Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 14, 2025Twitter / X@ToffCapADYEN Adyen N.V. Information TechnologyData Processing & Outsourced Services Neutral Euronext AmsterdamAcceleration Unlikely, Adyen, Payments, Revenue, Revenue Yoy, tariffs, Volume, Yoy
Aug 14, 2025Twitter / X@KyleAdamsStocksPPIH Perma-Pipe International Holdings, Inc. IndustrialsIndustrial Machinery Bull NasdaqGMCoatings, Gas, Leak, Leak Detection, Permalert, Piping, Ppih, Qatar
Aug 14, 2025Twitter / X@richtrades100SEAT Vivid Seats, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQEras, Exchanges, Seats, Swift, Touring, Tours, Vivid, Vivid Seats
Aug 14, 2025SubstackToff CapAL2SI 2CRSi Technology HardwareTechnology Hardware Bull Euronext ParisAI infrastructure, contract wins, geopolitical risks, global market entry, margin expansion, NVIDIA, Revenue Growth, server manufacturing, services expansion, technology hardware
Aug 14, 2025Value Investors Clubbritt12CVGI Commercial Vehicle Group, Inc. Consumer DiscretionaryAuto Components Bull NASDAQTier-1 supplier, Class 8 trucks, SG&A cuts, PE interest, tangible book, activist
Aug 14, 2025Value Investors Clubinflection99UURAF Ucore Rare Metals Inc. MaterialsDiversified Metals & Mining Bull -REE processing, RapidSX, HREE, DoD OTA, Louisiana SMC, offtakes
Aug 14, 2025Value Investors ClubcoppercreekMSMGF Grid Metals Corp. MaterialsDiversified Metals & Mining Bull TSXCesium scarcity, Donner Lake, Falcon West, Teck JV, critical minerals, Manitoba
Aug 13, 2025Twitter / X@Mike10947310TGEN Tecogen Inc. IndustrialsIndustrial Machinery Bull New York Stock Exchange AmericanChiller, Feel, Feel Like, Pilot, Raise, Raise Was, Tecogen, Vertiv
Aug 13, 2025Twitter / X@taobankerDOM.L Domino’s Pizza Group plc Consumer DiscretionaryRestaurants Bull London Stock Exchangedelivery, Logistics, Make Sense, Pizza, Pressures, process control, Sense, Staple
Aug 13, 2025Twitter / X@stock_logging247A.T AI Robotics -- Bull Tokyo Stock ExchangeCustomer, Japan, Marketing, Marketing Software, OPEN, Proprietary, robotics, Sell
Aug 13, 2025Value Investors ClubTheBeautyContestPBAM Private Bancorp of America FinancialsRegional Banks Bull -Community bank, California CRE, uplisting, ROE compounding, growth runway
Aug 13, 2025Value Investors ClubMrStingyPEPG PepGen Inc. Health CareBiotechnology—NASDAQRare disease, antisense, RA Capital, DM1, biotech optionality, catalyst-driven
Aug 13, 2025Value Investors Clubnola18ANTIN Antin Infrastructure Partners SAS FinancialsAsset Management & Custody Banks Bull Euronext Stock ExchangeInfrastructure, private equity, AUM growth, FRE, carry optionality, fundraising cycle
Aug 13, 2025Value Investors Clubrookie964NGD New Gold Inc. MaterialsGold Bull NYSEC-Zone, New Afton, Rainy River, block caving, FCF ramp, Canada
Aug 13, 2025Value Investors ClubxxxOTK87ITRI Itron, Inc. Information TechnologyElectronic Equipment & Instruments Bull NASDAQAMI replacement, Distributed Intelligence, network chokepoint, share gains, interoperability, DERs
Aug 13, 2025Value Investors ClubxxxOTK87CWAN Clearwater Analytics Holdings, Inc. Information TechnologyApplication Software Bull NYSESaaS, investment accounting, reconciliation moat, insurance TAM, Enfusion, Beacon, 20%+ growth
Aug 13, 2025SubstackCompound and FireMCO Moody's Corporation Financial ServicesFinancial Data & Stock Exchanges Neutral -analytics, balance sheet, capital allocation, credit ratings, FCF yield, premium valuation, revenue compounding, risk assessments, ROIC, shareholder focus
Aug 12, 2025Twitter / X@BichonReduxPSKY Paramount Skydance Corporation Communication ServicesMovies & Entertainment Bull NASDAQconsolidation, Identified, Man, media, savings, Streaming, Those Warrants, warrants
Aug 12, 2025Fund LettersAndreas AaenJDC GR JDC Group AG FinancialsInsurance Brokers Bull Xetraacquisition, cross-selling, EBITDA growth, Insurtech, margin expansion, Platform Scalability
Aug 12, 2025Fund LettersAndreas AaenPAR PAR Technology Corporation Information TechnologyElectronic Equipment, Instruments & Components Bull New York Stock ExchangeAcquisitions, ARR growth, profitability, Restaurant Tech, Volatility

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