Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 28, 2025Value Investors ClubJackBlackZ Zillow Group Inc. Communication ServicesInteractive Media & Services Bear NASDAQShort, Zillow, Online real estate portal, MLS data risk, Compass Anywhere merger, Private Exclusives, Structural downside, Litigation overhang, Rich valuation
Sep 28, 2025Value Investors Clubraffles3788841 TOC Co. Ltd. Real EstateReal Estate Investment & Services Bull Taiwan Stock ExchangeTokyo real estate, Asset play, Price-to-book discount, Fair market value gap, Inheritance tax catalyst, Take-private potential, TSE reforms, Buybacks, Asset sales, Japan small cap
Sep 28, 2025Short ThesisMorpheus ResearchBC IM Brunello Cucinelli S.p.A. Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bear -Luxury Fashion, Russia Sanctions, Brand Dilution, Quiet Luxury, Inflated Valuation, Overstock, Eu Compliance Risk
Sep 28, 2025SubstackWonderstcksVTY.L Vistry Group -- Bull -British house building, cash flow, Countryside Properties, housing developments, investment opportunity, land price volatility, NVR, Inc., partnership model, UK homebuilding, Vistry Group
Sep 28, 2025SubstackWonderstcksVTY.L Vistry Group Plc -- Bull -affordable housing, capital-light strategy, construction sector, housebuilding, Partnerships model, Return on Capital Employed, Sustainability, UK government targets, urban regeneration, Vistry Group Plc
Sep 27, 2025Fund LettersDiego B. Milano3369 HK West China Cement Limited MaterialsConstruction Materials Bull New York Stock ExchangeAfrica, Cement, Refinancing, restructuring, Value
Sep 27, 2025Value Investors ClubdannnyCRS Carpenter Technology Corp MaterialsSteel Bear NYSEAerospace alloys, Specialty metals, Long-term agreements, Conversion spreads, Nickel alloys, Titanium, Medical implants, Orthopedic Margin compression, Contract renegotiation
Sep 27, 2025SubstackRijnberk Invest InsightsDUOL Duolingo, Inc. TechnologySoftware - Application Neutral -AI disruption, Brand Equity, Digital Education, financial performance, freemium model, gamification, global expansion, Language learning, market share, Subscription Monetization
Sep 27, 2025SubstackJam InvestGKP.L Gulf Keystone Petroleum -- Bull -cash flow, dividends, Gulf Keystone Petroleum, Iraq-Türkiye Pipeline, Kurdistan, oil and gas reserves, oil exports, oil prices, production sharing contracts, Shaikan Field
Sep 26, 2025SubstackJust a Value InvestorCXZ Connexion Mobility Software as a Service (SaaS)Automotive Fleet Management Software Bear -Aaryn Nania, Connexion Mobility, contract risk, diversification, General Motors, marketplace services, OnTRAC, Revenue Growth, SaaS, Share Buybacks
Sep 26, 2025Value Investors ClubForrest Gump9928 JP Miroku Jyoho Service Co., Ltd. Information TechnologyApplication Software—Taiwan Stock ExchangeCloud Pivot, ERP Stickiness, Japan SaaS, High Renewal, Margin Reset, Founder-Owned, ROE Upside, ARR Flywheel
Sep 26, 2025Value Investors ClubDeliberate PracticeAUTO LN Auto Trader Group plc Communication ServicesInteractive Media & Services Bull London Stock Exchange—
Sep 26, 2025Value Investors Clubjwilliam903BATRK Atlanta Braves Holdings Communication ServicesMovies & Entertainment Bull NASDAQAtlanta Braves, Baseball, Sports Franchise, Mixed-Use Real Estate, Media Economics, Event Revenue, Real-Estate OIBDA, Takeout Optionality
Sep 26, 2025SubstackJust a Value InvestorCXZ.AX Connexion Mobility -- Bear -Connexion Mobility, contract renewal, customer concentration risk, General Motors, M&A, OnTRAC, Revenue Growth, SaaS, Share Buybacks, valuation
Sep 26, 2025SubstackShareholders UniteSNES SenesTech Basic MaterialsSpecialty Chemicals Bull -genetic resistance, humane solutions, oral contraceptives, pest control, rat population, rising temperatures, sustainable pest management, urban rodentologist, urbanization, waste management
Sep 25, 2025Value Investors ClubStockOperatorSMR NuScale Power Corp IndustrialsIndependent Power Producers & Energy Traders—NYSEAesthetic Scale, Clinic Roll-Up, Asset-Light Alpha, Turnaround Engine, Repeat Economics, Founder Control, Japan Consumer, Valuation Dislocation
Sep 25, 2025Value Investors ClubSarelam34TFX Teleflex Inc. Health CareMedical Devices / Surgical & Interventional—NYSEMedTech Breakup, Spin-Off Alpha, FCF Mispricing, Portfolio Rationalization, Margin Unlock, Strategic Bidders, RemainCo Re-Rate, Event-Driven Upside
Sep 25, 2025Value Investors ClubmoonstreamSWK Stanley Black & Decker Inc. Consumer DiscretionaryTools & Equipment / Branded Durable Goods—NYSEBrand Revival, Tool Supercycle, Margin Rebuild, Supply-Chain Reset, Pro Loyalty, Housing Snapback, Cost Takeout, Turnaround Alpha
Sep 25, 2025Value Investors ClubLaksaSBC SBC Medical Group FinancialsHealth Care Services / Aesthetic & Specialty Clinics—Japan Exchange Group (Tokyo Stock Exchange)Aesthetic Scale, Clinic Roll-Up, Asset-Light Alpha, Turnaround Engine, Repeat Economics, Founder Control, Japan Consumer, Valuation Dislocation
Sep 25, 2025SubstackJam Invest2145.HK Shanghai Chicmax -- Bull -Asian markets, beauty products, consumer goods, growth opportunity, innovation, market share, net cash position, P/E multiple, Shanghai Chicmax, valuation

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