Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Nov 12, 2025Twitter / X@R2Discovery4C 4C Group AB Software & ServicesApplication Software Bull NASDAQ StockholmApplication Software, Defense Software, Evaluation, Exonaut, Military Training, Missioncritical, NATO, Simulation, Sweden
Nov 12, 2025Twitter / X@nitinkinvestFUBO fuboTV Inc. Interactive Media & ServicesInteractive Media & Services Bull New York Stock ExchangeARPU, Bundles, Churn, CordCutting, ESPN, sports, Streaming, Subscriptions, Trials, YouTubeTV
Nov 12, 2025Twitter / X@skewanglesBTRW.L Barratt Redrow plc Consumer DiscretionaryHomebuilding Bull London Stock ExchangeBarratt, Barratt Redrow, Homebuilders, Mortgage, Planning, process control, Redrow, UK
Nov 12, 2025Twitter / X@TheValueist2317 Hon Hai Precision Industry Co., Ltd. Information TechnologyElectronic Manufacturing Services Bull TWSEHai, Hon, Hon Hai, Lseg, Profit, Profit Rose, Rose, Sequential
Nov 12, 2025SubstackTriples InvestingQURE UniQure Health CareBiotechnology Bull -AMT-130, biotechnology, clinical trial data, FDA regulatory uncertainty, gene therapy, Huntington's Disease, investment opportunity, regulatory pathways, stock undervaluation, UniQure
Nov 11, 2025Fund LettersCormac WeldonPH Parker-Hannifin Corporation IndustrialsIndustrial Machinery Bull New York Stock ExchangeAerospace, Free Cash Flow, Industrials, Margins, ROIC
Nov 11, 2025Twitter / X@chaotropyQURE uniQure N.V. Health CareGene Therapy Bull NASDAQAmt, Disease, FDA, Gene, gene therapy, Huntington, Therapy, UniQure
Nov 11, 2025SubstackThe Finance CornerPYPL PayPal Holdings, Inc. Financial TechnologyFinancial Technology Bull NASDAQ Stock Marketcashless transactions, competitive edge, digital payments, earnings results, financial technology, fintech industry, growth prospects, OpenAI partnership, PayPal, portfolio
Nov 11, 2025Fund LettersChristopher HillaryTATT TAT Technologies Ltd. IndustrialsAerospace & Defense Bull NASDAQAerospace, aftermarket, Apus, Defense, growth, MRO, valuation
Nov 11, 2025SubstackScalpavelliNGS Natural Gas Services EnergyOil & Gas Equipment & Services Bull -Capex Plans, Customer concentration, Data Analytics, data centers, Growth Cycle, LNG, market share gains, Natural Gas Services, oilfield services, Product Differentiation
Nov 11, 2025SubstackMonopolistic InvestorOKTA Okta, Inc. Information TechnologySoftware - Infrastructure Bear -access management, cybersecurity, discounted cash flow, identity management, market niche, network effects, Okta, Overvaluation, Pricing power, profitability
Nov 10, 2025Twitter / X@stonkmetalFOUR Shift4 Payments FinancialsTransaction & Payment Processing Services Bull New York Stock Exchangeentertainment, Four, hospitality, Payment, Payments, Pitch, Pitches, Set Forget
Nov 10, 2025Twitter / X@QuestforYieldINS.DE Instone Real Estate Group FinancialsReal Estate Mgmt & Dev Bull ETRAcquired Lower, Bank Acquired, development, Ecb, Germany, Homebuilders, Instone, Residential
Nov 10, 2025Value Investors ClubvirtualodinFOUR 4Imprint Group plc Consumer DiscretionarySpecialty Retail Bull New York Stock ExchangeBranding, Consumer products, e-commerce, Marketing, merchandising, retail
Nov 10, 2025Value Investors ClubThatDu04LFCR Lifecore Biomedical Inc. Health CareBiotechnology Bull NASDAQBiotech, Clinical research, drug development, healthcare, life sciences, pharmaceuticals
Nov 10, 2025SubstackDB SilverfoxSAM Boston Beer Company Consumer StaplesBeverages - Brewers Bull -Boston Beer Company, brand heritage, buybacks, cash flow, craft beer, debt-free, innovation, Jim Koch, ROE improvement, Samuel Adams
Nov 9, 2025SubstackScalpavelliTUSK Mammoth Energy Services IndustrialsConglomerates Bull -financial cushion, liquidation value, M&A risk, Mammoth Energy Services, net cash position, NPPE, oilfield services, sector volatility, speculative investment
Nov 9, 2025SubstackScalpavelliBBW Build-A-Bear Workshop Consumer DiscretionarySpecialty Retail Bull -Build-A-Bear Workshop, customizable products, financial performance, industry growth, investment opportunity, market positioning, market undervaluation, operational strength, retail
Nov 9, 2025SubstackScalpavelliOMSE None EnergyOil & Gas Equipment & Services Bull -financial foundation, forward earnings, industry growth, investment opportunity, market volatility, net cash position, oilfield services, OMSE, sector risks
Nov 9, 2025SubstackScalpavelliBME.L B&M European Value Retail Consumer DiscretionaryDiscount Stores Bear -Accounting restatement, B&M European Value Retail, financial integrity, investment risk, market perception, retail industry, stock valuation, strategic direction, Value trap

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