Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 22, 2025Fund LettersTravis CockeCLBT Cellebrite DI Ltd. Information TechnologyApplication Software Bull NASDAQcashflow, Digitalforensics, Government, Margins, Recurring, Security, Software
Aug 22, 2025Fund LettersTravis CockeGENI Genius Sports Limited Communication ServicesInteractive Media & Services Bull New York Stock Exchangeadvertising, AI, Margins, media, rights, Sportsdata, valuation
Aug 22, 2025Fund LettersDerek Izuel9766 JP Konami Group Corporation Communication ServicesInteractive Home Entertainment Bull New York Stock ExchangeContent, Engagement, Franchises, Gaming, Ip
Aug 22, 2025Fund LettersDerek IzuelJD JD.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bear New York Stock ExchangeChina, Competition, ecommerce, Logistics, Margins
Aug 22, 2025Fund LettersDerek IzuelWIT Wipro Limited Information TechnologyIT Services Bear New York Stock ExchangeDemand, Execution, Itservices, Margins, Outsourcing
Aug 22, 2025Fund LettersDerek IzuelIGTI11 BZ Iguatemi S.A. Real EstateRetail REITs Bull Brasil Bolsa BalcãoBrazil, Malls, Occupancy, realestate, retail
Aug 22, 2025Fund LettersDerek Izuel1093 HK CSPC Pharmaceutical Group Limited Health CarePharmaceuticals Bull New York Stock ExchangeApprovals, Generics, innovation, pharmaceuticals, pipeline
Aug 22, 2025Value Investors ClubOCNYguyMODG Topgolf Callaway Brands Corp. Consumer DiscretionaryLeisure Products / Sporting Goods Bear NYSEEquipment competition, Golf slowdown, Impairment overhang, Leveraged balance sheet, Spin-off risk, Topgolf decline, Value trap
Aug 22, 2025Value Investors ClubNZMUSA Murphy USA Consumer DiscretionarySpecialty Retail / Convenience Stores Bull NYSEAging car fleet, Convenience retail, EV resistance, Fuel margins, Political tailwinds, Share Buybacks
Aug 22, 2025SubstackTriples InvestingBCHT Birchtech IndustrialsPollution & Treatment Controls Bull -Birchtech, coal companies, high-reward opportunity, investment risk, legal proceedings, litigation, market cap, settlements
Aug 21, 2025Twitter / X@dan_tmtATEX Anterix Inc. Communication ServicesAlternative Carriers Bull NASDAQAnterix, Approval, Atex, Cyber Resilience, Fcc, Mhz, Payments, Spectrum
Aug 21, 2025Fund LettersTim McElvaineGUD CN Knight Therapeutics Inc. Health CarePharmaceuticals Bull Toronto Stock Exchangeacquisition, cashflow, growth, LatAm, pharma
Aug 21, 2025Fund LettersTim McElvaineMPX CN Maxim Power Corp. UtilitiesIndependent Power Producers & Energy Traders Bull Toronto Stock Exchangecash, infrastructure, M&A, Optionality, Power
Aug 21, 2025Fund LettersTim McElvaineAIM CN Aimia Inc. FinancialsDiversified Financial Services Bull Toronto Stock ExchangeActivism, Catalyst, Governance, Holdco, NAV
Aug 21, 2025Fund LettersTim McElvaineONEX CN Onex Corp. FinancialsAsset Management & Custody Banks Bull Toronto Stock Exchangebuybacks, Governance, Liquidity, NAV, Privateequity
Aug 21, 2025Fund LettersTim McElvaineCFP CN Canfor Corp. MaterialsForest Products Bull Toronto Stock ExchangeCyclical, Lumber, Replacement, restructuring, tariffs
Aug 21, 2025Fund LettersTim McElvaineHHH Howard Hughes Holdings Inc. Real EstateReal Estate Development Bull New York Stock ExchangeCatalyst, development, land, NAV, realestate
Aug 21, 2025Fund LettersTim McElvaineFIH CN Fairfax India Holdings Corp. FinancialsAsset Management & Custody Banks Bull Toronto Stock ExchangeAirport, growth, India, infrastructure, NAV
Aug 21, 2025Fund LettersTim McElvainePSK CN PrairieSky Royalty Ltd. EnergyOil & Gas Exploration & Production Bull Toronto Stock Exchangecashflow, dividends, land, Optionality, royalties
Aug 21, 2025Fund LettersHoward GleicherUBER Uber Technologies Inc. Information TechnologyRoad & Rail Bull NYSEdelivery, Logistics, mobility, network effects, platform, Ridesharing

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