Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 6, 2025SubstackPacific Northwest EdgeMGM MGM Resorts International Consumer DiscretionaryResorts & Casinos Bull NYSE—
Apr 6, 2025SubstackThe 10x RadarBDT.TO Bird Construction Inc. IndustrialsEngineering & Construction Bull TSX—
Apr 6, 2025SubstackThe 10x RadarBDT.TO Bird Construction Inc. IndustrialsEngineering & Construction Bull NYSE—
Apr 5, 2025Twitter / X@LordshipstradeNA9.DE Nagarro SE Information TechnologyIT Consulting & Other Services Bear XETRAAudit, Auditor, Auditor Not, Australia, Nagarro, Receivables, Techmill, Verify
Apr 5, 2025Value Investors ClubMysticaldog86OXY Occidental Petroleum Corp. EnergyOil, Gas & Consumable Fuels Bull NYSECommodity recovery, deleveraging, Energy re-rating, FCF leverage, O&G, Shale efficiency
Apr 4, 2025Value Investors ClubThatDu04THRY Thryv Holdings Inc. Communication ServicesApplication Software Bull NASDAQCRM, SaaS, SMB software
Apr 4, 2025Value Investors Clubbluewater12COKE Coca-Cola Consolidated Inc. Consumer StaplesBeverages Bear NASDAQBottler, consumer staples, Defensive short, Elasticity, Margin reversion, Obesity tax, Peak cycle, Soda pricing
Apr 4, 2025Value Investors ClubGunner007RGTI Rigetti Computing Inc. Information TechnologyComputer Hardware Bear NASDAQOvervaluation, Quantum Computing, SPAC, Speculative unwind
Apr 4, 2025Short ThesisCulper ResearchGRRR Gorilla Technology Group Inc Information TechnologyAerospace & Defense (Security & Surveillance) Bear NASDAQContracts, Governance, Security, Surveillance, Transparency
Apr 4, 2025Short ThesisGrizzly researchKULR KULR Technology Group Inc Information TechnologyElectrical Components & Equipment Bear NYSEBatteries, Dilution, Promotion, Safety, Thermal
Apr 3, 2025Value Investors ClubRtg123SMA SmartStop Self Storage REIT Real EstateSelf Storage REITs Bull NYSECap rate compression, M&A optionality, NOI growth, REIT, Self-storage, SReal estate
Apr 3, 2025Value Investors ClubGriffinALIT Alight Inc. Information TechnologyHuman Resource & Employment Services Bull NYSEAutomation, Benefits administration, Buyback program, cloud migration, Dividend initiation, FCF growth, Human capital software, margin expansion, Starboard Value, turnaround
Apr 3, 2025Short ThesisThe Bear CaveKLC KinderCare Learning Cos Inc Health CareEducation Services Bear NYSEChildcare, Compliance, Governance, Subsidies, Wage pressure
Apr 3, 2025SubstackPacific Northwest EdgeAFL Aflac Incorporated FinancialsInsurance - Life Bull NYSE—
Apr 2, 2025Twitter / X@CapitalPmhAGFX Argentex FinancialsDiversified Financial Services / Foreign Exchange & Money Brokerage Bull London Stock Exchange-AIMAgp, Argentex, Chip Packaging, Fintech, Forex, Insurance, Payments, Platform Agp
Apr 2, 2025Value Investors ClubPlutoDEF GR DEFAMA Deutsche Fachmarkt AG OtherRetail REITs Bull -compounder, German REIT, Germany, inflation hedge, Real Estate, Retail real estate, Roll-up, Small cap value
Apr 2, 2025Value Investors Clubfalcon44MCD McDonald’s Corp Consumer DiscretionaryRestaurants Bear NYSEBoycotts, Derating, EPS downside, QSR, tariffs
Apr 2, 2025Value Investors ClubcablebeachCKHUY CK Hutchison Holdings Ltd. IndustrialsConglomerates Bull Hong Kong Stock Exchangedividend yield, FCF yield, Hong Kong, net cash, restructuring, Telecom spin-off
Apr 1, 2025Twitter / X@ragingbullcapENZ Enzo Biochem, Inc. Health CareLife Sciences Tools & Services Bull OTCcash, Couple, Els, NOLs, OTC, Valuing, Valuing Els, Worth
Apr 1, 2025Twitter / X@CapitalPmhBIG Big Technologies plc IndustrialsSecurity & Alarm Services Bull London Stock Exchange-AIMBig, Electronic, Government IT, Legal, Murray, Sara, Sara Murray, Tagging

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