Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 23, 2023Fund LettersArgosy InvestorsZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund FinancialsAsset Management & Custody Banks Bull NYSE ArcaDuration risk, interest rate sensitivity, Long duration bonds, Macro hedge, Portfolio Hedge, Treasury securities, Zero Coupon
Jul 23, 2023Fund LettersArgosy InvestorsARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM Endava plc Information TechnologyIT Consulting & Other Services Bull NYSEDigital transformation, IT Outsourcing, Quality Management, Sector Consolidation, Technology Services, value opportunity
Jul 21, 2023Fund LettersCedar Creek PartnersPROM Propel Media Communication ServicesInteractive Media & Services Bull Expert Marketadtech, DeepIntent, Expert Market, FTC Review, Healthcare Advertising, Illiquid Securities, Merger Arbitrage, programmatic advertising, Special Situation
Jul 20, 2023Fund LettersScott L. BarbeeIFP CN Interfor Corporation MaterialsForest Products Bull New York Stock ExchangeBook Value, capital allocation, Cyclicality, Housing, Lumber, Replacement Cost
Jul 20, 2023Fund LettersScott L. BarbeeIPCO CN International Petroleum Corporation EnergyOil & Gas Exploration & Production Bull New York Stock Exchangebuybacks, capital allocation, deleveraging, Free Cash Flow, oil production, Reserves
Jul 20, 2023Fund LettersScott L. BarbeeHNRG Hallador Energy Company EnergyCoal & Consumable Fuels Bull NASDAQcoal, deleveraging, EBITDA, Energy security, tangible book value, vertical integration
Jul 20, 2023Short ThesisBear CaveHSY Hershey Co/The Consumer StaplesPackaged Foods & Meats (Confectionery) Bear NYSEChocolate, ESG, inflation, Pricing, Snacks
Jul 19, 2023Fund LettersLiberty Park Capital ManagementAPG|DR CN|KITS CN|NRP|SYZ CN Newpark Resources EnergyOil & Gas Equipment & Services Bull NYSEbusiness transformation, Composite Materials, Energy Services, Industrial Equipment, Industrials, market share gains, multiple expansion, Power Transmission, Specialty rental, working capital
Jul 19, 2023Short ThesisJehoshaphat ResearchSCI Service Corp International/US Consumer DiscretionarySpecialized Consumer Services (Funeral & Cemetery Services) Bear NYSECremation, Demographics, Funeral, leverage, Pricing
Jul 18, 2023Fund LettersLVS Advisory - DefensiveACGL|CHH|FDS|GWRE|IBKR|IDXX|MTN|SPOT|TSLA Interactive Brokers FinancialsInvestment Banking & Brokerage Bull NASDAQAutomated Trading, Electronic Brokerage, Interest rates, KPI Metrics, Margin Loans, net interest income, Rate Environment, trading volume
Jul 18, 2023Fund LettersLVS Advisory - DefensiveGOGO Gogo Communication ServicesWireless Telecommunication Services Bull NASDAQAviation, Business Aviation, Conviction Buying, In-Flight Connectivity, market inefficiency, Opportunistic Entry, Technical Decline
Jul 18, 2023Fund LettersLVS Advisory - DefensiveADBE Adobe Information TechnologyApplication Software Bear NASDAQArtificial Intelligence, capital allocation, M&A, Management Quality, shareholder dilution, Software, strategic acquisition, valuation multiple
Jul 18, 2023Fund LettersLVS Advisory - DefensiveADMA Mastercard FinancialsData Processing & Outsourced Services Neutral NYSEconsumer spending, International Travel, Market dislocation, Opportunity-Cost, Payments, Reopening Trade, Valuation Discipline
Jul 18, 2023Fund LettersLVS Advisory - DefensiveDCP DCP Midstream EnergyOil & Gas Storage & Transportation Bull NYSEEvent-driven, Joint venture, Majority Squeeze-Out, Merger Arbitrage, midstream energy, Natural gas liquids, pipeline, strategic asset
Jul 18, 2023Fund LettersPlural InvestingCXI.TO Currency Exchange International FinancialsDiversified Financial Services Bull Toronto Stock ExchangeBanknotes, Cash Deployment, currency exchange, Federal Reserve License, financial services, founder-led, international expansion, market share gains, oligopoly, Travel Recovery
Jul 18, 2023Fund LettersPlural InvestingE2N Endor AG Consumer DiscretionaryLeisure Products Bull Frankfurt Stock ExchangeAutomotive Partnerships, consumer electronics, Gaming, Gaming Hardware, insider ownership, market leader, premium products, Sim Racing, supply chain, turnaround
Jul 18, 2023Short ThesisNINGI ResearchRWAY Runway Growth Finance Corp FinancialsAsset Management & Custody Banks (BDC – Venture Lending) Bear NASDAQBDC, Credit risk, Defaults, Lending, Venture
Jul 17, 2023Fund LettersMindset Value FundGRUSF Grown Rogue Consumer StaplesAgricultural Products Bull OTCCannabis, convertible debt, Cost advantage, Cultivation, Indoor Growing, Michigan, operational excellence, Oregon, Premium flower
Jul 17, 2023Fund LettersMindset Value FundBRND/U CN|HQI HireQuest Commercial & Professional ServicesHuman Resource & Employment Services Bull NASDAQasset-light, franchise, Free Cash Flow, Human Resources, Russell 3000, Service Business, Staffing
Jul 17, 2023Fund LettersUpslope Capital Management8697.T Japan Exchange Group Diversified FinancialsFinancial Exchanges & Data Bull TSEChina Reallocation, Corporate Governance, Domestic Equities, Exchange, Interest Rate Futures, Japan, JGB, Market Structure Reform, NISA, Tokyo Stock Exchange

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