Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2025Fund LettersBrian YacktmanCRH LN CRH plc MaterialsConstruction Materials Bull London Stock Exchangeaggregates, construction, inflation, infrastructure, materials, Monopolies, Nimby, Pricingpower
Mar 31, 2025Fund LettersBrian YacktmanCNI Canadian National Railway IndustrialsRailroads Bull NYSEefficiency, Logistics, Margins, Pricing, railroads
Mar 31, 2025Fund LettersBrian YacktmanLGND Ligand Pharmaceuticals Inc. Health CareBiotechnology Bull NASDAQBiotech, Blockbuster, cashflow, Launches, royalties
Mar 31, 2025Fund LettersDavid RidlandHSBA LN HSBC Holdings plc FinancialsBanks Bear London Stock Exchangebanking, Cyclicals, Interest, leverage, Regulation
Mar 31, 2025Value Investors Clubjet551CLS Celestica Inc. Information TechnologyElectronic Manufacturing Services Bull NYSEAI infrastructure, hyperscaler capex, margin expansion, OpenAI
Mar 30, 2025Value Investors ClubyellowEQX Equinox Gold Corp. MaterialsGold Bull TSXbuybacks, deleveraging, GDX/GDXJ rebalance, Gold, Gold miners
Mar 30, 2025Value Investors Clubsamwise9SITC Site Centers Corp. Real EstateREITs Bull NYSEcap rate, CURB spinoff, Liquidation, Power centers
Mar 30, 2025Value Investors Clubpokey351DCC DCC plc EnergyMulti-Utilities Bull London Stock ExchangeBiofuels, breakup value, energy, Energy Mobility, fleet services, HVO, low-carbon fuels, Special Situation, Technology divestiture
Mar 30, 2025Value Investors Clubevergreen121821TS Tenaris S.A. EnergyOil & Gas Equipmen Bull NYSEbuybacks, OCTG, Seamless pipes
Mar 28, 2025Value Investors ClubwolfowlVLN. Velan Inc. IndustrialsIndustrial Machinery Bull TSXAsbestos removal, Industrial valves, LNG, M&A catalyst, Nuclear valves, small-cap, takeover
Mar 28, 2025Value Investors ClubSi327CGF Challenger Limited FinancialsLife & Health Insurance Bull Australian Securities ExchangeAnnuities, Australian retirement, Buybac, regulatory catalyst, Valuation rerate
Mar 27, 2025Twitter / X@MattJMcClintockLULU Lululemon Athletica Inc. Consumer DiscretionaryApparel, Accessories & Luxury Goods Neutral NasdaqBrand, Calvin, Canada, China, LULU, Marketing Software, Newness, Product
Mar 27, 2025Twitter / X@FoxCastleholdEXO Exor N.V. FinancialsMulti-Sector Holdings Bull Euronext Amsterdamdiscount, Exor, Ferrari, Great, Holding, NAV, Nav But, Sell Ferrari
Mar 27, 2025Value Investors Clubjet551TASK TaskUs, Inc. Information TechnologyData Processing Bull NASDAQAI, AI services, BPO, LLM
Mar 27, 2025Value Investors ClubAstorBBU Brookfield Business Partners L.P. IndustrialsIndustrial Conglomerates Bull NYSEbuybacks, GrafTech, PE, NAV discount
Mar 27, 2025Value Investors Clubutah1009AMKR Amkor Technology, Inc. Information TechnologySemiconductor Materials & Equipment Bull NASDAQCHIPS Act, OSAT, Semi Conductors, Takeout premium
Mar 27, 2025Short ThesisGotham City ResearchKD Kyndryl Holdings Inc Information TechnologyIT Consulting & Other Services Bear NYSEIT services, Legacy, leverage, Margins, Outsourcing
Mar 27, 2025Short ThesisMuddy WatersAPP AppLovin Corp Communication ServicesInteractive Media & Services Bear NASDAQadtech, AT&T, Gaming, leverage, user acquisition
Mar 26, 2025Twitter / X@everyonehatesp1NCI.V NTG Clarity Networks Inc Information TechnologySoftware Development Bull Toronto Stock Exchange Venture Exchangebacklog, Contracts, EBITDA, Guide, Likely, Nci, Ramp, Saudi
Mar 26, 2025Twitter / X@AltayCapital9355 Rinko Corp IndustrialsMarine Ports & Services Bear Toronto Stock Exchangeassets, Japan, LNG, Logistics, Niigata, Port, Profitable, Rinko

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