Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 15, 2025Value Investors Clubajp579ZG Zillow Group Inc Communication ServicesInteractive Media & Services Bull NASDAQHousingGAAP inflection, Real estate tech
Jul 15, 2025Value Investors ClubJohnKimbleWLK Westlake Corp MaterialsCommodity Chemicals Bull NYSEBuilding materials, Commodity chemicals, Hydrogen chloride, margin expansion, Petrochemicals, Shale Gas
Jul 15, 2025Value Investors ClubDen1200ITM ItalMobiliare OtherDiversified Financials – Multi-Sector Holdings—Borsa Istanbul—
Jul 15, 2025Value Investors ClubHalWTB Whitbread plc Consumer DiscretionaryHotels, Resorts & Cruise Lines—London Stock Exchange—
Jul 15, 2025Value Investors Clubajp579ZG Zillow Group, Inc. Communication ServicesInteractive Media & Services—NASDAQZillow, Flex, Enhanced Markets, TTV bps, buyer-agent splits, ZHL, Rentals, NAR settlement, Rightmove comp, first-time buyers, governance/SBC, iBuying exit
Jul 15, 2025Value Investors Clubdiamond123LYTS LSI Industries Inc. Information TechnologyElectrical Components & Equipment—NASDAQlighting, display solutions, project planning, M&A optionality, Jim Clark, C-store, grocery, QSR, reshoring, Made in USA, margin expansion, Adapt Services
Jul 15, 2025Value Investors ClubJohnKimbleWLK Westlake Corp. MaterialsCommodity Chemicals—NYSEcommodity chemicals, chlor-alkali, PVC, shale gas advantage, cyclical trough, China overcapacity, building products, Boral acquisition, mid-cycle valuation, Olin peer
Jul 15, 2025SubstackCompound and FireWISE.L Wise plc Information TechnologyInformation Technology Services Bull NYSE—
Jul 14, 2025Twitter / X@realrosecelineGLBE Global-e Online Ltd. Information TechnologyApplication Software Bull NASDAQecommerce, Glbe, Logistics, Logistics Real Estate, Margins, Margins Look, Payments, Photonics
Jul 14, 2025Twitter / X@evrgn11112231BME.L B&M European Value Retail S.A. Consumer StaplesFood Retail Bull London Stock ExchangeFmcg, Fmcg Pricing, Government IT, Lfl, Lfls, retail, Street, UK
Jul 14, 2025Twitter / X@EAS0000104088.T Air Water Inc. MaterialsIndustrial Gases Bull TokyoAir Water, Case You, dividend, dividend yield, process control, Profit, Water, yield
Jul 14, 2025Fund LettersJonathan WellumCCO CN Cameco, Corp. EnergyCoal & Consumable Fuels Bull New York Stock Exchangeenergy, Mining, Nuclear, SMR, uranium
Jul 14, 2025Fund LettersAaron ChanRH RH Consumer DiscretionaryHomefurnishings Bull New York Stock ExchangeBrand, Luxury, Pricingpower, retail, tariffs
Jul 14, 2025Fund LettersAaron ChanCCOI Cogent Communications Holdings, Inc. Communication ServicesAlternative Carriers Bull NASDAQBandwidth, FCF, Integration, Internet, Telecom
Jul 14, 2025Fund LettersAaron ChanCVNA Carvana Co. Consumer DiscretionaryAutomotive E-Commerce Bull NASDAQAutos, deleveraging, ecommerce, Operatingleverage, turnaround
Jul 14, 2025Fund LettersMatthew PetersonBABA Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock Exchangebuybacks, China, cloud, ecommerce, Regulation, valuation
Jul 14, 2025Fund LettersDavid BastianNLOP Net Lease Office Properties Real EstateOffice REITs Bull New York Stock ExchangeAssetsales, buybacks, Caprate, Offices, REIT
Jul 14, 2025Fund LettersDavid BastianMAGN Magnera Corporation MaterialsSpecialty Chemicals Bull New York Stock ExchangeCyclicality, earnings, Insiders, materials, tariffs
Jul 14, 2025Fund LettersDavid BastianUNFI United Natural Foods, Inc. Consumer StaplesFood Distributors Bull New York Stock Exchangecybersecurity, Distribution, guidance, Margins, turnaround
Jul 14, 2025Fund LettersDavid BastianAKA a.k.a. Brands Holding Corp. Consumer DiscretionaryApparel Retail Bull New York Stock Exchangeecommerce, fashion, Margins, Sourcing, tariffs

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