Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 10, 2025Fund LettersChristopher GodfreyTECH Bio-Techne Corporation Health CareLife Sciences Tools & Services Neutral NASDAQCelltherapy, Consumables, Genomics, M&A, Nih, Reagents, valuation
Jul 10, 2025SubstackBiotenicIOBT None BiotechnologyBiotechnology Bear -biotechnology, Cash runway, clinical trial design, financial risk, high-risk investment, IDO target, market valuation, PD-1 treatment, Phase 3 trial, therapeutic cancer vaccine
Jul 10, 2025Fund LettersMiguel NogalesASSA AB Assa Abloy AB Class B IndustrialsSecurity & Protection Services Bull NASDAQAccess, aftermarket, Automation, Digitalisation, Security
Jul 10, 2025Value Investors Clubhumkae848BRO Brown & Brown, Inc. FinancialsInsurance Brokers Bull NYSEcompounder, insurance brokerage, M&A, Non-cyclical growth
Jul 10, 2025Value Investors Clubfizz808AIV Apartment Investment & Management Co. Real EstateResidential REITs Bull NYSEAsset Sale, Liquidation, multifamily housing, REIT
Jul 10, 2025Value Investors Clubhumkae848BRO Brown & Brown, Inc. FinancialsInsurance Brokers Bull NYSEcompounder, insurance brokerage, M&A, Non-cyclical growth
Jul 10, 2025Value Investors Clubfizz808AIV Apartment Investment & Management Co. Real EstateResidential REITs Bull NYSEAsset Sale, Liquidation, multifamily housing, REIT
Jul 10, 2025Value Investors ClubJB8241364 HK Guming Holdings Consumer DiscretionaryRestaurants—Hong Kong Stock Exchangebubble tea, oversaturation, SSS decline, delivery subsidies, China F&B cycle, valuation rerate, borrow availability
Jul 10, 2025Value Investors Clubfizz808AIV Apartment Investment & Management Co. Real EstateResidential REITs—NYSEmultifamily REIT, liquidation, NAV, Brickell Assemblage, Class B apartments, cap rate
Jul 10, 2025Value Investors Clubhumkae848BRO Brown & Brown Inc. FinancialsInsurance Brokers—NYSEinsurance brokerage, M&A integration, recurring revenue, FCF conversion, defensive compounder
Jul 10, 2025Value Investors ClubmurmanAKRBF Aker BP ASA EnergyOil & Gas Exploration & Production—Bolsas y Mercados Españoles (Madrid)Norwegian Continental Shelf, low-cost producer, Alliance Model, AI-first oil, dividend growth, FCF inflection
Jul 10, 2025Value Investors ClubJB8241364 HK Guming Holdings Consumer DiscretionaryRestaurants—Hong Kong Stock Exchangebubble tea, oversaturation, SSS decline, delivery subsidies, China F&B cycle, valuation rerate, borrow availability
Jul 10, 2025Short ThesisGrizzly researchPONY Pony AI Inc Information TechnologyApplication Software (Autonomous Driving) Bear Ho Chi Minh Stock ExchangeAI software, autonomous driving, China risk, Geopolitics, Regulatory
Jul 10, 2025SubstackCompound and FireWOSG.L Watches of Switzerland Group Consumer DiscretionaryLuxury Goods Bull NYSE—
Jul 9, 2025Twitter / X@CapitalPmhFIN Finseta Financials- Bull London Stock ExchangeCanada, Dubai, Exchanges, Finseta, Hnwis, Our, Payments, Transactions
Jul 9, 2025Fund LettersDaniel ShvartsmanTRIP TripAdvisor Inc. Communication ServicesInteractive Media Bull NASDAQActivism, growth, marketplace, Travel, valuation
Jul 9, 2025Fund LettersDaniel ShvartsmanABM ABM Industries Inc. IndustrialsFacilities Services Bull New York Stock Exchangeenergy, Facilities, Microgrid, Recurring, services
Jul 9, 2025Fund LettersDaniel ShvartsmanDECK Deckers Outdoor Corp. Consumer DiscretionaryFootwear Bull New York Stock ExchangeBrand, Footwear, growth, tariffs, valuation
Jul 9, 2025Fund LettersDaniel ShvartsmanLYFT Lyft Inc. IndustrialsGround Transportation Bull NASDAQcashflow, growth, mobility, Ridesharing, turnaround
Jul 9, 2025Fund LettersDavid MacNicolVZ Verizon Communications Inc. Communication ServicesIntegrated Telecommunication Services Bull New York Stock Exchangedividend, Free Cash Flow, guidance, Telecom, valuation

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