Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 23, 2023Fund LettersVoss Value FundIIIV i3 Verticals, Inc. Information TechnologyData Processing & Outsourced Services Bull NASDAQFintech, healthcare, M&A, payment processing, public sector, recurring revenue, SaaS, Software, transformation, Value
Aug 22, 2023Short ThesisGuasty Winds Investment IdeasDG Dollar General Corp Consumer DiscretionaryGeneral Merchandise Stores Bear NYSECompetition, inflation, Margins, retail, Shrink
Aug 18, 2023Short ThesisTheUndefinedMysticEVEX Eve Holding Inc IndustrialsAerospace & Defense (Urban Air Mobility/eVTOL) Bear NYSEAerospace, Certification, Dilution, eVTOL, Speculation
Aug 17, 2023Short ThesisGuasty Winds Investment IdeasBETR Better Home & Finance Holding FinancialsThrifts & Mortgage Finance (Online Mortgage Platform) Bear NASDAQDilution, Fintech, Housing, Mortgage, SPAC
Aug 17, 2023Short ThesisGrizzly researchACHR Archer Aviation Inc IndustrialsAerospace & Defense Bear NYSEcash burn, Dilution, eVTOL, FAA approval, Orderbook risk
Aug 15, 2023Short ThesisBird Dog ResearchAQMS Aqua Metals Inc IndustrialsEnvironmental & Facilities Services (Battery Recycling) Bear NASDAQBatteries, Dilution, Execution, Recycling, technology
Aug 15, 2023Short ThesisHindenburgFRHC Freedom Holding Corp/NV FinancialsInvestment Banking & Brokerage Bear NASDAQBrokerage, Compliance, Governance, Regulation, Transparency
Aug 14, 2023Fund LettersJB Global CapitalSTNE StoneCo Ltd. Information TechnologyData Processing & Outsourced Services Bull NASDAQBanking Product, Brazil, Credit Business, Fintech, high margins, market share gains, Micro-merchants, Payments
Aug 14, 2023Fund LettersJB Global CapitalBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI technologies, Automation, China, Cloud computing, Digital transformation, e-commerce, Free Cash Flow, market leader
Aug 11, 2023Fund LettersRoss & Van CompernolleWPH.BK Wattanapat Hospital Trang PCL Health CareHealth Care Providers & Services Bull Stock Exchange of Thailandcapacity expansion, healthcare, Hospital, Medical Tourism, multi-bagger, Thailand
Aug 11, 2023Fund LettersRoss & Van CompernolleSHR.BK S Hotels and Resorts PCL Consumer DiscretionaryHotels, Restaurants & Leisure Bull Stock Exchange of Thailandasset value, Hotels, Maldives, Premium Destinations, Tourism, Value
Aug 11, 2023Fund LettersRoss & Van CompernolleDELFI.SI Delfi Limited Consumer StaplesFood Products Bull Singapore Exchangebrand portfolio, Chocolate, consumer staples, Emerging markets, Southeast Asia, Value
Aug 11, 2023Fund LettersRoss & Van CompernolleAUCT.BK Union Auction PCL IndustrialsCommercial Services & Supplies Bull Stock Exchange of ThailandAuction House, market leader, NPL Resolution, regulatory catalyst, Thailand, Vehicle Auctions
Aug 11, 2023Fund LettersRoss & Van CompernolleMWG.VN Mobile World Investment Corporation Consumer DiscretionarySpecialty Retail Bull Ho Chi Minh Stock ExchangeConsumer Recovery, Electronics Retail, Foreign Premium, growth, market leader, Vietnam
Aug 11, 2023Fund LettersRoss & Van Compernolle- Digiworld Corporation Information TechnologyTechnology Hardware, Storage & Peripherals Bull Ho Chi Minh Stock ExchangeCyclical Recovery, distribution network, electronics, Founder Ownership, Technology Distributor, Vietnam
Aug 11, 2023Fund LettersRoss & Van CompernolleSPA.BK Siam Wellness Group PCL Consumer DiscretionaryHotels, Restaurants & Leisure Bull Stock Exchange of ThailandCOVID Play, exit, Thailand, Tourism, Travel Recovery, Wellness
Aug 11, 2023Fund LettersRoss & Van Compernolle- Viet Capital Securities Joint Stock Company FinancialsInvestment Banking & Brokerage Bull Ho Chi Minh Stock ExchangeBrokerage, Cyclical, exit, Institutional, Liquidity Recovery, Vietnam
Aug 9, 2023Short ThesisSpruce PointXYL Xylem Inc/NY IndustrialsIndustrial Machinery (Water Technology) Bear NYSECyclical, infrastructure, Integration, valuation, Water
Aug 8, 2023Fund LettersVGI PartnersDSM.AS DSM-Firmenich MaterialsSpecialty Chemicals Bull Euronext Amsterdambusiness transformation, Concentrated Industry, Flavors & Fragrances, high-ROIC, margin expansion, specialty chemicals, Value-add Solutions
Aug 8, 2023Fund LettersVGI PartnersLSEG.L London Stock Exchange Group FinancialsFinancial Exchanges & Data Bull London Stock Exchangebusiness transformation, cross-selling, Data Analytics, financial data, recurring revenue, Refinitiv Integration, UK market

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