Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 30, 2025SubstackBrad MunchenTSLA Tesla Inc Automobile ManufacturersElectric Vehicles Bear NASDAQ Stock Marketautonomous vehicles, Cybertruck, delivery consensus, Electric Vehicles, growth trajectory, Market Expectations, Model S and X, production challenges, Q4 2025, Tesla
Dec 30, 2025SubstackSZEWTRN.L Trainline Travel ServicesOnline Ticketing Bull London Stock ExchangeB2B Segment, digital platform, growth potential, market competition, market position, platform as a service, rail and bus ticketing, regulatory challenges, Share Buyback, valuation
Dec 30, 2025SubstackSZEWANGI Angi Inc. Internet Content & InformationOnline Services Bull NASDAQ Stock MarketCompetitive Advantage, customer experience, Home Services, market share, Operational Turnaround, profitability, Service offerings, Strategic realignment, user base, valuation
Dec 30, 2025SubstackSZEWIPX.PA Ipsos Market ResearchSurvey and Analytics Bull Euronext ParisCost management, Data Analytics, Digital transformation, financial discipline, global reach, industry trends, innovation, Market Research, self-service solutions, valuation discount
Dec 30, 2025SubstackSZEWINPST.AS InPost LogisticsParcel Delivery Bull Euronext AmsterdamEBITDA margins, logistics innovation, Market expansion, market leadership, operational efficiency, parcel delivery, Parcel Lockers, Revenue Growth, software integration, strategic acquisitions
Dec 30, 2025SubstackSZEWIPO.L IP Group Investment ManagementVenture Capital Bull London Stock Exchangeasymmetric reward, early-stage investments, financial standing, innovation, investment strategy, Licensing Revenues, patent portfolio, University Spin-Outs, valuation discount, Weight-Loss Drug
Dec 30, 2025SubstackSZEWYOU.L Yougov Market ResearchData Analytics Bull London Stock ExchangeCEO Return, consumer insights, Data Analytics, dividend yield, financial performance, growth strategy, Market Research, turnaround potential, undervalued, valuation metrics
Dec 29, 2025Fund LettersAndrew D.W. HillCEG Constellation Energy Corporation UtilitiesElectric Utilities Bull NASDAQElectrification, Nuclear, Power, Pricing, utilities
Dec 29, 2025Fund LettersAndrew D.W. HillGE GE Aerospace IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, aftermarket, Aviation, cashflow, Engines
Dec 29, 2025Fund LettersAndrew D.W. HillGEV GE Vernova Inc. IndustrialsRenewable Electricity Bull New York Stock Exchangebacklog, Electrification, Grid, Margins, renewables
Dec 28, 2025SubstackCoughlin CapitalBABA Alibaba Group Holding Limited Cloud ComputingCloud Computing Bull New York Stock ExchangeAI technologies, Alibaba Cloud, China cloud market, cloud infrastructure, competitive dynamics, data sovereignty, full-stack offerings, growth potential, market share, regulatory barriers
Dec 27, 2025Twitter / X@JSE_InvestTHS.L Tharisa plc -- Bull LSEbuybacks, Chrome, dividends, Mining, PGMs, platinum, South Africa, Zimbabwe
Dec 26, 2025Twitter / X@aleabitoredditAXTI AXT, Inc. Semiconductors & Semiconductor EquipmentSemiconductor Materials & Equipment Bull NASDAQAIInfrastructure, IndiumPhosphide, Lasers, materials, OpticalTransceivers, Photonics, semiconductors, SiliconPhotonics
Dec 26, 2025SubstackAlpha Seeker 84NVDA NVIDIA Corporation SemiconductorsGraphics & Multimedia Bull NASDAQ Stock MarketAI hardware, AI market strategy, deterministic execution, Groq, inference technology, latency consistency, licensing agreement, memory locality, NVIDIA, specialized appliances
Dec 25, 2025SubstackJam InvestDSFIR.AS DSM-Firmenich Flavors & FragrancesFlavors & Fragrances Bull Euronext AmsterdamAnimal Nutrition sale, Bronte Capital, Business momentum, DSM-Firmenich, Flavors & Fragrances, high switching costs, Net debt-free, Oligopoly markets, Pricing power, share repurchases
Dec 24, 2025Twitter / X@KyleAdamsStocksSEZL Sezzle Inc. Financial ServicesConsumer Finance Bull NASDAQBNPL, ConsumerCredit, Fintech, Genz, Millennials, Payments
Dec 23, 2025SubstackScalpavelliNGVC Natural Grocers by Vitamin Cottage RetailGrocery Stores Bull New York Stock Exchangeearnings yield, grocery retail, health-focused, investment opportunity, long-term growth, management, market dynamics, Natural Grocers, post-COVID, Vitamin Cottage
Dec 23, 2025SubstackScalpavelliVLGEA Village Super Market RetailGrocery Stores Neutral NASDAQ Stock Marketbalance sheet, capital expenditure, digital sales growth, earnings multiple, grocery retail, market conditions, shareholder returns, Value trap, Village Super Market, Wakefern disputes
Dec 23, 2025SubstackModern Value InvestingWW WeightWatchers Consumer ServicesPersonal Services Bull NASDAQ Stock MarketFDA approval, January acquisition window, market momentum, obesity treatment, oral GLP-1, patient engagement, platform growth, strategic positioning, WeightWatchers, wellness industry
Dec 23, 2025SubstackModern Value InvestingNVO Novo Nordisk HealthcarePharmaceuticals Bull NASDAQ Stock Marketchronic disease therapy, FDA approval, GLP-1, Novo Nordisk, obesity market, oral Wegovy, Pricing Strategy, Revenue Growth, US launch, valuation

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