Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 6, 2025Twitter / X@trentkelpAQST Aquestive Therapeutics, Inc. Health CarePharmaceuticals Bull NASDAQAnaphylm, Aqst, Auto Injectors, Epinephrine, Epinephrine Auto Injectors, Epipen, Global Epinephrine, Needle Free
Sep 6, 2025Value Investors ClubTrajanSL.MI Sanlorenzo S.p.A. Consumer DiscretionaryLeisure Products Bull Borsa IstanbulAPAC expansion, high-ROIC, Italy, Luxury yachts, UHNW
Sep 6, 2025SubstackRijnberk Invest InsightsCRWD CrowdStrike Holdings, Inc. TechnologySoftware - Infrastructure Bull -AI integration, cloud-native architecture, CrowdStrike, cybersecurity, data network effects, endpoint protection, Falcon platform, Next-Gen SIEM, Onum acquisition, subscription revenue
Sep 5, 2025Value Investors ClubkerrygoldMEHCQ 23andMe Holding Co. Health CareLife Sciences Tools & Services Bull -Bankruptcy, Cash recovery, Liquidation, NOLs, Special situations
Sep 5, 2025Value Investors Clubspike945FMBL Farmers & Merchants Bank of Long Beach FinancialsBanks Bull -Event-driven, M&A, Preferred equity, rate sensitivity, regional banks, tangible book
Sep 5, 2025SubstackJapan Investing4165.T Plaid Information TechnologySoftware - Application Bull -ARPU increase, enterprise focus, long-term investment, NRR decline, PLAID, Revenue Growth, SMB churn, software industry, strategic shift, Tokyo Stock Exchange
Sep 4, 2025SubstackAlmost MongolianNURS.V Hydreight Technologies Health and Wellness TechnologyTelehealth Bull Toronto Stock ExchangeCompetitive Advantage, direct-to-consumer healthcare, health and wellness, Hydreight Technologies, Market expansion, nurse platform, order growth, regulatory navigation, telehealth, VSDHone
Sep 4, 2025Twitter / X@LaTranquillumNETC.CO Netcompany Group A/S Information TechnologIT Consulting & Other Services Bull Nasdaq CopenhagenDkk, Europe, Netc, Netcompany, Nordic, Payments, Sdc, utility
Sep 4, 2025Twitter / X@skewanglesNDX1.DE Nordex SE IndustrialsIndustrial Machinery Bull Deutsche Börsebacklog, Europe, Nordex, Order, order book, Service, Service Backlog, Wind
Sep 4, 2025Value Investors ClubTaurusorITS Info-Tech Systems Ltd Information TechnologyApplication Software Bull New York Stock Exchangecloud, Digital platforms, Enterprise software, IT services, Software, technology
Sep 4, 2025Value Investors ClubCoolCanadian777MEDXF Medexus Pharmaceuticals Health CarePharmaceuticals Bull New York Stock ExchangeBiotech, Clinical development, Drug commercialization, healthcare, life sciences, pharmaceuticals, Specialty pharmaceuticals
Sep 4, 2025Value Investors Clubtodd1123CLMT Calumet, Inc. EnergyOil & Gas Refining & Marketing Bull New York Stock Exchangeenergy, manufacturing, Operations, refining, Renewable fuels, Specialty fuels, Sustainable aviation fuel
Sep 4, 2025Value Investors ClubcrestoneFINV FinVolution Group FinancialsConsumer Finance Bull NYSECapital-light, China, consumer lending, Fintech, international expansion, Regulatory risk, shareholder returns
Sep 4, 2025Value Investors Clubtodd1123CLMT Calumet Inc. MaterialsOil & Gas Refining & Marketing Bull NASDAQdeleveraging, Margin recovery, Montana Renewables, Renewable diesel, rins, RVO, SAF offtake, SRE reallocation
Sep 4, 2025Value Investors ClubCoolCanadian777MEDXF Medexus Pharmaceuticals Inc. Health CarePharmaceuticals Bull TSXBiotech turnaround, deep value, FDA approval, Hematology, Orphan drugs, Specialty pharma, Stem cell transplant
Sep 4, 2025Short ThesisNight MarketNN NextNav Inc Information TechnologyLocation Services Bear NASDAQCapital raises, cash burn, Gov grants, GPS alternative, Spectrum
Sep 4, 2025Short ThesisJ Capital ResearchSUPX Super X AI Technology Ltd Information TechnologySoftware - Infrastructure Bear -—
Sep 4, 2025Short ThesisKerrisdale CapitalPSTG Pure Storage Inc Information TechnologyComputer Hardware Bear -—
Sep 4, 2025SubstackDavid VerlanderAERG Applied Energetics TechnologyScientific & Technical Instruments Bull -AERG, defense technology, directed energy weapons, Golden Dome initiative, government funding, market opportunity, orbital satellite contestation, space-based defense, strategic positioning, ultra-short pulse laser
Sep 4, 2025SubstackAlmost MongolianNURS.V Hydreight Technologies -- Bull -competitive edge, direct-to-consumer healthcare, health and wellness, Hydreight Technologies, order growth, revenue projections, strategic partnership, telehealth, US regulatory landscape, VSDHone

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