Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 25, 2025Value Investors ClubFuzzyLogicFILA Fabbrica Italiana Lapis ed Affini (F.I.L.A.) IndustrialsHousehold & Personal Products / Stationery & Art Supplies Bull -Brand moat, cash generation, deleveraging, Indian growth, Sum-of-the-Parts, Tariff tailwind
Aug 25, 2025SubstackToff Cap Monday MonitorWALD Waldencast Consumer DefensiveHousehold & Personal Products Neutral -asset sales, consumer goods, financial performance, Lazard, restructuring, shareholder value, SPAC, strategic alternatives, Waldencast
Aug 24, 2025Twitter / X@cj0pp3lVYS.AX Vysarn Limited IndustrialsConstruction & Engineering Bull Australian Stock ExchangeAsset Segment, Australia, Mining, Public, Public Infrastructure, Satellite, Vysarn, Water
Aug 24, 2025Value Investors ClubYSIBensonSLGN Silgan Holdings Inc. MaterialsPackaging / Containers & Closures Bull NASDAQbuybacks, Closures growth, defensive compounder, Free Cash Flow, M&A, Packaging
Aug 24, 2025Value Investors ClubBeantown StonksAKAM Akamai Technologies, Inc. Information TechnologyInternet Services & Infrastructure / Edge Security & Compute Bull NASDAQAI inference, API security, CDN stabilization, Edge computing, Microsegmentation, Share Buybacks
Aug 24, 2025SubstackAltay Cap9087.T Takase Corporation -- Bull -Asset Uplift, Fair Market Value, Inconsistent Profitability, Kawasaki, Logistics, Nanocap, Rental Properties, Sapporo, Tokyo, Undervalued Assets
Aug 24, 2025SubstackSleepy SolPSKY Paramount Skydance Communication ServicesEntertainment Neutral -content library, David Ellison, management integration, media industry, media powerhouse, merger, Paramount Skydance, Paramount+, Shari Redstone, tech-forward production
Aug 24, 2025SubstackScalpavelliUGI UGI Corporation UtilitiesUtilities - Regulated Gas Bull -debt load, earnings yield, energy products, investment potential, new CEO, operational improvements, UGI, utilities, valuation
Aug 23, 2025Fund LettersYaron NaymarkMCFT MasterCraft Boat Holdings, Inc. Consumer DiscretionaryRecreational Vehicles Bull NASDAQboats, buybacks, Cyclical, Recreation, turnaround
Aug 23, 2025Value Investors Clubjso1123TAP Molson Coors Beverage Co. Consumer StaplesBeverages – Brewers Bear NYSEBeer decline, Below-premium exposure, Cannabis substitution, Generational shifts, GLP-1 drugs, Non-alcoholic trend, Seltzers & RTDs, Structural headwinds
Aug 23, 2025Value Investors ClubHanseatcFDJU FDJ United Consumer DiscretionaryHotels, Restaurants & Leisure / Gaming & Lotteries Bull Euronext Stock ExchangeKey catalysts: dividend reaffirmation, 2026 guidance, re-rating toward historical yield.
Aug 23, 2025Value Investors ClubPunchcardtrader2858 Yixin Ltd. FinancialsConsumer Finance / Auto Lending Platform Bull Hong Kong Stock ExchangeAuto finance, Capital-light transition, dividend yield, Fintech, High ROE transformation, Tencent
Aug 22, 2025Twitter / X@wallstengineULTA Ulta Beauty, Inc. Consumer DiscretionarySpecialty Stores Bull NASDAQAnalyst, Beauty, Overweight, Photonics, Promotional, Renewed, retail, Ulta
Aug 22, 2025Twitter / X@InvestSpecialPLYM Plymouth Industrial REIT, Inc. Real EstateIndustrial REITs Bull New York Stock ExchangeBoard, FFO, Offer, Plym, Sixth, Sixth Street, Spread, Street
Aug 22, 2025Twitter / X@rks2305HCAT Health Catalyst, Inc. Health Care TechnologyHealth Care Technology Neutral NASDAQCustomers, Customers Are, Dos, Ignite, Low Margin, Modular, Moved, Platform Called
Aug 22, 2025Fund LettersTravis CockeFIVN Five9, Inc. Information TechnologyApplication Software Bull NASDAQAI, Automation, Contactcenter, Margins, Software, valuation
Aug 22, 2025Fund LettersTravis CockeARE CN Aecon Group Inc. IndustrialsConstruction & Engineering Bull Toronto Stock Exchangeconstruction, infrastructure, Nuclear, Smrs, utilities, valuation
Aug 22, 2025Fund LettersTravis CockePRKS United Parks & Resorts Inc. Consumer DiscretionaryLeisure Facilities Bull New York Stock Exchangebuybacks, Leisure, Margins, realestate, Themeparks, valuation
Aug 22, 2025Fund LettersTravis CockePHIN Phinia Inc. Consumer DiscretionaryAutomotive Parts Bull New York Stock Exchangeaftermarket, automotive, buybacks, cashflow, Cyclicality, valuation
Aug 22, 2025Fund LettersTravis CockeECN ECN Capital Corp. FinancialsConsumer Finance Bull Toronto Stock ExchangeCatalysts, Finance, Housing, Lending, Margins, Servicing, valuation

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