Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 21, 2025SubstackKairos ResearchACP.WA Asseco Poland Information TechnologySoftware - Application Bull -AI disruption risk, Asseco Poland, capital allocation, ERP provider, management accountability, margin expansion, recurring revenue, shareholder agreement, TSS investment, valuation
Oct 21, 2025SubstackCompound and FireVHI.TO Vitalhub Corp. Health CareHealth Information Services Neutral -acquisition-driven, healthcare software, Investment Readiness Score, long-term value creation, M&A strategy, operational efficiency, Revenue Growth, SaaS, share dilution, Vitalhub Corp.
Oct 21, 2025SubstackCompound and FireVEEV Veeva Systems Inc. Health CareHealth Information Services Bull -cloud-based solutions, Digital transformation, financial flexibility, high margins, Investment Readiness Score, life sciences, recurring revenue, SaaS, shareholder alignment, Veeva Systems
Oct 20, 2025SubstackAlmost MongolianWGR.AX Western Gold Resources MaterialsGold Bull Australian Securities Exchangeasymmetric investment, cash flow generation, Duke Gold Project, funding secured, gold mining, gold price surge, low capital expenditure, Market Capitalization, production potential, Western Gold Resources
Oct 20, 2025Twitter / X@GuyImpatientEAGR.TO East Side Games Group Inc. Communication ServicesInteractive Home Entertainment Bull Toronto Stock ExchangeCanada, Fan, Game, Games, Marketing Software, Mobile, Mobile Gaming, Payments
Oct 20, 2025Value Investors Clubmrsox977PRPH ProPhase Labs Health CareBiotechnology Bull NASDAQindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Oct 20, 2025Value Investors ClubporgeCYRX Cryoport Health CareLife Sciences Tools / Logistics Bull NASDAQindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Oct 20, 2025Value Investors Clubyxd0950BA The Boeing Company IndustrialsCommercial Services & Supplies Bull New York Stock Exchangeindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Oct 20, 2025Value Investors ClubMississippiCoAPPN Appian Corp. Information TechnologySoftware Bull NASDAQcloud, Digital platforms, Enterprise software, IT services, Software, technology
Oct 20, 2025Fund LettersTom CouttsASML NA ASML Holding N.V. Information TechnologySemiconductor Equipment Bull Euronext Stock ExchangeAI, Equipment, Euv, growth, Margins, Monopoly, semiconductors
Oct 20, 2025Fund LettersTom CouttsMELI MercadoLibre Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQBrazil, e-commerce, Fintech, GMV, growth, Logistics, Margins
Oct 20, 2025Fund LettersTom CouttsSPOT Spotify Technology S.A. Communication ServicesEntertainment Bull NYSEAudio, FCF, growth, Margins, monetization, Streaming, Users
Oct 20, 2025Fund LettersTom CouttsADYEY Adyen N.V. Information TechnologyFinancial Technology Bull Euronext Stock ExchangeDigital, Fintech, guidance, Payments, profitability, Scalability, tariffs
Oct 20, 2025Fund LettersAlex SummersHyundai Glovis 086280 KS IndustrialsLogistics Bull NYSEautomotive, Exports, growth, Hyundai, Integration, Logistics
Oct 20, 2025Fund LettersAlex SummersB3 SA B3SA3 BZ FinancialsFinancial Data & Stock Exchanges Bull Brasil Bolsa BalcãoBrazil, diversification, Exchange, growth, Interest rates, Volumes
Oct 20, 2025Fund LettersAlex SummersMercadoLibre MELI Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQArgentina, Brazil, e-commerce, Fintech, GMV, growth, Margins
Oct 20, 2025Fund LettersAlex SummersSamsung Electronics 005930 KS Information TechnologySemiconductors Bull NYSEAI, Contracts, Foundry, growth, Memory, semiconductors, Tesla
Oct 20, 2025Fund LettersAlex SummersCATL CN Contemporary Amperex Technology Co. Limited OtherElectrical Equipment Bull Shenzhen Stock ExchangeBatteries, dividends, energy storage, EV, Margins, market share, profitability
Oct 20, 2025Fund LettersAndrew LarkeWTG AU Westgold Resources Ltd. FinancialsPrecious Metals Bull Australian Securities ExchangeCost Reduction, Exploration, Fiscal deficits, Gold, inflation hedge, production growth
Oct 20, 2025Fund LettersAndrew LarkeMIN Mineral Resources Ltd. MaterialsMetals & Mining Bull Australian Securities Exchangecash flow, diversification, Governance, infrastructure, Iron ore, Lithium, Mining

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