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 17, 2025 | Fund Letters | Amy Zhang | FSS | Federal Signal Corporation | Industrials | Industrial Machinery | Bull | NYSE | aftermarket, backlog, Equipment, Industrial, infrastructure, Municipal, Safety | Login |
| Jul 17, 2025 | Fund Letters | Amy Zhang | RBC | RBC Bearings Incorporated | Consumer Discretionary | Industrial Machinery | Bull | NYSE | Aerospace, aftermarket, Bearings, Defense, engineering, Industrial, Oem | Login |
| Jul 17, 2025 | Fund Letters | Amy Zhang | TPC | Tutor Perini Corporation | Industrials | Construction & Engineering | Bull | NYSE | backlog, construction, Earningsgrowth, Execution, infrastructure, Margins, Projects | Login |
| Jul 17, 2025 | Fund Letters | Amy Zhang | RYAN | Ryan Specialty Holdings, Inc. | Financials | Insurance Brokers | Bull | NYSE | Brokerage, Distribution, Earningsgrowth, Insurance, M&A, Pricing, specialty | Login |
| Jul 17, 2025 | Fund Letters | Amy Zhang | CWAN | Clearwater Analytics Holdings, Inc. | Information Technology | Application Software | Bull | NYSE | analytics, Assetmanagement, cloud, Fintech, leverage, M&A, SaaS | Login |
| Jul 17, 2025 | Fund Letters | Amy Zhang | VRT | Vertiv Holdings Co. | Industrials | Electrical Components & Equipment | Bull | NYSE | AI, backlog, CapEx, Cooling, datacenters, infrastructure, Power | Login |
| Jul 17, 2025 | Fund Letters | Amy Zhang | NET | Cloudflare, Inc. | Information Technology | Systems Software | Bull | NYSE | cloud, Edgecomputing, Networking, SaaS, Sase, Security, Zerotrust | Login |
| Jul 17, 2025 | Fund Letters | Amy Zhang | PLTR | Palantir Technologies Inc. | Information Technology | Application Software | Bull | NYSE | AI, analytics, Dataplatforms, Defense, Government, SaaS, Software | Login |
| Jul 17, 2025 | Value Investors Club | RaisingCapital | JPM | JPMorgan Chase & Co. | Financials | Diversified Banks | Bull | NYSE | AI, Blockchain, stablecoins | Login |
| Jul 17, 2025 | Value Investors Club | thrive25 | MCW | Mister Car Wash Inc. | Consumer Discretionary | Specialty Consumer Services | Bull | NYSE | Car wash, consumer staple behavior, private equity, recurring revenue, subscription model | Login |
| Jul 17, 2025 | Value Investors Club | RaisingCapital | JPM | JPMorgan Chase & Co. | Financials | Diversified Banks | Bull | NYSE | AI, Blockchain, stablecoins | Login |
| Jul 17, 2025 | Substack | Biotenic | VERV | Verve Therapeutics, Inc. | Other | - | Bear | - | biotechnology, cardiovascular diseases, competitive landscape, contingent value right, Eli Lilly, gene therapy, investment risk, LDL-C reduction, safety concerns, Verve Therapeutics | Login |
| Jul 17, 2025 | Value Investors Club | RaisingCapital | JPM | JPMorgan Chase & Co. | Financials | Diversified Banks | — | NYSE | stablecoin, JPMD, GENIUS Act, deposit token, TBTF, blockchain, Kinexys, compliance costs, Treasury, NIM | Login |
| Jul 17, 2025 | Value Investors Club | thrive25 | MCW | Mister Car Wash, Inc. | Consumer Discretionary | Specialized Consumer Services | — | NYSE | car wash, subscription, UWC, sale-leaseback, unit economics, pricing power, Titanium tier, comps, fragmentation, boring compounder | Login |
| Jul 17, 2025 | Value Investors Club | JSTC | TRTX | TPG RE Finance Trust | Real Estate | Mortgage REITs | — | NYSE | REIT, commercial real estate, CRE lending, dividend growth, book value discount, multifamily, office exposure, proactive reserves, buybacks, TPG | Login |
| Jul 17, 2025 | Short Thesis | Jehoshaphat Research | ENOV | Enovis Corp | Health Care | Health Care Equipment | Bear | NYSE | Accounting, leverage, M&A risk, Orthopedics, Rehab devices | Login |
| Jul 17, 2025 | Substack | Attitude Small Caps | SDI.L | SDI Group | Information Technology | Scientific & Technical Instruments | Neutral | London Stock Exchange | — | Login |
| Jul 17, 2025 | Substack | Waterboy Investing | CNC | Centene Corp. | Health Care | Healthcare Plans | Bull | NYSE | — | Login |
| Jul 16, 2025 | Substack | SZEW | CWC.DE | Cewe Stiftung & Co. KGaA | Photography Services | Photofinishing, Online Printing | Bull | Frankfurt Stock Exchange | consistent growth, defensive investment, dividend increases, Online Printing, Photography Services, risk-reward profile, Share Buybacks, Stable Business Model, Undervalued Stock | Login |
| Jul 16, 2025 | Substack | SZEW | HBMN.SW | HBM Healthcare Investments | Healthcare Investment | Biotech, Medtech, Life Sciences | Bull | SIX Swiss Exchange | Biotech, digital health, discount to NAV, diversified portfolio, Healthcare Investment, long-term investment, Medtech, NAV growth, Share Buybacks | Login |
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