Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 3, 2025Value Investors ClubRulonGardnerELME Elme Communities Real EstateResidential REITs—NYSEREIT, multifamily, liquidation, NAV discount, rerating
Aug 3, 2025Value Investors ClubGitcheeGammiTROX Tronox Holdings PLC MaterialsSpecialty Chemicals—NYSETiO2, turnaround, tariffs, REO, cyclical, leverage
Aug 3, 2025Value Investors ClubmonkeymadnessGNL Global Net Lease Inc Real EstateDiversified REITs—NYSEREIT, net lease, internalization, deleveraging, buyback
Aug 3, 2025Value Investors ClubminuscherryMH McGraw Hill Inc Health CareEducation Services—-education, publishing, OER, disruption, short
Aug 3, 2025Value Investors Clubinflection99AIRS AirSculpt Technologies Inc. Health CareHealth Care Services—NASDAQaesthetics, med-spa, fat removal, elective procedures, growth
Aug 3, 2025Value Investors ClubGoBills42MODG Topgolf Callaway Brands Corp Consumer DiscretionaryLeisure Products—NYSEspin-off, consumer, golf, entertainment, SOTP
Aug 3, 2025Value Investors ClubSiren81EFXT Enerflex Ltd. EnergyOil & Gas Equipment & Services—TSXenergy, infrastructure, recurring revenue, deleveraging, Exterran
Aug 3, 2025Value Investors ClubUnknownLAUR Laureate Education Inc. Health CareEducation Services Bull NASDAQeducation, Latin America, higher education, demographics, cash flow
Aug 2, 2025Fund LettersChad MeadeVNOM Viper Energy Inc. EnergyOil & Gas Exploration & Production Bear NASDAQcashflow, Commodities, energy, Permian, royalties
Aug 2, 2025Fund LettersChad MeadeAXGN Axogen Inc. Health CareBiotechnology Bull NASDAQBiotech, growth, Margins, Nerve, Regeneration
Aug 2, 2025Fund LettersChad MeadePACK Ranpak Holdings Corp. MaterialsPackaging Bear New York Stock ExchangeAutomation, ecommerce, Margins, Packaging, Sustainability
Aug 2, 2025Fund LettersChad MeadeCOO The Cooper Companies Inc. Health CareMedical Devices Bear NASDAQDevices, Fertility, growth, healthcare, lenses
Aug 2, 2025Fund LettersChad MeadeHALO Halozyme Therapeutics Inc. Health CareBiotechnology Bear NASDAQKey Catalysts Include Final CMS Ruling And New ENHANZE-Enabled Drug Launches.
Aug 2, 2025Fund LettersChad MeadeZD Ziff Davis Inc. Communication ServicesInteractive Media & Services Bear NASDAQacquisition, cloud, Digital, growth, media
Aug 2, 2025Fund LettersJames EnglandQDEL QuidelOrtho Corp. Health CareDiagnostics Bull NASDAQdiagnostics, healthcare, recovery, Recurringrevenue, synergies
Aug 2, 2025Fund LettersJames EnglandPACK Ranpak Holdings Corp. MaterialsPackaging Bull New York Stock ExchangeAutomation, ecommerce, Margins, Packaging, Sustainability
Aug 2, 2025Fund LettersJames EnglandSG The Honest Company Inc. Consumer DiscretionaryRestaurants Bull New York Stock ExchangeAutomation, expansion, Margins, Restaurants, traffic
Aug 2, 2025Fund LettersJames EnglandNVTS Navitas Semiconductor Corp. Information TechnologySemiconductors Bull NASDAQefficiency, Electrification, Gan, Partnerships, semiconductors
Aug 2, 2025Fund LettersJames EnglandBWXT BWX Technologies Inc. IndustrialsAerospace & Defense Bull New York Stock Exchangebacklog, cashflow, Defense, Nuclear, SMR
Aug 2, 2025Fund LettersJames EnglandCCO CN Cameco Corp. EnergyUranium Bull Toronto Stock ExchangeEnergytransition, Nuclear, Pricingpower, Supplydemand, uranium

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