Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| - | Fund Letters | Capicraft Investment Partners | LBRT | Landbridge | Energy | Oil & Gas Exploration & Production | Bull | NASDAQ | AI infrastructure, data centers, energy, Hydraulic Fracturing, land holdings, Oil & Gas, Permian Basin, royalty company, Texas, Water Rights | Login |
| - | Fund Letters | Seven Corners Capital | SD | SandRidge Energy | Energy | Oil & Gas Exploration & Production | Bull | NYSE | Anadarko Basin, Carl Icahn, ESG Impact, Free Cash Flow, Oil & Gas, supply constraints, Well Recompletion | Login |
| - | Fund Letters | Seven Corners Capital | RKT | Rocket Companies | Financials | Thrifts & Mortgage Finance | Bull | NYSE | founder-led, housing market, Interest Rate Cycle, Mortgage Lending, Refinancing, technology platform | Login |
| - | Fund Letters | Seven Corners Capital | TPB | Turning Point Brands | Consumer Staples | Tobacco | Bull | NYSE | Activist Target, Dividend Increase, Legacy Brands, Rolling Papers, Smokeless Tobacco, spin-off, tobacco | Login |
| - | Fund Letters | Seven Corners Capital | GNW | Genworth Financial | Financials | Multi-line Insurance | Bull | NYSE | Long-term Care, Mortgage Insurance, Regulatory Approval, share repurchase, spin-off, Sum-of-parts, value unlock | Login |
| - | Fund Letters | Seven Corners Capital | PSHZF | Pershing Square Holdings | Financials | Asset Management & Custody Banks | Bull | Euronext Amsterdam | arbitrage, asset management, closed-end fund, concentrated portfolio, Fee Reduction, Hedge Fund, NAV discount | Login |
| - | Fund Letters | Firebird US Value Fund | AIZ | Assurant Inc | Financials | Multi-line Insurance | Bull | NYSE | business transformation, Extended Service Contracts, Lender-Placed Insurance, M&A, margin expansion, Mobile Device Protection, Niche markets, Pricing power, specialty insurance | Login |
| - | Fund Letters | Firebird US Value Fund | TRV | Travelers Co | Financials | Property & Casualty Insurance | Bull | NYSE | capital allocation, combined ratio, Commercial Insurance, dividend, Independent Agents, Property & Casualty Insurance, Regulated Insurer, Share Buybacks, Value | Login |
| - | Fund Letters | CrossingBridge Advisors | MSGPIN | M2S Group | Materials | Specialty Chemicals | Bull | Private | Bull, Leveraged Loan, Pricing power, private equity, specialty chemicals, Sticky Customers, Thermal Printing, vertical integration | Login |
| - | Fund Letters | CrossingBridge Advisors | AUD | Audacy Inc. | Communication Services | Broadcasting | Bull | NASDAQ | advertising, Bankruptcy, broadcasting, Bull, Capital-light, Post-Reorganization, Radio, Soros Fund, turnaround | Login |
| - | Fund Letters | CrossingBridge Advisors | WBA | Walgreens Boots Alliance | Consumer Staples | Drug Retail | Bear | NASDAQ | Bear, Credit Deterioration, Drug Retail, Fallen Angel, high yield, Opioid Liabilities, PBM Pressure, Pharmacy, Short Position | Login |
| - | Fund Letters | CrossingBridge Advisors | BA | Boeing | Industrials | Aerospace & Defense | Bear | NYSE | Aerospace, Bear, Credit risk, Criminal Charges, Debt Downgrade, Defense, Fallen Angel, Junk Bond, Safety Issues | Login |
| - | Fund Letters | TMR Long Short Opportunities | MAPS | WM Technology Inc | Communication Services | Interactive Media & Services | Bull | NASDAQ | activist, Cannabis, Dominant Position, high margins, Management Buyout, marketplace, network effects, Special Situation, technology platform, undervalued | Login |
| - | Fund Letters | TMR Long Short Opportunities | ZENV | Zenvia Inc | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI-driven, Asset Divestiture, Brazil, Communication platform, Cpaas, Customer Engagement, SaaS, turnaround, Value, Volume-based pricing | Login |
| - | Fund Letters | TMR Partners Long Only | MAPS | WM Technology Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | activist, Cannabis, Cash generative, Dominant platform, Equity, high margins, marketplace, network effects, Special Situation, undervalued | Login |
| - | Fund Letters | TMR Partners Long Only | ZENV | Zenvia Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI-driven, Brazil, Cpaas, Customer Engagement, divestiture, Equity, SaaS, technology, turnaround, Volume-based pricing | Login |
| - | Fund Letters | Turtle Creek | WSC | WillScot Mobile Mini Holdings Corp | Industrials | Trading Companies & Distributors | Bull | NASDAQ | antitrust, market leader, Modular Offices, Portable Storage, Share Buybacks, Temporary Classrooms, Turnkey Space Solutions | Login |
| - | Fund Letters | Turtle Creek | KNSL | Kinsale Capital Group Inc | Financials | Property & Casualty Insurance | Bull | NASDAQ | excess and surplus lines, growth, High Multiple, Property & Casualty, specialty insurance, Unregulated Insurance | Login |
| - | Fund Letters | Turtle Creek | AHT.L | Ashtead Group plc | Industrials | Trading Companies & Distributors | Bull | LSE | Construction Equipment, Equipment Rental, index inclusion, North America, Redomiciliation, S&P 500 inclusion, Sunbelt Rentals | Login |
| - | Fund Letters | Turtle Creek | DOO.TO | BRP Inc | Consumer Discretionary | Leisure Products | Bull | TSX | ATV, Consumer Discretionary, Cyclical, innovation, market share, Powersports, Recreational Vehicles, Sea-Doo | Login |
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