Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 21, 2025Short ThesisCulper ResearchTGLS Tecnoglass Inc MaterialsBuilding Products Bear NYSEAccounting risk, Fraud, Governance, Insider selling, Valuation premium
Aug 21, 2025SubstackPound the Rock InvestingAGX Argan Inc. IndustrialsEngineering & Construction Neutral -AI infrastructure, capital allocation, construction, engineering, Free Cash Flow, natural gas, project backlog, renewable energy, risk management, valuation
Aug 21, 2025SubstackScalpavelliLMT Lockheed Martin IndustrialsAerospace & Defense Bull -aerospace and defense, aircraft upgrades, F-35 program, future potential, Lockheed Martin, market re-rating, missile systems, modular design, national security, valuation
Aug 20, 2025Twitter / X@ClarkSquareCapZENV Zenvia Inc. Information TechnologyApplication Software Bull NASDAQBrazil, cloud, consumer lending, Cpaas, Customer, Customer Cloud, Marketing Software, Twilio
Aug 20, 2025Fund LettersChristian OlesenVTU LN Vertu Motors plc Consumer DiscretionarySpecialty Stores Bear New York Stock ExchangeAutos, Margins, retail, Rollups, turnaround, UK
Aug 20, 2025Fund LettersChristian OlesenJPM JPMorgan Chase & Co. FinancialsDiversified Banks Bull New York Stock ExchangeBanks, financials, Largecap, Quality, Value, warrants
Aug 20, 2025Fund LettersChristian OlesenMN Manning & Napier, Inc. FinancialsAsset Management & Custody Banks Bull New York Stock ExchangeAssetmanagement, buybacks, financials, Microcaps, turnaround, Value
Aug 20, 2025Value Investors Clubfiverocks19SNWV Sanuwave Health Inc. Health CareHealth Care Equipment Bull NASDAQCPT 97610, distribution inflection, high-margin, medtech growth, non-contact ultrasound, razorblade model, Reimbursement, Sanuwave, takeover candidate, UltraMIST, wound care
Aug 20, 2025Value Investors Clubavalon216XPEL XPEL Inc. Consumer DiscretionaryAuto Parts & Equipment Bull NASDAQautomotive protection, franchisor model, high-ROIC, international expansion, M&A, net cash, OEM channels, PPF, Pricing power, Tesla partnership
Aug 20, 2025Value Investors ClubRogerDorn24OSUR OraSure Technologies Inc. Health CareHealth Care Supplies Bull NASDAQat-home testing, Bethlehem capacity, buyback, CT/NG, DNA Genotek, FDA, HCV, HIV, molecular POCT, negative TEV, NOLs, saliva diagnostics, Sapphiros, Sherlock
Aug 20, 2025SubstackBrad MunchenTSLA Tesla, Inc. Consumer CyclicalAuto Manufacturers Bear -automotive industry, autonomous vehicles, cash burn, Full Self-Driving, Level 4 autonomy, regulatory hurdles, robotaxi, stock overvaluation, Tesla, ZEV credits
Aug 19, 2025Fund LettersDavid PolanskyMAMA Mama's Creations, Inc. Consumer StaplesPackaged Foods & Meats Bull NASDAQAcquisitions, Deli, EBITDA, grocery, management, Margins, Prepared, Scalability, valuation
Aug 19, 2025Value Investors ClubSKVICIEL.AX IDP Education Health CareEducation Services Bull Australian Securities ExchangeAustralia/UK/US/Canada, CAN PAL/TAL, Duolingo DET, IELTS, Pricing power, PTE, regulatory stabilization, share gains, student placement, visa approval
Aug 19, 2025Value Investors ClubaltheaBLBD Blue Bird Corporation IndustrialsAutomobile Manufacturers Bear NASDAQbacklog, Clean School Bus, Cyclical peak, electric buses, ESSER, EV mix, federal funding, Insider selling, Margins, subsidy cliff
Aug 19, 2025Value Investors Clubhumkae848ARMK Aramark IndustrialsRestaurants & Food Services Bull NYSEoutsourcing, food services, sticky revenue, leverage reduction, Compass peer, turnaround
Aug 19, 2025Short ThesisKerrisdale CapitalAUR Aurora Innovation Inc Information TechnologyAutonomous Vehicles Bear NASDAQAutonomous, cash burn, Dilution, L4 driving, Regulatory risk
Aug 19, 2025SubstackKairos ResearchTIC Acuren IndustrialsSpecialty Business Services Bull -Acuren, cross-selling, diversification, merger, net leverage, NV5, risk and reward, strategic integration, synergies, TIC industry
Aug 18, 2025Twitter / X@InvestSpecialLSBK Lake Shore Bancorp, Inc. FinancialsThrifts & Mortgage Finance Bull NASDAQactivist, Bank, Lsbk, ROE, Satellite, Second Step, Second Step Conversion, Stillwell
Aug 18, 2025Value Investors Clubstarfox02FTLF FitLife Brands Inc. Consumer StaplesNutritional Supplements Bull NASDAQAmazon, capital allocation, compounder, Free Cash Flow, GNC, high-ROIC, Irwin Naturals, M&A, MusclePharm, supplements
Aug 18, 2025Value Investors ClubJackBlackOPEN Opendoor Technologies Inc. Real EstateResidential Transactions / iBuying Bear NASDAQiBuyer, meme squeeze, dilution, ATM, broken model, not Carvana

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