Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 24, 2025Fund LettersSreeni PrabhuCLO Collateralized Loan Obligations OtherStructured Credit Bull -Carry, Clo, Mezzanine tranches, Spreads, Structured credit, yield
Oct 24, 2025Fund LettersSreeni PrabhuNQM Non-Qualified Mortgage Bonds MaterialsSecuritized Products Bull -Home equity, Housing supply, Non-qm, Rmbs, Securitized credit, Yield premium
Oct 24, 2025Fund LettersSreeni PrabhuCHK Chesapeake Energy Corp. Information TechnologyOil & Gas Exploration & Production Bull NASDAQCapex discipline, cash flow, credit spreads, energy, high yield, leverage
Oct 24, 2025SubstackDa MetropolitanAENT Alliance Entertainment Communication ServicesEntertainment Bull -collectibles market, Cost management, Growth Opportunities, insider ownership, licensing deals, margin expansion, Paramount deal, physical media distribution, Undervalued Stock, video game cycle
Oct 23, 2025Fund LettersChristopher P. BloomstranNESN SW Nestlé S.A. Consumer StaplesPackaged Foods & Meats Bull Swiss Exchangebuybacks, Consumerstaples, dividend, Execution, Glp1, innovation, margin, Marketing, Nutrition, turnaround
Oct 23, 2025Fund LettersChristopher P. BloomstranPM Philip Morris International Inc. Consumer StaplesTobacco Bull New York Stock Exchangecashflow, Nicotine, Regulation, Reinvestment, Smokefree
Oct 23, 2025Fund LettersChristopher P. BloomstranGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, Moonshots, Search
Oct 23, 2025Fund LettersJeremy DealCZR Caesars Entertainment Inc. Consumer DiscretionaryCasinos & Gaming Bull NASDAQDigital, Gaming, Optionality, turnaround, valuation
Oct 23, 2025Fund LettersJeremy DealTCEHY Tencent Holdings Ltd. Communication ServicesInteractive Media & Services Bull Dubai Financial Marketcashflow, China, Gaming, Platforms, Socialmedia
Oct 23, 2025Fund LettersJeremy DealBABA Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock ExchangeAI, buybacks, cloud, ecommerce, restructuring
Oct 23, 2025Fund LettersJeremy Deal300750 CH Contemporary Amperex Technology Co., Ltd. IndustrialsElectrical Equipment Bull Shenzhen Stock ExchangeBatteries, China, Electrification, EV, scale
Oct 23, 2025Fund LettersJeremy DealSPOT Spotify Technology S.A. Communication ServicesInteractive Media & Services Bull New York Stock Exchangemonetization, platform, scale, Streaming, Subscriptions
Oct 23, 2025Value Investors ClubunlatchmergersASIC Ategrity Specialty Insurance Information TechnologySoftware Bull NASDAQcloud, Digital platforms, Enterprise software, IT services, Software, technology
Oct 23, 2025Fund LettersHarris "Kuppy" KuppermanJOE The St. Joe Company Real EstateReal Estate Development Bull NYSEAFFO, Demographics, Housing, inflation hedge, Land value, migration, Real Estate
Oct 23, 2025Fund LettersHarris "Kuppy" KuppermanJOE The St. Joe Company Real EstateReal Estate Development Bull NYSEAFFO, Demographics, Housing, inflation hedge, Land value, migration, Real Estate
Oct 23, 2025Short ThesisCulper ResearchDASH DoorDash Inc Consumer DiscretionaryInternet & Direct Marketing Retail (GICS) Bear NYSEfood delivery, gig economy, regulatory risk, EBITDA pressure, labor compliance, DoorDash
Oct 23, 2025SubstackStock PursuitGPHOF Graphite One Inc. MaterialsOther Industrial Metals & Mining Bull -battery production, Department of Defense, domestic production, electricity infrastructure, feasibility study, Graphite One, graphite reserve, Mining, strategic minerals
Oct 23, 2025SubstackStock PursuitTE T1 Energy IndustrialsElectrical Equipment & Parts Bull -Austin Texas, data centers, electricity consumption, infrastructure development, market share, Solar Energy, solar factory, T1 Energy, utility companies
Oct 23, 2025SubstackStock PursuitFCEL FuelCell Energy, Inc. IndustrialsElectrical Equipment & Parts Bull -alternative energy, Bloom Energy, carbon emissions, clean energy, deep value, energy infrastructure, FuelCell Energy, government initiatives, sustainable energy
Oct 23, 2025SubstackMindset ValueVREOF Vireo Health CareDrug Manufacturers - Specialty & Generic Bull -adult-use sales, Cannabis, EBITDA growth, Minnesota, portfolio liquidation, Schwazze acquisition, strategic acquisition, undervalued, Vireo, Volatility

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