Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Sep 30, 2024 | JDP Capital | 12.4% | 33.9% | CZR | - | View | ||
| 2024 Q1 | May 16, 2024 | 1 Main Capital | 4.0% | 11.3% | BFIT NA, CZR, ENZ | - | View | ||
| 2024 Q3 | Oct 29, 2024 | Buckley Capital | 4.8% | 0.5% | CC, CZR, IWG LN | - | View | ||
| 2024 Q3 | Oct 24, 2024 | Choice Equities Capital Management | -1.8% | 5.5% | CROX, CZR, GENI, HAIN, MGNI, OEC, PAR | - | View | ||
| 2025 Q3 | Oct 23, 2025 | JDP Capital | 12.8% | 31.8% | 300750 CH, BABA, CZR, SPOT, TCEHY | AI, Automation, compute, Platforms, productivity | The letter argues that declining compute costs and rapid model improvement are accelerating AI adoption beyond large incumbents. AI is reshaping competitive dynamics across logistics, consumer platforms, and automation by compressing costs and expanding addressable markets. AI remains a powerful secular theme as productivity gains compound faster than traditional growth drivers. | CZR TCEHY BABA 300750 CH SPOT |
View |
| 2025 Q1 | Apr 22, 2025 | JDP Capital | -2.0% | -2.0% | CZR, ENDI, RDFN, SPOT | - | View | ||
| 2024 Q4 | Jan 28, 2025 | JDP Capital | 10.4% | 47.9% | CZR, ENDI, ROKU, SPOT, TSLA | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 27, 2026 | Fund Letters | Jeremy Deal | Caesars Entertainment Inc. | Consumer Discretionary | Casinos & Gaming | Bull | NASDAQ | Digital, Gaming, Optionality, turnaround, valuation | View Pitch |
| Jan 22, 2026 | Twitter / X | @CParyse86296 | Caesars Entertainment, Inc. | Consumer Discretionary | Casinos & Gaming | Bull | Nasdaq | Business, Czr, Digital, Digital Business, iGaming, Physical, Spin, States | View Pitch |
| Oct 6, 2025 | Value Investors Club | gcose4 | Caesars Entertainment Inc. | Consumer Discretionary | Casinos & Gaming | — | NASDAQ | casinos, gaming, digital betting, William Hill, FCF inflection, deleveraging, buybacks, Las Vegas, omni-channel, undervaluation | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Seeking Profits | Caesars Entertainment | Consumer Discretionary | Resorts & Casinos | Bull | NASDAQ | — | 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. | ||||||||