Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Nov 4, 2025Fund LettersSean M. ThorpeWMMVY Wal-Mart de México S.A.B. de C.V. Consumer DiscretionaryFood & Staples Retailing Bull Dubai Financial MarketBrand, consumer, Digital, e-commerce, growth, Margins, Mexico, Payments, retail, scale
Nov 4, 2025Fund LettersSean M. Thorpe9830 JP MonotaRO Co., Ltd. IndustrialsIndustrial Distribution Bull NYSEB2b, e-commerce, growth, Industrials, innovation, Japan, Margins, platform, Procurement, Scalability
Nov 4, 2025Fund LettersSean M. ThorpeBAP Credicorp Ltd. FinancialsDiversified Banks Bull NYSEasset quality, banking, Digital, diversification, Emerging markets, Finance, loan growth, ROE, valuation
Nov 4, 2025Fund LettersSean M. Thorpe005930 KS Samsung Electronics Co., Ltd. Information TechnologySemiconductors Bull NYSEAI, data centers, DRAM, Foundry, growth, innovation, Memory, Partnerships, Pricing, semiconductors
Nov 4, 2025SubstackTriples Investing1075.HK Capital Information Company Limited Information TechnologyInformation Technology Services Bull -Capital Information Company, Chinese Equities, Digital Authentication, Hong Kong-listed, investment opportunity, IT services, market mispricing, profitable growth, subsidiary valuation, undervalued
Nov 4, 2025SubstackTriples InvestingXNET Xunlei Limited Information TechnologySoftware - Infrastructure Bull -ADR delisting risk, Arashi Vision, Chinese Equities, cloud services, investment opportunity, market mispricing, profitable growth, subsidiary valuation, undervalued, Xunlei Limited
Nov 4, 2025SubstackMonopolistic InvestorRSG Republic Services IndustrialsWaste Management Neutral -barriers to entry, commodity prices, efficiency metrics, investment thesis, market share, Pricing power, Recycling, Revenue Growth, valuation, waste management
Nov 4, 2025SubstackBrad MunchenTSLA Tesla, Inc. Consumer DiscretionaryAuto Manufacturers Bear -call options, capex cuts, China exports, earnings decline, Electric Vehicles, inventory clearance, Regulatory Risks, stock overvaluation, Tesla, US market challenges
Nov 4, 2025SubstackRijnberk Invest InsightsMELI MercadoLibre, Inc. Consumer DiscretionaryInternet Retail Bull -Amazon competition, Digital transformation, e-commerce, financial services, Fintech, growth, Latin America, Logistics, market share, MercadoLibre
Nov 4, 2025SubstackDavid VerlanderGBFH GBank FinancialsBanks - Regional Bull -acquisition potential, BoltBetz, credit card growth, digital liquidity, Ed Nigro, fintech platform, gaming innovation, Regulatory Approval, SBA lending, sustainable growth
Nov 3, 2025SubstackAlmost MongolianLIB.V LibertyStream MaterialsLithium Extraction Bull Toronto Stock ExchangeCritical Minerals, Department of Energy, Domestic lithium supply, environmental impact, first-mover advantage, Geopolitical shifts, Lithium extraction, North Dakota grants, Oilfield brine, Permian Basin
Nov 3, 2025Twitter / X@jaysyoonNBIS Nebius Group NV Information TechnologyInternet Content & Information. Bull NASDAQAviation, Deal, Iren, Load, MSFT, Nbis, Nbis Deal, Nscale
Nov 3, 2025Twitter / X@bobspaysubstackJKHY Jack Henry & Associates Information TechnologyFinancial Software Bull NASDAQAccount, Bank Tech, Community, Fintech, Fis, Jkhy, Satellite, Softness
Nov 3, 2025Twitter / X@ragingbullcapDBO.TO D-BOX Technologies Inc. Information TechnologyElectronic Components Bull Toronto Stock ExchangeBOX, Box office, Canada, Exhibitors, Imax, Office, Royalty, Satellite
Nov 3, 2025Value Investors Clubazia1621CPSH CPS Technologies Corporation IndustrialsCommercial Services & Supplies Bull NASDAQindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Nov 3, 2025Value Investors ClubbeethovenFLYW Flywire Corporation FinancialsBanks Bull NASDAQbanking, Credit, Deposits, financial services, Interest rates, Lending
Nov 3, 2025Value Investors Clubjazz678TROW T. Rowe Price Group, Inc. IndustrialsCommercial Services & Supplies Bear NASDAQindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Nov 3, 2025Fund LettersCornelius ZeemanFISV Fiserv Inc. OtherData Processing & Outsourced Services Bear NASDAQdiversification, Fintech, growth, guidance, Integration, Merchant, Payments, valuation
Nov 3, 2025Fund LettersCornelius ZeemanCROX Crocs Inc. Consumer DiscretionaryFootwear Bear NASDAQconsumer, Cyclicality, Demand, Footwear, Inventory, Margins, retail, valuation
Nov 3, 2025Fund LettersCornelius ZeemanCNC Centene Corporation Health CareManaged Health Care Bear NYSEguidance, healthcare, Insurance, Margins, Medicaid, Regulation, Risk, Utilization

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