Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 29, 2025Value Investors ClubmtmutomboSKYH Sky Harbour Group Corp. Real EstateTransportation Infrastructure Bear NYSEAirports, Jets
May 29, 2025Value Investors Clubrazor99204620 Global Tax Free Co., Ltd. (KOSDAQ) IndustrialsPayments Refunds Bull -Korea
May 29, 2025Value Investors ClubJLHRANGI Angi Inc. Communication ServicesInteractive Media & Services Bull NASDAQHome Services, Spinoff
May 29, 2025Value Investors ClubJLHRASLI abrdn European Logistics Income plc FinancialsIndustrial REITs / Logistics Bull London Stock ExchangeEurope, REIT, UK
May 29, 2025Short ThesisPaurana CapitalEWTX Edgewise Therapeutics Inc Health CareBiotechnology Bear NASDAQBecker, Dilution, HCM, Readouts, Safety
May 29, 2025Short ThesisShortfinderCSAI Cloudastructure Inc Information TechnologyApplication Software Bear NASDAQChurn, Convertible, Dilution, Equity line, Surveillance
May 28, 2025Twitter / X@pennycheckAIP Arteris, Inc. Information TechnologySemiconductor Equipment Bull NASDAQAip, Arteris, diagnostics, Interconnect, Mobileye, Radar, semiconductors, Socs
May 28, 2025Value Investors Clubrapper7122.T The Kinki Sharyo Co., Ltd. IndustrialsRailroads Bull Taiwan Stock ExchangeActivists, railroads
May 28, 2025Short ThesisSpruce PointTEM Tempus AI Inc Health CareHealth Care Technology Bear NASDAQAI revenue, ARR, Health data, IPO, SBC
May 27, 2025Twitter / X@TechFundiesPDD PDD Holdings Inc. Consumer DiscretionaryBroadline Retail Bear NASDAQChinese, Logistics, marketplace, Maybe, Merchant, Merchants, Payments, Pdd
May 27, 2025Twitter / X@justfactstruthFTAI FTAI Aviation Ltd. IndustrialsAirport Services Bull NASDAQaftermarket, Aviation, Canada, Engine, Engines, Ftai, Ftal, Payments
May 27, 2025Value Investors ClubmtmutomboRGNX REGENXBIO Inc. Health CareBiotechnology Bull NASDAQBiotech, Mispriced
May 27, 2025Value Investors ClubzbeexNCMI National CineMedia Inc. Communication ServicesAdvertising Bull NASDAQadvertising, Cinema, Mispriced
May 27, 2025Short ThesisIceberg ResearchTMC TMC the metals co Inc MaterialsDiversified Metals & Mining (Deep-sea Mining) Bear NASDAQcash burn, Deep-sea mining, Environmental risk, EV metals, Regulation
May 27, 2025SubstackRijnberk Invest InsightsLOW Lowe's Companies, Inc. Consumer DiscretionaryHome Improvement Retail Bull NYSE—
May 26, 2025Value Investors ClubjcoviedoQUBT Quantum Computing Inc. Information TechnologySpecTech Bear NASDAQQuantum Computing, Valuation: Insider sales
May 25, 2025Value Investors Clubbafana901INOV.L Schroders Capital Global Innovation Trust (wind-down) FinancialsAsset Management Bull London Stock Exchangeasset management, trust, Wind down
May 25, 2025Value Investors Clubtharp05MTCH Match Group Inc Communication ServicesSaaS Bull NASDAQactivist, AI, buybacks, margin expansion, Online Dating, turnaround
May 25, 2025Value Investors ClubsabordesoledadAMC AMC Entertainment Holdings (short) Communication ServicesMovies & Entertainment Bear NYSEAMC, Movies, Squeeze
May 25, 2025SubstackPacific Northwest EdgeEBAY eBay Inc. Consumer DiscretionaryInternet Retail Neutral NASDAQ—

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: