Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 24, 2025Value Investors ClubRoyalDutchRVRB LN River Global PLC – “B” Shares (Parmenion stub) OtherAsset Managemen Bull London Stock ExchangeNAV discount, Private equity exit, spin-off, UK platform, Wealth tech
May 24, 2025SubstackThe 10x RadarBDT.TO Bird Construction Inc. IndustrialsEngineering & Construction Bull NYSE—
May 23, 2025Value Investors ClubBBGuy7RMLFF Rusoro Mining Ltd. MaterialsGold Bull TSXCITGO, Gold, Venezuela
May 23, 2025Value Investors ClubArtz0423KITS KITS Eyecare Ltd Consumer DiscretionarySpecialty Retail Bull TSXcompounder, e-commerce, Eyewear, Specialty retail
May 23, 2025Value Investors Clubtps12IHS IHS Holding Limited Real EstateTelecommunication Services Bull NYSEasset sales, buybacks, deleveraging, Emerging markets, Nigeria
May 23, 2025Value Investors ClubWL86HWDJY Howden Joinery Group plc Consumer DiscretionarySpecialty Retail Bull London Stock ExchangeHousing, UK, vertical integration
May 23, 2025Value Investors Clubsmallfish42CRON. Cronos Group Inc. Health CareCannabis Producers Bull NASDAQbuyback, Cannabis, legalization
May 23, 2025Value Investors Clubkrusty75ASHTY Ashtead Group plc IndustrialsTrading Companies Bull London Stock ExchangeEquipment Rental, Specialty rental, Sunbelt
May 22, 2025Twitter / X@InvestSpecialWJL.AX Webjet Limited Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull Australian Stock ExchangeAustralia, Australian, Bgh, Exchanges, Payments, spin-off, Travel, Wjl
May 22, 2025Twitter / X@CapitalPmhWATR Water Intelligence plc IndustrialsConstruction & Engineering Bull AIMHomebuilders, Insurance, Maintenance, Preventive, Preventive Maintenance, Water, Waterintelplc, Watr
May 22, 2025Value Investors Clubgary9FNMAS Fannie Mae Preferred (Federal National Mortgage Association) FinancialsMortgage Finance Bull -Conservatorship, Fannie mae, IPO, mortgage finance, Privatization, recapitalization
May 22, 2025Value Investors ClubPlainviewELSE Electro-Sensors Inc. Information TechnologyElectronic Equipmen Bull NASDAQIndustrial automation, microcap, Reverse merger, strategic alternatives, Takeout optionality
May 22, 2025Value Investors Clubdiamond123CTKB Cytek Biosciences Inc. Health CareLife Sciences Tools & Services Bull NASDAQAurora, buybacks, flow cytometry, full spectrum, high gross margin, life science tools, net cash, NIH cycle, Optionality, reagents mix
May 22, 2025Value Investors ClubManchuCELH Celsius Holdings, Inc. Consumer StaplesBeverages—Non-Alcoholic Bull NASDAQCelcius, EBITDA growth, Energy drinks, Rerate
May 22, 2025Short ThesisMuddy WatersFRHC Freedom Holding Corp/NV FinancialsCapital Markets Bear NASDAQCompliance, Governance, Kazakhstan, Sanctions, Transparency
May 22, 2025Short ThesisJ Capital ResearchMQ Marqeta Inc Information TechnologyData Processing & Outsourced Services (Payments) Bear NYSEBNPL, Card issuing, Competition, Concentration, profitability
May 22, 2025Short ThesisShortfinderVSTM Verastem Inc Health CareBiotechnology Bear NASDAQClinical risk, Dilution, NSCLC, Oncology, RAF/MEK
May 22, 2025SubstackThe Finance CornerROKU Roku, Inc. Communication ServicesEntertainment Bear NASDAQ—
May 21, 2025SubstackThe 10x RadarOPXS Optex Systems DefenseDefense Optics Bull NASDAQ Stock MarketBacklog dynamics, Capacity utilization, capital efficiency, Defense optics, Defense spending, emerging technologies, management execution, Military platforms, Revenue Growth, Sole-source contracts
May 21, 2025Twitter / X@jaysyoonGLNG Golar LNG Limited EnergyOil & Gas Storage and Transportation Bull NASDAQArgentina, Emerging markets, Europe, GLNG, LNG, oilfield services, Vessels, YPF

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