Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 8, 2025SubstackCompound and FireADBE Adobe Inc. Information TechnologySoftware - Application Bull NASDAQ—
Jul 7, 2025Fund LettersRick RyskalczykTT Trane Technologies plc IndustrialsBuilding Products Bull New York Stock Exchangebacklog, Climate, energy efficiency, HVAC, Pricing power, services
Jul 7, 2025Fund LettersLarry PitkowskyTVK TerraVest Industries Inc. EnergyOil & Gas Equipment & Services Bull TSXAcquisitions, cashflow, Cyclicals, energy, Equipment
Jul 7, 2025Value Investors Clubmaggie1002SMPL Simply Good Foods Co. Consumer StaplesPackaged Foods & Meats Bull NASDAQGLP-1, Protein
Jul 7, 2025Value Investors ClubmezzybearMLX Metals X Ltd MaterialsMetals & Mining Bull Australian Securities ExchangeAsymmetric, Australia, Commodity shortage, Electrification, Mining, Tin
Jul 7, 2025Value Investors Clubmaggie1002SMPL The Simply Good Foods Company Consumer StaplesPackaged Foods & Meats—NASDAQAtkins decline, GLP-1, Quest promotions, OWYN lower margin, distribution loss (club), ROIC 8%, BRBR comp, valuation, promotional intensity
Jul 7, 2025Value Investors ClubStockOperatorOWLT Owlet Inc. Health CareHealth Care Equipment Bull NYSEFDA clearance, Dream Sock, BabySat, Owlet360, SaaS attach rate, international expansion, warrants/dilution, infant monitoring
Jul 7, 2025Value Investors Clubfinn520KFS Kingsway Financial Services Inc. Consumer DiscretionaryMulti-Sector Holdings Bear NYSEsearch fund, serial acquirer, NOLs, KSX, overpriced
Jul 7, 2025Value Investors Clubskimmer610GRAL Grail Inc. Health CareBiotechnology Bull NASDAQMCED, Galleri, FDA PMA, reimbursement, cancer detection, Illumina
Jul 7, 2025Value Investors ClubmezzybearMLX Metals X MaterialsDiversified Metals & Mining—Australian Securities Exchangetin miner, Renison, Greentech offer, inelastic demand, capital allocation, single asset risk
Jul 7, 2025SubstackUzo CapitalXPOF Xpotential Fitness Consumer CyclicalLeisure Bull -Club Pilates, deep value, franchise model, Free Cash Flow, growth algorithm, high-margin revenues, SEC investigation, shareholder value, take-private candidate, Xpotential Fitness
Jul 7, 2025SubstackPacific Northwest EdgeMAS Masco Corporation IndustrialsBuilding Products & Equipment Bull NYSE—
Jul 7, 2025SubstackStock PursuitCRON Cronos Group Health CareDrug Manufacturers - Specialty & Generic Bull NASDAQ—
Jul 6, 2025Twitter / X@investor321123AUTO1 AUTO1 Group SE Consumer DiscretionaryAutomotive Retail Bull XETRACarvana, Europe, Inflection, Models, Online, Remains, Runway, Used Car
Jul 6, 2025Twitter / X@deepvaluedudeVOD Vodafone Group Plc Communication ServicesWireless Telecommunication Services Bull NASDAQ/London Stock ExchangeDefense, Emerging markets, Europe, Germany, Satellite, Telecom, UK, Vodafone
Jul 6, 2025Value Investors Clubraffles378TIC Acuren Corp IndustrialsResearch & Consulting Services—NYSETIC, NDT, rope access, NV5 merger, synergies, deleveraging, asset integrity, O&G exposure, FCF, re-rating
Jul 6, 2025Value Investors Clubsck4000LINDEX Lindex Group Oyj Consumer DiscretionaryApparel Retail—NASDAQRestructuring, Stockmann divestiture, Nordic fashion, omnichannel DC, digital mix growth, EV/EBIT 9x, margin expansion, special situation
Jul 6, 2025SubstackWinter GemsMCEM Monarch Cement Basic MaterialsBuilding Materials Bull -construction materials, debt-free, financial stability, growth potential, infrastructure spending, market position, Monarch Cement, ready-mix operations
Jul 5, 2025SubstackCompound and FireWOSG.L Watches of Switzerland Group Consumer DiscretionaryLuxury Goods Bear NYSE—
Jul 4, 2025Twitter / X@skewanglesBALY Bally’s Corporation Consumer DiscretionaryCasinos & Gaming Bull New York Stock ExchangeBally, Baly, Gaming, Greek, Intralot, Lottery, Payments, UK

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