Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Short Thesis2025 Q2 abrdn International Small Cap FundTSE:6544 Japan Elevator Service Holdings Specialty Business ServicesSpecialty Business Services Bull Taiwan Stock Exchange—
Jun 30, 2025SubstackThe MikrokapALCO Alico, Inc. Consumer StaplesFarm Products Bull NASDAQ—
Jun 30, 2025SubstackWonderstcksGYM.L The Gym Group Plc Consumer DiscretionaryLeisure Bear London Stock Exchange—
Jun 30, 2025SubstackAltay Cap8041.T OUG Holdings Consumer StaplesFarm Products Bull NYSE—
Jun 29, 2025SubstackRaging Bull Investments1970.HK IMAX China Communication ServicesEntertainment Bull NYSE—
Jun 29, 2025SubstackStock PursuitAOUT American Outdoor Brands Consumer DiscretionaryLeisure Bull NASDAQ—
Jun 29, 2025SubstackWonderstcksWISE.L Wise PLC Information TechnologyInformation Technology Services Bull NYSE—
Jun 28, 2025SubstackRijnberk Invest InsightsCPRT Copart, Inc. IndustrialsSpecialty Business Services Bull NASDAQ—
Jun 27, 2025Twitter / X@gezzogero7409.T AeroEdge IndustrialsAerospace & Defense Bull Tokyo Stock ExchangeAeroEdge, Aviation, duopoly, Gezzogero, Leap, Max, Production, Safran
Jun 27, 2025Value Investors Clubbluewater12SEI Solaris Energy Infrastructure EnergyTurbine Leasing Bull NYSEGas turbines, Mobile Energy Rentals, Turbines
Jun 27, 2025Value Investors ClubAlejo VelezUBER Uber Technologies, Inc. Information TechnologyRidesharing & Delivery Bull NYSEadvertising, London, network effects
Jun 27, 2025Value Investors Clubbluewater12SEI Solaris Energy Infrastructure EnergyTurbine Leasing Bull NYSEGas turbines, Mobile Energy Rentals, Turbines
Jun 27, 2025Value Investors ClubaquicapDIS Disney (Walt) Co. Communication ServicesTelecommunication Services Bull NYSEInternational scaling, oligopoly, Pricing power, proxy/activism
Jun 27, 2025Value Investors ClubAlejo VelezUBER Uber Technologies Inc. Information TechnologyRideshare & Last-Mile Delivery—NYSEnetwork effects, wait-time economics, take rate, Uber One, ads, pricing algorithms, regulation, insurance, AV partnerships, LYFT duopoly
Jun 27, 2025Value Investors Clubbluewater12SEI Solaris Energy Infrastructure EnergyEnergy Infrastructure / Power Rentals—NYSExAI, Memphis, mobile turbines, temporary power, grid interconnect, JV, take-or-pay, stranded assets, TVA, guidance risk
Jun 27, 2025Value Investors ClubaquicapDIS Walt Disney Co. Communication ServicesMovies & Entertainment—NYSEDisney+, Hulu, ESPN DTC, ARPU, Parks capex, ROIIC, linear cannibalization, NFLX moat, international execution, oligopoly in streaming
Jun 27, 2025Short ThesisBMF ReportsINMB Inmune Bio Inc Health CareBiotechnology Bear NASDAQClinical risk, Dilution, Immunotherapy, Neuroinflammation, NK cells
Jun 27, 2025SubstackPacific Northwest EdgeNRG NRG Energy UtilitiesUtilities - Independent Power Producers Neutral NYSE—
Jun 27, 2025SubstackPound the Rock InvestingKITS.TO KITS Eyecare Consumer DiscretionarySpecialty Retail Bull TSX—
Jun 27, 2025SubstackThe Finance CornerCARD.L Card Factory Consumer DiscretionarySpecialty Retail Bull London Stock Exchange—

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: