Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 2, 2025Fund LettersAndrew SummersDERM Journey Medical Corporation Health CareSpecialty Pharmaceuticals Bull NASDAQdermatology, Druglaunch, FDA, growth, pharmaceuticals
Sep 2, 2025Value Investors ClubMrTwisterVNV VNV Global FinancialsInvestment Management Bull NYSEbuybacks, digital health, IPO pipeline, NAV discount, network effects, Sweden
Sep 2, 2025Value Investors ClubExtreme-mispricingsODP ODP Corp Consumer DiscretionaryCommercial Services & Supplies Bull NASDAQActivists, buybacks, M&A, retail, Takeout
Sep 2, 2025Value Investors ClubInThePocketGTLB GitLab Inc. Information TechnologyApplication Software Bull NASDAQAI, DevSecOps, FCF inflection, platform, Re-rating
Sep 2, 2025SubstackRijnberk Invest InsightsTTD The Trade Desk Communication ServicesAdvertising Agencies Bull -advertising technology, Investor confidence, long-term investment, Market fluctuations, Portfolio performance, Q2 earnings, Stock decline, The Trade Desk, Top 10 position
Sep 2, 2025SubstackCompound and FireINTU Intuit Inc. TechnologySoftware - Application Neutral -Acquisitions, AI-driven innovations, cash flow, Credit Karma, financial software, Intuit, Mailchimp, QuickBooks, subscription model, TurboTax
Sep 2, 2025SubstackTriples InvestingSOC Sable Offshore EnergyOil & Gas Drilling Bull -AB1448, California regulation, federal preemption, interstate commerce, legal challenges, offshore oil, oil extraction, Pipeline and Hazardous Materials Safety Administration, Sable Offshore, Santa Ynez Unit
Sep 1, 2025SubstackToff Cap Monday MonitorKAU.AX Kaiser Reef -- Neutral -A1 Gold Mine, gold production, Kaiser Reef, mining sector, strategic review
Aug 31, 2025Value Investors ClubThinkAnewWISE Wise PLC Information TechnologyFinancial Technology (Payments) Bull London Stock ExchangeCross Border Payments, Financial infrastructure, Fintech, high-ROIC, Networks, Scalability
Aug 31, 2025SubstackWonderstcksMELI Mercado Libre, Inc. Consumer CyclicalInternet Retail Bull -Digital adoption, e-commerce, Fintech, growth strategy, Latin America, Logistics, Mercado Pago, Sustainability, Technological prowess, Underbanked population
Aug 30, 2025Twitter / X@InvestSpecialTIPT Tiptree Inc. FinancialsMulti-line Insurance Bull NASDAQFortegra, Insurance, IPO, Low Probability, Potential Deal, sale, Tipt, Warburg Pincus
Aug 30, 2025SubstackRijnberk Invest InsightsDDOG Datadog, Inc. TechnologySoftware - Application Bull -AI workloads, cloud migration, Competitive Advantage, innovation, observability, platform integration, secular growth, stock-based compensation, usage-based model, valuation
Aug 30, 2025SubstackCompound and FireTTD The Trade Desk, Inc. Communication ServicesAdvertising Agencies Bull -advertising technology, CFO departure, EBITDA, innovation, long-term potential, macroeconomic pressures, margin of safety, Revenue Growth, The Trade Desk
Aug 29, 2025Value Investors Clubmaggie1002HURC Hurco Companies, Inc. IndustrialsIndustrial Machinery Bull NASDAQAutomation, CNC, cyclical trough, insider buying, international exposure, machine tools, orders/book-to-bill, ProCobots, tangible book value, tariffs/FX
Aug 29, 2025Value Investors ClubBeantown StonksCNXC Concentrix Corp. Information TechnologyIT Consulting & Other Services Bull NASDAQAI enablement, BPO, buybacks, customer experience, deleveraging, EV/EBITDA, FCF yield, investment grade, iX Hello, iX Hero, Webhelp
Aug 29, 2025Value Investors ClubeveryonehatespoetryAMPG AmpliTech Group Inc. Information TechnologyCommunications Equipment Bull NASDAQ5G radios, 64T/64R Massive-MIMO, Buy America, cryogenic LNA, defense/satcom, LOIs→orders, low-noise amplifiers, margin normalization, microcap rerate, ORAN, Quantum Computing, Telus
Aug 29, 2025SubstackCoughlin CapitalBABA Alibaba Group Holding Limited Consumer CyclicalInternet Retail Bull -AI chips, AI growth, Alibaba, Cloud computing, e-commerce, International commerce, market leadership, profitability, Revenue Growth, Technological innovation
Aug 28, 2025Twitter / X@taubamushENVX Enovix Corporation IndustrialsElectrical Equipment & Parts Bear NASDAQAccording, Batteries, Enovix, Lithium, manufacturing, process control, Samsung, yield
Aug 28, 2025Fund LettersWhit HuguleyIVFH Innovative Food Holdings, Inc. Consumer StaplesFood Distributors Bull OTCQBDistribution, efficiency, microcap, Specialty-Foods, turnaround
Aug 28, 2025Fund LettersWhit HuguleyBILD CN BuildDirect.com Technologies Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull Toronto Stock Exchangeecommerce, Margins, mispricing, restructuring, turnaround

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