Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 21, 2025Twitter / X@KevinLMakEVLV Evolv Technologies Holdings, Inc. IndustrialsElectronic Equipment & Instruments Bull NASDAQDeployments, Evlv, Increasing, Interest, New, Raising, SaaS, Start Come
May 21, 2025Twitter / X@FloodCapitalGLXY Galaxy Digital Holdings Ltd. FinancialsCapital Markets Bull Toronto Stock Exchangeconsumer lending, CoreWeave, Crypto, Galaxy, Galaxy Has, Helios, Mining, Mining Sites
May 21, 2025Value Investors Clubtharp05SBUX Starbucks Corp. Consumer DiscretionaryRestaurants Bull NASDAQInflection, margin expansion, premium multiple, Service recovery, turnaround
May 21, 2025Value Investors ClubThor25CMTL Comtech Telecommunications Corp. Information TechnologyCommunications Equipment Bull NASDAQAsset Sale, deleveraging, strategic review
May 21, 2025Value Investors ClubsingletrackAMCR Amcor PLC MaterialsContainers & Packaging Bull NYSEAmcor, Containers, merger, Packaging, Plastics, Recycling
May 21, 2025SubstackRijnberk Invest InsightsTMO Thermo Fisher Scientific Health CareDiagnostics & Research Bull NYSE—
May 20, 2025Twitter / X@TechFundiesABNB Airbnb, Inc. Consumer DiscretionaryHotels, Resorts & Cruise Lines Bear NASDAQAirbnb, Down Last, Emerging markets, Europe, Experiences, Experiences Services, Kind Stuck, Stuck
May 20, 2025Twitter / X@hughes10852TEQ Teqnion AB IndustrialsIndustrial Conglomerates Bear Nasdaq StockholmAppointment, Corporate, Governance, Nepotism, She, Sweden, TEQ, Teqnion
May 20, 2025Twitter / X@ToffCapIVG Iveco Group N.V. IndustrialsConstruction Machinery & Heavy Trucks Bull Euronext MilanBusiness, Defence, Defence Business, Defense, Europe, European, Iveco, separation
May 20, 2025Value Investors Clubnatey1015DECK Deckers Outdoor Corp. Consumer DiscretionaryFootwear Bull NYSEBrand compounding, International Growth, Lifestyle Tariffs
May 20, 2025Short ThesisCulper ResearchACHR Archer Aviation Inc IndustrialsAerospace & Defense (Passenger Air Vehicles) Bear NYSEcash burn, Certification, Dilution, eVTOL, Partnerships
May 19, 2025Twitter / X@Zerosumgame33CLMT Calumet Specialty Products Partners, L.P. EnergyOil & Gas Refining & Marketing Bull NASDAQCalumet, Inclusion, Offtake, Pathway, refining, renewables, SAF, Spreads
May 19, 2025Value Investors Clubregency435PRKS United Parks & Resorts Inc. Consumer DiscretionaryLeisure Facilities Bull NYSEAmusement parks, Leisure, undervalued
May 19, 2025Value Investors ClubniceoniceTMV GY TeamViewer SE OtherApplication Software Bull -AI, Enterprise software, Germany, Remote access, SaaS, turnaround, undervalued
May 19, 2025Value Investors ClubROIC2203MLMCA.PA Macompta.fr Information TechnologySaaS Bull -cloud, compounder, Fintech, france, SaaS, small business, Software
May 19, 2025Value Investors Clubinflection99XGN Exagen Inc. Health CareDiagnostics Bull NASDAQAutoimmune, Biomarkers, biotechnology, Lupus, Rheumatology, turnaround, undervalued
May 19, 2025Value Investors Clubbafana901AIM. Aimia Inc. MaterialsDiversified Holdings Bull TSXAIMIA, Milkwood Capital, turnaround
May 19, 2025SubstackEveryone Hates PoetryLAKE Lakeland Fire + Safety Consumer CyclicalApparel Manufacturing Bull -fire safety market, growth potential, high margins, industrial PPE, Jim Jenkins, Lakeland Fire + Safety, M&A strategy, regulatory demand, secular trends, Transcat
May 19, 2025SubstackCoughlin CapitalFIH-U.TO Fairfax India Holdings FinancialsAsset Management Bull TSX—
May 18, 2025Value Investors Clubaa123SMIN Smiths Group plc IndustrialsIndustrial Conglomerates Bull London Stock ExchangeBreakup Opportunity, Activist, Buybacks

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