Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 27, 2025 | Fund Letters | James Cullen | KVUE | Kenvue Inc. | Consumer Staples | Personal Care Products | Bull | NYSE | brands, consumer, Currency, inflation, profitability, resilience | Login |
| Aug 27, 2025 | Fund Letters | James Cullen | AMAT | Applied Materials, Inc. | Information Technology | Semiconductor Equipment | Bull | NASDAQ | China, DRAM, Foundry, Margins, Nand, Packaging, semiconductors | Login |
| Aug 27, 2025 | Fund Letters | James Cullen | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NYSE | AI, backlog, CapEx, cloud, Databases, infrastructure, Software | Login |
| Aug 27, 2025 | Fund Letters | James Cullen | NMRK | Newmark Group, Inc. | Real Estate | Real Estate Services | Bull | NASDAQ | cashflow, Governance, Real Estate, recovery, services | Login |
| Aug 27, 2025 | Fund Letters | James Cullen | NSC | Norfolk Southern Corporation | Industrials | Railroads | Bull | NYSE | efficiency, Intermodal, Margins, Psr, railroads | Login |
| Aug 27, 2025 | Fund Letters | James Cullen | COP | ConocoPhillips | Energy | Oil & Gas Exploration & Production | Bull | NYSE | buybacks, CapEx, dividends, FCF, oil | Login |
| Aug 27, 2025 | Fund Letters | James Cullen | PPG | PPG Industries, Inc. | Materials | Specialty Chemicals | Bull | NYSE | Aerospace, Coatings, Costcontrol, Pricing, recovery | Login |
| Aug 27, 2025 | Fund Letters | James Cullen | PCAR | Paccar Inc. | Industrials | Machinery | Bull | NASDAQ | aftermarket, Margins, Powertrains, trucks, valuation | Login |
| Aug 27, 2025 | Fund Letters | Brian Angerame | CVNA | Carvana Co. | Consumer Discretionary | Automotive Retail | Bull | NYSE | Auto, ecommerce, growth, Margins, restructuring | Login |
| Aug 27, 2025 | Fund Letters | Brian Angerame | VST | Vistra Corp. | Utilities | Independent Power Producers & Energy Traders | Bull | NYSE | AI, Capacity, Electricity, Power, Pricing | Login |
| Aug 27, 2025 | Fund Letters | Brian Angerame | MELI | MercadoLibre, Inc. | Consumer Discretionary | Broadline Retail | Bull | NASDAQ | ADS, ecommerce, Fintech, ROIC, scale | Login |
| Aug 27, 2025 | Fund Letters | Brian Angerame | TW | Tradeweb Markets Inc. | Financials | Financial Exchanges & Data | Bear | NASDAQ | Execution, Expectations, Liquidity, valuation, Volumes | Login |
| Aug 27, 2025 | Fund Letters | Brian Angerame | AXON | Axon Enterprise, Inc. | Industrials | Aerospace & Defense | Bull | NASDAQ | growth, Margins, Publicsafety, Software, Subscriptions | Login |
| Aug 27, 2025 | Fund Letters | Brian Angerame | PLTR | Palantir Technologies Inc. | Information Technology | Systems Software | Bear | NYSE | Adoption, AI, Sentiment, valuation, Volatility | Login |
| Aug 27, 2025 | Value Investors Club | mahagany | 1571.HK | Xin Point Holdings | Consumer Discretionary | Auto Components / Interior Trim & Decorative Parts | Bull | Hong Kong Stock Exchange | Automotive interiors, dividend yield, high-ROIC, Manufacturing efficiency, Nearshoring, Tariff mitigation | Login |
| Aug 27, 2025 | Value Investors Club | Laksa | ASAN | Asana Inc. | Information Technology | Application Software / Work Management & Collaboration | Bear | NYSE | Agentic AI, AI disruption, Competitive pressure, margin compression, SaaS short, Work management | Login |
| Aug 27, 2025 | Value Investors Club | Houdini | DV | DoubleVerify | Information Technology | Advertising & Marketing / Ad Verification & Analytics | Bull | NYSE | Ad verification, Adtech duopoly, AI tailwinds, Brand safety, digital advertising, Growth compounder | Login |
| Aug 27, 2025 | Value Investors Club | mahagany | 1846.HK | EuroEyes International Eye Clinic | Health Care | Health Care Providers & Services / Specialized Clinics | Bull | Hong Kong Stock Exchange | Aging demographics, Elective surgery, Healthcare consolidation, M&A growth, Small-cap compounder, value investing | Login |
| Aug 27, 2025 | Substack | Triples Investing | ENW.L | Enwell Energy | - | - | Bull | - | cash-rich, downside protection, energy disputes, Enwell Energy, gas production, ICSID arbitration, investment opportunity, market cap, regulatory sanctions, Ukraine | Login |
| Aug 27, 2025 | Substack | PP Invest 007 | HYDTF | Hydreight Technologies | Healthcare | Health Information Services | Bull | - | Caregiver Registrations, Healthcare Technology, investment thesis, Market Capitalization, Maxim Group, Operational Improvement, Pharmacy Orders, Revenue Growth, Strong Buy Recommendation, Victory Square Technologies | Login |
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