Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 18, 2025Value Investors Clubabcd1234GAMI GAMCO Investors Inc FinancialsAsset Management Bull -GAMCO, Mario Gabelli, Asset management, Buybacks, Privatization, Free cash flow, Valuation
Sep 18, 2025Short ThesisSpruce PointUEC Uranium Energy Corp. MaterialsOil, Gas & Consumable Fuels Bear NYSE—
Sep 18, 2025Short ThesisHunterbrookDXCM Dexcom, Inc. Health CareHealth Care Equipment Bear NASDAQCgm Recall, Fda Warning Letter, Product Accuracy, Medical Device Quality, Channel Stuffing, Dso Spike, Margin Pressure, Abbott Competition, Ketone Cgm, Litigation Risk
Sep 18, 2025Short ThesisBear CaveDKNG DraftKings Inc. Consumer DiscretionaryHotels, Restaurants & Leisure – Casinos & Gaming Bear NASDAQSports Betting, Prediction Markets, Kalshi, Polymarket, Disruption, Margin Compression, Litigation Risk, Valuation Bubble
Sep 18, 2025SubstackCompound and FireCCOI Cogent Communications Holdings Communication ServicesTelecom Services Bull -Cogent Communications, data centers, debt reduction, deep-value investment, IPv4 monetization, optical transport, Sprint acquisition, T-Mobile subsidy, tax shield, wavelength services
Sep 18, 2025SubstackMindset ValueGRUSF Grown Rogue International HealthcareDrug Manufacturers - Specialty & Generic Bull -cultivation license, EBITDA growth, Grown Rogue International, growth driver, limited supply, long-term growth, market dynamics, market entry, Minnesota cannabis market, value creation
Sep 18, 2025SubstackToff CapBITF Bitfarms Financial ServicesCapital Markets Bull -AI/data center expansion, Bitcoin holdings, Bitfarms, cryptocurrency mining, EBITDA growth, governance issues, infrastructure leverage, market volatility, Riot Platforms stake sale, shareholder dilution
Sep 18, 2025SubstackDB SilverfoxTFF.PA TFF Group -- Bull -artisanal craftsmanship, cyclical demand, global consumption, heritage, oak barrels, premium market, premiumization, resilience, TFF Group, wine and spirits
Sep 18, 2025SubstackTriples InvestingAKRBP.OL Aker BP ASA -- Bull -Aker BP ASA, dividend yield, Energy Sector, Exploration Success, income investment, North Sea Discovery, Oil & Gas, Oslo Stock Exchange
Sep 17, 2025Value Investors ClubR. jolishwish617RIOT Riot Platforms Inc. FinancialsIT Services Bull NASDAQCorsicana, Rockdale, Liquid cooling, Hyperscalers,Data center, HPC, CoreWeave comps, AI
Sep 17, 2025Value Investors ClubStevedeanPSD Pulse Seismic Inc. EnergyEnergy Services Bull TSXSeismic data, 3D seismic, Free cash flow, Special dividends, Buybacks,Canada E&P activity
Sep 17, 2025Value Investors ClubpereaSIS TB SiS Distribution Thailand IndustrialsTechnology Distributors Bull The Stock Exchange of ThailandThailand, IT distribution, Cloud, Cybersecurity, Margin expansion, Emerging markets, Digital infrastructure
Sep 17, 2025Value Investors ClubjamalEXPD Expeditors International of Washington Inc. IndustrialsAir Freight & Logistics Bull NYSEC3PL, Logistics, High ROIC, Buybacks, Global supply chain, tariffs, EBITDA/EV, Freight
Sep 17, 2025Value Investors Clubvincent975PIF Polaris Renewable Energy Inc. UtilitiesRenewable Electricity Bull TSXCatalysts, Batteries , brownfield M&A, Redeployment of idle cash, Buybacks, Eventual sale, Nicaragua
Sep 17, 2025Value Investors ClubpereaMTRO LN Metro Bank FinancialsRegional Banks Bull London Stock ExchangeMetro Bank, NIM, NIBLs, Specialist mortgages,Dividends, Buybacks, Regional Banks
Sep 17, 2025SubstackPound the Rock InvestingGO Grocery Outlet Consumer DefensiveGrocery Stores Bull -Competitive Advantage, Discount Retailing, Free Cash Flow, grocery retail, Independent Operator Model, Industry Competition, management strategy, Operational Execution, store expansion, Treasure Hunt Model
Sep 17, 2025SubstackSleepy SolDD DuPont de Nemours, Inc. Basic MaterialsSpecialty Chemicals Bull -chemical industry, DuPont, electronics division, growth potential, market cap, Qnity, S&P 500, spin-off, value unlock, water business
Sep 17, 2025SubstackMonopolistic InvestorV Visa Inc. Financial ServicesCredit Services Neutral -digital euro, financial services, Free Cash Flow, global payments network, Gross margin, high barriers to entry, long-term investment, Monopolistic Traits, net profit margin, Visa
Sep 16, 2025Value Investors ClubCrackersInParisDCC DCC plc EnergyOil & Gas Distribution Bull London Stock ExchangePropane, LPG, renewable energy, Energy distribution, FCF conversion, M&A, Europe,Technology sale, Buybacks
Sep 16, 2025Value Investors ClubSupernovaNSP Insperity, Inc. IndustrialsHuman Resource & Employment Services Bull NYSEPEO, HR outsourcing, Buybacks, Industry penetration,Compounder, Repricing

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