Ideas

July 19, 2024

Recruit Holdings Inc (6098 JP, ¥9,128) Long Idea Investor Update

The presenter who shared a long pitch on Recruit Holdings on May 1, 2024 provided an update. Since that pitch, the company has completed a major reduction in force (RIF), which the presenter said was…

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July 12, 2024

ICG LN Long Idea – Intermediate Capital Group plc (ICG LN, 2,226p) Investor Interview

On July 10th we interviewed an investor based in London on his long thesis for Intermediate Capital Group plc (ICG LN). ICG is a diversified global asset manager, leader in many of its product categories…

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June 27, 2024

Core Scientific Inc (CORZ) / CoreWeave Deal – Data Center and Power Content

In response to the recently announced deal between Core Scientific (CORZ) and CoreWeave we have compiled the resources from relevant calls we have hosted and ideas discussed by investors. If you would like to participate…

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June 26, 2024

Alts Investor Roundtable Discussion Summary (APO, BN, BX, KKR)

On Friday, June 21st we hosted five investors to compare bull and bear views on companies in the Alternative Asset Management industry including Apollo Global Management (APO), Blackstone Inc (BX), KKR & Co Inc (KKR)…

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June 21, 2024

DELL and SMCI Investor Roundtable Summary

On Monday, June 17th we hosted a second roundtable event focused on Dell Technologies Inc (DELL) and Super Micro Computer Inc (SMCI) with investors located in Connecticut, London, New York and San Diego. The investors…

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June 20, 2024

Ashtead Group plc (AHT LN, 5,420p) Short Idea Investor Update

Following Ashtead’s Q4 and FY 2024 earnings report, the investor who presented his AHT LN Short Thesis during our London Idea Event shared an updated view on the short.  The investor thinks this is the…

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June 17, 2024

Consumer Investor Idea Event Summary (PRKS, RCL, PETQ, PLAY, MKS LN)

On Wednesday, June 12th, we hosted a Consumer Investor Idea Event with five investors located in Connecticut, London, New York and Texas. The investors shared a current long thesis for United Parks & Resorts Inc…

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May 28, 2024

London Investor Idea Event (AHT LN, CLNX SM, MMM)

On Monday, May 20, we hosted an Investor Idea Event in London. The investors shared a current short thesis for Ashtead Group plc (AHT LN), long thesis for Cellnex Telecom SA (CLNX SM) and long…

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May 23, 2024

Top Stock Picker Investor Idea Event (GFL, RCL, XPEL, NEM, BERY, HEES, 000660 KS)

On Friday, May 17th, we hosted our second-ever Top Stock Picker Idea Event, featuring Revelare clients who presented the best performing ideas during the first 12 mos. of business for Revelare Partners. The investors shared…

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May 20, 2024

NextEra Energy Inc (NEE) – AI Beneficiary or House of Cards?

On Friday, May 17th we hosted an investor roundtable to discuss NextEra Energy Inc (NEE), NextEra Energy Partners LP (NEP) and the broader renewables industry. The roundtable consisted of seven investors located in London, Los…

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