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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Jan 23, 2025 | Deep Sail Capital Partners | 11.8% | 38.1% | ANET, ELF, IONQ, KRKNF, LCID, META, NVDA, QBTS, QMCO, QUBT, RIVN, RKLB, TSSI, VRT | AI, Bubble, growth, Robotics, Short Selling, small cap, technology | Manager discusses the emergence of a speculative AI and quantum computing bubble in late 2024, particularly following Google's Willow quantum chip announcement. The bubble has focused on lower-quality companies rather than established AI leaders like Nvidia, Meta, and Arista Networks, creating attractive short-selling opportunities. | SHEL.F VRT ELF TSSI RKLB PNG.TO |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Sep 16, 2025 | Short Thesis | Fuzzy Panda | Lucid Group Inc | Consumer Discretionary | Automobile Manufacturers | Bear | NASDAQ | cash burn, Competition, Dilution, EVs, Production | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Bill Maurer | Lucid Group | Consumer Discretionary | Auto Manufacturers | Bear | NASDAQ | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | On the Pulse | Lucid Group, Inc. | Consumer Discretionary | Auto Manufacturers | Bull | NASDAQ | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Julia Ostian | Lucid Group, Inc. | Consumer Discretionary | Auto Manufacturers | 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. | ||||||||