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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 27, 2025 | Lazard Enhanced Opportunities Portfolio | - | - | AVAV, BABA, BE, GME, OPEN | AI, Convertibles, credit, rates, technology, volatility | AI companies drove strong performance in the tech-focused Nasdaq Composite Index during Q3, with investor enthusiasm for artificial intelligence being a key market driver. AI-fueled stock performance contributed significantly to portfolio returns through holdings like Nebius Group and Bloom Energy. | View | |
| 2024 Q1 | May 1, 2024 | Optimist Fund | 27.8% | 49.2% | ACVA, AHT, BFIT, CIGI, CRCT, CVNA, DASH, FIGS, HFG, MNDY, OPEN, POOL, PTON, REVL, SMAR, UBER, W, XPOF | Concentration, E-Commerce, Fitness, growth, Market Leadership, technology, turnaround | The fund believes market leaders like Carvana, Wayfair, and DoorDash have won their respective online markets after competitors died or shrank dramatically during 2022. The manager sees this as similar to Amazon's dominance after the early 2000s tech bubble collapse. | ACVA UBER XPOF DASH CVNA |
View |
| 2025 Q3 | Oct 31, 2025 | Lazard Enhanced Opportunities Portfolio | - | - | AVAV, BABA, BE, GME, OPEN | AI, Convertibles, credit, rates, technology, volatility | AI companies drove strong performance in the tech-focused Nasdaq Composite Index during Q3, with investor enthusiasm for artificial intelligence being a key market driver. The portfolio benefited from AI-fueled stock performance, particularly through positions in Nebius Group and Bloom Energy complexes. | OPEN GME NBIS AVAV NBIS AVAV |
View |
| 2025 Q3 | Oct 24, 2025 | Wasatch Long/Short Alpha Fund | -7.3% | - | ENSG, FN, FOUR, FRPT, HQY, INSP, KAI, MEDP, MORN, MPWR, OPEN, OZK, RBC, ROP, SG, WDAY | AI, Biotech, healthcare, Long/Short, Quality, risk-on, small cap, Speculation | The fund focuses on long positions in high-quality companies while shorting low-quality businesses. The manager emphasizes that high-quality stocks have historically outperformed over the long term despite recent underperformance. The fund screens companies based on financial characteristics like return on assets and operating profit margins. | View | |
| 2025 Q3 | Oct 17, 2025 | Boyar Value Group | - | - | AAPL, AMZN, GOOGL, JPM, MSFT, NVDA, OPEN | AI, credit, emerging markets, Fed policy, Housing, SPACs, technology, Valuations | Artificial intelligence continues to drive market performance with mega-cap companies powering gains, but transformation takes time. AI-related spending is fueling the economy through billions in data center, chip, and software investments, though productivity gains may arrive gradually after years of adoption. Near-term AI spending is inflationary due to infrastructure costs, while deflationary benefits from automation may come later. | NVDA GOOGL |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Sean Reynolds | Opendoor Technologies Inc. | Real Estate | Real Estate Services | Bull | NASDAQ | — | View Pitch |
| Nov 28, 2025 | Seeking Alpha | Seeking Alpha | Opendoor Technologies Inc | Real Estate Services | Bull | AI-enabled pricing, ancillary services, home acquisitions, net-income breakeven, Opendoor Technologies, real estate technology, transaction economics, turnaround effort, volume-driven strategy, workflow automation | View Pitch | ||
| Nov 5, 2025 | Seeking Alpha | Seeking Alpha | Opendoor Technologies Inc. | Real Estate Services | Bear | adverse selection, agent-led model, capital-intensive, Competitive Advantage, housing market, iBuying, inventory costs, Opendoor Technologies, real estate technology, valuation | View Pitch | ||
| Oct 6, 2025 | Value Investors Club | JackBlack | Opendoor Technologies Inc. | Real Estate | Residential Transactions / iBuying | Bear | NASDAQ | iBuyer, meme squeeze, dilution, ATM, broken model, not Carvana | View Pitch |
| Sep 16, 2025 | Short Thesis | Western Edge | Opendoor Technologies Inc | Real Estate | Real Estate Services (iBuying) | Bear | NASDAQ | Credit, Housing, iBuyer, Inventory, Margins | View Pitch |
| Sep 11, 2025 | Seeking Alpha | Seeking Alpha | Opendoor Technologies Inc. | Real Estate Services | Bear | agent-driven platform, capital-intensive, debt levels, inventory reduction, meme stock, mortgage rates, Opendoor Technologies, real estate technology, sales lag, valuation | View Pitch | ||
| Aug 7, 2025 | Seeking Alpha | Ian Bezek | Opendoor Technologies | Real Estate | Real Estate Services | Bear | NASDAQ | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | James Foord | Opendoor Technologies Inc. | Real Estate | Real Estate Services | Neutral | NASDAQ | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | The Software Side of Life | Opendoor Technologies Inc. | Real Estate | Real Estate Services | Bear | NASDAQ | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Julia Ostian | Opendoor Technologies Inc. | Real Estate | Real Estate Services | Neutral | NASDAQ | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Nelson Alves | Opendoor Technologies Inc. | Real Estate | Real Estate Services | 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. | ||||||||