Investment Pitches
Explore 5,000+ curated investment pitches from leading investment funds and analysts - drawn from Fund letters, Seeking Alpha, VIC, Substacks, Short Reports and more. Generate new ideas or reinforce your research with concise insights from global experts.
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Jul 18, 2025 | Fund Letters | Nick Tompras | MU | Micron Technology, Inc. | Information Technology | Semiconductors | Bear | NASDAQ | AI, Cyclical, Discipline, Memory, valuation | Login |
| Jul 18, 2025 | Fund Letters | Nick Tompras | LRCX | Lam Research Corporation | Information Technology | Semiconductor Equipment | Bull | NASDAQ | AI, CapEx, Cycles, Equipment, semiconductors | Login |
| Jul 18, 2025 | Fund Letters | Nick Tompras | GLXY CN | Galaxy Digital Holdings, Ltd. | Financials | Capital Markets | Bull | TSX | Crypto, datacenters, infrastructure, Optionality, Power | Login |
| Jul 18, 2025 | Value Investors Club | CCW | VOW | Vow ASA | Consumer Discretionary | Environmental & Facilities Services | — | - | cruise, maritime, wastewater, pyrolysis, biochar, IMO, retrofit cycle, backlog, covenant waiver, turnaround | Login |
| Jul 18, 2025 | Value Investors Club | gcose4 | CZR | Caesars Entertainment Inc. | Consumer Discretionary | Casinos & Gaming | — | NASDAQ | casinos, gaming, digital betting, William Hill, FCF inflection, deleveraging, buybacks, Las Vegas, omni-channel, undervaluation | Login |
| Jul 18, 2025 | Value Investors Club | bowd57 | DSWL | Deswell Industries Inc. | Information Technology | Electronic Equipment, Instruments & Components | — | NASDAQ | PFIC, deep value, dividend yield, negative EV, plastics, contract manufacturing, customer concentration, real estate optionality, Lau family | Login |
| Jul 18, 2025 | Value Investors Club | Robot1 | CTRI | Centuri Holdings Inc. | Utilities | Construction & Engineering | — | NYSE | utility infrastructure, MSAs, grid hardening, backlog growth, Southwest Gas, IPO missteps, CEO Chris Brown, valuation discount | Login |
| Jul 18, 2025 | Value Investors Club | BadgerCap | VOD | Vodafone Group plc | Communication Services | Wireless Telecommunication Services | — | NASDAQ | telecom, consolidation, Germany, UK merger, Spain sale, Italy sale, Africa, Vodacom, buybacks, dividend, ROCE, FCF | Login |
| Jul 17, 2025 | Twitter / X | @DutchInvestors | WISE.L | Wise plc | Financials | Consumer Finance | Bull | London Stock Exchange | Banks, Cross-Border, Gbp, Our, Payments, UK, Underlying Income, Wise | Login |
| Jul 17, 2025 | Twitter / X | @fierce__beast | NRDS | NerdWallet, Inc. | Financials | Consumer Finance | Bear | NASDAQ | Auto, FCF, Insurance, Marketing Software, Mortgage, NerdWallet, traffic, Vendor | Login |
| Jul 17, 2025 | Twitter / X | @pennycheck | GLXY | Galaxy Digital Holdings Ltd. | Financials | Capital Markets | Bull | Toronto Stock Exchange | Canada, consumer lending, Crypto, Exchanges, Galaxy, Insurance, process control, Tokens | Login |
| Jul 17, 2025 | Twitter / X | @RocksOver | 8135.T | Zett Corporation | Consumer Discretionary | Leisure (Sports Equipment) | Bear | Tokyo | But Has, Cash Securities, Large, Large Cash, Securities, sports, Sports Equipment, Zett | Login |
| Jul 17, 2025 | Twitter / X | @DaBao_ | 6862 | Trio Technology Inc. | Information Technology | Electronic Components | Bull | TWSE | End Users, filtration, Inductors, Odms, Store Energy, Tdk, Trio, Yageo | Login |
| Jul 17, 2025 | Fund Letters | Cassandra A. Hardman | TSM | Taiwan Semiconductor Manufacturing Co., Ltd. | Information Technology | Semiconductors | Bull | New York Stock Exchange | AI, Foundry, manufacturing, Monopoly, semiconductors | Login |
| Jul 17, 2025 | Fund Letters | Cassandra A. Hardman | 7269 JP | Suzuki Motor Corporation | Consumer Discretionary | Automobiles | Bull | New York Stock Exchange | Conservative, consumer, guidance, India, Macro | Login |
| Jul 17, 2025 | Fund Letters | Cassandra A. Hardman | RHM GR | Rheinmetall AG | Industrials | Aerospace & Defense | Bull | XETRA | Ammunition, Defense, Europe, Joint venture, Rearmament | Login |
| Jul 17, 2025 | Fund Letters | Cassandra A. Hardman | IFX GR | Infineon Technologies AG | Information Technology | Semiconductors | Bull | XETRA | Autos, Cyclicality, Electrification, marketshare, semiconductors | Login |
| Jul 17, 2025 | Fund Letters | Cassandra A. Hardman | DTE GR | Deutsche Telekom AG | Communication Services | Integrated Telecommunication Services | Bull | XETRA | cashflow, dividends, infrastructure, rerating, Telecom | Login |
| Jul 17, 2025 | Fund Letters | Cassandra A. Hardman | 8750 JP | Dai-ichi Life Holdings, Inc. | Financials | Life & Health Insurance | Bull | New York Stock Exchange | Insurance, Interestrates, Japan, M&A, Rotation | Login |
| Jul 17, 2025 | Fund Letters | Cassandra A. Hardman | CBK GR | Commerzbank AG | Financials | Diversified Banks | Bull | XETRA | banking, dividends, Europe, turnaround, valuation | Login |
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