Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 8, 2025Value Investors Clubjm671NBY Novabay Pharmaceuticals Inc Health CareBiotechnology Bear NYSEMicrocap, Dilution, Preferred conversion, Shelf offering, Cash shell, Short squeeze, Special dividend, Capital structure, Event driven, Pharma turnaround
Oct 8, 2025Value Investors ClubSanQuinnBVS Bioventus Inc Health CareHealth Care Supplies Bull NASDAQMedtech, Musculoskeletal, Hyaluronic acid, Knee osteoarthritis, Ultrasonics, Bone graft substitutes, Turnaround, Deleveraging, Small cap, Healthcare, Event-driven
Oct 8, 2025Short ThesisWolfpack Research3905 JP Datasection Inc Information TechnologyIT Services Bear NYSEAI infrastructure, data centers, NVIDIA GPUs, export controls, China risk, IT services, technology compliance
Oct 8, 2025Short ThesisWolfpack Research3905 JP Datasection Inc. Information TechnologyIT Services & Consulting Bear NYSEDigital Transformation, Earnings Quality, China exposure, Regulatory red flags, Compliance violations
Oct 8, 2025Short ThesisWolfpack Research3905 JP Datasection Inc. Information TechnologyIT Services & Consulting Bear NYSEDigital Transformation, Earnings Quality
Oct 8, 2025Short ThesisKerrisdale CapitalBMNR BitMine Immersion Technologies, Inc. FinancialsSoftware & Services – Blockchain / Digital Asset Infrastructure Bear NYSECyclical Exposure, Digital Transformation, Valuation Disconnect
Oct 8, 2025SubstackWonderstcksJLP.L Jubilee Metals Group Plc MaterialsOther Industrial Metals & Mining Bear -clean energy technologies, commodity price volatility, copper and cobalt, environmental sustainability, geopolitical risks, modular processing plants, proprietary processing technologies, regional instability, sustainable metal recycling, tailings processing
Oct 8, 2025SubstackScalpavelliVLGEA Village Super Market, Inc. Consumer StaplesGrocery Stores Neutral -cyclical over-earning, defensive rating, digital sales growth, grocery stores, gross margins, patronage dividends, tangible book value, tax expenses, Village Super Market, Wakefern
Oct 8, 2025SubstackRijnberk Invest InsightsEL.PA EssilorLuxottica Health CareMedical Instruments & Supplies Bull -EssilorLuxottica, eyewear market, growth opportunity, innovation, MedTech wearables, Meta partnership, Oakley, Ray-Ban, smart glasses, vertical integration
Oct 7, 2025Fund LettersGabriel RadzyminskiBCI BCI Minerals Ltd. MaterialsIndustrial Metals & Mining Bull Australian Securities ExchangeAustralia, Commodities, development, Mining, Potash
Oct 7, 2025Fund LettersGabriel RadzyminskiFWD Fleetwood Ltd. IndustrialsConstruction & Engineering Bull Australian Securities Exchangeconstruction, growth, Housing, Industrial, infrastructure
Oct 7, 2025Fund LettersGabriel RadzyminskiCOG COG Financial Services Ltd. FinancialsDiversified Financial Services Bull Australian Securities ExchangeFinance, growth, Leasing, M&A, recurring revenue
Oct 7, 2025Fund LettersGabriel RadzyminskiSXL Southern Cross Media Group Ltd. Communication ServicesMedia & Entertainment Bear Australian Securities ExchangeActivism, Digital, Governance, media, merger, restructuring
Oct 7, 2025Fund LettersSamuel ZiffCKHUY US CK Hutchison Holdings Ltd. IndustrialsConglomerates Bull -conglomerate, Hong Kong, Ports, restructuring, Telecom, Value
Oct 7, 2025Fund LettersSamuel ZiffBABA US Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & E-commerce Bull NYSEAI, China, cloud, e-commerce, growth, Value
Oct 7, 2025Fund LettersSamuel Ziff005930 KS Samsung Electronics Co. Ltd. Information TechnologySemiconductors Bull NYSEAI, Asia, Cyclical, Memory, semiconductors, valuation
Oct 7, 2025Fund LettersAdam AbbasCVS US CVS Health Corp. Health CareHealth Care Services Bull NYSEdeleveraging, healthcare, Insurance, Margins, Pbm, Regulatory, valuation
Oct 7, 2025Fund LettersAdam AbbasCNC US Centene Corp. Health CareManaged Care Bull NYSEhealthcare, managed care, Margins, Medicaid, turnaround, valuation
Oct 7, 2025Fund LettersAdam AbbasARE US Alexandria Real Estate Equities Inc. Real EstateOffice REIT Bull NYSEbalance sheet, Biotech, Credit, Life-science, Real Estate, REIT, valuation
Oct 7, 2025Fund LettersSilas MyersSAP SAP SE Information TechnologyApplication Software Bull -backlog, cloud, EPS growth, ERP, migration, recurring revenue, SaaS

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