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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jun 30, 2025 | Riverwater Micro Opportunities Strategy | - | - | ABEO, ARIS, LEU, TILE | fundamentals, liquidity, Microcaps, mispricing, small caps | The letter argues that micro-cap stocks remain deeply mispriced due to neglect, liquidity constraints, and passive flows. Management highlights strong fundamentals and long-term growth potential despite weak sentiment. The opportunity is framed as valuation-driven rather than cyclical timing. | TILE ABEO ARIS LEU |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Mar 19, 2026 | Seeking Alpha | Seeking Alpha | Abeona Therapeutics Inc. | Biotechnology | Gene Therapy | Bull | NASDAQ Stock Market | Abeona Therapeutics, Cash runway, Commercialization, execution risk, FDA approval, gene therapy, Priority Review Voucher, recessive dystrophic epidermolysis bullosa, valuation, Zevaskyn | View Pitch |
| Jan 8, 2026 | Fund Letters | Adam Peck | Abeona Therapeutics Inc. | Health Care | Biotechnology | Bull | NASDAQ | Biotech, dermatology, Gene, Raredisease, Therapy | View Pitch |
| Oct 23, 2025 | Value Investors Club | chewy | Abeona Therapeutics Inc. | Health Care | Biotechnology | Bull | NASDAQ | Biotech, gene therapy | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||