Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Nov 9, 2025SubstackScalpavelliYELP Yelp Communication ServicesInternet Content & Information Bear -AI revenue, business decline, competitive landscape, Digital transformation, investment risk, market perception, online reviews, strategic direction, Yelp
Nov 9, 2025SubstackScalpavelliWEN Wendy's Consumer DiscretionaryRestaurants Bull -capital expenditure, earnings add-backs, Fast Food, growth potential, investment opportunity, market positioning, menu innovation, Value trap, Wendy's
Nov 9, 2025SubstackScalpavelliKMX Carmax Consumer DiscretionaryAuto & Truck Dealerships Bull -auto loans, Automotive Retail, balance sheet, CarMax, investment opportunity, market undervaluation, risk mitigation, Securitization, tangible book value
Nov 8, 2025Twitter / X@StevenH45332279BTG B2Gold Corp. Metals & MiningGold Bull New York Stock Exchange AmericanCanada, Derivatives, Fekola, Gold, Goose, Hedging, Mali, Masbate, OCF, Otjikoto
Nov 8, 2025Value Investors ClubdeleuzeTER Teradyne, Inc. IndustrialsCommercial Services & Supplies Bull NASDAQindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Nov 8, 2025Value Investors ClubzamperiniADCT ADC Therapeutics SA Health CareBiotechnology Bull New York Stock ExchangeBiotech, Clinical research, drug development, healthcare, life sciences, pharmaceuticals
Nov 8, 2025Fund LettersHarry Burn, John P. DeGulis, T. Gibbs KaneAES AES Corporation UtilitiesIndependent Power Producers & Energy Traders Bull NYSEacquisition, datacenters, infrastructure, Power, renewables, Solar, Storage, utilities
Nov 8, 2025Fund LettersHarry Burn, John P. DeGulis, T. Gibbs KaneWBD Warner Bros. Discovery, Inc. Communication ServicesMovies & Entertainment Bull NASDAQContent, deleveraging, Freecashflow, M&A, media, rerating, spinoff, Streaming
Nov 8, 2025Fund LettersHarry Burn, John P. DeGulis, T. Gibbs KaneTLNE Talen Energy OtherIndependent Power Producers Bull -Baseload, datacenters, Electricity, Naturalgas, Nuclear, Powerdemand
Nov 8, 2025Fund LettersAziz V. HamzaogullariLFCR Lifecore Biomedical, Inc. Health CareDrug Manufacturers - Specialty & Generic Bull NASDAQBioprocessing, CDMO, Contractmanufacturing, GLP-1, Injectables, pharmaceuticals, Reshoring, tariffs
Nov 8, 2025Fund LettersMick Dillon, Bertie ThomsonWDAY Workday, Inc. Information TechnologyApplication Software Bull NASDAQAI, Cloud software, financial management, Free Cash Flow, Human capital management, operating leverage, recurring revenue, SaaS
Nov 8, 2025Fund LettersMick Dillon, Bertie ThomsonBBCA IJ PT Bank Central Asia Tbk OtherIndonesian retail & commercial banking Bull NYSEcredit quality, digital banking, dividends, Emerging markets, loan growth, low-cost deposits, retail banking, ROE
Nov 8, 2025Fund LettersMick Dillon, Bertie ThomsonTSLA Tesla, Inc. Consumer DiscretionaryElectric vehicles & energy platform Bull NASDAQAutonomy, Electric Vehicles, energy storage, growth, operating leverage, robotics, valuation, vertical integration
Nov 8, 2025Fund LettersRonald Baron, Michael BaronANET Arista Networks, Inc. Information TechnologyCloud data center networking Bull NYSEAI infrastructure, buybacks, Cloud networking, Ethernet switches, Free Cash Flow, hyperscalers, Margins, secular growth
Nov 8, 2025Fund LettersMichael A. LippertPAR PAR Technology Corporation Information TechnologyRestaurant POS software Bull NYSEARR growth, Free Cash Flow, operating leverage, Point of Sale, recurring revenue, Restaurant technology, Vertical SaaS
Nov 8, 2025Fund LettersMichael A. LippertIT Gartner, Inc. Information TechnologyTechnology research & advisory Bull NYSEcompetitive moat, Free Cash Flow, generative AI, Pricing power, recurring revenue, research, subscription revenue
Nov 8, 2025Fund LettersMichael A. LippertTTD The Trade Desk, Inc. Communication ServicesProgrammatic advertising platforms Bull NASDAQCompetitive Advantage, Connected tv, digital advertising, Free Cash Flow, Identity, operating leverage, Programmatic
Nov 8, 2025Fund LettersMichael A. LippertAVGO Broadcom Inc. Information TechnologyData center & networking semiconductors Bull NASDAQAI infrastructure, ASICs, buybacks, capital allocation, data centers, dividends, Free Cash Flow, semiconductors
Nov 8, 2025Fund LettersMichael A. LippertTSLA Tesla, Inc. Consumer DiscretionaryElectric vehicles & energy storage Bull NASDAQAutonomy, Electric Vehicles, energy storage, growth, Margins, Software, valuation, vertical integration
Nov 8, 2025Fund LettersMichael A. LippertNVDA NVIDIA Corporation Information TechnologyGraphics & AI processors Bull NASDAQArtificial Intelligence, competitive moat, data centers, Free Cash Flow, GPUs, hyperscalers, semiconductors, valuation

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