Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 30, 2025Fund LettersFred MahonJUSC LN Judges Scientific plc IndustrialsIndustrial Machinery & Supplies & Components Bull New York Stock ExchangeAcquisitions, Derating, Funding, instruments, research
Oct 30, 2025Fund LettersFred MahonCICN SW Cicor Technologies Ltd Information TechnologyElectronic Manufacturing Services Bull Swiss ExchangeAcquisitions, Defence, electronics, Europe, Onshoring
Oct 30, 2025Fund LettersFred MahonPRM Perimeter Solutions SA MaterialsChemicals Bull New York Stock ExchangeGovernance, growth, infrastructure, Specialtychemicals, Wildfires
Oct 30, 2025Fund LettersFred Mahon9435 JP Hikari Tsushin Inc FinancialsDiversified Financials Bull New York Stock ExchangeCapitalallocation, compounding, diversification, Founderled, Japan
Oct 30, 2025Value Investors ClubwoopOTCM OTC Markets Group Inc. IndustrialsCommercial Services & Supplies Bull -industrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Oct 30, 2025Value Investors ClubLeo11IPF.L International Personal Finance IndustrialsCommercial Services & Supplies Bull New York Stock Exchangeindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Oct 30, 2025Value Investors ClubGLSVSJT San Juan Basin Royalty Trust IndustrialsCommercial Services & Supplies Bull New York Stock Exchangeindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Oct 30, 2025Value Investors ClubzyosYMM Full Truck Alliance Co. Ltd. Information TechnologySoftware Bull New York Stock Exchangecloud, Digital platforms, Enterprise software, IT services, Software, technology
Oct 30, 2025Fund LettersAdam WilkIVFH Innovative Food Holdings Consumer StaplesSpecialty Distribution Bull NASDAQDistribution, Food, growth, management, restructuring, specialty, turnaround
Oct 30, 2025Fund LettersAdam WilkSYZLF CN Sylogist Information TechnologyApplication Software Bear TSXcashflow, ERP, management, Outlook, Risk, Software, valuation
Oct 30, 2025Fund LettersArmina RosenbergCDR PD CD Projekt SA EnergyInteractive Home Entertainment Bull NYSEcompounding, Ip, Margins, Reinvestment, Scalability, Unreal engine, Video games
Oct 30, 2025Fund LettersBrian HirschmannNEM NEW Gold Mining Equities MaterialsPrecious Metals & Mining Bull NYSECommodities, Gold, Hedge, inflation, Macro, Mining, valuation
Oct 30, 2025Fund LettersGary KauppilaLEA Lear Corp. Consumer DiscretionaryAuto Parts Bull NYSEAuto parts, backlog, capital allocation, Electrification, EVs, Free Cash Flow, growth
Oct 30, 2025Fund LettersGary KauppilaROG Rogers Corporation Information TechnologyElectronic Components Bull NYSE5G, Automation, Electric Vehicles, growth, innovation, Margins, materials
Oct 30, 2025Fund LettersKevin ArensonSIE Siemens Energy AG IndustrialsElectrical Equipment Bull -AI, backlog, Electricity, energy transition, Gas turbines, growth, renewables
Oct 30, 2025Fund LettersKevin ArensonTSM Taiwan Semiconductor Manufacturing Co. Information TechnologySemiconductors Bull NYSEAI, Capacity, growth, manufacturing, Monopoly, Pricing power, semiconductors
Oct 30, 2025Fund LettersMichael CookCXT Crane NXT Co. IndustrialsSecurity & Authentication Technologies Bull NYSEAuthentication, Digital security, M&A, Payments, recurring revenue, spin-off
Oct 30, 2025Fund LettersMichael CookSCL Stepan Company MaterialsSpecialty Chemicals Bull NYSEcapacity expansion, deleveraging, EBITDA, Polymers, specialty chemicals, Surfactants
Oct 30, 2025Fund LettersMichael CookDAR Darling Ingredients Inc. Consumer StaplesRenewable Fuels & Specialty Chemicals Bear NYSEFeedstock, Food waste, Free Cash Flow, Margin recovery, Regulation, Renewable fuels
Oct 30, 2025Fund LettersMichael CookMOD Modine Manufacturing Co. Consumer DiscretionaryBuilding Products & Equipment Bull NYSEAI, capacity expansion, capital discipline, Cooling, datacenter, EBITDA

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