Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 5, 2025Value Investors ClubmilehighWALD Waldencast PLC Consumer StaplesPersonal Products Bull NASDAQBeauty M&A, de-SPAC mispricing, Milk Makeup growth, Obagi skincare, High-margin consumer, Strategic alternatives, Takeout optionality, Re-rating
Oct 4, 2025Value Investors Clubquads1025VTLE Vital Energy, Inc. EnergyOil & Gas Exploration & Production Bull NYSEEvent-driven, Merger arbitrage, Crescent Energy, KKR-backed, Permian Basin, Eagle Ford, Uinta, Upstream E&P, Asset divestiture,Roll-up strategy
Oct 4, 2025SubstackRijnberk Invest InsightsARM ARM Holdings TechnologySemiconductors Neutral -AI growth, ARM architecture, automotive sector, data centers, ecosystem lock-in, energy efficiency, licensing model, royalty revenue, semiconductor IP, valuation risks
Oct 4, 2025SubstackJam InvestCLPT ClearPoint Neuro HealthcareMedical Devices Bull -capital raising, ClearPoint Neuro, growth potential, Huntington's therapy, Market expansion, Medical devices, minimally invasive surgery, neurology procedures, Parkinson's disease, robotic navigation
Oct 4, 2025SubstackCompound and FireCSU.TO Constellation Software Inc. -- Bull -acquisition model, capital allocation, Constellation Software, diversification, growth potential, leadership transition, software industry, valuation, vertical market software
Oct 3, 2025Fund LettersDavid PintadoMAMA Mama’s Creations Inc. Consumer StaplesPackaged Foods Bull NASDAQconsumer, Food, growth, Packaged goods, retail
Oct 3, 2025Fund LettersDavid PintadoSLR Sanlorenzo S.p.A. MaterialsLeisure Products Bull -growth, Italy, Luxury, manufacturing, premium, Yachts
Oct 3, 2025Fund LettersDavid PintadoRGG Ringmetall AG Real EstateIndustrial Packaging Bull -Acquisitions, FCF, Industrials, manufacturing, Niche, Packaging
Oct 3, 2025Fund LettersDavid PintadoORS Orsero S.p.A. UtilitiesFood Distribution Bull -Distribution, Europe, Food, fundamentals, growth, Margins
Oct 3, 2025Value Investors Clubjuice835OWL Blue Owl Capital FinancialsAsset Management Bull NYSEPrivate credit, Permanent capital, Alternative asset management, Fee-related earnings, Data centers, GP stakes, Re-rating, Capital-light model
Oct 3, 2025Value Investors Clubzax382SOC Sable Offshore Corp EnergyOil & Gas Exploration & Production Bull NYSEOil, Offshore, Special situation, Tankers
Oct 3, 2025Short ThesisSpruce PointDKNG DraftKings Inc. Consumer DiscretionaryHotels, Restaurants & Leisure – Casinos & Gaming Bear NASDAQDigital Transformation, Sports betting, Gambling
Oct 3, 2025SubstackPillars and ProfitsSHB-A.ST Svenska Handelsbanken FinancialsBanks - Diversified Bull -asset-liability mismatch, banking crises, conservative lending, customer relationships, decentralized model, financial stability, local decision-making, long-term value creation, market cycles, northern Europe
Oct 3, 2025SubstackWonderstcksWPS.L W.A.G Payment Solutions Plc Information TechnologySoftware - Infrastructure Neutral -Alternative Fuels, Commercial Road Transport, competitive landscape, Digital transformation, Economic Volatility, financial technology, Geographic Diversification, Integrated Platform, regulatory challenges, Strategic Partnerships
Oct 3, 2025SubstackSleepy SolCOF Capital One Financial Corporation Financial ServicesCredit Services Bull -banking, Capital One, consumer lending, credit card, discover, financial services, Market expansion, merger, operational efficiency, synergies
Oct 2, 2025Twitter / X@weary_centurionPYPL PayPal Holdings, Inc. Financial ServicesTransaction & Payment Processing Services Bull NASDAQBNPL, Braintree, buybacks, Checkout, Crossborder, Crypto, Fintech, Margins, Omnichannel, Payments, retail media, stablecoin, Venmo
Oct 2, 2025Fund LettersDaniel GladišMRX Marex Group plc FinancialsFinancials Bull Japan Exchange Group (Tokyo Stock Exchange)Capital markets, Commodities, infrastructure, Liquidity, Trading, Volatility
Oct 2, 2025Fund LettersDaniel GladišFISV Fiserv Inc. OtherFinancial Technology Bull NASDAQDigital, Fintech, infrastructure, Merchant, Payments, recurring revenue
Oct 2, 2025Fund LettersRoderick van Zuylen5842 JP Integral KK FinancialsPrivate Equity Bull NYSEAUM growth, Governance, Japan, private equity, shareholder alignment, Transparency, valuation
Oct 2, 2025Fund LettersRoderick van ZuylenWDC US Western Digital Corp. Information TechnologyData Storage Bull NASDAQAI, data centers, duopoly, Margin recovery, semiconductors, spin-off, Storage

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