Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 16, 2025Value Investors Clubandrew152HITI High Tide Inc. Consumer DiscretionarySpecialty Retail Bull TSXCannabis retail, Cannabis, Canada, Consolidation, Margin expansion
Sep 16, 2025Value Investors ClubthecoyelfREPX Riley Exploration Permian, Inc. EnergyOil & Gas Exploration & Production Bull NYSEPermian, San Andres, Yeso Trend, conventional horizontals, O&G
Sep 16, 2025Value Investors Clubhtm815ACVA ACV Auctions Inc. Consumer DiscretionaryAuto & Truck Dealerships Bull NASDAQAuto auctions, Digital marketplace,AI inspection, Operating leverage, Digital adoption, Market share gains, Valuation re-rating
Sep 16, 2025SubstackRijnberk Invest InsightsORCL Oracle Corporation TechnologySoftware - Infrastructure Bull -AI inferencing, AI partnerships, capital expenditure, Cloud computing, Customer concentration, debt management, financial health, market positioning, Oracle Cloud Infrastructure, RPO growth
Sep 16, 2025SubstackCompound and FireNU NU Holdings Financial ServicesBanks - Regional Bull -brand loyalty, Competition, Customer Expansion, digital banking, Financial Inclusion, International Growth, Macroeconomic Risks, operational efficiency, Product Diversification, ROE
Sep 16, 2025SubstackScalpavelliTAP Molson Coors Beverage Company Consumer DefensiveBeverages - Brewers Bull -beverage industry, brand portfolio, cash flow stability, debt management, dividends, market re-rating, Molson Coors, operating leverage, Share Buybacks, strategic investments
Sep 15, 2025Value Investors Clubspecialk992AIOT PowerFleet, Inc. Information TechnologyElectronic Equipment & Instruments Bull NASDAQFleet telematics, AIoT, SaaS, SaaS re-rating, roll-up integration, commercial vehicles, recurring revenue, digital transformation
Sep 15, 2025Value Investors Clubsurf1680YELP Yelp Communication ServicesElectronic Equipment & Instruments Bull NYSEUser-generated content, AI training data, LLM, Apple Maps integration, Strategic acquisition, Valuation reset, Buybacks, Activism setup
Sep 15, 2025Value Investors ClubDr. RidgewellBJRI BJ's Restaurants, Inc. OtherHotels, Restaurants & Leisure Bull NASDAQCasual dining turnaround, Activiss, Buybacks, Potential sale, Restaurants, F&B
Sep 15, 2025Value Investors Clubsurf1680YELP Yelp Communication ServicesElectronic Equipment & Instruments Bull NYSEUser-generated content, AI training data, LLM, Apple Maps integration, Strategic acquisition, Valuation reset, Buybacks, Activism setup
Sep 15, 2025Value Investors ClubDr. RidgewellBJRI BJ's Restaurants, Inc. Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQCasual dining turnaround, Activiss, Buybacks, Potential sale, Restaurants, F&B
Sep 13, 2025Value Investors ClubcompoundersGCC Grupo Cementos de Chihuahua OtherConstruction Materials Bull Mexican Stock ExchangeCement, Expansion, Relisting, Valuation Gap, Construction, M&A
Sep 13, 2025Value Investors Clubtreetop333EWG.L W.A.G. Payment Solutions Information TechnologyTransportation Software & Payment Solutions Bull London Stock ExchangeSaaS transition, Logistics software, SME trucking, European transport,Platform integration, PE overhang removal, payments
Sep 13, 2025SubstackRijnberk Invest InsightsSNPS Synopsys, Inc. TechnologySoftware - Infrastructure Bull -AI-driven design, Ansys acquisition, buying opportunity, EDA software, geopolitical challenges, long-term growth, market share, semiconductor IP, stock correction, Synopsys
Sep 13, 2025SubstackBrad MunchenTSLA Tesla, Inc. Consumer CyclicalAuto Manufacturers Bull -AI start-up, CEO compensation, Electric Vehicles, Elon Musk, market manipulation, options market, Q3 earnings, shareholders meeting, stock rally, Tesla
Sep 12, 2025Twitter / X@skewanglesPERR.PA Gérard Perrier Industrie SA IndustrialsElectrical Components & Equipment Bull Euronext Paris (XPAR)Defence, Defense, Europe, france, Industrial automation, Nuclear, nuclear energy, Radar
Sep 12, 2025Value Investors ClubtyroWIX WIX.COM LTD Information TechnologyInternet Software & Services Bull NASDAQAI, AI integration,, SaaS, Web design, Base44 acquisition, Digital transformation
Sep 11, 2025Value Investors Clubinflection99STIM Neuronetics Inc. Health CareMedical Technology Bull NASDAQInflection, Mental health, Neurostimulation, Non-drug therapies, Policy tailwinds, Transcranial Magnetic Stimulation
Sep 11, 2025Value Investors Clubppsm920HROW Harrow, Inc. Health CarePharmaceuticals Bull NASDAQAnesthesia, Biosimilars, Ophthalmology, Specialty pharma
Sep 11, 2025Value Investors Clubnatty813SAFT Safety Insurance Group, Inc. FinancialsProperty & Casualty Insurance Bull NASDAQdividend, Homeowners, New England, P&C insurance, Personal auto, Rate hardening

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