Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 22, 2024Fund LettersGreenlight CapitalSYENS.BR Syensqo MaterialsSpecialty Chemicals Bull Euronext BrusselsAerospace, Belgium, Composites, Defense, Polymers, Solvay, specialty chemicals, spinoff
Jan 22, 2024Fund LettersGreenlight CapitalVTRS Viatris Health CarePharmaceuticals Bull NASDAQGenerics, healthcare, Mylan, Pfizer, pharmaceuticals, Share Buybacks, turnaround
Jan 22, 2024Fund LettersGreenlight CapitalALIT Alight Information TechnologyHuman Resource & Employment Services Bull NYSEAI, cloud, enterprise, HR Software, Private equity exit, recurring revenue, SaaS
Jan 22, 2024Fund LettersGreenlight CapitalVTSC.DE Vitesco Technologies Group Consumer DiscretionaryAuto Parts & Equipment Bull XETRAautomotive, Electrification, EV Components, Germany, powertrain, takeover, technology
Jan 22, 2024Fund LettersGreenlight CapitalTHC Tenet Healthcare Health CareHealth Care Facilities Bull NYSEasset sales, Demographics, healthcare, Hospitals, Labor Costs, Outpatient, Real Estate
Jan 22, 2024Fund LettersGreenlight CapitalBKD Kyndryl Holdings Information TechnologyIT Consulting & Other Services Bull NYSEIBM, infrastructure, IT services, margin expansion, spinoff, technology, turnaround
Jan 22, 2024Fund LettersGreenlight CapitalCEIX CONSOL Energy EnergyCoal & Consumable Fuels Bull NYSEcapital allocation, coal, Commodities, energy, Mining, Share Buybacks, Value
Jan 22, 2024Fund LettersGreenlight CapitalGRBK Green Brick Partners Consumer DiscretionaryHomebuilding Bull NASDAQconstruction, homebuilder, Housing, Real Estate, turnaround, Value
Jan 20, 2024Fund LettersAndvari AssociatesCSU.TO Constellation Software Inc. Information TechnologySystems Software Bull Toronto Stock ExchangeAcquisitions, Canada, compounding, Decentralized, Free Cash Flow, growth, Mission-Critical, Software, Vertical Markets
Jan 19, 2024Fund LettersPraetorian Capital ManagementJOE St. Joe Company Real EstateReal Estate Development Bull New York Stock ExchangeAFFO, demographic trends, Florida, inflation hedge, land bank, Population Migration, real estate development, ROIC, tax advantages, Value to Growth
Jan 19, 2024Fund LettersPraetorian Capital ManagementU-U.TO Sprott Physical Uranium Trust FinancialsAsset Management & Custody Banks Bull Toronto Stock ExchangeBaseload Power, Canada, Commodity Trust, energy transition, Nuclear Power, Physical Commodity, supply deficit, uranium, utilities
Feb 2, 2024Fund LettersSandbrooK CapitalFIGS FIGS Inc Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull NYSEBrand Leadership, Customer Acquisition, DTC, Equity, healthcare apparel, international expansion, Medical Scrubs, Team Business
-Fund LettersSeven Corners CapitalAAVE-USD SandRidge Energy EnergyOil & Gas Exploration & Production Bull NYSEAsset Optimization, Carl Icahn, dividend, E&P, ESG Beneficiary, Free Cash Flow, oil and gas, turnaround
-Fund LettersSeven Corners CapitalMACK Merrimack Pharmaceuticals Health CareBiotechnology Bull NASDAQBinary catalyst, biotechnology, CVR payment, FDA approval, insider buying, NOLs, Pancreatic cancer, PDUFA date
-Fund LettersSeven Corners CapitalGNW Genworth Financial FinancialsMulti-line Insurance Bull NYSECorporate Restructuring, Insurance, Mortgage Insurance, Regulatory Approval, Share Buybacks, spin-off, Sum-of-parts, value unlock
-Fund LettersSeven Corners CapitalPSHZF Pershing Square Holdings FinancialsAsset Management & Custody Banks Bull Euronext Amsterdamasset management, Berkshire Model, Bill Ackman, closed-end fund, Corporate Restructuring, Hedge Fund, NAV discount, value unlock
Jan 15, 2024Fund LettersVision CapitalLULU Lululemon Athletica Inc. Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull NASDAQathleisure, athletic apparel, brand loyalty, direct-to-consumer, e-commerce, international expansion, premium, retail
Jan 15, 2024Fund LettersVision CapitalAAPL|MSFT|NFLX|NVDA|UNH NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAccelerated Computing, Artificial Intelligence, CUDA, data center, GPUs, growth, semiconductors, technology
Jan 26, 2024Fund LettersTourlite Capital ManagementAFCG Franklin Covey Consumer DiscretionaryDiversified Consumer Services Bull NYSEActivist Catalyst, Asset Sale, Education Division, share repurchases, strategic review, Training Services, Value
Jan 26, 2024Fund LettersTourlite Capital ManagementROIV Roivant Sciences Health CareBiotechnology Bull NASDAQAsymmetric, biotechnology, drug development, holding company, Patent Litigation, pipeline, Sum-of-parts, value creation

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