Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 26, 2025Value Investors Clubthrive25ICGC Irish Continental Group IndustrialsMarine Transportation Bull Euronext Stock ExchangeBrexit tailwinds, buyback, Container shipping, duty-free, Ferries, inflation hedge, Ports, Transportation
Mar 26, 2025Value Investors ClublpartnersRYAM Rayonier Advanced Materials MaterialsSpecialty Chemicals Bull NYSE2G bioethanol, Biomaterials, Cellulose, Cellulose specialties, FCF inflection, Fluff pulp, HPC
Mar 26, 2025Value Investors ClubStockOperatorMQ Marqeta, Inc. Information TechnologyPayment Processing Bull NASDAQBaaS, Block/Cash App, BNPL, buybacks, CEO search, Embedded finance, SBC
Mar 26, 2025SubstackDa MetropolitanNANX Solesence Other- Bull -beauty industry, Colorescience, Customer concentration, growth, Margins, mineral sunscreens, Solesence, SPF makeup, uplisting, zinc oxide
Mar 26, 2025Short ThesisNINGI ResearchCOCO Vita Coco Co Inc/The Consumer StaplesSoft Drinks Bear NASDAQBeverages, Coconut water, Competition, inflation, valuation
Mar 25, 2025Twitter / X@AlphaSenseIncPLTR Palantir Technologies Inc. Information TechnologyApplication Software Bull New York Stock ExchangeDefense, Expert, Government, Government IT, PLTR, Pltr Competitor, Real Time, Satellite
Mar 25, 2025Twitter / X@justfactstruthGLNG Golar LNG Ltd. EnergyOil & Gas Storage & Transportation Bull NASDAQCounterparties, EBITDA, Flng, Golar, LNG, Shipping, Worldwide, Worldwide March
Mar 25, 2025Twitter / X@mvcinvestingCDLR Cadeler A/S IndustrialsConstruction & Engineering Bull New York Stock Exchangebacklog, Cdlr, EBITDA, Est, Was Yoy, What, Yoy, Yoy Ebitda
Mar 25, 2025Value Investors ClubanomaloITMSF Intermap Technologies Corp. Information TechnologyApplication Software Bull TSXGeospatial, Indonesia, Mappingl SAR, NEXTMap, Small-cap inflection
Mar 25, 2025Value Investors ClubCosmosYQD Qudian Inc. FinancialsConsumer Finance Bull NASDAQbuybacks, China ADR, Discount to cash, Privatization risk
Mar 25, 2025SubstackIdea HiveLWAY Lifeway Foods Consumer StaplesPackaged Foods Bull NASDAQ—
Mar 24, 2025Twitter / X@KyleAdamsStocksPSIX Power Solutions International, Inc. IndustrialsIndustrial Machinery Bull NASDAQEarlier, Earlier Full, Income Earlier, Industrial, Mode, Power systems, Psix, Sales
Mar 24, 2025Twitter / X@stocktalkweeklyGME GameStop Corp. Consumer DiscretionaryComputer & Electronics Retail Bear New York Stock ExchangeClear Strategy, Core Business, Crypto, GameStop, Gamestop Core, GME, Store, Trading
Mar 24, 2025Twitter / X@thexcapitalistAMD Advanced Micro Devices, Inc. Information TechnologySemiconductors Bull NASDAQAMD, Chips, Crypto, inference, META, NVDA, semiconductors, Simulation
Mar 24, 2025Twitter / X@AlphaArkInvestSKYH Sky Harbour Group Corporation Real EstateDiversified Real Estate Activities Bull New York Stock ExchangeAviation, Fbos, Hangar, Harbour, process control, Satellite, Sky, Sky Harbour
Mar 24, 2025Twitter / X@BlueDuckCapPRPH ProPhase Labs, Inc. Health CareBiotechnology Bull NASDAQdiagnostics, Insurance, Marketing Software, Medical devices, Nebula, Oncology, Prph, Satellite
Mar 24, 2025Value Investors Clubthrive25MRVI Maravai LifeSciences Holdings Health CareLife Sciences Tools & Services Bull NASDAQbiologics safety testing, CleanCap, GTCR, mRNA, privatization optionality, SOTP, TriLink
Mar 24, 2025Value Investors Clubqueegs2191.HK SF REIT Real EstateREITs Bull Hong Kong Stock Exchangebuybacks, discount to NAV, Hong Kong, Hong Kong real estate, rate sensitivity, Re-rating, REIT
Mar 24, 2025Value Investors ClubCosmosYNOAH Noah Holdings Limited FinancialsCapital Markets Bull NYSEbuybacks, China discount, China HNW, valuation gap, wealth management
Mar 24, 2025Short ThesisThe Captain's LogDOCS Doximity Inc Health CareHealth Care Technology Bear NYSEPharma marketing, Physicians, SaaS, telehealth, valuation

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