Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 22, 2025 | Substack | Toff Cap Monday Monitor | DD | DuPont de Nemours, Inc. | Basic Materials | Specialty Chemicals | Bull | - | DuPont, EBITDA margins, growth potential, investment case, market outperformance, Qnity, sales CAGR, semiconductors, spin-off | Login |
| Sep 22, 2025 | Substack | DB Silverfox | AFX.DE | Carl Zeiss Meditec AG | - | - | Bull | - | anti-usury, Carl Zeiss Meditec, ethical pricing, foundation ownership, human dignity, long-term sustainability, Ophthalmology, optical devices, R&D investment, vision restoration | Login |
| Sep 22, 2025 | Substack | Monopolistic Investor | DUOL | Duolingo, Inc. | Technology | Software - Application | Bull | - | Apple, Competition, Duolingo, education technology, gamification, Google, Language learning, profitability, super app, User growth | Login |
| Sep 21, 2025 | Fund Letters | Timothy Liu | FLYW | Flywire Corp. | Information Technology | Data Processing & Outsourced Services | Bull | NASDAQ | Crossborder, Education, growth, Payments, Stickiness | Login |
| Sep 21, 2025 | Fund Letters | Timothy Liu | BRZE | Braze Inc. | Information Technology | Application Software | Bull | NASDAQ | Engagement, Marketing, Personalization, Retention, SaaS | Login |
| Sep 21, 2025 | Fund Letters | Timothy Liu | GTLB | GitLab Inc. | Information Technology | Application Software | Bull | NASDAQ | AI, Devops, enterprise, Security, Stickiness | Login |
| Sep 21, 2025 | Fund Letters | Timothy Liu | MNDY | Monday.com Ltd. | Information Technology | Application Software | Bull | NASDAQ | Automation, growth, SaaS, Software, Workflow | Login |
| Sep 21, 2025 | Value Investors Club | Dr. Ridgewell | NEOG | Neogen Corp | Health Care | Health Care Supplies | Bull | NASDAQ | Food safety, Petrifilm, Diagnostics, Integration, Divestitures, Genomics, Testing Platform | Login |
| Sep 21, 2025 | Substack | Compound and Fire | NU | NU Holdings | Financial Services | Banks - Regional | Neutral | - | AI-driven credit, brand loyalty, digital banking, Financial Inclusion, financial services, freemium model, growth potential, interchange fees, Latin America, Nu Holdings | Login |
| Sep 21, 2025 | Substack | Coughlin Capital | KWEB | KraneShares CSI China Internet ETF | - | - | Bull | - | buybacks, China, dividends, exchange-traded fund, household savings, internet sector, KWEB, market momentum, policy support, shareholder returns | Login |
| Sep 21, 2025 | Substack | Modern Value Investing | NESN.SW | Nestlé S.A. | - | - | Bull | - | currency headwinds, defensive compounder, food and beverage, global reach, Nestlé, organic growth, premium brands, resilient demand, Share Buybacks, valuation | Login |
| Sep 20, 2025 | Fund Letters | Meditation Capital | FLYW | Flywire Corporation | Software & Services | Data Processing & Outsourced Services | Bull | NASDAQ | Cross-Border, Developing Markets, education technology, FX Embedded Pricing, International Payments, Student Visa, University Partnerships | Login |
| Sep 20, 2025 | Fund Letters | Meditation Capital | GTLB | GitLab Inc. | Software & Services | Application Software | Bull | NASDAQ | acquisition target, AI Beneficiary, Code Management, Devops, duopoly, Enterprise software, high switching costs | Login |
| Sep 20, 2025 | Fund Letters | Meditation Capital | MNDY | Monday.com Ltd. | Software & Services | Application Software | Bull | NASDAQ | AI Resilient, SaaS, Software, valuation compression, Work management, Workflow Software | Login |
| Sep 20, 2025 | Substack | Rijnberk Invest Insights | AVGO | Broadcom Inc. | Technology | Semiconductors | Bull | - | AI revolution, custom AI accelerators, Customer concentration, Enterprise software, Free Cash Flow, growth potential, Hock Tan, hyperscalers, networking chips, semiconductors | Login |
| Sep 20, 2025 | Substack | Pacific Northwest Edge | VICI | VICI Properties Inc. | Real Estate | REIT - Diversified | Bull | - | Caesars, Dividend Growth, gaming properties, Las Vegas Strip, MGM, real estate portfolio, REIT, rent escalation, stable investment, triple net lease | Login |
| Sep 20, 2025 | Substack | Jam Invest | RSSS | Research Solutions, Inc. | Technology | Software - Application | Neutral | - | AI, cash position, compliance management, information services, M&A, recurring revenue, research platform, Research Solutions, SaaS | Login |
| Sep 20, 2025 | Substack | Shareholders Unite | RAMP | LiveRamp Holdings, Inc. | Technology | Software - Infrastructure | Bull | - | Customer Experience Economy, Data Collaboration, growth strategy, Identity Resolution, Market expansion, Marketing Performance, Neutrality, Platform Usage, Pricing Model, Privacy and Security | Login |
| Sep 19, 2025 | Value Investors Club | treetop333 | TATE.L | Tate & Lyle | Consumer Staples | Packaged Foods & Meats | Bull | London Stock Exchange | Specialty ingredients, Hydrocolloids, Sweeteners, F&B, Margin expansion | Login |
| Sep 19, 2025 | Value Investors Club | GoBills42 | DFIN | Donnelley Financial Solutions | Information Technology | Data Processing & Outsourced Services | Bear | NYSE | Donnelley, DFIN, Regulatory filings, Churn, Compliance software, IPO filings,Short thesis | Login |
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