Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 10, 2025SubstackJam Invest6959.HK Changjiu Holdings Information TechnologySoftware - Application Neutral Hong Kong Stock Exchange—
Apr 9, 2025Value Investors Clubcoffee1029ABNB Airbnb, Inc. Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull NASDAQFCF margin, Hotels, operating leverage, Tariff selloff
Apr 9, 2025Value Investors ClubimezskINTC Intel Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI chips, Contrarian long, deep value, turnaround
Apr 9, 2025Value Investors Clubpcm983BABA Alibaba Group Holding Ltd. Consumer DiscretionaryInteractive Media & Services / E-commerce Platforms Bear NYSEChina sanctions, Decoupling, Geopolitical hedge, tariffs
Apr 9, 2025Value Investors Clubril1212GO Grocery Outlet Holding Corp Consumer StaplesFood & Staples Retailing / Discount Grocery Bull NASDAQCounter-cyclical, Discount grocery, inflation hedge, Re-rating, Tariff resilience, turnaround
Apr 9, 2025Value Investors Clubhappyhunting1346 HK Lever Style Corp Consumer DiscretionaryApparel, Accessories & Luxury Goods Bull Hong Kong Stock ExchangeApparel supply chain, China, M&A compounding, Vietnam
Apr 9, 2025Value Investors Clubmpk391CTT Correios de Portugal IndustrialsAir Freight & Logistics / Postal & Courier Services Bull Euronext Stock Exchangebuybacks, FCF growth, Iberia, Iberian e-commerce, Postal transformation.
Apr 9, 2025Value Investors Clubjim2114194 JP Visional Communication ServicesApplication Software / Human Capital SaaS Bull Taiwan Stock ExchangeBizreach, high margins, Japan, negative working capital, SaaS, Structural disruptor
Apr 8, 2025SubstackEveryone Hates PoetryNEO.TO Neo Performance Materials MaterialsRare Earths & Specialty Metals Bull Toronto Stock ExchangeCapEx projects, dividend yield, downstream processing, geopolitical tensions, management improvement, neodymium magnets, Rare Earths, strategic asset, strategic review, Trade War
Apr 8, 2025Twitter / X@puppyeh1CLMT Calumet Specialty Products Partners, L.P. EnergyOil & Gas Refining & Marketing Bear NASDAQAbl, Asset Sale, Clmt, Doe, DOE loan, Etc But, Mrl, Refi
Apr 8, 2025Value Investors ClubFlaumDKNG DraftKings Inc. Consumer DiscretionaryCasinos & Gaming Bull NASDAQDigital duopoly, EBITDA inflection, iGaming, Sports betting, U.S. gaming
Apr 8, 2025Value Investors ClubrabZBRA Zebra Technologies Corp. (Class A) Information TechnologyElectronic Equipment, Instruments & Components Bull NASDAQDestocking, Electronic Equipment, Mobile computing
Apr 8, 2025Value Investors ClubDO EM GOFEC CN Frontera Energy Corp. EnergyOil & Gas Exploration & Production Bull TSXCatalyst Capital, deep value, E&P, Emerging markets, Midstream monetization
Apr 8, 2025Short ThesisSpruce PointMNST Monster Beverage Corp Consumer StaplesSoft Drinks Bear NASDAQCompetition, Energy drinks, growth, Regulation, valuation
Apr 8, 2025SubstackAlluvialCBL CBL Properties Real EstateREIT - Retail Bull NYSE—
Apr 7, 2025Value Investors Clubbdon99ARCO Arcos Dorados Holdings Inc. Consumer DiscretionaryRestaurants Bull NYSEBrazil, Digital transformation, FX hedge, Latin America, QSR, Re-rating
Apr 7, 2025Value Investors ClubCT3 1HPKEQU Kewaunee Scientific Corp. Consumer DiscretionaryBuilding Products Bull NASDAQLab furnishings, Micro-cap, Re-rating, tariffs, turnaround
Apr 7, 2025Value Investors ClubRulon GardnerAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bear NASDAQAI lag, China, Consumer slowdown, De-globalization, Short Thesis, supply chain, tariffs, valuation compression
Apr 6, 2025Twitter / X@InvestSpecialLEE Lee Enterprises, Inc. Communication ServicesPublishing Neutral NASDAQactivist, Digital, Digital Revenue, End, Funds, Hoffman, Lee, Payments
Apr 6, 2025Value Investors Clubevergreen121821475560 The Born Korea Consumer DiscretionaryRestaurants Bull Korea ExchangeFranchisor, International master franchise, Korea, QSR, Re-rating

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