Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 14, 2025Short ThesisJehoshaphat ResearchMAIN Main Street Capital Corp FinancialsAsset Management & Custody Banks (BDC) Bear NYSEBDC, Credit risk, dividend, Non-accrual, valuation
May 13, 2025Value Investors ClubTooCheapToIgnoreGLNG Golar LNG Ltd. EnergyOil & Gas Storage Bull NASDAQbuybacks, O&G, Take-private optionality
May 13, 2025SubstackRijnberk Invest InsightsTTD The Trade Desk Communication ServicesAdvertising Agencies Bull NASDAQ—
May 12, 2025Twitter / X@Mike10947310HNRG Hallador Energy Company EnergyCoal & Consumable Fuels Bull NASDAQCounterparty, Exclusivity, Hnrg, Indiana, Ipp, Negotiation, Unsolicited, Unsolicited Bids
May 12, 2025Twitter / X@pennycheckAIP Arteris, Inc. Information TechnologySemiconductors Bull NasdaqArteris, Chip, Design, Flexgen, Interconnect, Noc, semiconductors, SOC
May 12, 2025Fund LettersGreg DeanAND CN Andlauer Healthcare Group Inc. IndustrialsHealth Care Technology Bull TSXacquisition, Culture, growth, healthcare, Logistics, management, Margins, Moat, Outsourcing, Returns, Transportation, valuation
May 12, 2025Value Investors ClubdynamicmoatsISMAY (BME:IDR) Indra Sistemas SA Information TechnologyAerospace & Defense Bull Bolsas y Mercados Españoles (Madrid)Defense, Eurofighter, NATO, Re-rating, Space
May 12, 2025Value Investors ClubAresSOFW Sofwave Medical Health CareHealth Care Equipment Bull Tel Aviv Stock ExchangeChina, EBITDA scaling, GLP-1, high gross margin, Japan
May 12, 2025Value Investors ClubshowmethemoneyATKR Atkore Inc. IndustrialsElectrical Components & Equipment Bull NYSEBEAD broadband act, buybacks, Conduits, Cyclical Recovery, Data Center Construction, tariffs
May 12, 2025Value Investors ClubHamilton1757RKT Rocket Companies, Inc. FinancialsMortgage Finance Bull NYSEDigital mortgage platform, HousingRe-rate, Refi recovery
May 12, 2025Value Investors ClubSoprano14SN SharkNinja Inc. Consumer DiscretionaryHousehold Appliances Bull NYSEindex inclusion, innovation, international expansion, small-appliance, tariff abatement
May 11, 2025Value Investors Clubmm202ADC Agree Realty Corp. Real EstateRetail REITs Bull NYSEFFO growth, rate sensitivity, REIT
May 11, 2025Value Investors Clubyxd0950AFRM Affirm Holdings, Inc. Information TechnologyConsumer Finance / Payments Bull NASDAQconsumer finance, Experiang, Macro sensitivity, Shopify
May 11, 2025Value Investors Clubmm202OPRA Opera Limited Communication ServicesInteractive Media & Services Bull NASDAQAI, Browers, buybacks, Internet
May 11, 2025Short ThesisThe Bear CaveTRST TrustCo Bank Corp NY FinancialsRegional Banks Bear NASDAQCRE, Credit risk, loan growth, NIM, regional bank
May 10, 2025SubstackThe 10x RadarNCI.V NTG Clarity Networks Information TechnologyIT Services Bull Toronto Stock Exchangebacklog growth, capital efficiency, cultural fit, Digital transformation, founder-led, Gulf expansion, IT services, NTGapps, Saudi Arabia, Vision 2030
May 10, 2025Twitter / X@TeddyOkuyama4320 JP CE Holdings Co., Ltd. Health Care TechnologyHealth Care Technology Bull Tokyo Stock Exchange (TSE)Dilution, DX, EMR, Healthcareit, Hospitals, Japan, SaaS, warrants
May 10, 2025Value Investors ClubWolfpack919SGI Somnigroup International, Inc. Consumer DiscretionaryHome Furnishings Bull NYSEadvertising scale, deleveraging, Mattress Firm slots, POS data, premiumization, Private-label, Scott Thompson, synergies, trough-on-trough, vertical integration
May 10, 2025Value Investors Clubdarthtrader4732 JP USS Co., Ltd. Consumer DiscretionaryCommercial & Professional Services / Diversified Support Services (Vehicle Auctions) Bull Taiwan Stock ExchangeAuto industry, automotive, buybacks, Japan auto exports, Used-car auctions
May 10, 2025SubstackPacific Northwest EdgeMGM MGM Resorts International Consumer DiscretionaryResorts & Casinos Bull NYSE—

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