Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 7, 2025 | Value Investors Club | wolfowl | ERE | European Residential REIT | Real Estate | Residential REITs | — | TSX | REIT, liquidation, Netherlands, multifamily, NAV realization | Login |
| Aug 7, 2025 | Value Investors Club | Lincott | PARC | PARC stocks (Palantir, Applovin substitute Netflix, Robinhood, Coinbase) | Information Technology | Tech / Crypto / Media basket | — | - | hedge, puts, Palantir, Coinbase, Robinhood, Netflix | Login |
| Aug 7, 2025 | Value Investors Club | PZGR39 | PPSI | Pioneer Power Solutions Inc. | Industrials | Electrical Components & Equipment | Bull | NASDAQ | EV charging, microcap, clean energy, school buses, backup power, infrastructure | Login |
| Aug 7, 2025 | Value Investors Club | sondasy | DOCN | DigitalOcean Holdings Inc. | Information Technology | Internet Services & Infrastructure | Bear | NYSE | cloud, GPUs, China, accounting, leverage, short | Login |
| Aug 7, 2025 | Value Investors Club | roojoo | AIR | AAR Corp | Industrials | Aerospace & Defense | Bull | NYSE | MRO, aerospace, aftermarket, OEM, deleveraging, PMA | Login |
| Aug 6, 2025 | Substack | SZEW | INTR | Inter&co | Financial Services | Digital Banking | Bull | NASDAQ Stock Market | Brazilian fintech, Customer growth, digital banking, insurance segment, Inter&co, Investment services, market valuation, Profit increase, return on equity, risk management | Login |
| Aug 6, 2025 | Substack | SZEW | ZAL | Zalando SE | Retail | E-commerce | Bull | Frankfurt Stock Exchange | Aboutyou consolidation, advertising revenue, e-commerce, Fashion retail, Gmv Growth, market valuation, Revenue Growth, Stock performance, strategic initiatives, Zalando | Login |
| Aug 6, 2025 | Substack | SZEW | KSPI | Kaspi.kz | Financial Services | Fintech | Neutral | London Stock Exchange | advertising revenue, Basket size, deposit growth, Fintech, inflation, Kaspi.kz, Loans to deposit ratio, marketplace, Revenue Growth, Stock performance | Login |
| Aug 6, 2025 | Twitter / X | @unciacapital | NATL | NCR Atleos Corporation | Information Technology | Technology Hardware, Storage & Peripherals | Neutral | New York Stock Exchange | Atmaas, Beat, buyback, Noise, Rail, Reiterated, Ssb, UK | Login |
| Aug 6, 2025 | Twitter / X | @NWFCapital | IT | Gartner, Inc. | Information Technology | IT Consulting & Other Services | Bear | New York Stock Exchange | Customers Are, Defend, Fed, Gartner, Gartner License, License, Proposition Gartner, Renewal | Login |
| Aug 6, 2025 | Twitter / X | @nicholasp66 | CCLD | CareCloud, Inc. | Health Care | Health Care Technology | Bull | Nasdaq | Acquisitions, Carecloud, Ccld, Hospitals, Large Hospitals, Medsr, Offshore, Two Large | Login |
| Aug 6, 2025 | Value Investors Club | preyingmantis | FWONA | Liberty Media Formula One | Communication Services | Movies & Entertainment | Bull | NASDAQ | Formula 1, MotoGP, sports IP, sponsorship, media rights | Login |
| Aug 6, 2025 | Short Thesis | Morpheus Research | CNL | Collective Mining Ltd | Materials | Gold Exploration | Bear | TSX | Colombia, Early stage, Financing, Gold exploration, Promotion | Login |
| Aug 5, 2025 | Substack | Kairos Research | LDB.MI | Lindbergh S.p.A. | Logistics and Waste Management | HVAC Installation and Maintenance | Bull | Euronext Growth Milan | acquisition strategy, essential services, Fragmented Industry, government incentives, HVAC consolidation, Italian market, logistics innovation, microcap growth, strategic pivot, sustainability mandates | Login |
| Aug 5, 2025 | Twitter / X | @QuestforYield | ALCO | Alico, Inc. | Consumer Staples | Agricultural Products | Bull | Nasdaq | Acres, Alco, Alico, Citrus, Florida, Homebuilders, land, Land Acres | Login |
| Aug 5, 2025 | Twitter / X | @QuestforYield | PSDL.L | Phoenix Spree Deutschland Ltd. | Financials | Residential REITs | Bull | London Stock Exchange | Apartments, Berlin, Germany, Homebuilders, Phoenix, Phoenix Spree, Spree, UK | Login |
| Aug 5, 2025 | Twitter / X | @Fierce__beast | IT | Gartner, Inc. | Information Technology | IT Consulting & Other Services | Bear | New York Stock Exchange | Gartner, Negative, Net Contract, research, SEAT, Summaries, Tools, Uplifts | Login |
| Aug 5, 2025 | Twitter / X | @skewangles | IKA.L | Ilika plc | Information Technology | Electronic Components | Bull | London Stock Exchange | Battery, Europe, Grant Funded, Ika, Ilika, semiconductor equipment, Solid State, UK | Login |
| Aug 5, 2025 | Value Investors Club | zipper | ODD | Oddity Tech Ltd | Consumer Discretionary | Personal Products | Bear | NASDAQ | Consumer-Discretionary, Beauty, Wellness, AI, E-commerce, Personal-Care, Health, Growth. | Login |
| Aug 5, 2025 | Fund Letters | Guy Baron | WS | Worthington Steel, Inc. | Materials | Steel | Bull | New York Stock Exchange | consolidation, Cyclical, Electrical Steel, Free Cash Flow, infrastructure, Steel Processing | Login |
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