Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 29, 2025SubstackSZEWEXAE.AT Hellenic Exchanges FinancialsFinancial Data & Stock Exchanges Bull -acquisition, Athens Stock Exchange, Euronext, fundamental revaluation, Hellenic Exchanges
Oct 29, 2025SubstackWinter GemsCUERVO.MX Jose Cuervo Consumer StaplesBeverages - Wineries & Distilleries Bull -capital allocation, Financial metrics, Jose Cuervo, leverage, market growth, Mexican market, premium brands, Spirits industry, tequila, US market challenges
Oct 28, 2025Fund LettersGregory See6088 HK FIT Hon Teng Ltd Information TechnologyElectronic Components Bull New York Stock ExchangeAI, Interconnects, Optics, rerating, tariffs, valuation
Oct 28, 2025Fund LettersGregory See6601 HK Cheerwin Group Ltd Consumer StaplesHousehold Products Bull New York Stock Exchangedividends, ecommerce, household, Margins, Netcash, Pets
Oct 28, 2025Fund LettersGregory SeeKKR KKR & Co. Inc. FinancialsAsset Management & Custody Banks Bull New York Stock ExchangeAlternatives, AUM, Fundraising, Private Credit, private equity, scale
Oct 28, 2025Fund LettersGregory SeeAPO Apollo Global Management, Inc. FinancialsAsset Management & Custody Banks Bull New York Stock ExchangeAlternatives, AUM, Distribution, Fees, Private Credit, Retirement
Oct 28, 2025Twitter / X@InvestSpecialHOLX Hologic, Inc. Health CareHealth Care Equipment Bear NASDAQBreast, Breast Health, CVR, Cvr Effectively, diagnostics, Health, Health Segment, Holx
Oct 28, 2025Twitter / X@FloodCapitalGLXY Galaxy Digital Holdings Ltd. FinancialsCapital Markets Bull Toronto Stock ExchangeCenter, Crypto, data center, Exchanges, Galaxy, Note, Pay Back, Satellite
Oct 28, 2025Twitter / X@ragingbullcapCMSG Consensus Mining & Seigniorage Corporation Information TechnologyApplication Software Bull OTCQX (U.S. OTC)Bitcoin, Book, BTC, Cash Btc, Cmsg, premium, Roics, Stahl
Oct 28, 2025Value Investors ClubkerrcapKVUE Kenvue Inc. Consumer DiscretionarySpecialty Retail Bull New York Stock ExchangeBranding, Consumer products, e-commerce, Marketing, merchandising, retail
Oct 28, 2025Value Investors ClubWoodrowAAP Advance Auto Parts, Inc. Consumer DiscretionarySpecialty Retail Bull New York Stock ExchangeBranding, Consumer products, e-commerce, Marketing, merchandising, retail
Oct 28, 2025Value Investors ClubGLSVSFM Sprouts Farmers Market IndustrialsCommercial Services & Supplies Bull NASDAQindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Oct 28, 2025Fund LettersRahul NarangNOW ServiceNow Inc Information TechnologySoftware Bear NYSEAI, Automation, enterprise, Renewals, Workflow
Oct 28, 2025Fund LettersRahul NarangCRM Salesforce Inc Information TechnologySoftware Bear NASDAQAI, cloud, CRM, Enterprise software, guidance
Oct 28, 2025Fund LettersRahul NarangACN Accenture plc Information TechnologyIT Services Bear NYSEAI, Bookings, Consulting, Digital transformation, services
Oct 28, 2025Fund LettersRahul NarangTTD The Trade Desk Inc Communication ServicesAdvertising Technology Bear NASDAQadvertising, Competition, CTV, guidance, Programmatic
Oct 28, 2025Fund LettersRahul NarangAVGO Broadcom Inc Information TechnologySemiconductors Bull NASDAQAI, backlog, custom silicon, Networking, semiconductors
Oct 28, 2025Fund LettersRahul NarangNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAcceleration, AI, data centers, GPUs, hyperscalers
Oct 28, 2025Fund LettersRahul NarangHOOD Robinhood Markets Inc FinancialsCapital Markets Bull NASDAQBrokerage, Crypto, Fintech, Trading, Volatility
Oct 28, 2025Fund LettersRahul NarangALAB Astera Labs Inc Information TechnologySemiconductors Bull NASDAQAI, Connectivity, growth, hyperscalers, semiconductors

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