Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2025Short ThesisHunterbrookLGIH LGI Homes Inc. Consumer DiscretionaryHomebuilding Bear NASDAQHomebuilding, Deceptive Marketing, Affordability Crisis, Predatory Sales Tactics, Foreclosure Risk, Housing Regulation, Subprime Parallels
Sep 30, 2025Short ThesisCapybara ResearchRR Richtech Robotics Inc IndustrialsElectronic Equipment, Instruments & Components Bear NASDAQRobotics, China Fraud, Embezzlement, Money Laundering, Fake Partnerships, Rebranded Robots, Sec Risk
Sep 30, 2025Short ThesisManatee ResearchSLDE - FinancialsFinancials Bear NASDAQDigital Transformation, Margin Compression, Insurance, P&C
Sep 30, 2025SubstackCompound and FireOII Oceaneering International, Inc. EnergyOil & Gas Equipment & Services Neutral -CapEx cycle, cash conversion, Cyclical Recovery, debt level, diversification, Investment Readiness Score, Margins, offshore oil and gas, shareholder alignment, underwater services
Sep 30, 2025SubstackCoughlin CapitalFOUR Shift4 Payments, Inc. TechnologySoftware - Infrastructure Bull -founder-led, growth, Integration, investment opportunity, Payments, platform expansion, Shift4, software-first, switching costs, undervalued
Sep 30, 2025SubstackBrad MunchenTSLA Tesla, Inc. Consumer CyclicalAuto Manufacturers Bear -automotive industry, currency exchange, Electric Vehicles, EV tax credit, financial performance, market share, Q3 earnings, regulatory credits, Sales Decline, Tesla
Sep 29, 2025SubstackAlmost MongolianWWI.AX West Wits Mining MiningGold Mining Bull Australian Securities ExchangeAISC, DFS, gold mining, NPV, production start, Qala Shallows, South Africa, undervalued, West Wits Mining, Witwatersrand Basin
Sep 29, 2025Value Investors ClubEnrightLPRO Open Lending Corp FinancialsConsumer Finance Bull NASDAQCredit unions, Near-prime auto loans, Non-prime lending, Insurance-wrapped loans, Underwriting recovery, Refinance cycle, AmTrust renewal, Management change, Loan mix shift, Auto credit
Sep 29, 2025Value Investors ClubMrStingyGUTS FRACTYL HEALTH INC Health CareHealth Care Supplies Bull NASDAQ—
Sep 29, 2025Value Investors ClubgtwtSMG SW Swiss Marketplace Group MaterialsInteractive Media & Services Bull Bolsas y Mercados Españoles (Madrid)Classifieds, Online marketplaces, Real estate portals, Auto classifieds, Switzerland, Pricing power, nDigital platforms, Operating leverage, High-margin tech
Sep 29, 2025Short ThesisFuzzy PandaRZLV Rezolve AI Limited Information TechnologyApplication Software Bear NASDAQAi Fraud, Chatgpt Wrapper, Fake Partnerships, Self-Dealing, Declining Revenue, Russell 2000 Removal, Btc Treasury Lawsuit
Sep 29, 2025SubstackAlmost MongolianWWI.AX West Wits Mining MaterialsGold Bull -AISC, gold mining, high IRR, low-cost operations, NPV discount, production imminent, Qala Shallows, undervalued, West Wits Mining, Witwatersrand Basin
Sep 29, 2025SubstackCompound and FireCCOI Cogent Communications Holdings, Inc. Communication ServicesTelecom Services Bull -AI-driven growth, cloud market, Cogent Communications, fiber network, high margins, NASDAQ, optical wavelength services, Sprint wireline acquisition, telecommunications, Undervalued Assets
Sep 29, 2025SubstackToff Cap Monday MonitorDRIO DarioHealth Corp. HealthcareHealth Information Services Neutral -asset sales, chronic condition management, corporate actions, DarioHealth, digital health, insider buying, market valuation, strategic alternatives, takeover
Sep 29, 2025SubstackDB SilverfoxMRN.PA Mersen -- Bull -carbon materials, cyclical sector, Electrification, energy, graphite, niche expertise, power electronics, semiconductors, technological relevance
Sep 29, 2025SubstackShareholders UniteNVDA Nvidia Corporation TechnologySemiconductors Bull -AI-driven robotics, autonomous robots, embedded AI, GR00T foundation model, industry standard, Isaac Platform, Jetson Thor, NVIDIA, robotics, semiconductors
Sep 28, 2025Value Investors Clubjwilliam903CMRC Commerce.com Inc. Information TechnologyApplication Software Bull NASDAQSoftware, SaaS, Payments, Checkout, Commerce infrastructure, AI enablement, High-margin, Gross profit multiple, Re-acceleration, Enterprise sales, Digital commerce, M&A optionality
Sep 28, 2025Value Investors Clubvarna10MBB.DE MBB SE IndustrialsIndustrial Conglomerates Bull Bolsas y Mercados Españoles (Madrid)—
Sep 28, 2025Value Investors ClubhuqiuSWBI Smith & Wesson Brands Inc. IndustrialsAerospace & Defense Bull NASDAQ—
Sep 28, 2025Value Investors ClublpartnersTWM. Tidewater Midstream & Infrastructure Ltd. EnergyOil & Gas Storage & Transportation Bull TSXMidstream, Canada, Refining, Renewable diesel, LCFS credits, Asset-heavy, Leverage, Turnaround, Sum-of-parts

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