Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 29, 2025SubstackJust a Value InvestorGWOX Goodheart-Wilcox EducationCareer, Technical, and Health Education Bull -balance sheet, Career, Technical, and Health Education, Digital Revenue, dividend yield, Education, financial health, Goodheart-Wilcox, growth, investment opportunity, shareholder returns
Apr 29, 2025SubstackAlluvialFACO First Acceptance Corp. InsuranceNon-standard Auto Insurance Bull OTC Marketsinsurance market, non-standard auto insurance, premium growth, risk management, underwriting discipline
Apr 29, 2025SubstackAlluvialBSHI Boss Holdings, Inc. Consumer GoodsDiverse Products Bear OTC Marketscyber-attack, diverse product lines, financial stability, operational difficulties, strategic focus
Apr 29, 2025SubstackAlluvialTOFB Tofutti Brands Inc. Food ProductsVegan Foods Bear OTC Marketsdeclining revenues, Intellectual Property, market competition, operational efficiency, vegan food products
Apr 29, 2025SubstackAlluvialBONL Bonal International Industrial MachineryMetal Stress Relief Equipment Neutral OTC Marketsmetal stress relief, niche industrial market, profitability, Undervalued Assets, vibration technology
Apr 29, 2025SubstackAlluvialMHGU Meritage Hospitality Group RestaurantFast Food Franchisee Neutral OTC Marketsfranchise operations, operating cost pressures, post-COVID challenges, restaurant valuation, Wendy's franchisee
Apr 29, 2025Twitter / X@pennycheckXMTR Xometry, Inc. IndustrialsIndustrial Machinery Bull Nasdaq3D printing, China, Defense, Logistics, Precision Machining, SaaS, Xmtr, Xometry
Apr 29, 2025Value Investors ClubAstorCCEP Coca-Cola Europacific Partners Consumer StaplesBeverages — Soft Drinks Bull NASDAQBeverage Distribution, Bottling, Dividend Growth, Emerging markets, M&A
Apr 29, 2025Value Investors Clubsmallfish42GNRC Generac Holdings IndustrialsElectrical Components & Equipment Bull NYSEdata center, Diesel Gensets, Electrification, tariffs, Telecom
Apr 29, 2025Value Investors ClubNorrisNWSA News Corp Communication ServicesPublishing Bull NASDAQAudiobooks, buybacks, Data licensing, Digital Subscriptions, Real Estate Portals, Spin-offs
Apr 29, 2025Value Investors ClubOKDA66AFN.TO Ag Growth International IndustrialsAgricultural & Farm Machinery Bull TSXAg Equipment, Emerging markets, Grain Storage, Leverage De-Risking, Takeout optionality, Tariff mitigation
Apr 29, 2025Value Investors Clubbeep899TFPM Triple Flag Precious Metals MaterialsPrecious Metals & Minerals Bull NYSEFCF Compounding., Gold Royalty, inflation hedge, Precious Metals Purity
Apr 29, 2025Value Investors Clubmoneytr33ORLY O’Reilly Automotive Inc. Consumer DiscretionarySpecialty Retail Bear NASDAQBuyback Inefficiency, Defensive Rotation, margin compression, Retail Normalization, Tariff Reversal, Valuation risk
Apr 29, 2025Short ThesisKerrisdale CapitalQBTS D-Wave Quantum Inc Information TechnologySystems Software (Quantum Computing) Bear NYSECommercialization, Competition, Dilution, Quantum, SaaS
Apr 28, 2025SubstackUzo CapitalPLBY Plby Group Inc Consumer DiscretionaryLeisure Products Bull NASDAQ Stock MarketChina market, debt restructuring, Free Cash Flow, Gaming, high-margin business, hospitality, Licensing, Playboy, Plby Group Inc, strategic partnership
Apr 28, 2025Twitter / X@tbu12345678NVDA NVIDIA Corporation Information TechnologySemiconductors Bull NasdaqChina, Infra, Networking, NVDA, NVIDIA, Payments, semiconductors, Simulation
Apr 28, 2025Value Investors Clubjuice835SSNC SS&C Technologies Holdings, Inc. Information TechnologyApplication Software Bull NASDAQEBITDA margins, financial software, Fintech resilience, M&A, valuation discount
Apr 28, 2025Value Investors Clubabcd1234PRG PROG Holdings, Inc. IndustrialsConsumer Finance Bull NYSEBig Lots, buybacks, Subprime consumer, tariffs
Apr 28, 2025Value Investors Clubtdylan409TR Tootsie Roll Industries Consumer StaplesPackaged Foods & Meats Bear NYSEconsumer staples, secular decline, Sugar Inflation, valuation compression
Apr 28, 2025Value Investors Clubjuice835SSNC SS&C Technologies Holdings, Inc. Information TechnologyApplication Software Bull NASDAQEBITDA margins, financial software, Fintech resilience, M&A, valuation discount

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