Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 18, 2025SubstackJam InvestMXCT MaxCyte Health CareMedical Devices Bull NASDAQ—
May 17, 2025SubstackRijnberk Invest InsightsMELI MercadoLibre, Inc. Consumer DiscretionaryInternet Retail Bull NASDAQ—
May 16, 2025Twitter / X@pennycheckWRD WeRide Inc. Consumer Discretionary- Bull -China, Competitor Pony, News Flow, Pony, robotaxi, UBER, Weride, Wrd
May 16, 2025Value Investors Clubsirisaiah623TRU TransUnion FinancialsData & Analytics Bull NYSEAsymmetric, Buybacsk, housing market, India, Mortgage recovery, Re-rating, Transunion, turnaround
May 16, 2025Value Investors Clubyarak775CHEF Chef’s Warehouse Consumer StaplesFood Distribution Bear NASDAQCompetition, margin compression, Overvaluation, Specialty food distribution
May 16, 2025Value Investors ClubRay PalmerARVN Arvinas Inc. Health CareBiotechnology Bull NASDAQactivist, Biotech liquidation, Breast cancer, deep value, Oncology, Phase 3 data, Protein degradation, undervalued
May 16, 2025Short ThesisWhite Diamond ResearchAYTU Aytu BioPharma Inc Health CarePharmaceuticals Bear NASDAQcash burn, Delisting, Equity raise, Reverse split, Specialty pharma
May 16, 2025SubstackThe 10x RadarNCI.V NTG Clarity Networks Inc. Information TechnologySoftware - Application Bull TSX—
May 15, 2025Value Investors Clubcobia72RDCM RADCOM Ltd. Communication ServicesSoftware Bull NASDAQAI, Communications infrastructure, Networks, Re-rating, Telecom software
May 15, 2025Value Investors ClubzipperTQQQ ProShares UltraPro QQQ OtherLeveraged ETFs Bear NASDAQleveraged ETF, long short, Proshares, Volatility harvesting
May 15, 2025Value Investors ClubStelioIZEA IZEA Worldwide, Inc. Communication ServicesAdvertising Bull NASDAQbuyback, deep value, digital advertising, Dutch tender, microcap, small-cap, turnaround
May 15, 2025Value Investors ClubkismetCODI Compass Diversified Holdings IndustrialsDiversified Holding Companies Bull NYSEAccounting restatement, deep value, Holdco, mispricing, Restatement recovery, turnaround, undervalued
May 15, 2025SubstackJust a Value InvestorSRES.V Sun Residential Real Estate Investment Trust Real EstateREIT - Residential Bull TSX—
May 15, 2025SubstackPound the Rock InvestingNRP Natural Resource Partners EnergyThermal Coal Bull NYSE—
May 14, 2025Fund LettersJoeHOOD Robinhood Markets, Inc. FinancialsInvestment Banking & Brokerage Bull NASDAQBrokerage, Crypto, Integration, Tokenization, Volumes
May 14, 2025SubstackDavid VerlanderAERG Applied Energetics Defense TechnologyDirected Energy Bull -Applied Energetics, breakthrough capabilities, defense technology, directed energy, government contracts, market skepticism, non-defense applications, targeting and tracking, technology demonstration, ultra-short pulse laser
May 14, 2025Value Investors ClubTaurusorINT.ST Intellego Technologies AB IndustrialsHealth Care Equipment Bull NYSEAsia expansion, High-margin growth, Re-rating, Small Cap, Healthcare disinfection
May 14, 2025Value Investors ClubRoyalDutchAEET Aquila Energy Efficiency Trust PLC OtherRenewable Infrastructure Bull London Stock Exchangedeep value, energy efficiency, energy transition, ESG, Managed wind-down, renewable energy
May 14, 2025Value Investors ClubLight62ALVOF Alvopetro Energy Ltd EnergyOil & Gas Exploration & Production Bull TSXAsymmetric value, Brazil, Cash flow rerating
May 14, 2025Short ThesisBleecker StreetAUR Aurora Innovation Inc Information TechnologySoftware — Application (Autonomous Driving) Bear NASDAQAutonomous, Competition, Dilution, R&D, Trucking

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