Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 5, 2025Value Investors ClubBadgerCap7733.T Olympus Corp. Health CareHealth Care Equipment Bull Taiwan Stock Exchangebuybacks, China anti-corruption, Endoscopy, Japan, margin expansion, Med-tech
May 5, 2025Value Investors Clubxds68JYNT The Joint Corp. Health CareSpecialized Consumer Services Bull NASDAQChiropractic, Franchises, Healthcare services, turnaround
May 5, 2025Value Investors Clubjuice835MSGS Madison Square Garden Sports Communication ServicesEntertainment Bull NYSEsports entertainment, Sports Franchises
May 5, 2025Value Investors ClubCondorMGM MGM Resorts International Consumer DiscretionaryCasinos & Gaming Bull NYSEbuybacks, Casinos, Digital gaming, iGaming, Macau
May 5, 2025Value Investors ClubcornerstoneCEE Central & Eastern European Closed-End Fund FinancialsAsset Management & Custody Banks (Closed-End Fund) Bull NYSEMOEX marks, NAV discount, Russia
May 5, 2025Value Investors ClublpartnersGEL Genesis Energy L.P. EnergyOil & Gas Storage & Transportation Bull NYSEDividend Growth, Marine barge rates, Offshore, Onshore
May 5, 2025Short ThesisThe Captain's LogKVYO Klaviyo Inc Information TechnologySystems Software Bear NASDAQCAC, Churn, e-commerce, Marketing automation, SaaS
May 5, 2025Short ThesisWolfpack ResearchUFPT UFP Technologies Inc Health CarePaper Packaging Bear NASDAQConcentration, Medical, Packaging, Resin costs, valuation
May 5, 2025Short ThesisAuren HoffmanBAH Booz Allen Hamilton Holding Co IndustrialsIT Consulting & Other Services Bear NYSECompetition, Consulting, Federal budget, GovCon, Margins
May 4, 2025Value Investors ClubArturoWDOFF Wesdome Gold Mines Ltd. MaterialsGold Bull TSXExploration leverage, Gold, Gold Explorer, Gold miner
May 4, 2025Value Investors Clubnassau799TXN Texas Instruments Inc. Information TechnologySemiconductors Bull NASDAQAuto, buybacks, Industrial
May 3, 2025Twitter / X@blondesnmoneyWLFC Willis Lease Finance Corporation FinancialsTrading Companies & Distributors Bull NasdaqAviation, Book, Engine, Engines, Japan, Lease, Willis, Wlfc
May 3, 2025Value Investors ClubLimitedDownsideUWMC UWM Holdings Corp. FinancialsThrifts & Mortgage Finance Bull NYSEAI underwriting, Mortgage brokers, operating leverage, Rate-reset., Tailwinds
May 2, 2025Value Investors ClubRockMirrorGSL Global Ship Lease IndustrialsMarine Bull NYSECharter backlog, Containership leasing, NAV discount, Scrap value, tariffs
May 2, 2025SubstackAltay CapTYO:7122 Kinki Sharyo Other- Bull NYSE—
Apr 30, 2025Value Investors ClubParadoxBYDDY BYD Company Ltd. Consumer DiscretionaryAutomobiles Bull -Battery TechnologyAutomotive Scale, China, Electric Vehicles, Emerging Markets Expansion, energy storage, vertical integration
Apr 30, 2025Value Investors Clubpat110ZDGE Zedge Inc. Communication ServicesInteractive Media & Services Bull NYSEAI, buybacks, Deep Value Tech., Digital Turnaround, generative AI, Microcap Value, Mobile Engagement, spin-off
Apr 30, 2025Short ThesisCitron ResearchDUOL Duolingo Inc Information TechnologyInteractive Media & Services Bear NASDAQAI tutoring, Churn, DAU, Language learning, Subscriptions
Apr 30, 2025Short ThesisSpruce PointYOU Clear Secure Inc Information TechnologyHealth Care Technology Bear NASDAQAirports, Biometrics, Churn, Subscriptions, TSA
Apr 30, 2025Short ThesisGrizzly researchNXST Nexstar Media Group Inc Communication ServicesBroadcasting Bear NASDAQAd revenue, broadcasting, Cord-cutting, leverage, Retransmission

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