Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 3, 2025Twitter / X@TenvaCapitalSNWV Sanuwave Health, Inc. Health CareHealth Care Equipment Bull NASDAQBelieve, Ebit, Ebit Which, Register, Sanuwave, Snwv, Team, wound care
Jun 3, 2025Twitter / X@evantindellUHAL U-Haul Holding Company UtilitiesTrucking Bull New York Stock ExchangeBiz, Homebuilders, Monopoly, Moving, Moving Biz, Moving Business, Self-storage, Storage
Jun 3, 2025Twitter / X@JaredKubinCRWV Coreweave Information Technology- Neutral NASDAQconsumer lending, CRWV, flow control, IPO, Microstructure, Shorts, Squeeze, You Have
Jun 3, 2025Value Investors ClubStelioDSFIY DSM-Firmenich AG MaterialsFragrances Bull Euronext Stock ExchangeRe-rating, synergy, Vitamins
Jun 3, 2025Value Investors ClubsingletrackAL Air Lease Corp OtherAircraft Leasing / Specialty Finance Bull NYSEAircraft Leasing, Leasing
Jun 3, 2025Value Investors Clubbanjo1055ASIX Advansix Inc MaterialsChemicals Bull NASDAQAcetone, Caprolactam, Chemicals, Cyclical, Nylon
Jun 2, 2025Value Investors Clubxds68OBE Obsidian Energy Ltd. EnergyOil Sands Bull TSXCatalysts: Buybacks, Oil sands, takeover
Jun 2, 2025Short ThesisShortfinderNNE NANO Nuclear Energy Inc IndustrialsIndependent Power Producers & Energy Traders Bear NASDAQcash burn, Dilution, HALEU, Licensing, Microreactors
Jun 2, 2025Short ThesisPelican Way ResearchYALA Yalla Group Ltd Information TechnologyInteractive Media & Services (Social/Voice Apps) Bear NYSECompetition, Governance, MENA, User growth, Voice chat
Jun 2, 2025SubstackJam InvestBRM.V Biorem IndustrialsPollution & Treatment Controls Bull TSX—
May 31, 2025Twitter / X@siyulSOC Sable Offshore Corp. EnergyOil & Gas Exploration & Production Bull New York Stock ExchangeBulls, Legal, Opposition, Payments, POS, Short Term Legal, SOC, Soc Bulls
May 31, 2025Value Investors ClubkerrcapSTX Seagate Technology Holdings Information TechnologyDatacenter Bull NASDAQAI, data center, hyperscalers
May 31, 2025SubstackRijnberk Invest InsightsCRM Salesforce, Inc. Information TechnologySoftware - Application Bull NYSE—
May 31, 2025SubstackJam Invest86.HK Sun Hung Kai & Co. Other- Neutral NYSE—
May 30, 2025Twitter / X@R2DiscoveryREMEDY Remedy Entertainment Plc Communication ServicesInteractive Home Entertainment Bull NASDAQ HelsinkiAlan, Alan Wake, Game, Games, Most Likely, Radar, Remedy, Satellite
May 30, 2025Twitter / X@jupiters_stringEAF GrafTech International Ltd. Industrials- Bull New York Stock ExchangeArc, Coke, Eaf, Electrodes, Needle, Needle Coke, Payments, Steel
May 30, 2025Value Investors Clubsag301WEGRY Weir Group plc IndustrialsMining Equipment Bull London Stock Exchangecompounder, Copper, Gold, Mining
May 30, 2025Short ThesisShortfinderFIP FTAI Infrastructure Inc IndustrialsConstruction & Engineering Bear NASDAQCapEx, Covenants, Dilution, leverage, Liquidity
May 30, 2025SubstackAltay Cap4119.T Nippon Pigment MaterialsSpecialty Chemicals Bull NYSE—
May 29, 2025Value Investors Clubtodd1123TSE Trinseo PLC (chemicals) MaterialsCommodities Bull NYSECommodities, FCF inflection, Tarrifs

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: