Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 5, 2025SubstackWonderstcksEYE.L Eagle Eye Solutions Group Plc Information TechnologySoftware - Application Neutral -AI-driven personalization, data privacy compliance, digital marketing, Eagle Eye Solutions, European market, grocery sector, legacy systems, loyalty management, North American expansion, SaaS
Dec 4, 2025Twitter / X@TechFundiesCRM Salesforce, Inc. Information TechnologyApplication Software Neutral New York Stock Exchangecloud, CRM, Gaap, Grew, Last, Last Prior, Marketing Software, Net Add
Dec 4, 2025Fund LettersJames CullenDG FP Vinci SA IndustrialsConstruction & Engineering Bull Euronext Stock ExchangeAirports, Concessions, growth, infrastructure, valuation
Dec 4, 2025SubstackCoughlin CapitalBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet Retail Bull -Alibaba, buybacks, China, consumer spending, dividends, e-commerce, economic stimulus, equity market, PBoC, policy support
Dec 4, 2025SubstackPP Invest 007CEV.DE Ceotronics AG Other- Bull -Ceotronics AG, communication equipment, Defense spending, German Armed Forces, growth potential, insider ownership, local procurement, market position, operational efficiency, technological leadership
Dec 4, 2025SubstackRijnberk Invest InsightsCMG Chipotle Mexican Grill, Inc. Consumer DiscretionaryRestaurants Bear -balance sheet, Chipotle, comparable-store sales, consumer spending, economic headwinds, growth slowdown, inflation, international expansion, market positioning, restaurant industry
Dec 4, 2025SubstackAltay Cap4624.T Isamu Paint MaterialsSpecialty Chemicals Bull -automotive refinish coatings, conservative management, deep value, illiquidity, Management Buyout, net current asset value, shareholder returns, stable cash generation, technological advancements, Tokyo Stock Exchange
Dec 4, 2025SubstackDB SilverfoxRCO.PA Rémy Cointreau Consumer StaplesBeverages - Wineries & Distilleries Bull -brand heritage, China market, competitive moat, cyclical challenges, family control, luxury spirits, premiumization, Pricing power, Rémy Cointreau, valuation
Dec 3, 2025Twitter / X@nitinkinvestCRSR Corsair Gaming, Inc. Information TechnologyComputer Hardware Bull NASDAQAvailability, Category, Corsair, Creator, Fanatec, Memory, Mitigation, Supply
Dec 3, 2025Twitter / X@KairosPraxisLPTH LightPath Technologies, Inc. IndustrialsElectronic Components Bear NASDAQChina, Defense, Dilution, Lpth, Mixed Shelf, Photonics, Rare Earths, Shelf
Dec 3, 2025Twitter / X@FundasyInvestorCPRT Copart, Inc. IndustrialsEnvironmental & Facilities Services Bear NASDAQCopart, Future Irr, High quality, Insurance, IRR, Logistics, Lower, Salvage
Dec 3, 2025SubstackMonopolistic InvestorWCN Waste Connections, Inc. IndustrialsWaste Management Bull -Acquisitions, barriers to entry, Canada Segment, capital-intensive, Methane Gas Production, Operational Leverage, Pricing power, Revenue Growth, Rural Strategy, waste management
Dec 3, 2025SubstackShareholders UniteLC LendingClub FinancialsBanks - Regional Bull -bank charter, credit system, Customer Engagement, DebtIQ, financial services, LendingClub, LevelUp Checking, marketplace model, motivated middle, technology platform
Dec 3, 2025SubstackWonderstcksTHX.V Thor Explorations Ltd. MaterialsGold Neutral -cash flow generation, Douta Gold Project, exploration and development, geopolitical risks, gold price volatility, junior gold producer, low-cost mining, Segilola Gold Project, Thor Explorations, West Africa
Dec 2, 2025Twitter / X@PelicanwayreAZ A2Z Cust2Mate Solutions Corp Information TechnologySoftware - Application Bear NASDAQCART, Carts, Cfo, cybersecurity, france, Penny, Penny Stocks, Yochananof
Dec 2, 2025Twitter / X@KairosPraxisLASR nLIGHT, Inc. Electronic Equipment, Instruments & ComponentsElectronic Components Bull NASDAQAustralia, buyback, Defense, Lasers, Lasr, Photonics, process control, Welding
Dec 1, 2025Twitter / X@puppyeh1EDU.AX EDU Holdings Limited Specialized Consumer ServicesEducation Services Bull ASXAustralia, buyback, cash, dividends, Education, guidance, Npat, rerating, Tertiary, valuation, Vocational
Dec 1, 2025Twitter / X@puppyeh1EDU.AX EDU Holdings Limited Consumer ServicesEducation Services Bull Australian Stock ExchangeAustralia, Mgmt, Mulpha, Next, Nos, Npat, Payments, Thru
Dec 1, 2025SubstackTriples Investing1SN.L First Tin PLC MaterialsOther Industrial Metals & Mining Bull -Critical Minerals, electronics, MetalsX, Mining, renewable energy, solder, Taronga project, Tellerhäuser-Gottesberg, Tin, US-Australia Critical Minerals Framework
Dec 1, 2025SubstackShareholders UniteLC LendingClub Corporation FinancialsBanks - Regional Bull -balance sheet growth, Competitive advantages, Data Analytics, digital marketplace bank, Fintech, Growth Opportunities, loan origination, national bank charter, net interest income, Radius Bank acquisition

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