Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 4, 2025SubstackPillars and ProfitsOVLY Oak Valley Bancorp Financial ServicesBanks - Regional Bull -asset quality, banking, Competitive Advantage, CRE lending, interest rate sensitivity, low-cost deposits, management team, Northern California, Oak Valley Bancorp, operational efficiency
Sep 4, 2025SubstackMonopolistic InvestorGE GE Aerospace IndustrialsAerospace & Defense Bull -aerospace industry, barriers to entry, financial health, GE Aerospace, investment opportunity, market position, R&D spending, safety and innovation, service-based revenue, undervalued
Sep 4, 2025SubstackShareholders UniteS SentinelOne, Inc. TechnologySoftware - Infrastructure Bull -AI-driven cybersecurity, ARR growth, autonomous response, customer wins, Free Cash Flow, Prompt Security acquisition, Purple AI, scalable business model, share buy-backs, valuation multiples
Sep 3, 2025Twitter / X@blondesnmoneyOPY Oppenheimer Holdings Inc. FinancialsInvestment Banking & Brokerage Bull New York Stock ExchangeBanks, Brokerage, Insurance, Markets Activity, Opy, Payments, tangible book, Wealth
Sep 3, 2025Twitter / X@KairosPraxisBBD.B Bombardier Inc. IndustrialsAerospace & Defense Neutral Toronto Stock Exchangeaftermarket, Aviation, Bombardier, Business Jet, Defense, Jet, Renegotiation, USMCA
Sep 3, 2025Fund LettersChris McIntyreSEG Seaport Entertainment Group Communication ServicesEntertainment Facilities Bull New York Stock Exchangecashflow, Catalyst, entertainment, realestate, turnaround
Sep 3, 2025Fund LettersChris McIntyreSHC Sotera Health Co. Health CareHealth Care Services Bull New York Stock Exchangecompounding, Medtech, Re-rating, Sterilization, Volumes
Sep 3, 2025Fund LettersAlex Feng1910 HK Samsonite International S.A. Consumer DiscretionaryApparel, Accessories & Luxury Goods Neutral New York Stock Exchangeconsumer, Cyclicals, tariffs, Travel, valuation
Sep 3, 2025Fund LettersAlex FengSEG US Seaport Entertainment Inc. Consumer DiscretionaryLeisure Facilities Bull New York Stock ExchangeLiquidity, realestate, spinoff, turnaround, Volatility
Sep 3, 2025Fund LettersAlex FengREVG US The Shyft Group, Inc. IndustrialsSpecialty Vehicles Bull NASDAQMargins, Options, Specialtyvehicles, tariffs, turnaround
Sep 3, 2025Fund LettersAlex FengSOC US Sable Offshore Corp. EnergyOil & Gas Exploration & Production Bull OTCDerivatives, energy, Regulation, Specialsituations, Volatility
Sep 3, 2025Fund LettersAlex FengNATL NCR Atleos Corporation Information TechnologyTechnology Hardware, Storage & Peripherals Bull New York Stock ExchangeATM, Outsourcing, rerating, services, spinoff
Sep 3, 2025Fund LettersAlex FengCBOX LN Cake Box Holdings plc Consumer StaplesPackaged Foods & Meats Bull New York Stock ExchangeCakes, consumer, Franchising, growth, Margins
Sep 3, 2025Fund LettersPaul SingerPEP PepsiCo Inc. Consumer StaplesSoft Drinks Bull NYSEMargins, restructuring, turnaround, valuation
Sep 3, 2025Fund LettersJeffrey BronchickVSAT Viasat, Inc. Information TechnologyAlternative Carriers Bear NASDAQbroadband, Capitalintensity, Execution, leverage, Satellite
Sep 3, 2025Fund LettersJeffrey BronchickFUN Six Flags Entertainment Corporation Consumer DiscretionaryLeisure Facilities Bull NYSEAttendance, cashflow, Integration, Themeparks, valuation
Sep 3, 2025Value Investors ClubzamperiniWVE Wave Life Sciences Ltd. Health CareBiotechnology Bull NASDAQAATD, GLP-1, Huntington’s, INHBE, Obesity, RNA editing, royalties
Sep 3, 2025Value Investors ClubMrTwisterPUUILO Puuilo Oyj Consumer DiscretionarySpecialty Retail Bull -discount retail, DIY, Finland, High-margin retailer, Private-label
Sep 2, 2025Fund LettersJames HollierFFH CN Fairfax Financial Holdings Limited FinancialsProperty & Casualty Insurance Bull Toronto Stock ExchangeBook Value, Decentralized Management, Hard Market, Insurance Float, interest rate sensitivity, ROE
Sep 2, 2025Fund LettersJames HollierSWX Southwest Gas Holdings, Inc. UtilitiesGas Utilities Bull New York Stock Exchangeactivist involvement, deleveraging, Pure-Play, rate base growth, Regulatory Lag, spinoff, utilities

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