Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Nov 23, 2025SubstackScalpavelliCARG CarGurus, Inc. Consumer DiscretionaryAuto & Truck Dealerships Bull -automotive marketplace, Competition, earnings yield, financial discipline, goodco/badco, innovation, market consolidation, market presence, primary business growth, user-friendly platform
Nov 23, 2025SubstackScalpavelliLEGH Legacy Housing Corporation Consumer DiscretionaryResidential Construction Bull -Book Value, debt-free, financing solutions, high conviction, management changes, manufactured homes, Market expansion, operational efficiency, Share Buyback, undervalued opportunities
Nov 23, 2025SubstackScalpavelliVLGEA Village Super Market, Inc. Consumer StaplesGrocery Stores Bull -Customer loyalty, defensive stock, dividend payments, essential goods, financial management, market volatility, operational efficiency, Revenue Growth, strategic locations, supermarkets
Nov 23, 2025SubstackScalpavelliTAP Molson Coors Beverage Company Consumer StaplesBeverages - Brewers Bull -beer industry, brand portfolio, Consumer Preferences, Cost management, defensive stock, dividend payouts, global brewer, market share gains, market turmoil, premium brands
Nov 23, 2025SubstackPP Invest 007MWE.L MTI Wireless Edge Ltd. Information TechnologyCommunication Equipment Bull -5G infrastructure, Defense spending, diversified business model, geopolitical risk, growth potential, MTI Wireless Edge, radio frequency technology, shareholder alignment, Undervalued Stock, Water Management
Nov 23, 2025SubstackModern Value InvestingBMBL Bumble Inc. Communication ServicesInternet Content & Information Bull -AI-driven personalization, Bumble, EBITDA margins, market valuation, Online Dating, quality over quantity, Strategic Transformation, user attrition, verified identities, Whitney Wolfe Herd
Nov 22, 2025Twitter / X@seedy19tronNKTR Nektar Therapeutics Health CareBiotechnology Bull NASDAQATD, consumer lending, Efficacy, Immuno-oncology, Nktr, Payments, Rezpeg, Satellite
Nov 22, 2025SubstackRijnberk Invest InsightsMETA Meta Platforms Communication ServicesInternet Content & Information Bear -advertising revenue, AI infrastructure, AI investment, data centers, financial outlook, Free Cash Flow, investment risk, Meta Platforms, monetization challenges, operating margins
Nov 22, 2025SubstackCompound and FireCCOI Cogent Communications Communication ServicesTelecom Services Bull -asset monetization, Cogent Communications, data centers, debt reduction, deep value, dividend cut, internet transport, IPv4 addresses, telecommunications, wavelength services
Nov 21, 2025Twitter / X@PetramcoCNVRI Enviri Corporation IndustrialsEnvironmental & Facilities Services Bull New York Stock Exchangecash, EBITDA, Harsco, Harsco Environmental, Harsco Rail, Plus Cash, Rail, RemainCo
Nov 21, 2025Twitter / X@fierce__beastCRNC Cerence Inc. Information TechnologyApplication Software Bear NASDAQAdj, Adj Ebitda, EBITDA, Great, Legal, Legal Settlement, Opex, settlement
Nov 21, 2025Twitter / X@ValueGuruuSPT Sprout Social, Inc. Information TechnologyApplication Software Bull NASDAQDeceleration, Marketing Software, Newswhip, SaaS, Social, Sprout, Sprout Social, Spt
Nov 21, 2025SubstackBrad MunchenTSLA Tesla, Inc. Consumer DiscretionaryAuto Manufacturers Bear -Capital Raise, Delaware Supreme Court, earnings impact, Elon Musk, Interim Award, price/book ratio, retail shareholders, robotaxis, Shareholders' Equity, Tesla
Nov 20, 2025Twitter / X@makingmoneynow1ADUR Aduro Clean Technologies IndustrialsPollution & Treatment Controls Bull NASDAQAduro, Chemical, chemical recycling, Cracker, Plastics, Recycling, Steam, Upgrading
Nov 20, 2025Twitter / X@Fierce__beastNICE NICE Ltd. Information TechnologyApplication Software Bear NASDAQAi Native, Among, Competitors, Depth, Nice, Seems, Slowly, Unclear
Nov 19, 2025Fund LettersJ.P. Donville, Jesse GambleGSY CT goeasy Ltd. OtherConsumer Finance Bull TSXconsumer, Credit, Finance, Re-rating, ROE, Smallcap, valuation
Nov 19, 2025Fund LettersJ.P. Donville, Jesse GambleE CT Enterprise Group Inc. EnergyOil & Gas Equipment & Services Bull TSXcashflow, Decarbonization, energy, Equipment, infrastructure, Power, Smallcap
Nov 19, 2025Fund LettersJ.P. Donville, Jesse GambleMDA CT MDA Space Ltd. IndustrialsAerospace & Defense Bull TSXAerospace, backlog, Defense, growth, infrastructure, Re-rating, Space
Nov 19, 2025Fund LettersJ.P. Donville, Jesse GambleCSU CT Constellation Software Inc. Information TechnologyApplication Software Bull TSXAcquisitions, AI, cashflow, compounding, Moat, Software, Vertical
Nov 19, 2025Fund LettersJ.P. Donville, Jesse GambleVHI CT VitalHub Corp MaterialsHealth Care Technology Bull TSXAI, compounding, cybersecurity, Digitalization, Government, healthcare, SaaS, Software

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