Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 4, 2025 | Value Investors Club | todd1123 | CLMT | Calumet Inc. | Materials | Oil & Gas Refining & Marketing | Bull | NASDAQ | deleveraging, Margin recovery, Montana Renewables, Renewable diesel, rins, RVO, SAF offtake, SRE reallocation | Login |
| Sep 4, 2025 | Value Investors Club | CoolCanadian777 | MEDXF | Medexus Pharmaceuticals Inc. | Health Care | Pharmaceuticals | Bull | TSX | Biotech turnaround, deep value, FDA approval, Hematology, Orphan drugs, Specialty pharma, Stem cell transplant | Login |
| Sep 4, 2025 | Short Thesis | Night Market | NN | NextNav Inc | Information Technology | Location Services | Bear | NASDAQ | Capital raises, cash burn, Gov grants, GPS alternative, Spectrum | Login |
| Sep 4, 2025 | Short Thesis | J Capital Research | SUPX | Super X AI Technology Ltd | Information Technology | Software - Infrastructure | Bear | - | — | Login |
| Sep 4, 2025 | Short Thesis | Kerrisdale Capital | PSTG | Pure Storage Inc | Information Technology | Computer Hardware | Bear | - | — | Login |
| Sep 4, 2025 | Substack | David Verlander | AERG | Applied Energetics | Technology | Scientific & Technical Instruments | Bull | - | AERG, defense technology, directed energy weapons, Golden Dome initiative, government funding, market opportunity, orbital satellite contestation, space-based defense, strategic positioning, ultra-short pulse laser | Login |
| Sep 4, 2025 | Substack | Almost Mongolian | NURS.V | Hydreight Technologies | - | - | Bull | - | competitive edge, direct-to-consumer healthcare, health and wellness, Hydreight Technologies, order growth, revenue projections, strategic partnership, telehealth, US regulatory landscape, VSDHone | Login |
| Sep 4, 2025 | Substack | Pillars and Profits | OVLY | Oak Valley Bancorp | Financial Services | Banks - Regional | Bull | - | asset quality, banking, Competitive Advantage, CRE lending, interest rate sensitivity, low-cost deposits, management team, Northern California, Oak Valley Bancorp, operational efficiency | Login |
| Sep 4, 2025 | Substack | Monopolistic Investor | GE | GE Aerospace | Industrials | Aerospace & Defense | Bull | - | aerospace industry, barriers to entry, financial health, GE Aerospace, investment opportunity, market position, R&D spending, safety and innovation, service-based revenue, undervalued | Login |
| Sep 4, 2025 | Substack | Shareholders Unite | S | SentinelOne, Inc. | Technology | Software - Infrastructure | Bull | - | AI-driven cybersecurity, ARR growth, autonomous response, customer wins, Free Cash Flow, Prompt Security acquisition, Purple AI, scalable business model, share buy-backs, valuation multiples | Login |
| Sep 3, 2025 | Fund Letters | McIntyre Partnerships | SEG | Seaport Entertainment Group | Communication Services | Entertainment | Bull | NASDAQ | Asset Sale, cash generation, Entertainment Venues, FCF Generation, Meow Wolf, net cash, Operational Turnaround, Real Estate Monetization | Login |
| Sep 3, 2025 | Fund Letters | McIntyre Partnerships | SHC | Sotera Health Company | Health Care | Health Care Services | Bull | NASDAQ | Bioprocessing, Healthcare services, Inventory Destocking, market leader, Medical Sterilization, Post-COVID Normalization, turnaround, Volume Recovery | Login |
| Sep 3, 2025 | Twitter / X | @blondesnmoney | OPY | Oppenheimer Holdings Inc. | Financials | Investment Banking & Brokerage | Bull | New York Stock Exchange | Banks, Brokerage, Insurance, Markets Activity, Opy, Payments, tangible book, Wealth | Login |
| Sep 3, 2025 | Twitter / X | @KairosPraxis | BBD.B | Bombardier Inc. | Industrials | Aerospace & Defense | Neutral | Toronto Stock Exchange | aftermarket, Aviation, Bombardier, Business Jet, Defense, Jet, Renegotiation, USMCA | Login |
| Sep 3, 2025 | Fund Letters | Chris McIntyre | SEG | Seaport Entertainment Group | Communication Services | Entertainment Facilities | Bull | New York Stock Exchange | cashflow, Catalyst, entertainment, realestate, turnaround | Login |
| Sep 3, 2025 | Fund Letters | Chris McIntyre | SHC | Sotera Health Co. | Health Care | Health Care Services | Bull | New York Stock Exchange | compounding, Medtech, Re-rating, Sterilization, Volumes | Login |
| Sep 3, 2025 | Fund Letters | Alex Feng | 1910 HK | Samsonite International S.A. | Consumer Discretionary | Apparel, Accessories & Luxury Goods | Neutral | New York Stock Exchange | consumer, Cyclicals, tariffs, Travel, valuation | Login |
| Sep 3, 2025 | Fund Letters | Alex Feng | SEG US | Seaport Entertainment Inc. | Consumer Discretionary | Leisure Facilities | Bull | New York Stock Exchange | Liquidity, realestate, spinoff, turnaround, Volatility | Login |
| Sep 3, 2025 | Fund Letters | Alex Feng | REVG US | The Shyft Group, Inc. | Industrials | Specialty Vehicles | Bull | NASDAQ | Margins, Options, Specialtyvehicles, tariffs, turnaround | Login |
| Sep 3, 2025 | Fund Letters | Alex Feng | SOC US | Sable Offshore Corp. | Energy | Oil & Gas Exploration & Production | Bull | OTC | Derivatives, energy, Regulation, Specialsituations, Volatility | Login |
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