Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 23, 2025Twitter / X@SophoninvestQXO QXO, Inc. IndustrialsIndustrial Conglomerates Bull NASDAQBagger, Brad, Homebuilders, Jacobs, Logistics, QXO, Roll-up, Xpo
Mar 23, 2025Value Investors ClubValugoBRRROUT Outfront Media Inc. Real EstateAdvertising Bull NYSEBillboards, Box office, dividend, rerating, Revenue share
Mar 23, 2025Value Investors ClubValugoBRRRTNL Travel + Leisure Co. Consumer DiscretionaryHotels and Resorts Bull NYSEconsumer spending, Re-rating, Timeshare, Vacation ownership
Mar 22, 2025Value Investors ClubJB8241417 JP Mirait One IndustrialsConstruction Bull Taiwan Stock Exchangebuybacks, data centers, Electrification, Japan, Labor shortage, Re-rating, telecom infrastructure
Mar 21, 2025Value Investors Clubandreas947LNF.TO Leon's Furniture Limited Consumer DiscretionaryRetail Bull TSXbuybacks, furniture, home furnishings, insider ownership, tailwind, undervalued
Mar 20, 2025Twitter / X@ToffCapSMRT SmartRent, Inc. Information TechnologySoftware - Application Bull New York Stock Exchangedownside risk, Homebuilders, Property, recurring revenue, Rental, SaaS, Smartrent, Smrt
Mar 20, 2025Twitter / X@MattJMcClintockNKE Nike, Inc. Consumer DiscretionaryApparel, Accessories & Luxury Goods Bear New York Stock ExchangeChina, Inventory, Key Countries, Marketing Software, Nike, Problem, UK, Wholesale
Mar 20, 2025Twitter / X@marginofdangerFPH Five Point Holdings, LLC FinancialsReal Estate Development & Operations Bull New York Stock Exchangedebt, debt reduction, Fph, Homebuilders, process control, real estate development, Reduction, Refinancing
Mar 20, 2025Value Investors ClublargoplazoSUI SJ Sun International Limited Real EstateCasinos & Gaming Bull Johannesburg Stock Exchangeactivist, buybacks, Casinos, Hotels, South Africa, SunBet
Mar 20, 2025Value Investors ClubParadoxBAH Booz Allen Hamilton Holding Corp IndustrialsProfessional Services—NYSEAusterity cycle, DOGE, GSA review, leverage
Mar 20, 2025Short ThesisThe Bear CaveIBTA Ibotta Inc Information TechnologyCapital Markets Bear NASDAQCashback, Competition, Loyalty, Unit economics, Walmart
Mar 20, 2025Short ThesisWhite Diamond ResearchZJK ZJK Industrial Co Ltd IndustrialsConstruction & Engineering Bear NASDAQAccounting, China ADR, Governance, Transparency, VIE
Mar 20, 2025SubstackPacific Northwest EdgePFE Pfizer Inc. Health CareDrug Manufacturers - General Neutral NYSE—
Mar 19, 2025Twitter / X@junkbondinvestFLNC Fluence Energy, Inc. IndustrialsElectrical Components & Equipment Bear NASDAQConverts, energy, Flnc, Fluence, Fluence Energy, Ira, Siemens Energy, Tesla
Mar 19, 2025Value Investors Clubvalueinvestor03ROP Roper Technologies Inc. Information TechnologyApplication Software Bull NYSEMoat, vertical market software
Mar 18, 2025Twitter / X@AlphaSenseIncU Unity Software Inc. Information TechnologySoftware - Application Bull New York Stock Exchangeautomotive, Expert, Gaming, Mobile, Mobile Gaming, Non Gaming, SaaS, Unity
Mar 18, 2025Twitter / X@100xCompoundingSOC Sable Offshore Corp. EnergyOil & Gas Exploration & Production Neutral New York Stock ExchangeCcc, Character, Ofsm, Out Character, Sable, State, State Waiver, Things
Mar 18, 2025Twitter / X@DataDInvestingHIMS Hims & Hers Health, Inc. Health Care ServicesHealth Care Providers & Services Bull New York Stock ExchangeFCF margin, Get, Get Revenue, HIMS, Retaining, Retaining Customers, telehealth, Wellness
Mar 18, 2025Twitter / X@ToffCapFVRR Fiverr International Ltd. Information TechnologyInternet Services & Infrastructure Bull New York Stock Exchangebuyback, Fiverr, Freelance, Losses, Operating, operating leverage, Roughly, Scenario
Mar 18, 2025Value Investors Clubscrooge833RGC Regencell Bioscience Holdings Ltd. Health CareBiotechnology Bear NASDAQBiotech, cash burn, Dilutive financing, Short squeeze, TCM

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