Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 29, 2025SubstackSZEWGROW.L Molten Ventures Financial ServicesAsset Management Bull London Stock ExchangeMolten Ventures, NAV discount, portfolio revaluation, Technology Companies, Venture Capital
Oct 29, 2025SubstackSZEWHBMN.SW HBM Healthcare Financial ServicesAsset Management Bull SIX Swiss ExchangeHBM Healthcare, Healthcare Sector, investment company, NAV discount, Portfolio Management
Oct 29, 2025SubstackSZEWCWC.DE Cewe Consumer DiscretionarySpecialty Retail Bull XetraCewe, photo services, Share Buybacks, Specialty retail, valuation
Oct 29, 2025SubstackSZEWWEW.DE Westwing Consumer DiscretionaryInternet & Direct Marketing Retail Bull Xetrae-commerce, online home retail, technical factors, Value Realization, Westwing
Oct 29, 2025SubstackSZEWZAL.DE Zalando Consumer DiscretionaryInternet & Direct Marketing Retail Neutral Xetrae-commerce, Economic conditions, growth expectations, Online Fashion Retail, Zalando
Oct 29, 2025SubstackSZEWDHER.DE Delivery Hero Consumer DiscretionaryInternet & Direct Marketing Retail Neutral XetraDelivery Hero, e-commerce, growth potential, online food delivery, Prosus divestment
Oct 29, 2025SubstackSZEWEUZ.DE Eurokai IndustrialsTransportation Infrastructure Bull XetraEurokai, Logistics, Sum-of-the-Parts, terminal operations, Value Realization
Oct 29, 2025SubstackSZEWTNXT.MI Tinexta IndustrialsProfessional Services Bull Borsa Italianacybersecurity, digital trust, Sum-of-the-Parts, Tinexta, Value Realization
Oct 29, 2025SubstackSZEWKGH.WA KGHM MaterialsMetals & Mining Bull Warsaw Stock ExchangeCommodity Trends, Copper, KGHM, Mining, Silver
Oct 29, 2025SubstackSZEWGPW.WA GPW Financial ServicesCapital Markets Bull Warsaw Stock Exchangedefensive business model, GPW, regulatory changes, valuation, Warsaw Stock Exchange
Oct 29, 2025SubstackSZEWGMEXICOB.MX Grupo Mexico MaterialsMetals & Mining Bull Bolsa Mexicana de Valorescommodity prices, Copper, Grupo Mexico, Mining, NAV discount
Oct 29, 2025SubstackSZEWKSPI.KZ Kaspi Financial ServicesBanks Bear Kazakhstan Stock ExchangeFintech, inflation, Kaspi, Kazakhstan, regulatory challenges
Oct 29, 2025SubstackSZEWINTR Inter&co Financial ServicesBanks Bull NasdaqBrazil, digital banking, growth potential, Inter&co, undervaluation
Oct 29, 2025SubstackSZEWNBG6.DE Nürnberger Beteiligungen Financial ServicesInsurance Bull Xetraacquisition, Insurance, Nürnberger Beteiligungen, takeover, valuation
Oct 29, 2025SubstackSZEWB3SA3.SA B3 Financial ServicesCapital Markets Neutral B3 - Brasil Bolsa BalcãoB3, Brazil, Interest rates, stock exchange, valuation
Oct 29, 2025SubstackSZEWEXAE.AT Hellenic Exchanges Financial ServicesCapital Markets Bull Athens Stock ExchangeAthens Stock Exchange, Euronext, Hellenic Exchanges, takeover, undervaluation
Oct 29, 2025Twitter / X@OddDiligenceIMSR Terrestrial Energy Inc. Construction & EngineeringConstruction & Engineering Bull NASDAQCanada, Decarbonization, Molten Salt, Nuclear, OKLO, Reactor, SMR, SPAC
Oct 29, 2025Twitter / X@skewanglesBAS.DE BASF SE ChemicalsDiversified Chemicals Bull Frankfurt Stock Exchange (Xetra)Basf, Chemicals, China, Coatings, Europe, IPO, Solutions, Verbund
Oct 29, 2025Value Investors ClubElCidHXL Hexcel Corporation IndustrialsCommercial Services & Supplies Bull New York Stock Exchangeindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Oct 29, 2025Fund LettersChristian OlesenVTU LN Vertu Motors plc Consumer DiscretionaryAutomotive Retail Bear NYSEAuto retail, Brexit, capital recycling, execution risk, Margins, turnaround

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