Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 11, 2025Value Investors ClubBSCM753IESC IES Holdings Inc. IndustrialsConstruction & Engineering Services Bull NASDAQAI, AI capex, buybacks, data centers, Hhousing starts, margin expansion, residential construction
Jun 11, 2025Value Investors ClubcubbieHST Host Hotels & Resorts Inc. Real EstateREITs Bull NASDAQactivist, Breakup, Hotel, Luxury lodging, NAV discount, REIT
Jun 11, 2025Short ThesisFuzzy PandaTHC Tenet Healthcare Corp Health CareHealth Care Facilities (Hospitals) Bear NYSEHealth Care Facilities (Hospitals)
Jun 11, 2025SubstackRijnberk Invest InsightsLULU Lululemon Athletica Inc. Consumer DiscretionaryApparel Retail Bear NASDAQ—
Jun 10, 2025Twitter / X@InvestSpecialCMTL Comtech Telecommunications Corp. Information TechnologyCommunications Equipment Bull NASDAQEBITDA, Leverage But, Normalized, Reduction, Segment, Spending Cycles, UK, workforce reduction
Jun 10, 2025Value Investors ClubNovanaQDEL QuidelOrtho Corp. Health CareHealth Care Supplies Bull NASDAQdeleveraging, diagnostics, FCF inflection, Immunoassay, IVD, rerating
Jun 10, 2025Value Investors Clubafgtt2008CCOI Cogent Communications Holdings Communication ServicesIntegrated Telecom Services Bull NASDAQAI data centers, AI data demand, Dark fiber, Fiber, margin expansion, Re-rating, Wave services
Jun 9, 2025Twitter / X@mabrrramskySRFM Surf Air Mobility IndustrialsAirlines Bull New York Stock ExchangeAirline, Aviation, Exchanges, Hybrid Electric, Palantir, SaaS, Srfm, Surfos
Jun 9, 2025Value Investors ClubchurchillSDXAY Sodexo S.A. IndustrialsFacilities Management Bull Euronext Stock ExchangeCatering, Defensive growth, Europe, fRe-rating, inflation pass-through, Margin recovery, spin-off
Jun 9, 2025Value Investors ClubSmarkeuSLV iShares Silver Trust OtherPrecious Metals Bull NYSECommodities, Gold-silver ratio, Precious Metals, Silver
Jun 9, 2025Short ThesisNINGI ResearchGRAL GRAIL Inc Health CareBiotechnology (Gene Therapy) Bear NASDAQBiotechnology (Gene Therapy)
Jun 9, 2025Short ThesisThe Captain's LogGRPN Groupon Inc Communication ServicesInternet Content & Information Bear -—
Jun 8, 2025Twitter / X@Fierce__beastRHI Robert Half Inc. IndustrialsHuman Resource & Employment Services Bear New York Stock ExchangeEntry Level, Jobs, Junior, Level, Level Jobs, Marketing Software, RHI, Staff
Jun 8, 2025Value Investors Clubjt18822805 S&B Foods Inc. Consumer StaplesPackaged Foods Bull Taiwan Stock ExchangeJapan, Moat, Packaged Foods
Jun 8, 2025Value Investors Clubjt18822805 S&B Foods Inc. Consumer StaplesPackaged Foods Bull Taiwan Stock ExchangeJapan, Moat, Packaged Foods
Jun 8, 2025Value Investors Clubbanjo1055PAYX Paychex Inc. Information TechnologyPayroll Services Bear NASDAQMultiple compression, Payment Processor, Pricing pressure, valuation
Jun 8, 2025Value Investors Clubclancy8368881 Nisshin Group Real EstateResidential Development & Management / RE Services Bull Taiwan Stock Exchangedeep value, Japan, Japanese Real Estate, Re-rating, Tokyo
Jun 8, 2025Value Investors Clubraf698NBBK NB Bancorp Inc. (Needham Bank) FinancialsCommunity Banks Bull NASDAQBancorp, Bank m&a, buybacks, Cannabis, cost saves
Jun 8, 2025Value Investors ClubReaper666MPTI M-Tron Industries Inc. Information TechnologyAerospace & Defense Bull NYSEAcquisition optionality, Aerospace, defense electronics, Drones, margin expansion, undervalued
Jun 7, 2025Twitter / X@BrokenMoatsSEZL Sezzle Inc. FinancialsConsumer Finance Bear NASDAQconsumer lending, Credit, Https, Payments, Sezl, Sezzle, Simulation, Who

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: