Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 28, 2025Fund LettersRon ShamgarHUM AU Humm Group Limited FinancialsConsumer Finance Bull New York Stock ExchangeCatalyst, Consumerfinance, Control, Duediligence, Eventdriven, premium, takeover
Aug 28, 2025Fund LettersRon ShamgarEGG AU Enero Group Limited Communication ServicesAdvertising Bull New York Stock Exchangeadvertising, Agencies, buybacks, divestment, Netcash, restructuring, Takeovers, valuation
Aug 28, 2025Fund LettersRon ShamgarAHC AU Austco Healthcare Limited Health CareHealth Care Technology Bull New York Stock ExchangeAcquisitions, cashflow, Communications, guidance, healthcare, Margins, Orderbook, Software
Aug 28, 2025Value Investors Clubgb48CR Crane Company IndustrialsAerospace & Defense / Industrial Machinery Bull NYSEAerospace recovery, Defense spending, Industrial automation, M&A synergy, portfolio transformation, Value-based pricing
Aug 28, 2025Short ThesisAdam TaubENVX Enovix Corp IndustrialsElectronic Components Bear -Battery tech, cash burn, Competition, Dilution risk, Production delays
Aug 28, 2025SubstackMindset ValueGRUSF Grown Rogue HealthcareDrug Manufacturers - Specialty & Generic Bull -Cannabis, Cost advantage, Cost efficiency, EBITDA, High-quality flower, Industry average, Market expansion, Michigan, Unit-level costs
Aug 28, 2025SubstackEveryone Hates PoetryAMPG AmpliTech Group, Inc. TechnologyCommunication Equipment Bull -5G ORAN, cash flow positive, competitive edge, LOIs, low-noise amplifiers, market fit, microcap, Revenue Growth, telecommunications, vertical integration
Aug 27, 2025SubstackSpecial Situations Global EquitiesATTO None TelecommunicationsCall Center Services Bear -ATTO, Bankruptcy, Brazil, call center, confirmation bias, Currency hedging, cyber-attack, leverage, risk management, turnaround
Aug 27, 2025SubstackSpecial Situations Global EquitiesQLTU.TA None NoneNone Bull Tel Aviv Stock Exchangeearnings, growth, investment strategy, management, market oversight, QLTU, small-cap, Tel Aviv Stock Exchange, undervalued, valuation
Aug 27, 2025SubstackSpecial Situations Global EquitiesCEE None Financial ServicesInvestment Fund Bull -asset valuation, Cee, diversification, Eastern Europe, geopolitical risk, Investment fund, Market Correlation, Russia, Sanctions, Value Realization
Aug 27, 2025Fund LettersAvram FisherQRHC Quest Resource Holding Corporation IndustrialsEnvironmental & Facilities Services Bull NASDAQActivism, cash flow, microcap, turnaround, waste management
Aug 27, 2025Fund LettersAvram FisherCCRD CoreCard Corporation Information TechnologyData Processing & Outsourced Services Bull New York Stock Exchangeacquisition, cross-selling, Fintech, Merger Arbitrage, Payments
Aug 27, 2025Fund LettersJulien AlbertiniBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet Retail Bull NYSEAI, buybacks, China, cloud, ecommerce
Aug 27, 2025Fund LettersJulien AlbertiniWTW Willis Towers Watson Public Limited Company FinancialsInsurance Brokers Bull NASDAQBrokerage, Consulting, Margins, Retention, turnaround
Aug 27, 2025Fund LettersJulien AlbertiniSLB SLB N.V. EnergyOil & Gas Equipment & Services Bull NYSEcashflow, energy, International, Offshore, services
Aug 27, 2025Fund LettersJulien AlbertiniBDX Becton, Dickinson and Company Health CareMedical Instruments & Supplies Bull NYSEbuybacks, Devices, diagnostics, dividends, Medtech
Aug 27, 2025Fund LettersJulien AlbertiniTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull NYSEAI, CapEx, Foundry, Margins, semiconductors
Aug 27, 2025Fund LettersJulien AlbertiniMETA Meta Platforms, Inc. Communication ServicesInternet Content & Information Bull NASDAQadvertising, AI, buybacks, Margins, Social
Aug 27, 2025Fund LettersJulien AlbertiniORCL Oracle Corporation Information TechnologySoftware - Infrastructure Bull NYSEAI, cloud, enterprise, Recurring, Software
Aug 27, 2025Fund LettersXinyu RuMAXR Maxar Technologies Inc. Real EstateAerospace & Defense Bull NYSECommunications, Defense, Imagery, Satellites, Surveillance

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