Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 16, 2025Value Investors Clubswag95LTMC.MI Lottomatica Group S.p.A. Consumer DiscretionaryCasinos & Gaming Bull Borsa IstanbulGambling, Igaming growth, Italy gaming, Online betting, undervalued
Apr 16, 2025Value Investors ClubaltheaEME EMCOR Group Inc. IndustrialsConstruction & Engineering Bear NYSEdata center, Margin mean reversion, tariffs
Apr 16, 2025Value Investors Clubswag95HDB HDFC Bank Ltd FinancialsBanks Bull NYSEIndia, India Banking, NIM expansion, private bank leader, Re-rating
Apr 16, 2025Value Investors ClubchocolatechipRWC Reliance Worldwide Corporation Ltd IndustrialsBuilding Products Bull Australian Securities ExchangePlumbing, tariffs, Valuation re-rate
Apr 16, 2025Value Investors ClubaltheaSTRL Sterling Infrastructure, Inc. IndustrialsConstruction & Engineering Bear NYSEChips, Consensus risk, data centers, Multiple compression
Apr 16, 2025Short ThesisCallisto researchBTDR Bitdeer Technologies Group Information TechnologyData Processing & Outsourced Services Bear NASDAQCapEx, Halving, Hosting, Mining, Power costs
Apr 16, 2025SubstackPacific Northwest EdgeSPG Simon Property Group Real EstateREIT - Retail Bull NYSE—
Apr 16, 2025SubstackAttitude Small CapsIHR.AX International Housewares Retail Other- Bull Australian Securities Exchange—
Apr 15, 2025Value Investors Clubqwerty12345CSGP CoStar Group Inc. Real EstateResearch & Consulting Services (Alt class: Professional Info Services) Bull NASDAQActivists, Commercial real estate data, Governance catalyst., Listings marketplace, Online, Re-rate potential
Apr 15, 2025Value Investors Clubmrsox977SALM Salem Media Group Inc. Communication ServicesBroadcasting Bull -Asset-backed value, Conservative audience, Digital transformation, Faith-based media, Low float
Apr 15, 2025Value Investors ClubbearclawKAI Kadant Inc. IndustrialsIndustrial Machinery Bear NYSEInsider selling, Pulp & paper
Apr 15, 2025Value Investors Clubglgb913LBRDA Liberty Broadband Corp. Communication ServicesCable & Satellite Bull NASDAQAlaska telecom, Charter Communications, Merger Arbitrage, spread compression
Apr 15, 2025SubstackAltay Cap4231.T Tigers Polymer Corporation MaterialsSpecialty Chemicals Bull NYSE—
Apr 14, 2025Fund LettersGeorge BoltonRHM GR Rheinmetall AG IndustrialsAerospace & Defense Bull XetraAmmunition, Defense, Eps, Europe, Geopolitics, NATO, Rearmament, Vehicles
Apr 14, 2025Fund LettersGeorge BoltonPLTR Palantir Technologies Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAI, analytics, Data, Government, growth, Margins, Ontology, Software, valuation
Apr 14, 2025Fund LettersGeorge BoltonSCHW The Charles Schwab Corporation FinancialsInvestment Banking & Brokerage Bull New York Stock ExchangeAsset flows, Brokerage, diversification, Eps, NIM, Rates, Trading, Volatility
Apr 14, 2025Fund LettersGeorge BoltonBA LN BAE Systems plc IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, backlog, Defense, Geopolitics, Military, NATO, Procurement, Shipbuilding
Apr 14, 2025SubstackAlpha Seeker 84BRZE Braze, Inc. TechnologyCustomer Engagement Software Bull NASDAQ Stock MarketAI automation, Customer Engagement, Market expansion, net retention rate, OfferFit acquisition, real-time data, SaaS, Sage AI suite, sticky solution, switching costs
Apr 14, 2025Twitter / X@marginofdangerPLAY Dave & Buster's Entertainment, Inc. Consumer DiscretionaryLeisure Facilities & Services Bull NASDAQCapex Last, Dave, Dba, Event, MAIN, Main Event, Slashing, Slashing Capex
Apr 14, 2025Twitter / X@QuackQuackCapBGO Bango PLC Information TechnologySoftware & Services - Software (Infrastructure) Bull London Stock Exchange-AIMARR, Bango, Dcb, Dvm, Fintech, Payments, SaaS, semiconductors

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