Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 3, 2025Fund LettersBrian FrankCTLP Cantaloupe Inc. Information TechnologySoftware - Infrastructure Bull NASDAQacquisition, Payments, Privatization, Recurringrevenue, Vending
Jul 3, 2025Fund LettersBrian FrankVST Vistra Corp. UtilitiesUtilities - Independent Power Producers Bull NYSEbuybacks, Capacity, datacenters, Power, Storage
Jul 3, 2025Fund LettersBrian FrankNRG NRG Energy Inc. UtilitiesUtilities - Independent Power Producers Bull NYSEacquisition, buybacks, datacenters, Electricity, Power
Jul 3, 2025Value Investors Clubfizz808PTEC LN Playtech PLC OtherCasinos & Gaming Bull London Stock Exchangegaming software, Caliplay, Live Casino, Hard Rock, asset monetization, restructuring
Jul 3, 2025Value Investors ClubWranglerLIN Linde PLC MaterialsIndustrial Gases Bull NYSEindustrial gases, pricing power, compounder, network effects, inflation hedge, long-term hold
Jul 3, 2025Value Investors ClubNick CarrawayIRD Opus Genetics Inc. Health CareBiotechnology Bull NASDAQgene therapy, retinal disease, PRV, Luxturna precedent, RMAT, high risk/high reward
Jul 3, 2025Value Investors ClubTheSpiceTradeGTE 9.5% 2029 Gran Tierra Energy Inc. EnergyOil & Gas Exploration & Production—Deutsche Börse / Frankfurt Stock Exchangehigh yield bonds, amortization, coupon carry, oil hedging, Colombia E&P, leverage reduction, 21% YTM
Jul 2, 2025Fund LettersEugene NgPLTR Palantir Technologies Inc. Information TechnologySoftware Bull NASDAQcompounder, Data-integration, enterprise, Government, network effects, S-curves, Singularity to Plurality
Jul 2, 2025Fund LettersShomik GhoshMDA CN MDA Space Ltd. IndustrialsAerospace & Defense Bull TSXbacklog, Constellations, Geointelligence, robotics, Satellites, Space, valuation
Jul 2, 2025Value Investors Clubbuggs1815LMT Lockheed Martin Corp. IndustrialsAerospace & Defense Bull NYSEF-35 sustainment, NATO spend, restocking, hypersonics, Space Force, missile defense, valuation, dividend
Jul 2, 2025Value Investors ClubChapterTwelveCapitalOML Omni-Lite Industries Canada MaterialsAerospace & Defense Bull TSXAerospace recovery, DP Cast turnaround, Monzite growth, Cal-Nano stake, CEO Dave Robbins, micro-cap value
Jul 2, 2025Value Investors ClubMrStingyORGN Origin Materials Inc. MaterialsSpecialty Chemicals Bull NASDAQPET closures, thermoforming, mono-material recycling, tethered caps, qualification risk, financing/dilution, EBITDA breakeven 2H26
Jul 2, 2025Value Investors Clubbuggs1815LMT Lockheed Martin Corp. IndustrialsAerospace & Defense Bull NYSEF-35 sustainment, NATO spend, restocking, hypersonics, Space Force, missile defense, valuation, dividend
Jul 2, 2025Value Investors Clubvalueinvestor03NSRGY Nestlé S.A. Consumer StaplesPackaged Foods & Meats Bull -pet care, coffee, L’Oréal stake, cost savings, pricing/volume recovery, dividend, defensive staples
Jul 1, 2025SubstackThe 10x RadarPYPD PolyPid BiotechnologyDrug Delivery Bull Nasdaq Stock Marketbiotechnology, Cash runway, drug delivery, FDA approval, market penetration, milestone payments, Partnerships, Phase 3 trial, PLEX Technology, Surgical Site Infections
Jul 1, 2025Fund LettersRoderick van Zuylen1126 HK Dream International, Ltd. Consumer DiscretionaryLeisure Products Neutral New York Stock Exchangemanufacturing, tariffs, Toys, valuation, Vietnam
Jul 1, 2025Fund LettersRoderick van ZuylenMRX LN Marex Group plc FinancialsCapital Markets Bull New York Stock ExchangeClearing, Commodities, Derivatives, Interest, Volatility
Jul 1, 2025Fund LettersRoderick van ZuylenCWH Camping World Holdings, Inc. Consumer DiscretionarySpecialty Stores Bull New York Stock Exchangeconsumer, Cyclicals, retail, RVs, Taxation
Jul 1, 2025Fund LettersRoderick van ZuylenRELY Remitly Global, Inc. FinancialsConsumer Finance Bull NASDAQFintech, Immigration, Regulation, Remittances, Taxation
Jul 1, 2025Fund LettersLaurenz NienaberIBKR Interactive Brokers Group, Inc. FinancialsCapital Markets Bull NASDAQAccount Growth, Brokerage, Fintech, Interest rates, Low cost, operating leverage

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