Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 17, 2025SubstackSleepy SolDD DuPont de Nemours, Inc. Basic MaterialsSpecialty Chemicals Bull -chemical industry, DuPont, electronics division, growth potential, market cap, Qnity, S&P 500, spin-off, value unlock, water business
Sep 17, 2025SubstackMonopolistic InvestorV Visa Inc. Financial ServicesCredit Services Neutral -digital euro, financial services, Free Cash Flow, global payments network, Gross margin, high barriers to entry, long-term investment, Monopolistic Traits, net profit margin, Visa
Sep 16, 2025Value Investors ClubCrackersInParisDCC DCC plc EnergyOil & Gas Distribution Bull London Stock ExchangePropane, LPG, renewable energy, Energy distribution, FCF conversion, M&A, Europe,Technology sale, Buybacks
Sep 16, 2025Value Investors ClubSupernovaNSP Insperity, Inc. IndustrialsHuman Resource & Employment Services Bull NYSEPEO, HR outsourcing, Buybacks, Industry penetration,Compounder, Repricing
Sep 16, 2025Value Investors Clubandrew152HITI High Tide Inc. Consumer DiscretionarySpecialty Retail Bull TSXCannabis retail, Cannabis, Canada, Consolidation, Margin expansion
Sep 16, 2025Value Investors ClubthecoyelfREPX Riley Exploration Permian, Inc. EnergyOil & Gas Exploration & Production Bull NYSEPermian, San Andres, Yeso Trend, conventional horizontals, O&G
Sep 16, 2025Value Investors Clubhtm815ACVA ACV Auctions Inc. Consumer DiscretionaryAuto & Truck Dealerships Bull NASDAQAuto auctions, Digital marketplace,AI inspection, Operating leverage, Digital adoption, Market share gains, Valuation re-rating
Sep 16, 2025SubstackRijnberk Invest InsightsORCL Oracle Corporation TechnologySoftware - Infrastructure Bull -AI inferencing, AI partnerships, capital expenditure, Cloud computing, Customer concentration, debt management, financial health, market positioning, Oracle Cloud Infrastructure, RPO growth
Sep 16, 2025SubstackCompound and FireNU NU Holdings Financial ServicesBanks - Regional Bull -brand loyalty, Competition, Customer Expansion, digital banking, Financial Inclusion, International Growth, Macroeconomic Risks, operational efficiency, Product Diversification, ROE
Sep 16, 2025SubstackScalpavelliTAP Molson Coors Beverage Company Consumer DefensiveBeverages - Brewers Bull -beverage industry, brand portfolio, cash flow stability, debt management, dividends, market re-rating, Molson Coors, operating leverage, Share Buybacks, strategic investments
Sep 15, 2025Fund LettersEagle Capital ManagementASTS AST SpaceMobile, Inc. Communication ServicesWireless Telecommunication Services Bull NASDAQbroadband, Connectivity, infrastructure, LEO, Mobile, Satellite, SPAC, Space, technology, telecommunications
Sep 15, 2025Fund LettersEagle Capital ManagementNTDOY Nintendo Co., Ltd. Communication ServicesInteractive Media & Services Bull OTCConsole, Digital, Ecosystem, entertainment, franchise, Gaming, Hardware, Ip, Japan, Software
Sep 15, 2025Value Investors Clubspecialk992AIOT PowerFleet, Inc. Information TechnologyElectronic Equipment & Instruments Bull NASDAQFleet telematics, AIoT, SaaS, SaaS re-rating, roll-up integration, commercial vehicles, recurring revenue, digital transformation
Sep 15, 2025Value Investors Clubsurf1680YELP Yelp Communication ServicesElectronic Equipment & Instruments Bull NYSEUser-generated content, AI training data, LLM, Apple Maps integration, Strategic acquisition, Valuation reset, Buybacks, Activism setup
Sep 15, 2025Value Investors ClubDr. RidgewellBJRI BJ's Restaurants, Inc. OtherHotels, Restaurants & Leisure Bull NASDAQCasual dining turnaround, Activiss, Buybacks, Potential sale, Restaurants, F&B
Sep 15, 2025Value Investors Clubsurf1680YELP Yelp Communication ServicesElectronic Equipment & Instruments Bull NYSEUser-generated content, AI training data, LLM, Apple Maps integration, Strategic acquisition, Valuation reset, Buybacks, Activism setup
Sep 15, 2025Value Investors ClubDr. RidgewellBJRI BJ's Restaurants, Inc. Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQCasual dining turnaround, Activiss, Buybacks, Potential sale, Restaurants, F&B
Sep 13, 2025Value Investors ClubcompoundersGCC Grupo Cementos de Chihuahua OtherConstruction Materials Bull Mexican Stock ExchangeCement, Expansion, Relisting, Valuation Gap, Construction, M&A
Sep 13, 2025Value Investors Clubtreetop333EWG.L W.A.G. Payment Solutions Information TechnologyTransportation Software & Payment Solutions Bull London Stock ExchangeSaaS transition, Logistics software, SME trucking, European transport,Platform integration, PE overhang removal, payments
Sep 13, 2025SubstackRijnberk Invest InsightsSNPS Synopsys, Inc. TechnologySoftware - Infrastructure Bull -AI-driven design, Ansys acquisition, buying opportunity, EDA software, geopolitical challenges, long-term growth, market share, semiconductor IP, stock correction, Synopsys

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