Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 7, 2025Value Investors ClubGreatAuksRevengeULCC Frontier Group Holdings, Inc. IndustrialsAirlines Bull NASDAQbankruptcy risk, Capacity, Lease costs, order book, Sale-leasebacks, ULCC
Sep 7, 2025Value Investors Clubandrew152STPH Steep Hill Inc. OtherCapital Markets Bull Colombo Stock ExchangeCanada, Liquidation, microcap, net cash, RTO, Shell value
Sep 7, 2025Value Investors ClubbeethovenSECARE Swedencare AB (publ) Consumer StaplesPersonal Products Bull NYSEBig box, Dental care, Humanization, M&A optionality, Pet supplements, vertical integration
Sep 7, 2025SubstackScalpavelliNRP Natural Resource Partners LP EnergyThermal Coal Bull -debt reduction, distribution increase, financial health, Free Cash Flow, investment opportunity, MLP, Natural Resource Partners, Natural Resources, royalty company
Sep 7, 2025SubstackSleepy SolLULU Lululemon Athletica Inc. Consumer CyclicalApparel Retail Bear -athleisure, CEO change, identity crisis, Lululemon, management issues, Overvaluation, product quality, retail challenges, same-store sales
Sep 7, 2025SubstackDB SilverfoxTHEP.PA Thermador Groupe -- Bull -community provisioning, conservative balance sheet, dividend policy, essential infrastructure, long-cycle investment, resilient supply networks, stewardship, subsidiaries, supply chain disruptions, Thermador Groupe
Sep 6, 2025Twitter / X@trentkelpAQST Aquestive Therapeutics, Inc. Health CarePharmaceuticals Bull NASDAQAnaphylm, Aqst, Auto Injectors, Epinephrine, Epinephrine Auto Injectors, Epipen, Global Epinephrine, Needle Free
Sep 6, 2025Value Investors ClubTrajanSL.MI Sanlorenzo S.p.A. Consumer DiscretionaryLeisure Products Bull Borsa IstanbulAPAC expansion, high-ROIC, Italy, Luxury yachts, UHNW
Sep 6, 2025SubstackRijnberk Invest InsightsCRWD CrowdStrike Holdings, Inc. TechnologySoftware - Infrastructure Bull -AI integration, cloud-native architecture, CrowdStrike, cybersecurity, data network effects, endpoint protection, Falcon platform, Next-Gen SIEM, Onum acquisition, subscription revenue
Sep 5, 2025SubstackJapan Investing4165.T Plaid TechnologySoftware Bull Tokyo Stock ExchangeEbit, enterprise clients, Karte, NRR, PLAID, Revenue Growth, SMB churn, strategic shift, Tokyo Stock Exchange, valuation
Sep 5, 2025Value Investors ClubkerrygoldMEHCQ 23andMe Holding Co. Health CareLife Sciences Tools & Services Bull -Bankruptcy, Cash recovery, Liquidation, NOLs, Special situations
Sep 5, 2025Value Investors Clubspike945FMBL Farmers & Merchants Bank of Long Beach FinancialsBanks Bull -Event-driven, M&A, Preferred equity, rate sensitivity, regional banks, tangible book
Sep 5, 2025SubstackJapan Investing4165.T Plaid Information TechnologySoftware - Application Bull -ARPU increase, enterprise focus, long-term investment, NRR decline, PLAID, Revenue Growth, SMB churn, software industry, strategic shift, Tokyo Stock Exchange
Sep 4, 2025SubstackAlmost MongolianNURS.V Hydreight Technologies Health and Wellness TechnologyTelehealth Bull Toronto Stock ExchangeCompetitive Advantage, direct-to-consumer healthcare, health and wellness, Hydreight Technologies, Market expansion, nurse platform, order growth, regulatory navigation, telehealth, VSDHone
Sep 4, 2025Twitter / X@LaTranquillumNETC.CO Netcompany Group A/S Information TechnologIT Consulting & Other Services Bull Nasdaq CopenhagenDkk, Europe, Netc, Netcompany, Nordic, Payments, Sdc, utility
Sep 4, 2025Twitter / X@skewanglesNDX1.DE Nordex SE IndustrialsIndustrial Machinery Bull Deutsche Börsebacklog, Europe, Nordex, Order, order book, Service, Service Backlog, Wind
Sep 4, 2025Value Investors ClubTaurusorITS Info-Tech Systems Ltd Information TechnologyApplication Software Bull New York Stock Exchangecloud, Digital platforms, Enterprise software, IT services, Software, technology
Sep 4, 2025Value Investors ClubCoolCanadian777MEDXF Medexus Pharmaceuticals Health CarePharmaceuticals Bull New York Stock ExchangeBiotech, Clinical development, Drug commercialization, healthcare, life sciences, pharmaceuticals, Specialty pharmaceuticals
Sep 4, 2025Value Investors Clubtodd1123CLMT Calumet, Inc. EnergyOil & Gas Refining & Marketing Bull New York Stock Exchangeenergy, manufacturing, Operations, refining, Renewable fuels, Specialty fuels, Sustainable aviation fuel
Sep 4, 2025Value Investors ClubcrestoneFINV FinVolution Group FinancialsConsumer Finance Bull NYSECapital-light, China, consumer lending, Fintech, international expansion, Regulatory risk, shareholder returns

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