Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 31, 2025Value Investors ClubThinkAnewWISE Wise PLC Information TechnologyFinancial Technology (Payments) Bull London Stock ExchangeCross Border Payments, Financial infrastructure, Fintech, high-ROIC, Networks, Scalability
Aug 31, 2025SubstackWonderstcksMELI Mercado Libre, Inc. Consumer CyclicalInternet Retail Bull -Digital adoption, e-commerce, Fintech, growth strategy, Latin America, Logistics, Mercado Pago, Sustainability, Technological prowess, Underbanked population
Aug 30, 2025Twitter / X@InvestSpecialTIPT Tiptree Inc. FinancialsMulti-line Insurance Bull NASDAQFortegra, Insurance, IPO, Low Probability, Potential Deal, sale, Tipt, Warburg Pincus
Aug 30, 2025SubstackRijnberk Invest InsightsDDOG Datadog, Inc. TechnologySoftware - Application Bull -AI workloads, cloud migration, Competitive Advantage, innovation, observability, platform integration, secular growth, stock-based compensation, usage-based model, valuation
Aug 30, 2025SubstackCompound and FireTTD The Trade Desk, Inc. Communication ServicesAdvertising Agencies Bull -advertising technology, CFO departure, EBITDA, innovation, long-term potential, macroeconomic pressures, margin of safety, Revenue Growth, The Trade Desk
Aug 29, 2025Value Investors Clubmaggie1002HURC Hurco Companies, Inc. IndustrialsIndustrial Machinery Bull NASDAQAutomation, CNC, cyclical trough, insider buying, international exposure, machine tools, orders/book-to-bill, ProCobots, tangible book value, tariffs/FX
Aug 29, 2025Value Investors ClubBeantown StonksCNXC Concentrix Corp. Information TechnologyIT Consulting & Other Services Bull NASDAQAI enablement, BPO, buybacks, customer experience, deleveraging, EV/EBITDA, FCF yield, investment grade, iX Hello, iX Hero, Webhelp
Aug 29, 2025Value Investors ClubeveryonehatespoetryAMPG AmpliTech Group Inc. Information TechnologyCommunications Equipment Bull NASDAQ5G radios, 64T/64R Massive-MIMO, Buy America, cryogenic LNA, defense/satcom, LOIs→orders, low-noise amplifiers, margin normalization, microcap rerate, ORAN, Quantum Computing, Telus
Aug 29, 2025SubstackCoughlin CapitalBABA Alibaba Group Holding Limited Consumer CyclicalInternet Retail Bull -AI chips, AI growth, Alibaba, Cloud computing, e-commerce, International commerce, market leadership, profitability, Revenue Growth, Technological innovation
Aug 28, 2025Twitter / X@taubamushENVX Enovix Corporation IndustrialsElectrical Equipment & Parts Bear NASDAQAccording, Batteries, Enovix, Lithium, manufacturing, process control, Samsung, yield
Aug 28, 2025Fund LettersWhit HuguleyIVFH Innovative Food Holdings, Inc. Consumer StaplesFood Distributors Bull OTCQBDistribution, efficiency, microcap, Specialty-Foods, turnaround
Aug 28, 2025Fund LettersWhit HuguleyBILD CN BuildDirect.com Technologies Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull Toronto Stock Exchangeecommerce, Margins, mispricing, restructuring, turnaround
Aug 28, 2025Fund LettersRon ShamgarHUM AU Humm Group Limited FinancialsConsumer Finance Bull New York Stock ExchangeCatalyst, Consumerfinance, Control, Duediligence, Eventdriven, premium, takeover
Aug 28, 2025Fund LettersRon ShamgarEGG AU Enero Group Limited Communication ServicesAdvertising Bull New York Stock Exchangeadvertising, Agencies, buybacks, divestment, Netcash, restructuring, Takeovers, valuation
Aug 28, 2025Fund LettersRon ShamgarAHC AU Austco Healthcare Limited Health CareHealth Care Technology Bull New York Stock ExchangeAcquisitions, cashflow, Communications, guidance, healthcare, Margins, Orderbook, Software
Aug 28, 2025Value Investors Clubgb48CR Crane Company IndustrialsAerospace & Defense / Industrial Machinery Bull NYSEAerospace recovery, Defense spending, Industrial automation, M&A synergy, portfolio transformation, Value-based pricing
Aug 28, 2025Short ThesisAdam TaubENVX Enovix Corp IndustrialsElectronic Components Bear -Battery tech, cash burn, Competition, Dilution risk, Production delays
Aug 28, 2025SubstackMindset ValueGRUSF Grown Rogue HealthcareDrug Manufacturers - Specialty & Generic Bull -Cannabis, Cost advantage, Cost efficiency, EBITDA, High-quality flower, Industry average, Market expansion, Michigan, Unit-level costs
Aug 28, 2025SubstackEveryone Hates PoetryAMPG AmpliTech Group, Inc. TechnologyCommunication Equipment Bull -5G ORAN, cash flow positive, competitive edge, LOIs, low-noise amplifiers, market fit, microcap, Revenue Growth, telecommunications, vertical integration
Aug 27, 2025Fund LettersFawkes Capital ManagementAVIO.MI AVIO S.p.A. IndustrialsAerospace & Defense Bull Borsa ItalianaDefense, Europe, Propulsion Systems, Satellite Launch, Space, Ukraine, Vega-C

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: