Payments, public sector, recurring revenue, SaaS, Software, turnaround, Value | Login |
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