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 14, 2025 | Fund Letters | Andrew Carreon | SWON SE | SoftwareOne Holding AG | Information Technology | IT Consulting & Other Services | Bull | Swiss Exchange | cloud, Margins, Procurement, Software, transformation | Login |
| Jul 14, 2025 | Fund Letters | Kyle Tushaus | PUBM | PubMatic, Inc. | Information Technology | Communication Services | Bull | NASDAQ | adtech, advertising, growth, marketplace, Publishers, Scalability, Streaming, valuation | Login |
| Jul 14, 2025 | Fund Letters | Kyle Tushaus | MGNI | Magnite, Inc. | Communication Services | Communication Services | Bull | NASDAQ | adtech, advertising, antitrust, Digital, Margins, Programmatic, Publishers, Streaming | Login |
| Jul 14, 2025 | Value Investors Club | 2fly4wifi | 1523.HK | Plover Bay Technologies Ltd (Peplink) | Information Technology | Communications Equipment | Bull | Hong Kong Stock Exchange | SaaS, technology, WAN | Login |
| Jul 14, 2025 | Value Investors Club | miser861 | IONQ | IONQ Inc | Information Technology | Semiconductors | Bear | NYSE | Insider selling, Korea, Quantum Computing | Login |
| Jul 14, 2025 | Value Investors Club | deepgame | HSBC | HSBC Holdings PLC | Financials | Diversified Banks | Bear | London Stock Exchange | EPS risk, Hong Kong, HSBC, Macro hedge, NIM compression, PTBV, rate sensitivity | Login |
| Jul 14, 2025 | Value Investors Club | deerwood | CRCT | Cricut Inc | Information Technology | Leisure Products | Bear | NASDAQ | EBIT miss, Insider selling, Margin compression, DYI | Login |
| Jul 14, 2025 | Value Investors Club | agape1095 | CNC | Centene Corporation | Health Care | Health Care Services | Bull | NYSE | ACA Marketplace, Centene, Medicaid, Medical costs, Re-rating | Login |
| Jul 14, 2025 | Value Investors Club | JSTC | GAME | Regional Gaming (basket) | Communication Services | Casinos & Gaming | Bull | Bolsas y Mercados Españoles (Madrid) | GGR inflection, Social Security boost, OBBBA, sweepstakes crackdown, senior spend, regional casinos | Login |
| Jul 14, 2025 | Value Investors Club | agape1095 | CNC | Centene Corp | Health Care | Managed Health Care | Bull | NYSE | Medicaid, ACA, risk adjustment, EPS recovery, subsidies, valuation | Login |
| Jul 14, 2025 | Value Investors Club | deerwood | CRCT | Cricut Inc. | Information Technology | Leisure Products | Bear | NASDAQ | DIY cutting, subscriptions, saturation, commoditization, insider selling, earnings miss | Login |
| Jul 14, 2025 | Value Investors Club | 2fly4wifi | 1532.HK | Plover Bay Technologies Ltd (Peplink) | Consumer Discretionary | Communications Equipment | Bull | Hong Kong Stock Exchange | SD-WAN, SpeedFusion, Starlink, subscriptions, net cash, dividend, channel, IoT, mobile WAN, fixed WAN | Login |
| Jul 14, 2025 | Value Investors Club | miser861 | IONQ | IonQ Inc. | Information Technology | Semiconductors & Semiconductor Equipment | Bear | NYSE | Quantum hype, insider selling, dilution, AWS Braket, trapped-ion weakness | Login |
| Jul 14, 2025 | Value Investors Club | deepgame | HSBC S | HSBC Holdings PLC | Financials | Diversified Banks | — | London Stock Exchange | HSBC, HIBOR, Hong Kong, HKMA, interbank rates, net interest income, deposits, mortgages, PTBV, Barclays hedge, banks | Login |
| Jul 14, 2025 | Value Investors Club | Bill | BCHT | Birchtech Corp | Industrials | Environmental & Facilities Services | — | NYSE | Birchtech, BCHT, activated carbon, SEA, PFAS, litigation, water treatment, cleantech, emissions, recycling, uplisting, dividend | Login |
| Jul 14, 2025 | Value Investors Club | Sturges95 | RRX | Regal Rexnord Corp | Industrials | Industrial Machinery | — | NYSE | Regal Rexnord, RRX, automation, industrials, backlog, synergies, power transmission, HVAC, AMC, IPS, PES, valuation | Login |
| Jul 13, 2025 | Fund Letters | Joe | MSTR | Strategy (formerly MicroStrategy Incorporated) | Software | Application Software | Bull | NASDAQ | Bitcoin, Capital markets, Flywheel, leverage, premium, Treasury | Login |
| Jul 13, 2025 | Fund Letters | Joe | COIN | Coinbase Global, Inc. | Financials | Financial Exchanges & Data | Bear | NASDAQ | Competition, Correlation, Exchanges, Execution, Revenue, Volatility | Login |
| Jul 13, 2025 | Fund Letters | Joe | HOOD | Robinhood Markets, Inc. | Financials | Investment Banking & Brokerage | Bull | NASDAQ | Brokerage, Crypto, Derivatives, Execution, growth, Tokenization | Login |
| Jul 13, 2025 | Fund Letters | Joe | CRCL | Circle Internet Group, Inc. | Financials | Financial Exchanges & Data | Bull | New York Stock Exchange | Adoption, Fintech, Payments, Regulation, stablecoins, Treasury | Login |
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