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Catalysts
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 20, 2025 |
Immersion Investment Partners David Polansky
|
View | Concentration, SmallCaps, Catalysts | CELH, MAMA | Consumer Brands, EBITDA, M&A, Small Cap Equities, Software Analytics |
| 2025 Q2 | Jul 31, 2025 |
Mindset Value Fund Aaron Edelheit
|
View | Catalysts | BRND/U CN, HQI | catalysts, small caps, special situations, turnaround, valuation |