Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Nov 7, 2025SubstackTriples InvestingASTL Algoma Steel MaterialsSteel Bull -Algoma Steel, Canadian infrastructure, covered call strategy, geopolitical trade, policy bet, steel manufacturing, Supreme Court, Tariff Reversal, U.S. export market, valuation dislocation
Nov 7, 2025SubstackModern Value InvestingWW WW International Consumer DiscretionaryPersonal Services Bull -behavioral programs, clinical subscribers, Digital transformation, GLP-1 medications, market opportunity, Novo Nordisk, oral Wegovy, personalized experience, telehealth, weight management
Nov 7, 2025SubstackCoughlin CapitalFOUR Shift4 Payments, Inc. Information TechnologySoftware - Infrastructure Bull -buyback authorization, cash flow, financial technology, growth metrics, management confidence, market cap, operational strength, payment processing, Shift4 Payments, Undervalued Stock
Nov 6, 2025Twitter / X@LaTranquillumGRK.HE GRK Infra Oyj IndustrialsInfrastructure Construction Bull Nasdaq HelsinkiAdvance Payments, construction, Europe, Grk, Payments, Projects, Rail, working capital
Nov 6, 2025Twitter / X@Value_BullUUUU Energy Fuels Inc. MaterialsMetals & Mining Bull New York Stock ExchangeChina, Defense, Government IT, nuclear energy, Rare Earth, Rare Earths, uranium, UUUU
Nov 6, 2025Twitter / X@Matt_Kolb_SNCR Synchronoss Technologies, Inc. Information TechnologyApplication Software Bull NASDAQAround Ebitda, Carrier, Carrier Relationships, cloud, Contract, recurring revenue, Relationships, Tier
Nov 6, 2025Value Investors ClubunlatchmergersHGTY Hagerty, Inc. Information TechnologySoftware Bull New York Stock Exchangecloud, Digital platforms, Enterprise software, IT services, Software, technology
Nov 6, 2025Value Investors ClubNaulituscapINSE Inspired Entertainment, Inc. IndustrialsCommercial Services & Supplies Bull NASDAQindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Nov 6, 2025SubstackThe MikrokapWSTL None Information TechnologyCommunication Equipment Bull -breakeven operations, electronic communications, investment potential, market skepticism, net cash, share dilution, stock repurchase, undervalued, Value trap
Nov 6, 2025SubstackThe MikrokapMCCK None IndustrialsBuilding Products & Equipment Bull -Book Value, HVAC manufacturing, illiquid, investment opportunity, Massachusetts, net current asset value, operating results, Precious Metals, undervalued
Nov 6, 2025SubstackThe MikrokapMCRAA None Consumer DiscretionaryFootwear & Accessories Bull -cash-hoarding management, COVID impact, footwear manufacturing, IRR, liquidation value, normalized EBIT, North Carolina, undervalued, value stock
Nov 6, 2025SubstackSZEWONT.L Oxford Nanopore Technologies Health CareBiotechnology Bull -biopharmaceutical applications, biotechnology, clinical adoption, DNA/RNA analysis, genomic sequencing, innovation, market growth, profitability challenges, research and diagnostics
Nov 6, 2025SubstackRijnberk Invest InsightsBKNG Booking Holdings Inc. Consumer DiscretionaryTravel Services Bull -Booking Holdings, competitive moat, Connected Trip, EBITDA margin, Free Cash Flow, Genius loyalty program, market share, Revenue Growth, Share Buybacks, travel industry
Nov 5, 2025Twitter / X@ScorpionFundSLNO Soleno Therapeutics, Inc. BiotechnologyBiotechnology Bear NASDAQAdoption, Diazoxide, HeartFailure, Hyperphagia, Launch, OrphanDrug, PraderWilli, Safety, ShortReport, StartForms
Nov 5, 2025Fund LettersRobert FeitlerWEC WEC Energy Group, Inc. UtilitiesMulti-Utilities Bull New York Stock Exchangedata centers, defensive, infrastructure, Regulation, utilities
Nov 5, 2025Fund LettersRobert FeitlerLIN Linde plc MaterialsIndustrial Gases Bull New York Stock Exchangebacklog, compounding, Contracts, Industrial Gases, Pricing power
Nov 5, 2025Fund LettersRobert FeitlerRHHBY Roche Holding AG Health CarePharmaceuticals Bull New York Stock Exchangediagnostics, innovation, Oncology, Patent cliff, Pharma Pipeline
Nov 5, 2025Fund LettersRobert FeitlerCOF Capital One Financial Corporation FinancialsConsumer Finance Bull New York Stock Exchangebuybacks, capital return, Consumer credit, credit quality, earnings
Nov 5, 2025Fund LettersRobert FeitlerAPD Air Products and Chemicals, Inc. MaterialsIndustrial Gases Bull New York Stock ExchangeDiscipline, Free Cash Flow, Industrial Gases, infrastructure, Pricing power
Nov 5, 2025Fund LettersRobert FeitlerMSI Motorola Solutions, Inc. Information TechnologyCommunications Equipment Bull New York Stock ExchangeCommunications, Margins, Public safety, Software Mix, valuation

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