Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 26, 2025SubstackKairos ResearchCR Crane Company Industrial ManufacturingAerospace and Process Control Components Neutral New York Stock Exchangeacquisition strategy, aerospace components, Aftermarket revenue, Crane Business System, Crane Company, high valuation, margin expansion, market share, Operational Leverage, process control
Aug 26, 2025Value Investors ClubbigvicLRN Stride, Inc. Health CareEducation Services / K-12 Online Learning Bull NYSECareer learning, Cash EPS, duopoly, School choice, Share Buybacks, Virtual schools
Aug 26, 2025SubstackKairos ResearchCR Crane Company IndustrialsSpecialty Industrial Machinery Neutral -Acquisitions, aerospace components, Crane Business System, Crane Company, industrial manufacturing, margin expansion, market share, operating leverage, process control, valuation
Aug 26, 2025SubstackMonopolistic InvestorNVDA Nvidia Corporation TechnologySemiconductors Bear -AI, CUDA, Free Cash Flow, GPUs, Monopolistic Traits, NVIDIA, Omniverse, Overvaluation, R&D, semiconductors
Aug 25, 2025SubstackSZEWKINVB.ST Kinnevik AB Investment ManagementVenture Capital Bull Stockholm Stock ExchangeClimate Technologies, dividend distribution, Growth Investment, Health & Bio, Interest rates, long-term strategy, market valuation, net asset value, Software, Strategic Transformation
Aug 25, 2025Fund LettersSaltlight CapitalGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAntitrust Risk, Artificial Intelligence, Cloud computing, digital advertising, large language models, Platform Transition, search engine, technology, TPU Chips
Aug 25, 2025Fund LettersFred LiuSMRT SmartRent, Inc. Information TechnologyApplication Software Bear New York Stock ExchangeGovernance, Interest, Multifamily, profitability, proptech, SaaS
Aug 25, 2025Fund LettersDaniel L. BabkesDG Dollar General Corporation Consumer DiscretionaryGeneral Merchandise Stores Bull New York Stock Exchangediscount retail, Inventory Control, Margins, Middle-Income Consumer, Shrink, tariffs, Trade-down
Aug 25, 2025Fund LettersDaniel L. BabkesOSK Oshkosh Corporation IndustrialsConstruction Machinery & Heavy Trucks Bull New York Stock ExchangeAerial Work Platforms, AWP, Cyclical, Defense, Postal Contract, Replacement Cycle, Underearning
Aug 25, 2025Fund LettersDaniel L. BabkesGPN Global Payments Inc. FinancialsTransaction & Payment Processing Services Bull New York Stock Exchangeacquisition, Genius, M&A, Payments, Point of Sale, scale, Worldpay
Aug 25, 2025Fund LettersDanton Goei8001 JP ITOCHU Corporation IndustrialsTrading Companies & Distributors Bull NYSEconglomerate, diversification, Japan, ROE, valuation
Aug 25, 2025Fund LettersDanton GoeiNTES NetEase, Inc. Communication ServicesInteractive Home Entertainment Bull NASDAQFranchises, Gaming, growth, Mobile, monetization
Aug 25, 2025Fund LettersDanton GoeiSOLV Solventum Corporation Health CareHealth Care Supplies Bull NYSEdeleveraging, healthcare, Margins, Recurring, spinoff
Aug 25, 2025Value Investors ClubDen1200CRWV CoreWeave Inc. Information TechnologyCloud Infrastructure / AI Compute (GPU Cloud) Bear NASDAQCustomer concentration, Demand slowdown, Depreciation risk, GPU cloud, Leverage risk, Pricing pressure
Aug 25, 2025Value Investors Clubhkup881BOLSY B3 S.A. – Brasil Bolsa Balcão FinancialsCapital Markets / Exchanges & Data Platforms Bull Brasil Bolsa BalcãoBrazil election, buybacks, Emerging markets, Political cycle, stock exchange
Aug 25, 2025Value Investors ClubJohnnyFinanceCPAY Corpay Inc. Information TechnologyIT Services / B2B Payments & Cross-Border FX Bull NYSEB2B payments, Cross-border FX, Inflation beneficiary, Multiple rerating, Share Buybacks, Stablecoin optionality
Aug 25, 2025Value Investors ClubrandalthorEDELWEISS Edelweiss Financial Services Limited OtherDiversified Financial Services / Asset Management & Insurance Bull National Stock Exchange of IndiaAlternatives AUM, deleveraging, Holding discount, Indian financials, Spin-off catalyst, value unlocking
Aug 25, 2025Value Investors ClubSebarASMIY ASM International NV Information TechnologySemiconductors & Semiconductor Equipment / Deposition Equipment Bull Euronext Stock ExchangeAI chips, ALD, Capital equipment, Cyclical Recovery, semiconductors, Share Buyback
Aug 25, 2025Value Investors ClubSebarTNIE tonies SE Consumer DiscretionaryLeisure Products / Children’s Audio & Educational Entertainment Bull -Children’s audio, Licensed IP, North America scaling, Overhang clearance, Platform economics, recurring revenue
Aug 25, 2025Value Investors ClubFuzzyLogicFILA Fabbrica Italiana Lapis ed Affini (F.I.L.A.) IndustrialsHousehold & Personal Products / Stationery & Art Supplies Bull -Brand moat, cash generation, deleveraging, Indian growth, Sum-of-the-Parts, Tariff tailwind

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