Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 21, 2025Fund LettersMatthew FineHBR Harbour Energy plc EnergyOil & Gas Exploration & Production Bull NYSEcash flow, Gas, North sea, oil, Regulation, Taxation
Oct 21, 2025Fund LettersMatthew FineLUN Lundin Mining Corp. MaterialsCopper & Gold Mining Bull TSXcash flow, Copper, Gold, Hedge, Mining, Operations
Oct 21, 2025Fund LettersMatthew FineCS CCO Capstone Copper Corp. MaterialsCopper Mining Bull TSXChile, Copper, expansion, FCF, Production, Supply, valuation
Oct 21, 2025Fund LettersMichael E. SchroerTSEM Tower Semiconductor Ltd. Information TechnologySemiconductors Bull NASDAQAI, data centers, diversification, Foundry, growth, Photonics, semiconductors
Oct 21, 2025Fund LettersNick GreenwoodAERI Aquila European Renewables plc FinancialsRenewable Energy Infrastructure Bull NYSEenergy transition, infrastructure, NAV discount, Portfolio sale, renewables, yield
Oct 21, 2025Fund LettersTim EriksenPHIG PHI Group Inc. FinancialsAerospace & Defense Services Bull Dubai Financial MarketAviation, deleveraging, Margins, Oil & Gas, restructuring, turnaround
Oct 21, 2025Fund LettersTim EriksenENDI ENDI Corp. FinancialsAsset Management & Custody Banks Bull -asset management, AUM, fixed income, Liquidity, Margins, valuation
Oct 21, 2025Fund LettersTim EriksenSODI Solitron Devices Inc. Information TechnologyAerospace & Defense Bull -Amraam, backlog, Contracts, Defense, Himars, margin expansion, semiconductors
Oct 21, 2025Fund LettersTimothy M. DoyleSABR Sabre Corp. Information TechnologyTravel Technology Bull NASDAQBonds, Collateral, credit quality, deleveraging, Free Cash Flow, Software, Travel
Oct 21, 2025Fund LettersVic CunninghamAMBC Ambac Financial Group Inc. FinancialsInsurance Brokers & Services Bull NYSEacquisition, Capital-light, Insurance, Mga, Tax assets, transformation
Oct 21, 2025Fund LettersVimal PatelAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, Asic, data centers, Free Cash Flow, hyperscale, semiconductors
Oct 21, 2025Fund LettersVimal PatelWDC Western Digital Corp. Information TechnologyComputer Storage & Peripherals Bull NASDAQAI, Demand, Margins, Memory, Pricing, profitability, Storage
Oct 21, 2025Fund LettersVimal PatelLRCX Lam Research Corp. Information TechnologySemiconductor Equipment Bull NASDAQAI, Cycle recovery, Margins, Nand, ROIC, semiconductors, Wafer fab
Oct 21, 2025Fund LettersVimal PatelBE Bloom Energy Corp. IndustrialsRenewable Energy Equipment Bull NYSEAI infrastructure, clean energy, data centers, energy transition, Hydrogen, Tax credit
Oct 21, 2025SubstackKairos ResearchACP.WA Asseco Poland Information TechnologySoftware - Application Bull -AI disruption risk, Asseco Poland, capital allocation, ERP provider, management accountability, margin expansion, recurring revenue, shareholder agreement, TSS investment, valuation
Oct 21, 2025SubstackCompound and FireVHI.TO Vitalhub Corp. Health CareHealth Information Services Neutral -acquisition-driven, healthcare software, Investment Readiness Score, long-term value creation, M&A strategy, operational efficiency, Revenue Growth, SaaS, share dilution, Vitalhub Corp.
Oct 21, 2025SubstackCompound and FireVEEV Veeva Systems Inc. Health CareHealth Information Services Bull -cloud-based solutions, Digital transformation, financial flexibility, high margins, Investment Readiness Score, life sciences, recurring revenue, SaaS, shareholder alignment, Veeva Systems
Oct 20, 2025SubstackAlmost MongolianWGR.AX Western Gold Resources MaterialsGold Bull Australian Securities Exchangeasymmetric investment, cash flow generation, Duke Gold Project, funding secured, gold mining, gold price surge, low capital expenditure, Market Capitalization, production potential, Western Gold Resources
Oct 20, 2025Twitter / X@GuyImpatientEAGR.TO East Side Games Group Inc. Communication ServicesInteractive Home Entertainment Bull Toronto Stock ExchangeCanada, Fan, Game, Games, Marketing Software, Mobile, Mobile Gaming, Payments
Oct 20, 2025Value Investors Clubmrsox977PRPH ProPhase Labs Health CareBiotechnology Bull NASDAQindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing

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