Long-only nano to mid-cap equities with a rigorous focus on fundamental research.
Stock Pitch Highlight
Cellebrite | NASDAQ: CLBT
First Place: UT Austin USIT Pitch Competition
Spring 2024
Thesis Points
High-Confidence Data-Driven Forecast Indicates Beat to Consensus Topline Estimates
Multiple Expansion & Likely Acquisition Target
Sphere | NYSE: SPHR
First Place: UF GSIF Pitch Competition
Spring 2024
Thesis Points
Lack of Data & Management Guidance Has Led to Fundamental Misunderstanding
Use of Alternative Data Reveals High-Confidence Beats to Consensus Topline
Valuation Disconnect & Abundant Free Upside
Blue Bird | NASDAQ: BLBD
First Place: Alta Fox Pitch Competition @ Harvard
Fall 2023
Thesis Points
Significant Fiscal Policy Tailwind in its Early Stages
School Bus Fleet Replacement Inflection Point
New Management Team to Lead Transition
Near-Term Margin & Volumes Recovery
Archived Research Materials
Ticker
NYSE: EDR
NASDAQ: TIL
NASDAQ: LNSR
NYSE: SPHR
NASDAQ: BLBD
NASDAQ: CLBT
TYO: 6736
NASDAQ: PERI
NYSE: FINV
NYSE: MAXR
NYSE: ECOM
NASDAQ: NSIT
NASDAQ: ENSG
NYSE: EAF
NYSE: INVH
NASDAQ: ALXN
NYSE: ATH
NASDAQ: HEAR
NASDAQ: SATS
NASDAQ: SCPL
NASDAQ: PCOM
Description
Merger Arbitrage Special Situation
Asset Sale Special Situation
Undervalued MedTech
Las Vegas Sphere - First Place @ GSIF
School Bus OEM - First Place @ Harvard
Public Safety Hardware/SaaS provider
Asset Sale Arbitrage
Alternative AdTech service provider
International consumer fintech platform
Aerospace defense technology provider
Cloud platform for online retailers
IT Solutions Provider
Nursing & rehabilitative services provider
Integrated graphite electrode producer
Single-family rental (SFR) operator
Pharmaceutical research company
Retirement services provider
Gaming headset & accessory company
Satellite broadband provider
Digital game developer & publisher
Airline loyalty program service provider
Semester
Fall 2024
Spring 2024
Spring 2024
Spring 2023
Fall 2023
Fall 2023
Fall 2023
Fall 2022
Spring 2022
Fall 2021
Fall 2021
Fall 2021
Fall 2020
Fall 2020
Fall 2020
Fall 2019
Fall 2019
Fall 2019
Fall 2019
Fall 2019
Fall 2019
Purchased
No
No
Yes
No
Yes
Yes
No
No
No
Yes
Yes
Yes
No
No
No
Yes
No
No
Yes
Yes
No