| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2021 Q2 | Aug 18, 2021 | Choice Equities Capital Management | 6.2% | 37.1% | CVS, FARM, INVE, SIC | Concentration, cybersecurity, RFID, small caps, technology, value | INVE |
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| 2022 Q1 | Apr 21, 2022 | Choice Equities Capital Management | -20.9% | - | AZEK, CBT, FARM, GMS, INVE, OEC, TA, TREX, WSO | Building Products, consumer, Industrial, inflation, rates, small caps, value | OEC TA AZEK INVE |
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| 2021 Q4 | Feb 5, 2021 | Choice Equities Capital Management | 2.3% | 36.9% | FARM, GMS, INVE, SPWH | Building Materials, retail, small cap, technology, value | SPWH |
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| 2021 Q3 | Nov 19, 2021 | Choice Equities Capital Management | -2.5% | 33.8% | FARM, GMS, INVE | Building Materials, Coffee, Concentration, small caps, value | GMS INVE FARM |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | Fund Letters | Choice Equities Capital Management | Identiv Inc | Building Products & Equipment | Technology Hardware, Storage & Peripherals | Bull | NASDAQ | Access Control, Gross Margin Pressure, growth, Physical Security, RFID, technology | View Pitch |
| Jun 15, 2026 | Fund Letters | Choice Equities Capital Management | Identiv Inc. | Building Products & Equipment | Technology Hardware, Storage & Peripherals | Bull | NASDAQ | backlog growth, Cannabis Tracking, Digital transformation, IoT Connectivity, NFC, Physical Security, RFID Technology, Team Expansion | View Pitch |
| Jun 15, 2026 | Fund Letters | Choice Equities Capital Management | Identiv, Inc. | Building Products & Equipment | Technology Hardware, Storage & Peripherals | Bull | NASDAQ | Access Control, Digital Connectivity, growth, IoT, NFC, RFID, Security, semiconductors, small-cap, technology hardware | View Pitch |
| Apr 27, 2026 | Substack | Shareholders Unite | Identiv | Technology | RFID and Security | Bull | NASDAQ Stock Market | business model scaling, cash position, Identiv, IFCO partnership, industry trends, investment opportunity, production capacity, RFID Technology, security solutions, technological advancements | 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. | ||||||||