Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2023 | Fund Letters | Castlebay Investments | ADM.L | Admiral Group plc | Financials | Property & Casualty Insurance | Bull | London Stock Exchange | capital allocation, combined ratio, diversification, Motor Insurance, Property & Casualty Insurance, Reinsurance, ROE, Technology investment, UK | Login |
| Mar 31, 2023 | Fund Letters | Oakmark Global Select Fund | ICE | Intercontinental Exchange Inc. | Financial Data & Stock Exchanges | Capital Markets | Bull | New York Stock Exchange | capital allocation, Capital markets, Data Services, Financial Exchange, GDP growth, Mortgage Technology, valuation discount | Login |
| Mar 31, 2023 | Fund Letters | Oakmark Global Select Fund | AIG | American International Group Inc. | Insurance - Diversified | Insurance | Bull | New York Stock Exchange | combined ratio, cost savings, financial services, General Insurance, Insurance, risk management, turnaround, underwriting | Login |
| Mar 31, 2023 | Fund Letters | Oakmark Global Select Fund | GOOGL | Alphabet Inc. | Internet Content & Information | Interactive Media & Services | Bull | NASDAQ | AI, Android, Cloud computing, Cost Restructuring, margin expansion, search engine, technology platform, valuation, YouTube | Login |
| Mar 31, 2023 | Fund Letters | Oakmark Global Select Fund | ICE | Intercontinental Exchange Inc. | Financial Data & Stock Exchanges | Capital Markets | Bull | New York Stock Exchange | capital allocation, Capital markets, Data Services, Financial Exchange, GDP growth, Mortgage Technology, valuation discount | Login |
| Mar 31, 2023 | Fund Letters | Oakmark Global Select Fund | AIG | American International Group Inc. | Insurance - Diversified | Insurance | Bull | New York Stock Exchange | combined ratio, cost savings, financial services, General Insurance, Insurance, risk management, turnaround, underwriting | Login |
| Mar 31, 2023 | Fund Letters | Oakmark Global Select Fund | GOOGL | Alphabet Inc. | Internet Content & Information | Interactive Media & Services | Bull | NASDAQ | AI, Android, Cloud computing, Cost Restructuring, margin expansion, search engine, technology platform, valuation, YouTube | Login |
| Mar 31, 2023 | Fund Letters | Alejandro Muñoz | NOEJ GR | NORMA Group SE | Industrials | Industrial Machinery | Bull | Xetra | automotive, Cyclicality, Margin recovery, Pricing power, restructuring, valuation | Login |
| Mar 31, 2023 | Fund Letters | David Ridland | ADM LN | Admiral Group plc | Consumer Staples | Property & Casualty Insurance | Bull | London Stock Exchange | Insurance, Margins, Motor, Pricing, Reinsurance, ROE, U.k., underwriting | Login |
| Mar 31, 2023 | Fund Letters | Freddie Lait | BAC | Bank of America Corp. | Financials | Diversified Banks | Bull | NYSE | Banks, Deposits, profitability, Regulation, valuation | Login |
| Mar 31, 2023 | Fund Letters | Freddie Lait | JPM | JPMorgan Chase & Co. | Financials | Diversified Banks | Bull | NYSE | Banks, Capital, consolidation, Deposits, Liquidity | Login |
| Mar 31, 2023 | Short Thesis | Guasty Winds Musings | BBAI | BigBear.ai Holdings Inc | Information Technology | IT Consulting & Other Services (AI) | Bear | NYSE | AI, Contracts, Defense, Dilution, Losses | Login |
| Mar 30, 2023 | Fund Letters | Palm Harbour Capital | TKA.VI | Telekom Austria | Communication Services | Integrated Telecommunication Services | Bull | Vienna Stock Exchange | Central Europe, defensive, dividend, Free Cash Flow, infrastructure, oligopoly, telecommunications, Tower Spin-off, Value | Login |
| Mar 24, 2023 | Short Thesis | Guasty Winds Musings | PRST | Presto Automation Inc | Information Technology | Application Software (Restaurant Tech) | Bear | NASDAQ | Adoption, AI, Automation, Losses, Restaurants | Login |
| Mar 23, 2023 | Short Thesis | Kerrisdale Capital | UEC | Uranium Energy Corp | Materials | Oil, Gas & Consumable Fuels (Uranium) | Bear | NYSE | Dilution, Mining, Projects, Speculation, uranium | Login |
| Mar 23, 2023 | Short Thesis | Grizzly research | SGML | Sigma Lithium Corp | Materials | Diversified Metals & Mining (Lithium) | Bear | NASDAQ | Brazil, EVs, Lithium, Mining, Pricing | Login |
| Mar 23, 2023 | Short Thesis | Dirty Bubble Media | COIN | Coinbase Global Inc | Financials | Financial Exchanges & Data (Crypto) | Bear | NASDAQ | Crypto, Exchange, Fees, Regulation, Volumes | Login |
| Mar 16, 2023 | Short Thesis | Overlooked Alpha | QTWO | Q2 Holdings Inc | Information Technology | Application Software (Banking SaaS) | Bear | NYSE | Banks, Competition, Fintech, growth, SaaS | Login |
| Mar 14, 2023 | Short Thesis | NINGI Research | ABR | Arbor Realty Trust Inc | Real Estate | Mortgage REITs | Bear | NYSE | Credit, Defaults, Lending, leverage, REIT | Login |
| Mar 13, 2023 | Short Thesis | Bear Cave | COIN | Coinbase Global Inc | Financials | Financial Exchanges & Data | Bear | NASDAQ | Crypto, Fees, Regulation, Trading, Volatility | Login |
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