Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 25, 2025SubstackStock PursuitNCSM NCS Multistage Holdings, Inc. EnergyOil & Gas Equipment & Services Bull -acquisition, Canada, capital light business model, earnings improvement, NCS Multistage, oil and gas, Revenue Growth, strategic asset, tracer diagnostics, U.S. market
Sep 25, 2025SubstackPillars and ProfitsFFBB FFB Bancorp Financial ServicesBanks - Regional Bull -banking, Competitive Advantage, FDIC consent notice, FFB Bancorp, growth potential, high ROE, payment services, regulatory compliance, share repurchase, technology
Sep 25, 2025SubstackTriples InvestingSOC Sable Offshore Corporation EnergyOil & Gas Drilling Bull -California, environmental regulations, FPSO, Las Flores Pipeline, legal battles, offshore drilling, oil production, regulatory challenges, Sable Offshore Corporation, Trump administration
Sep 25, 2025SubstackTriples InvestingTIPT Tiptree Inc. Financial ServicesInsurance - Specialty Bull -DB Insurance, financial services, Fortegra acquisition, holding company, insurance sector, investment opportunity, shareholder value, stock price, Tiptree Inc., undervaluation
Sep 24, 2025Fund LettersAndrew D.W. HillYETI YETI Holdings Inc. Consumer DiscretionaryLeisure Products Bull NYSEBrand, consumer, growth, Lifestyle, Outdoors, retail, small-cap
Sep 24, 2025Value Investors Clubleob710VERX Vertex Inc Information TechnologyApplication Software—NASDAQTax Engine, Compliance Moat, E-Invoicing Wave, SAP Migration, Enterprise Stickiness, Rule Density, Pricing Rebound, PE Optionality
Sep 24, 2025Value Investors ClubJackBlackCNI Canadian National Railway Co IndustrialsRailroads—TSXCanada-First, Port Arbitrage, Rupert Advantage, TEU Upshift, Annex-I Shock, Rail Pull-Forward, Intermodal Re-Rate, Capacity Catalyst
Sep 24, 2025Value Investors ClubpunchcardtraderBRK Brookside Energy FinancialsOil & Gas Exploration & Production—Australian Securities ExchangeShale Mispricing, PDP Torque, Nano-Cap Compression, Anadarko Upside, Cost Barrel, Buyback Leverage, Bench Optionality, Cash-Flow Paradox
Sep 24, 2025Short ThesisBlue Orca CapitalAYA CN Aya Gold & Silver Inc. MaterialsPrecious Metals & Minerals Bear TSXMining, Silver Fraud, Resource Inflation, Morocco, Governance Risk, Overstated Reserves, Negative Cash Flow
Sep 24, 2025SubstackCoughlin CapitalFOUR Shift4 Payments, Inc. TechnologySoftware - Infrastructure Bull -commerce platform, embedded infrastructure, Free Cash Flow, global reach, high-ROIC, market cap, mispricing, Payments, Shift4, software-led
Sep 24, 2025SubstackShareholders UniteBETR Better Home & Finance Holding Company Financial ServicesMortgage Finance Bull -AI assistant Betsy, Better Plus, distributed retail channel, international expansion, loan sales, mortgage origination, operational efficiency, regulatory compliance, technology innovation, Tinman platform
Sep 23, 2025Twitter / X@AndrewDoPaco1CMG Computer Modelling Group Ltd. Information TechnologyApplication Software Bull Toronto Stock ExchangeBluware, CMG, oilfield services, process control, Satellite, Simulation, Software, Upstream Oil
Sep 23, 2025Value Investors ClubJackBlackNAVI Navient Corp FinancialsConsumer Finance—-GradPLUS Supercycle, Credit Mixflip, Refi Rebound, TBV Disconnect, Earnest Flywheel, Loss-Rate Cure, Cost-Cutting Torque, LBO Optionality
Sep 23, 2025SubstackJam InvestGKP.L Gulf Keystone Petroleum -- Bull -discounted oil prices, dividend yield, drone attacks, export route, free cash flow yield, geopolitical risks, Gulf Keystone Petroleum, Kurdistan, oil producer, pipeline re-opening
Sep 23, 2025SubstackCompound and FireCER.L Cerillion plc -- Bull -backlog growth, billing solutions, BSS/OSS software, cash generation, Cerillion plc, financial stability, operational excellence, recurring revenue, telecom industry, telecom operators
Sep 23, 2025SubstackShareholders UniteLMB Limbach Holdings, Inc. IndustrialsBuilding Products & Equipment Bull -Acquisitions, building systems solutions, economic resilience, gross profit margins, maintenance services, Market expansion, ODR segment, Owner Direct Relationships, Revenue Growth, strategic focus
Sep 22, 2025Short ThesisJehoshaphat ResearchGSY CN Goeasy Ltd. OtherConsumer Finance Bear TSXSubprime Lending, Aggressive Accounting, Cecl/Allowance Risk, Charge-Off Timing, Delinquency Underreporting, Secured Loan Risk, Negative Eps Sensitivity
Sep 22, 2025SubstackDavid VerlanderAERG Applied Energetics TechnologyScientific & Technical Instruments Bull -Counter-UAS, defense technology, Department of Defense, directed energy, PLAID, RDT&E Funding, Technology Readiness Level, TRL-5, Ultra-Short-Pulse Lasers, Venture-Stage
Sep 22, 2025SubstackWonderstcksDEC.L Diversified Energy Company Plc EnergyOil & Gas Integrated Neutral -Carlyle Group partnership, commodity price volatility, Decarbonization, environmental stewardship, Hedging, high dividend yield, mature oil and gas wells, net-zero emissions, regulatory pressures, Smarter Asset Management
Sep 22, 2025SubstackToff Cap Monday MonitorDD DuPont de Nemours, Inc. Basic MaterialsSpecialty Chemicals Bull -DuPont, EBITDA margins, growth potential, investment case, market outperformance, Qnity, sales CAGR, semiconductors, spin-off

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