Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Nov 1, 2025SubstackCompound and FireRMV.L Rightmove Communication ServicesInternet Content & Information Bull -competitive position, growth, investment opportunity, market share, online portal, rate cuts, Real Estate, Rightmove, sector weakness, transaction volumes
Nov 1, 2025SubstackCompound and FireKNSL Kinsale Capital Group FinancialsInsurance - Property & Casualty Bull -combined ratio, growth, Insurance, Kinsale Capital Group, Niche markets, operating EPS, ROE, scalable model, underwriting discipline, value creation
Nov 1, 2025SubstackCompound and FireKPG.AX Kelly Partners Group IndustrialsSpecialty Business Services Bull -acquisition, buybacks, financial services, growth potential, investment opportunity, Kelly Partners Group, recurring revenue, ROIC, shareholder value, U.S. listing
Nov 1, 2025SubstackCompound and FireNEDAP.AS Nedap Information TechnologyInformation Technology Services Bull -core holding, diverse sectors, earnings update, growth, investment opportunity, margin expansion, Momentum, Nedap, recurring revenue, technology
Oct 31, 2025Twitter / X@WolfpackReportsDVLT Datavault AI Inc Information TechnologySoftware Infrastructure Bear NASDAQDvlt, Fluid Handling, James, Nmhi, Promotion, Sclx, Where Nmhi, Withrow
Oct 31, 2025Twitter / X@alexbossertDJCO Daily Journal Corporation IndustrialsPublishing & Information Services (Legal Software & News) Bull NASDAQAustralia, Canada, Djco, Journal, Jti, Newspaper Business, Radar, Sell Side Coverage
Oct 31, 2025Value Investors Clubhuxley12LENZ Lenz Therapeutics Inc. Health CareBiotechnology Bear NASDAQBiotech, Clinical research, drug development, healthcare, life sciences, pharmaceuticals
Oct 31, 2025Value Investors Clubhuxley12ZVIA Zevia PBC Consumer DiscretionarySpecialty Retail Bull New York Stock ExchangeBranding, Consumer products, e-commerce, Marketing, merchandising, retail
Oct 31, 2025Fund LettersCameron McKendryCTAS Cintas Corporation IndustrialsCommercial Services & Supplies Bull NASDAQcompounder, dividends, growth, leadership, Margins, recurring revenue, scale, services, Uniforms
Oct 31, 2025Fund LettersCameron McKendryKNSL Kinsale Capital Group Inc. FinancialsInsurance Bull NYSEE&s, efficiency, growth, Insurance, management, profitability, ROE, technology, underwriting
Oct 31, 2025Fund LettersCameron McKendryWSC WillScot Mobile Mini Holdings Corp. IndustrialsCommercial Services & Supplies Bull NASDAQconsolidation, construction, efficiency, FCF, M&A, Modular, Pricing power, Rental, Storage
Oct 31, 2025Fund LettersDaniel S. LoebCRH LN CRH plc MaterialsConstruction Materials Bull NYSEcashflow, construction, Housing, infrastructure, Margins, materials, Pricing, Stimulus, valuation
Oct 31, 2025Fund LettersDaniel S. LoebNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, Compute, data centers, GPUs, growth, infrastructure, Margins, Reasoning, semiconductors, Software
Oct 31, 2025Fund LettersDaniel S. LoebTSM Taiwan Semiconductor Manufacturing Co. Ltd. Information TechnologySemiconductors Bull NYSEAI, Chips, Clients, Fabrication, Foundry, growth, Margins, semiconductors, valuation
Oct 31, 2025Fund LettersDaniel S. Loeb6361 JP Ebara Corporation IndustrialsSemiconductor Equipment Bull NYSEActivism, AI, Cmp, Equipment, Governance, Japan, Margins, Packaging, rerating, semiconductors
Oct 31, 2025Fund LettersDaniel S. Loeb000660 KS SK Hynix Inc. Information TechnologySemiconductors Bull NYSEAI, discount, DRAM, growth, HBM, Korea, Margins, Memory, semiconductors, valuation
Oct 31, 2025Fund LettersJay HillIONS Ionis Pharmaceuticals Inc. Health CareBiotechnology Bull NASDAQBiotech, Clinical trials, innovation, Partnerships, pipeline, Rna, Upside
Oct 31, 2025Fund LettersJay HillGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, cloud, digital advertising, FCF, growth, profitability, Reinvestment, Scalability
Oct 31, 2025Fund LettersJay HillAZE Azelis Group N.V. Health CareSpecialty Chemicals Distribution Bull Shanghai Stock Exchangebalance sheet, Distribution, growth, M&A, resilience, Scalability, specialty chemicals
Oct 31, 2025Fund LettersJay HillSUBARU Subaru Corporation Consumer DiscretionaryAutomobiles Bull NYSEAutomobiles, capital allocation, Cost management, Demand, Electrification, Margins, recovery

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