Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 1, 2025Fund LettersLaurenz NienaberMELI MercadoLibre, Inc. Consumer DiscretionaryBroadline Retail Bull NASDAQe-commerce, Fintech, Latin America, margin expansion, market share, Payments
Jul 1, 2025SubstackBiotenicCAPR Capricor Therapeutics, Inc. BiotechnologyBiotechnology Bear NASDAQ Stock Marketbiotechnology, Capricor Therapeutics, clinical data, Duchenne Muscular Dystrophy, FDA approval, HOPE-3 trial, market skepticism, regulatory challenges, Sarepta controversy, Stock decline
Jul 1, 2025Fund LettersGreg DeanAGYS Agilysys, Inc. Information TechnologyApplication Software Bull NASDAQcloud, hospitality, recurring revenue, SaaS, vertical software
Jul 1, 2025Fund LettersGreg DeanJLG AU Johns Lyng Group Limited IndustrialsConstruction & Engineering Bull NYSECatastrophe, Insurance, recurring revenue, Restoration, take-private
Jul 1, 2025Fund LettersGreg DeanEQB CN EQB Inc. FinancialsThrifts & Mortgage Finance Bull TSXChallenger, credit quality, digital banking, Payments, ROE
Jul 1, 2025Fund LettersGreg DeanDFY CN Definity Financial Corporation FinancialsProperty & Casualty Insurance Bull TSXcapital allocation, consolidation, Insurance, synergies, underwriting
Jul 1, 2025Value Investors Clubbaileyb906FLUT Flutter Entertainment PLC Consumer DiscretionaryCasinos & Gaming Bull NYSEFanDuel, duopoly, parlay mix, CAC/LTV, regulation/tax, buybacks, iCasino optionality, global scale
Jul 1, 2025Value Investors ClubcloudologyNETBAY Netbay Public Company Limited Information TechnologyApplication Software Bull The Stock Exchange of ThailandB2G SaaS, e-Customs, e-Tax, AML gateway, high FCF, Thailand digitization, lawsuit risk, related party (Ditto)
Jul 1, 2025Value Investors ClubBud_SpencerDWL LN Dowlais Group Consumer DiscretionaryAuto Components—London Stock ExchangeDowlais, AXL, auto suppliers, merger, synergies
Jul 1, 2025Value Investors Clubabcd1234MBI GFL 0 ’33 MBIA Inc (GFL 2033 Notes) FinancialsInsurance—-MBIA, GFL Notes, PREPA, runoff, credit
Jul 1, 2025SubstackThe 10x RadarPYPD PolyPid Health CareBiotechnology Bull NASDAQ—
Jul 1, 2025SubstackCompound and FireCSU.TO Constellation Software Inc. Information TechnologySoftware - Application Bull NYSE—
Jul 1, 2025SubstackCompound and FireJDGS.L Judges Scientific plc Other- Bull London Stock Exchange—
Jun 30, 2025Fund LettersDr. Hendrik LeberITM LN ITM Power Plc Electrical EquipmentHeavy Electrical Equipment Bull New York Stock Exchangeclean energy, Electrolyzers, energy transition, Green Hydrogen, Hydrogen, order growth
Jun 30, 2025Fund LettersAlan BreedFICO Fair Isaac Corporation Information TechnologyApplication Software Bull New York Stock Exchangebuybacks, credit scoring, Mortgage Volumes, network effects, Pricing power, Regulatory risk
Jun 30, 2025Fund LettersAlan BreedAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI infrastructure, capital return, custom silicon, Free Cash Flow, hyperscalers, Software
Jun 30, 2025Fund LettersSilas MyersGE GE Aerospace IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, aftermarket, Engines, market share, recurring revenue
Jun 30, 2025Fund LettersSilas MyersJNJ Johnson & Johnson Health CarePharmaceuticals Bull New York Stock Exchangehealthcare, litigation, pharmaceuticals, Regulatory risk, Talc
Jun 30, 2025Fund LettersSilas MyersGE GE Aerospace IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, aftermarket, Engines, market share, recurring revenue
Jun 30, 2025Fund LettersSilas MyersBRK.B Berkshire Hathaway Inc. FinancialsMulti-Sector Holdings Bull New York Stock ExchangeBuffett, capital allocation, Cash Pile, conglomerate, dividend, Succession

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