Write-Up Collection
Learn vicariously.
This section offers a curated selection of past investment theses to spark ideas and enhance your own research process.
Gain valuable insights and strategies from fellow investors as you make progress in your investor journey.
Hims & Hers Health, Inc. (HIMS) - 10/15/2024
Hims & Hers Health, Inc. (HIMS) - 10/11/2024
Aptiv PLC (APTV) - 10/16/2024
Fenix International (ONLYFANS) - 09/08/2024
Peakstone Realty Trust (PKST) - 09/06/2024
Perma-Fix Environmental Services, Inc. (PESI) - 07/23/2024
Scandinavian Tobacco Group A/S (STG) - 08/25/2024
Learning Technologies Group PLC (LTG) - 08/24/2024
Sanyo Industries (5958) - 08/30/2024
Goldwin Inc. (8111) - 08/26/2024
VersaBank (VBNK) - 08/26/2024
WideOpenWest, Inc. (WOW) - 08/26/2024
​​Xometry, Inc. (XMTR)​ - 05/31/2024
​Nu Holdings Ltd. (NU)​ - 08/15/2024
​Altria Group, Inc. (MO)​ - 08/11/2024
​Cronos Group Inc. (CRON)​ - 08/14/2024
​JD Sports Fashion Plc (JD.)​ - 08/14/2024
​Corticeira Amorim, S.G.P.S., S.A. (COR)​ - 07/30/3024
Velan Inc. (VLN) - 08/08/2024
​Incap Oyj (ICP1V) - 08/06/2024
​Veeva Systems Inc. (VEEV) - 31/07/2024
​Kraken Robotics Inc. (PNG) - 31/07/2024
​Leon's Furniture Limited (LNF) - 08/02/2024
​A.L.A. società per azioni (ALA) - 08/03/2024
​Otis Worldwide Corporation (OTIS) - 08/05/2024
​Paradox Interactive AB (publ) (PDX) - 08/06/2024
​Watches of Switzerland Group plc (WOSG) - 05/18/2024
​Watches of Switzerland Group plc (WOSG) - 08/07/2024
​Lithium Americas (Argentina) Corp. (LAAC) - 07/23/2024
​Quest Resource Holding Corporation (QRHC) - 08/06/2024
Aduro Clean Technologies Inc. (ACT) - 07/29/2024
Amplify Energy Corp. (AMPY) - 07/30/2024
Watches of Switzerland Group plc (WOSG) - 07/27/2024
Loungers plc (LGRS) - 07/29/2024
Algoma Central Corporation (ALC) - 07/30/2024
Sprouts Farmers Market, Inc. (SFM) - 07/31/2024
Red Cat Holdings, Inc. (RCAT) - 07/30/2024
Philip Morris International Inc. (PM) - 07/28/2024
monday.com Ltd. (MNDY) - 07/16/2024
Keweenaw Land Association, Limited (KEWL) - 07/27/2024
Jacobs Solutions Inc. (J) - 07/29/2024
Omda AS (OMDA) - 07/31/2024
Aware, Inc. (AWRE) - 08/02/2024
Nekkar ASA (NKR) - 07/21/2024
Watches of Switzerland Group plc (WOSG) - 07/22/2024
USS Co., Ltd. (4732) - 07/22/2024
Sangoma Technologies Corporation (STC) - 07/23/2024
Graphite One Inc. (GPH) - 07/25/2024
Agilent Technologies, Inc. (A) - 07/24/2024
​Aware, Inc. (AWRE) - 04/30/2024
​Pioneer Power Solutions, Inc. (PPSI) - 05/13/2024
​REV Group, Inc. (REVG) - 05/03/2024
​Bloomin' Brands, Inc. (BLMN) - 07/15/2024
​Braskem S.A. (BAK) - 07/17/2024
​Freshworks Inc. (FRSH) - 07/15/2024
​Garrett Motion Inc. (GTX) - 07/13/2024
​Instil Bio, Inc. (TIL) - 07/13/2024
​Shift4 Payments, Inc. (FOUR) - 07/16/2024
​Andean Precious Metals Corp. (APM) - 07/18/2024
​Games Workshop Group PLC (GAW) - 05/14/2024
​Marks Electrical Group PLC (MRK) - 07/16/2024
​Teqnion AB (publ) (TEQ) - 07/12/2024
​Allegro.eu S.A. (ALE) - 07/15/2024
​KSB SE & Co. KGaA (KSB) - 07/16/2024
​Viva Energy Group Limited (VEA) - 07/15/2024
​Watches of Switzerland Group plc (WOSG) - 07/15/2024
​Spin Master Corp. (TOY) - 07/15/2024
PharmX Technologies Limited (PHX) - 07/24/2024
Jerónimo Martins, SGPS, S.A. (JMT) - 07/08/2024
ASML Holding N.V. (ASML) - 07/11/2024
Sohu.com Limited (SOHU) - 07/08/2024
Snowflake Inc. (SNOW) - 07/05/2024
Red Cat Holdings, Inc. (RCAT) - 07/10/2024
PDF Solutions, Inc. (PDFS) - 07/11/2024
O'Reilly Automotive, Inc. (ORLY) - 07/10/2024
NIKE, Inc. (NKE) - 07/11/2024
Kinsale Capital Group, Inc. (KNSL) - 07/08/2024