Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 24, 2025Short ThesisMorpheus ResearchBLZE Backblaze Inc Information TechnologySoftware — Infrastructure (Cloud Storage & Backup) Bear NASDAQcash burn, Churn, Cloud storage, hyperscale, SaaS
Apr 23, 2025Value Investors ClubChalkbaggeryRDC GR Redcare Pharmacy N.V. Consumer DiscretionaryOnline & Direct Marketing Retail / E-Pharmacy Bull Bolsas y Mercados Españoles (Madrid)duopoly, Germany, Healthcare digitalization, Pharmacy reform
Apr 22, 2025Value Investors ClubjamalFSLR First Solar, Inc. EnergySemiconductors Bull NASDAQCircular Recycling, Data-Center Power, Grid, Reclycling, Tariff Tailwinds
Apr 21, 2025Value Investors ClubjgaltAMAT Applied Materials, Inc. Information TechnologySemiconductor Equipment Bull NASDAQAdvanced Packaging, AI infrastructure, Applied Global Services, Onshoring, Process Power, semiconductor equipment, Wafer Fab Expansion
Apr 21, 2025Value Investors ClubwashwizardsTKO TKO Group Holdings Inc. Communication ServicesMovies & Entertainment Bull NYSECombat Entertainment, Sports Media Rights, Streaming Bidding Wars
Apr 21, 2025Short ThesisPaurana CapitalINMB Inmune Bio Inc Health CareBiotechnology Bear NASDAQClinical risk, Dilution, Immunotherapy, Neuroinflammation, NK cells
Apr 21, 2025SubstackThe 10x RadarOPXS Optex Systems IndustrialsAerospace & Defense Bull NASDAQ—
Apr 20, 2025Value Investors Clubscrooge833HTZ Hertz Global Holdings Inc. IndustrialsGround Transportation (Car Rental) Bear NASDAQBankruptcy Optionality, Fleet Depreciation, oligopoly, Rideshare Substitution, Tariff Volatility
Apr 20, 2025SubstackUnderfollowed StocksFQT.VI Frequentis AG Information TechnologyCommunication Equipment Bull NYSE—
Apr 19, 2025Twitter / X@catapultcapBMBL; MTCH Bumble Inc.; Match Group, Inc. Communication ServicesInteractive Media & Services Bull NASDAQ; NASDAQApps, Dating, MAU, Maus, Online, Online Dating, Tinder, Unlevered
Apr 19, 2025Value Investors Clubaa123CVEO Civeo Corp Consumer DiscretionaryCommercial Services & Supplies Bull NYSEActivists, buybacks, Oil sands, Remote Lodging, Undervalued Small Cap
Apr 18, 2025Value Investors Clubkevin155OLN Olin Corp MaterialsCommodity Chemicals Bull NYSEdeep value, dividend yield, Epoxy, Recession Resilience, Winchester
Apr 18, 2025Value Investors Clubkevin155OLN Olin Corp MaterialsCommodity Chemicals Bull NYSEdeep value, dividend yield, Epoxy, Recession Resilience, Winchester
Apr 17, 2025Twitter / X@billackmanHTZ Hertz Global Holdings, Inc. IndustrialsSpecialty Rental & Leasing Bull NASDAQCar, Car Rental, Depreciation, Fleet, Hertz, Hertz Has, Industry, Vehicle
Apr 17, 2025Value Investors ClubCT3 1HPATNI ATN International Inc. Communication ServicesDiversified Telecommunication Services Bull NASDAQAlaska, Alaska Communications, deep value, Rural Broadband, telecom infrastructure
Apr 17, 2025SubstackAlpha Seeker 84TSM Taiwan Semiconductor Manufacturing Company Limited TechnologySemiconductors Bull -3nm and 5nm chips, advanced technology nodes, AI demand, China-Taiwan tensions, geopolitical risk, global expansion, Revenue Growth, semiconductors, TSMC, valuation
Apr 17, 2025SubstackThe Finance CornerKHC Kraft Heinz Consumer StaplesPackaged Foods Bull NASDAQ—
Apr 16, 2025Value Investors ClubWheatley6NBR Nabors Industries Ltd. EnergyOil & Gas Drilling Bull NYSEDrilling rigs, energy, oilfield services, Yield compression
Apr 16, 2025Value Investors ClubwashwizardsWBD Warner Bros. Discovery Inc. Communication ServicesMovies & Entertainment Bull NASDAQdeleveraging, IP monetization, M&A optionality, media, turnaround
Apr 16, 2025Value Investors Clubrickey824CRMT America’s Car-Mart Inc. Consumer DiscretionarySpecialty Retail (Used Autos) Bull NASDAQdeep value, Leverage reduction, ROE recovery, Subprime Auto, tariffs, turnaround, Used car credit

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: