Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 8, 2025Value Investors ClubRMSMauretaniaGLXZ Galaxy Gaming, Inc. Consumer DiscretionaryCasinos & Gaming—-merger arb, Evolution AB, gaming licenses, table games, downside cushion, asymmetric risk
Aug 7, 2025Twitter / X@InvestSpecialNZM.AX NZME Limited Communication ServicesPublishing Bull Australian Stock ExchangeAustralia, Classifieds, Grenon, New Zealand, Oneroof, process control, strategic review, Zealand
Aug 7, 2025Twitter / X@EarningsB4HugsNVO Novo Nordisk A/S Health CarePharmaceuticals Bull New York Stock ExchangeGlp, Insulin, Nordisk, Novo, Novo Nordisk, NVO, Protein, Protein Chemistry
Aug 7, 2025Fund LettersMurray StahlAB AllianceBernstein Holding L.P. FinancialsCapital Markets Bull New York Stock ExchangeAssetmanagement, dividends, Fees, Income, Inflows, valuation
Aug 7, 2025Fund LettersMurray Stahl6544 JP Japan Elevator Service Holdings Co.,Ltd. IndustrialsSpecialty Business Services Bull New York Stock Exchangecompounding, Elevators, Japan, Maintenance, Margins, services
Aug 7, 2025Fund LettersHarris "Kuppy" KuppermanJOE The St. Joe Company Real EstateDiversified Real Estate Activities Bull New York Stock ExchangeAFFO, Florida Panhandle, inflation hedge, land bank, migration, Real Estate, Residential Development
Aug 7, 2025Fund LettersJason GilbertMTN Vail Resorts Inc. Consumer DiscretionaryHotels, Restaurants & Leisure Bear New York Stock ExchangeBrand, Leisure, Pricing, Travel, turnaround
Aug 7, 2025Fund LettersJason GilbertAWE Alphawave Semi Information TechnologySemiconductor Design Bull New York Stock ExchangeGovernance, IP-Cores, M&A, semiconductors, Volatility
Aug 7, 2025Fund LettersJason GilbertPYPL PayPal Holdings Inc. Information TechnologyTransaction & Payment Processing Services Bear NASDAQdigital payments, Fintech, Moat-Erosion, Security
Aug 7, 2025Fund LettersJason GilbertFEVR Fevertree Drinks Plc Consumer StaplesBeverages Bull New York Stock ExchangeBeverages, Brand, consumer staples, margin expansion, Partnerships
Aug 7, 2025Fund LettersJason GilbertROKU Roku Inc. Communication ServicesAdvertising-Based Video on Demand Bull NASDAQadvertising, ARPU, CTV, platform, Programmatic
Aug 7, 2025Fund LettersJason GilbertWDAY Workday Inc. Information TechnologyApplication Software Bull NASDAQEnterprise software, HCM, Margins, SaaS, valuation
Aug 7, 2025Fund LettersJason GilbertPTON Peloton Interactive Inc. Consumer DiscretionaryLeisure Facilities Bull NASDAQConnected-Fitness, Margins, Pricing power, Subscription, turnaround
Aug 7, 2025Fund LettersJason GilbertCRSP CRISPR Therapeutics AG Health CareBiotechnology Bull NASDAQAsymmetric, Biotech, cash-rich, Gene Editing, pipeline
Aug 7, 2025Fund LettersTimo Smuts8802 JP Mitsubishi Estate Co., Ltd. Real EstateReal Estate Operating Companies Bull New York Stock ExchangeCurrency, Governance, Japan, realestate, valuation
Aug 7, 2025Fund LettersAmit WadhwaneyTDW Tidewater Inc. EnergyOil & Gas Equipment & Services Bull New York Stock ExchangeCyclicals, energy, Offshore, valuation, Vessels
Aug 7, 2025Fund LettersAmit WadhwaneyVAL Valaris Limited EnergyOil & Gas Drilling Bull New York Stock ExchangeDrilling, energy, Offshore, Supplydemand, turnaround
Aug 7, 2025Fund LettersAmit WadhwaneyTPK LN Travis Perkins PLC IndustrialsTrading Companies & Distributors Bull London Stock Exchangeconstruction, Housing, Property, recovery, restructuring
Aug 7, 2025Fund LettersAmit WadhwaneyBBD Banco Bradesco S.A. FinancialsDiversified Banks Bull Brasil Bolsa Balcãobanking, Brazil, Cyclicalrecovery, Earningspower, valuation
Aug 7, 2025Fund LettersClayton FreemanMGM MGM Resorts International Consumer DiscretionaryCasinos & Gaming Bull New York Stock ExchangeCasinos, Demand, Leisure, Macau, Margins

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: