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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 9, 2025 | Liberty Park Capital Management | 1.4% | -2.2% | AUR, COMP, HAYPP SS, LAKE, LBRT, LMB, NSSC, NWL, QUBT, SKY, XMTR | alpha, Long/Short, policy risk, Speculation, volatility | The letter frames volatility as both a risk and an opportunity, driven by tariffs, policy reversals, and speculative behavior. Management describes using long and short positions to exploit exaggerated market moves. Volatile conditions are seen as fertile ground for alpha through security selection. | LAKE SKY NSSC XMTR |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Mar 16, 2026 | Substack | Idea Hive | Quantum Computing | Technology | Quantum Computing | Bear | Nasdaq Stock Market | Business Strategy, Credibility, Faked Revenues, investment risk, Minimal Revenue, Non-Existent Facilities, Pivots, Quantum Computing, Quantum Photonic Chips, Semiconductor Hype | View Pitch |
| Nov 29, 2025 | Fund Letters | Hawkins Entrekin | Quantum Computing Inc. | Information Technology | Quantum Computing Hardware | Bear | NASDAQ | Bubble, Quantum Computing, Short, Speculation, technology, valuation | View Pitch |
| Oct 23, 2025 | Value Investors Club | jcoviedo | Quantum Computing Inc. | Information Technology | SpecTech | Bear | NASDAQ | Quantum Computing, Valuation: Insider sales | View Pitch |
| Sep 16, 2025 | Short Thesis | Iceberg Research | Quantum Computing Inc | Information Technology | Systems Software (Quantum Computing) | Bear | NASDAQ | Dilution, IP risk, Quantum, Software, Speculative | View Pitch |
| Sep 16, 2025 | Short Thesis | Capybara Research | Quantum Computing Inc | Information Technology | Systems Software (Quantum Computing) | Bear | NASDAQ | Dilution, IP risk, Quantum, Software, Speculative | 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. | ||||||||