Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 27, 2025Fund LettersDave WatersSENEA Seneca Foods, Corp. Consumer StaplesPackaged Foods & Meats Bull NASDAQagriculture, Canned food, consolidation, deleveraging, working capital
Jul 27, 2025Fund LettersDave WatersMCB LN McBride plc FinancialsHousehold Products Bull NYSEAutomation, Detergents, dividends, Margins, Private-label
Jul 27, 2025Fund LettersDave WatersZEG LN Zegona Communications plc Communication ServicesIntegrated Telecommunication Services Bull NYSEcash flow, corporate actions, Fiber, restructuring, Telecom
Jul 27, 2025Fund LettersDave WatersTLNE Talen Energy, Corp. OtherIndependent Power Producers & Energy Traders Bull -Contracts, data centers, Free Cash Flow, Nuclear, utilities
Jul 27, 2025Value Investors ClubWranglerASML ASML Holding NV Information TechnologySemiconductor Equipment—NASDAQEUV, DUV, semiconductors, lithography, monopoly, TSMC, Intel, AI, High-NA, Hyper-NA, wafer growth
Jul 27, 2025Value Investors ClubMustangDK Delek US Holdings Inc EnergyOil & Gas Refining & Marketing—NYSERefining, Logistics, Spin-off, MLP, Cost cuts, Upside
Jul 26, 2025Twitter / X@soeren_berlinSGMO Sangamo Therapeutics, Inc. Health CareBiotechnology Bull NasdaqBiotech, Fabry, gene therapy, Payments, Rail, Sangamo, Sangamo Therapeutics, Zfp Tf
Jul 26, 2025Value Investors Clubom730PUTKY United Tractors MaterialsConstruction & Engineering—Indonesia Stock ExchangeIndonesia, Coal, Mining, Equipment, Jardine, EM value
Jul 26, 2025Value Investors ClubFuego.SuaveKNF Knife River Corp MaterialsConstruction Materials—NYSEAggregates, Asphalt, Construction, Infrastructure, Spin-off
Jul 25, 2025Fund LettersNelson WuOXY Occidental Petroleum Corporation EnergyIntegrated Oil & Gas Bull New York Stock Exchangecarbon capture, DAC, energy, EOR, Permian, tax credits
Jul 25, 2025Fund LettersNelson WuSCR CN Strathcona Resources Ltd. EnergyOil & Gas Exploration & Production Bull New York Stock Exchangeacquisition, Bid Strategy, Canada, consolidation, Oil sands, Reserves
Jul 25, 2025Fund LettersNelson WuMEG CN MEG Energy Corp. EnergyOil & Gas Exploration & Production Bull New York Stock Exchangeacquisition, Canada, cash flow, Oil sands, takeover, valuation
Jul 25, 2025Fund LettersQuentin VelleleyLLC AU Lendlease Group Real EstateReal Estate Development Bull New York Stock Exchangedeleveraging, development, NAV, realestate, Simplification
Jul 25, 2025Fund LettersVic CunninghamSUPN Supernus Pharmaceuticals, Inc. Health CarePharmaceuticals Bull NASDAQacquisition, Depression, Integration, Netcash, Optionality, pharmaceuticals, Postpartum
Jul 25, 2025Fund LettersVic CunninghamCTLP Cantaloupe, Inc. Information TechnologyData Processing & Outsourced Services Bull NASDAQAutomation, consolidation, Payments, premium, Privatization, Spreads, Transactions
Jul 25, 2025Fund LettersJonathan CukierwarDAD PW Dadelo S.A. Consumer DiscretionarySpecialty Retail Bull New York Stock ExchangeBicycles, ecommerce, growth, Logistics, marketshare, retail
Jul 25, 2025Value Investors Clubbulldog2013EDR eDreams ODIGEO MaterialsHotels, Resorts & Cruise Lines (Online Travel)—Bolsas y Mercados Españoles (Madrid)Prime, subscription, OTA, Europe, EBITDA, FCF, buybacks, penetration, churn, Booking, Expedia
Jul 25, 2025Value Investors Club08irdTCTZF Tencent Holdings Ltd Communication ServicesInteractive Media & Services—-WeChat, Video Accounts, Mini Programs, WeChat Pay, HunYuan, AI cloud, gaming, CTR, buybacks, China, SOTP
Jul 25, 2025Value Investors Clubstyx1003ICU SeaStar Medical Holding Corp Health CareHealth Care Equipment—NASDAQMedtech, Dialysis, FDA, Immune-modulation, Pediatrics, AKI
Jul 24, 2025Fund LettersGeorge BoltonGE GE Aerospace IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, Aviation, Defense, Jet Engines, MRO, Reshoring

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