Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 13, 2025Twitter / X@stock_loggingARYT.TA Aryt Industries IndustrialsAerospace & Defense Bull Tel Aviv Stock ExchangeAryt, Defense, defense industry, Fuze, Fuzes, Israel, Marketing Software, Reshef
Jul 13, 2025Value Investors Clubsck4000NTIP Network-1 Technologies Inc IndustrialsIntellectual Property Licensing—NYSEnet-net, cash rich, buybacks, dividends, litigation optionality, deep value
Jul 13, 2025Value Investors ClubMiamiJoe78AMRZ Amrize Ltd MaterialsConstruction Materials Bull NYSEspin-off, cement, aggregates, roofing, valuation gap, M&A
Jul 13, 2025SubstackAltay Cap6360.T Tokyo Automatic Machinery Works IndustrialsSpecialty Industrial Machinery Bull Taiwan Stock Exchange—
Jul 12, 2025Value Investors ClubSaltaireCLVT Clarivate PLC Information TechnologyResearch & Consulting Services (Data & Analytics)—NYSEstrategic review, SOTP, recurring revenue, PE interest, deleveraging, turnaround, data/analytics
Jul 12, 2025SubstackRijnberk Invest InsightsMU Micron Technology, Inc. Information TechnologySemiconductors Bull NASDAQ—
Jul 11, 2025Fund LettersRyan JacobLWLG Lightwave Logic, Inc. Information TechnologyInternet & Direct Marketing Retail Bull NASDAQAI, data center, infrastructure, Optics, Polymers
Jul 11, 2025Fund LettersRyan JacobRKT Rocket Companies, Inc. FinancialsApplication Software Bull New York Stock ExchangeAcquisitions, AI, Fintech, Mortgage, Rates
Jul 11, 2025Fund LettersBradford EvansNVST Envista Holdings Corporation Health CareHealth Care Equipment Bull New York Stock Exchangebuybacks, Dental, Margins, tariffs, valuation
Jul 11, 2025Fund LettersBradford EvansSIMO Silicon Motion Technology Corp. Information TechnologySemiconductors Bull NASDAQhyperscalers, Margins, Revaluation, semiconductors, Storage
Jul 11, 2025Fund LettersBradford EvansGTES Gates Industrial Corporation plc IndustrialsIndustrial Machinery Bull New York Stock Exchangeaftermarket, Industrial, Margins, Pricing, tariffs
Jul 11, 2025Fund LettersWill NasgovitzXRAY Dentsply Sirona, Inc. Health CareHealth Care Equipment Bull NASDAQcloud, Dental, Margins, turnaround, valuation
Jul 11, 2025Fund LettersWill NasgovitzPLAB Photronics, Inc. Information TechnologySemiconductor Equipment Bull NASDAQAI, buybacks, Photomasks, semiconductors, valuation
Jul 11, 2025Fund LettersWill NasgovitzKWR Quaker Chemical Corp. MaterialsSpecialty Chemicals Bull New York Stock Exchangecashflow, Chemicals, Industrialcycle, Pricingpower, valuation
Jul 11, 2025Fund LettersColin McWeyHUBB Hubbell Incorporated IndustrialsElectrical Components & Equipment Bull New York Stock ExchangeDestocking, Electrical, Grid, Margins, utilities
Jul 11, 2025Fund LettersColin McWeyEG Everest Group, Ltd. FinancialsReinsurance Bull New York Stock ExchangePricing, Reinsurance, turnaround, underwriting, valuation
Jul 11, 2025Fund LettersAnthonyNLOP Net Lease Office Properties Real EstateOffice REITs Bull New York Stock Exchangecashflow, leverage, Liquidation, NAV, realestate
Jul 11, 2025Fund LettersAnthonyCPH CN Cipher Pharmaceuticals Inc. Health CarePharmaceuticals Bull Toronto Stock Exchangeacquisition, cashflow, dermatology, Licensing, Margins
Jul 11, 2025Fund LettersAnthony6249 JP Gamecard-Joyco Holdings, Inc. Information TechnologyElectronic Equipment, Instruments & Components Bull New York Stock Exchangebuybacks, cash, Governance, Ncav, ROIC
Jul 11, 2025Fund LettersAnthony7952 JP Kawai Musical Instruments Manufacturing Co., Ltd. Consumer DiscretionaryLeisure Products Bull New York Stock ExchangeBook, Demand, Margins, Pianos, valuation

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