Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 22, 2025SubstackDB SilverfoxAFX.DE Carl Zeiss Meditec AG -- Bull -anti-usury, Carl Zeiss Meditec, ethical pricing, foundation ownership, human dignity, long-term sustainability, Ophthalmology, optical devices, R&D investment, vision restoration
Sep 22, 2025SubstackMonopolistic InvestorDUOL Duolingo, Inc. TechnologySoftware - Application Bull -Apple, Competition, Duolingo, education technology, gamification, Google, Language learning, profitability, super app, User growth
Sep 21, 2025Fund LettersTimothy LiuFLYW Flywire Corp. Information TechnologyData Processing & Outsourced Services Bull NASDAQCrossborder, Education, growth, Payments, Stickiness
Sep 21, 2025Fund LettersTimothy LiuBRZE Braze Inc. Information TechnologyApplication Software Bull NASDAQEngagement, Marketing, Personalization, Retention, SaaS
Sep 21, 2025Fund LettersTimothy LiuGTLB GitLab Inc. Information TechnologyApplication Software Bull NASDAQAI, Devops, enterprise, Security, Stickiness
Sep 21, 2025Fund LettersTimothy LiuMNDY Monday.com Ltd. Information TechnologyApplication Software Bull NASDAQAutomation, growth, SaaS, Software, Workflow
Sep 21, 2025Value Investors ClubDr. RidgewellNEOG Neogen Corp Health CareHealth Care Supplies Bull NASDAQFood safety, Petrifilm, Diagnostics, Integration, Divestitures, Genomics, Testing Platform
Sep 21, 2025SubstackCompound and FireNU NU Holdings Financial ServicesBanks - Regional Neutral -AI-driven credit, brand loyalty, digital banking, Financial Inclusion, financial services, freemium model, growth potential, interchange fees, Latin America, Nu Holdings
Sep 21, 2025SubstackCoughlin CapitalKWEB KraneShares CSI China Internet ETF -- Bull -buybacks, China, dividends, exchange-traded fund, household savings, internet sector, KWEB, market momentum, policy support, shareholder returns
Sep 21, 2025SubstackModern Value InvestingNESN.SW Nestlé S.A. -- Bull -currency headwinds, defensive compounder, food and beverage, global reach, Nestlé, organic growth, premium brands, resilient demand, Share Buybacks, valuation
Sep 20, 2025SubstackRijnberk Invest InsightsAVGO Broadcom Inc. TechnologySemiconductors Bull -AI revolution, custom AI accelerators, Customer concentration, Enterprise software, Free Cash Flow, growth potential, Hock Tan, hyperscalers, networking chips, semiconductors
Sep 20, 2025SubstackPacific Northwest EdgeVICI VICI Properties Inc. Real EstateREIT - Diversified Bull -Caesars, Dividend Growth, gaming properties, Las Vegas Strip, MGM, real estate portfolio, REIT, rent escalation, stable investment, triple net lease
Sep 20, 2025SubstackJam InvestRSSS Research Solutions, Inc. TechnologySoftware - Application Neutral -AI, cash position, compliance management, information services, M&A, recurring revenue, research platform, Research Solutions, SaaS
Sep 20, 2025SubstackShareholders UniteRAMP LiveRamp Holdings, Inc. TechnologySoftware - Infrastructure Bull -Customer Experience Economy, Data Collaboration, growth strategy, Identity Resolution, Market expansion, Marketing Performance, Neutrality, Platform Usage, Pricing Model, Privacy and Security
Sep 19, 2025Value Investors Clubtreetop333TATE.L Tate & Lyle Consumer StaplesPackaged Foods & Meats Bull London Stock ExchangeSpecialty ingredients, Hydrocolloids, Sweeteners, F&B, Margin expansion
Sep 19, 2025Value Investors ClubGoBills42DFIN Donnelley Financial Solutions Information TechnologyData Processing & Outsourced Services Bear NYSEDonnelley, DFIN, Regulatory filings, Churn, Compliance software, IPO filings,Short thesis
Sep 19, 2025Value Investors ClubJonathan's Coffee HousePPA Piraeus Port Authority S.A. OtherMarine Ports & Services Bull Taiwan Stock ExchangePiraeus, Port operator, Shipping, Greece infrastructure, Greece, Dividend growth, Container terminal
Sep 19, 2025SubstackPP Invest 007VMED Viromed Medical AG Other- Bull -cold plasma technology, first-mover advantage, healthcare innovation, international expansion, MedTech competition, recurring revenue, Scalability, small-cap growth, speculative investment, Undervalued Stock
Sep 19, 2025SubstackJust a Value InvestorICCC ImmuCell Corporation HealthcareBiotechnology Bull -Animal Health, calf-level market, contamination issues, FDA approval, First Defense, ImmuCell Corporation, market share, production capacity, Re-Tain, subclinical mastitis
Sep 18, 2025Value Investors Clubrepetek827FPH Five Point Holdings LLC Real EstateReal Estate Development Bull NYSEShipyard, Hearthstone, Tetra Tech, California land, Real estate development, Optionality

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