Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Nov 16, 2025Fund LettersOwen Fitzpatrick, Thomas Hynes, Jr, Brendan O’NeillAR Antero Resources Corporation EnergyOil & Gas Exploration & Production Bull NYSEAI demand, Basis, Cyclicality, LNG, natural gas
Nov 16, 2025Fund LettersOwen Fitzpatrick, Thomas Hynes, Jr, Brendan O’NeillDAR Darling Ingredients Inc. Consumer StaplesPackaged Foods & Ingredients Bear NYSEBiofuels, Margins, Regulation, Renewable diesel, Sentiment
Nov 16, 2025SubstackSZEWANGI Angi Inc. Communication ServicesInternet Content & Information Bull -AI disruption, Competition, customer satisfaction, IAC spin-off, marketplace model, operational efficiency, profitability, service providers, Share Buybacks, turnaround
Nov 14, 2025Twitter / X@DataDInvestingSOFI SoFi Technologies, Inc. FinancialsConsumer Finance Bull NASDAQconsumer lending, Fintech, Loan, loan originations, Marketing Software, Originations, Revenue, SOFI
Nov 14, 2025Twitter / X@FenmagneSCHP / SCHP.PA Séché Environnement S.A. IndustrialsEnvironmental & Facilities Services Bull Euronext ParisCapEx, Energy Recovery, Europe, france, Hazardous, Permits, process control, waste
Nov 14, 2025SubstackJust a Value InvestorIOT.V Innovotech Health CareBiotechnology Neutral -acquisition, biofilm testing, biotechnology, contract research, gross margins, Keystone Labs, Nanocap, Revenue Growth, Toronto Stock Exchange
Nov 14, 2025SubstackJust a Value InvestorKUH.SI TSH Corporation Consumer DiscretionaryRestaurants Bull -China expansion, hospitality, Luxury hotels, management contracts, Net-Net, post-COVID recovery, Revenue Growth, Singapore, whiskey bars
Nov 14, 2025SubstackJust a Value InvestorPDER Pardee Resources Company EnergyOil & Gas Equipment & Services Bull -alternative energy, balance sheet, coal, diversification, dividends, land management, Natural Resources, shareholder returns, solar projects
Nov 14, 2025SubstackJust a Value InvestorBVER.S Beaver Coal Company, Limited Other- Neutral -balance sheet, coal prices, dividend yield, Met Coal, mineral rights, Minimum Rental Charge, revenue streams, royalty company, West Virginia
Nov 14, 2025SubstackJust a Value InvestorFACO First Acceptance Corporation FinancialsInsurance - Specialty Bull -earnings growth, financial restructuring, Insurance, non-standard auto insurance, retail locations sale, risk-sharing agreement, stock buyback, Tennessee, undervalued
Nov 13, 2025Twitter / X@PelicanwayreHOVR New Horizon Aircraft Ltd IndustrialsAerospace & Defense Bear NASDAQAirport, Aviation, Canada, Dilution, Fluid Handling, Hovr, Hovr Spend, Public
Nov 13, 2025Fund LettersJoe BauernfreundNWSA News Corporation Communication ServicesMedia Bull NASDAQbuybacks, discount, Governance, media, Sumofparts
Nov 13, 2025Fund LettersJoe Bauernfreund028260 KS Samsung C&T Corporation IndustrialsIndustrial Conglomerates Bull New York Stock ExchangeConglomerates, discount, Governance, Holdingcompany, NAV
Nov 13, 2025SubstackPillars and ProfitsPBAM CalPrivate Bank Financial ServicesRegional Banks Bull Over-the-Counterasset quality, California Banking, CalPrivate Bank, Commercial Real Estate Lending, Community Reinvestment Act, High-Net-Worth Clients, net interest margin, regional banks, share repurchase, tangible book value growth
Nov 13, 2025Fund LettersJosh SaltmanCOF Capital One Financial Corporation FinancialsCredit card & consumer lending Bull NYSEbuybacks, Capital, consumer finance, credit cards, Cycle, Data, Lending, underwriting
Nov 13, 2025Fund LettersJosh SaltmanFICO Fair Isaac Corporation Information TechnologyCredit scoring & decision analytics software Bull NYSEanalytics, buybacks, Credit, Moats, Pricing power, Regulation, Scoring, Software
Nov 13, 2025Fund LettersJosh SaltmanSHOP CN Shopify Inc. Information TechnologyE-commerce platforms Bull TSXecommerce, Fintech, Logistics, operating leverage, Payments, platform, Software, Subscriptions
Nov 13, 2025Fund LettersJosh SaltmanIBKR Interactive Brokers Group, Inc. FinancialsInvestment Banking & Brokerage Bull NASDAQBrokerage, Derivatives, Execution, Fintech, Global, Interest, Margins, Scalability
Nov 13, 2025Fund LettersJosh SaltmanHOOD Robinhood Markets, Inc. FinancialsInvestment Banking & Brokerage Bull NASDAQBrokerage, Engagement, Fintech, growth, Margins, monetization, Options, Regulation
Nov 13, 2025Fund LettersJeff HelfrichEVO SS Evolution AB Health CareCasinos & Gaming Bull NASDAQbuybacks, cashflow, dividends, Highmargin, iGaming, Livecasino, Moats, Regulation

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