Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Nov 12, 2025SubstackTriples InvestingQURE UniQure Health CareBiotechnology Bull -AMT-130, biotechnology, clinical trial data, FDA regulatory uncertainty, gene therapy, Huntington's Disease, investment opportunity, regulatory pathways, stock undervaluation, UniQure
Nov 11, 2025Fund LettersCormac WeldonPH Parker-Hannifin Corporation IndustrialsIndustrial Machinery Bull New York Stock ExchangeAerospace, Free Cash Flow, Industrials, Margins, ROIC
Nov 11, 2025Twitter / X@chaotropyQURE uniQure N.V. Health CareGene Therapy Bull NASDAQAmt, Disease, FDA, Gene, gene therapy, Huntington, Therapy, UniQure
Nov 11, 2025SubstackThe Finance CornerPYPL PayPal Holdings, Inc. Financial TechnologyFinancial Technology Bull NASDAQ Stock Marketcashless transactions, competitive edge, digital payments, earnings results, financial technology, fintech industry, growth prospects, OpenAI partnership, PayPal, portfolio
Nov 11, 2025Fund LettersChristopher HillaryTATT TAT Technologies Ltd. IndustrialsAerospace & Defense Bull NASDAQAerospace, aftermarket, Apus, Defense, growth, MRO, valuation
Nov 11, 2025SubstackScalpavelliNGS Natural Gas Services EnergyOil & Gas Equipment & Services Bull -Capex Plans, Customer concentration, Data Analytics, data centers, Growth Cycle, LNG, market share gains, Natural Gas Services, oilfield services, Product Differentiation
Nov 11, 2025SubstackMonopolistic InvestorOKTA Okta, Inc. Information TechnologySoftware - Infrastructure Bear -access management, cybersecurity, discounted cash flow, identity management, market niche, network effects, Okta, Overvaluation, Pricing power, profitability
Nov 10, 2025Twitter / X@stonkmetalFOUR Shift4 Payments FinancialsTransaction & Payment Processing Services Bull New York Stock Exchangeentertainment, Four, hospitality, Payment, Payments, Pitch, Pitches, Set Forget
Nov 10, 2025Twitter / X@QuestforYieldINS.DE Instone Real Estate Group FinancialsReal Estate Mgmt & Dev Bull ETRAcquired Lower, Bank Acquired, development, Ecb, Germany, Homebuilders, Instone, Residential
Nov 10, 2025Value Investors ClubvirtualodinFOUR 4Imprint Group plc Consumer DiscretionarySpecialty Retail Bull New York Stock ExchangeBranding, Consumer products, e-commerce, Marketing, merchandising, retail
Nov 10, 2025Value Investors ClubThatDu04LFCR Lifecore Biomedical Inc. Health CareBiotechnology Bull NASDAQBiotech, Clinical research, drug development, healthcare, life sciences, pharmaceuticals
Nov 10, 2025SubstackDB SilverfoxSAM Boston Beer Company Consumer StaplesBeverages - Brewers Bull -Boston Beer Company, brand heritage, buybacks, cash flow, craft beer, debt-free, innovation, Jim Koch, ROE improvement, Samuel Adams
Nov 9, 2025SubstackScalpavelliTUSK Mammoth Energy Services IndustrialsConglomerates Bull -financial cushion, liquidation value, M&A risk, Mammoth Energy Services, net cash position, NPPE, oilfield services, sector volatility, speculative investment
Nov 9, 2025SubstackScalpavelliBBW Build-A-Bear Workshop Consumer DiscretionarySpecialty Retail Bull -Build-A-Bear Workshop, customizable products, financial performance, industry growth, investment opportunity, market positioning, market undervaluation, operational strength, retail
Nov 9, 2025SubstackScalpavelliOMSE None EnergyOil & Gas Equipment & Services Bull -financial foundation, forward earnings, industry growth, investment opportunity, market volatility, net cash position, oilfield services, OMSE, sector risks
Nov 9, 2025SubstackScalpavelliBME.L B&M European Value Retail Consumer DiscretionaryDiscount Stores Bear -Accounting restatement, B&M European Value Retail, financial integrity, investment risk, market perception, retail industry, stock valuation, strategic direction, Value trap
Nov 9, 2025SubstackScalpavelliYELP Yelp Communication ServicesInternet Content & Information Bear -AI revenue, business decline, competitive landscape, Digital transformation, investment risk, market perception, online reviews, strategic direction, Yelp
Nov 9, 2025SubstackScalpavelliWEN Wendy's Consumer DiscretionaryRestaurants Bull -capital expenditure, earnings add-backs, Fast Food, growth potential, investment opportunity, market positioning, menu innovation, Value trap, Wendy's
Nov 9, 2025SubstackScalpavelliKMX Carmax Consumer DiscretionaryAuto & Truck Dealerships Bull -auto loans, Automotive Retail, balance sheet, CarMax, investment opportunity, market undervaluation, risk mitigation, Securitization, tangible book value
Nov 8, 2025Twitter / X@StevenH45332279BTG B2Gold Corp. Metals & MiningGold Bull New York Stock Exchange AmericanCanada, Derivatives, Fekola, Gold, Goose, Hedging, Mali, Masbate, OCF, Otjikoto

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