Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 14, 2025Value Investors Clubcnm3dGTX Garrett Motion Inc. Consumer DiscretionaryAuto Components Bull NASDAQAuto suppliers, buybacks, duopoly, undervaluation
Mar 14, 2025SubstackBorlaugIQV IQVIA Holdings Inc. HealthcareDiagnostics & Research Bull -capital deployment, contract research organization, CRO industry, EPS growth, FCF growth, IQVIA Holdings Inc., ROIC, S&P 500 discount, secular growth drivers, valuation dislocation
Mar 13, 2025Twitter / X@jaysyoonHNRG Hallador Energy Company EnergyIndependent Power Producers & Energy Traders Bull NASDAQdatacenter, Deal, Hnrg, Hnrg Shares, Payments, Proposed, Proposed Datacenter, Satellite
Mar 13, 2025Value Investors ClubSaltaireTRS TriMas Corp. MaterialsIndustrial Conglomerates Bull NASDAQactivist, Aerospace fasteners, Breakup, margin expansion, Packaging dispensers, strategic review
Mar 13, 2025Value Investors ClubroojooXFAB X-FAB Silicon Foundries Information TechnologySemiconductors Bull Euronext Stock Exchangeautomotive, Automotive semis, Diividends
Mar 13, 2025Value Investors ClubminuscherryFIVE Five Below Inc. Consumer DiscretionarySpecialty Stores Bull NASDAQRe-rating, Squishmallows, tariffs
Mar 13, 2025Value Investors ClubFrugalIII Imperial Metals Corp. MaterialsMetals & Mining Bull TSXCopper, FCF inflection, Gold
Mar 13, 2025Short ThesisKerrisdale CapitalIONQ IonQ Inc Information TechnologySystems Software (Quantum Computing) Bear NYSECommercialization, Dilution, Partnerships, Quantum, Trapped-ion
Mar 13, 2025Short ThesisCulper ResearchOSIS OSI Systems Inc Information TechnologyAerospace & Defense (Security Equipment) Bear NASDAQCompliance, Government, Procurement, Scanners, Security
Mar 12, 2025Value Investors Clubamr504APPN Appian Corp. Information TechnologyApplication Software Bull NASDAQAsymmetric, Enterprise SaaS, Process automation, SaaS
Mar 12, 2025Value Investors ClubBradfordstWBQNL Woodbridge Liquidation Trust IndustrialsClosed-End Funds Bull -Liquidation, NAV discount, Special Situation
Mar 12, 2025Value Investors Clubmana12OTTR Otter Tail Corp. IndustrialsConstruction Materials Bear NASDAQCommodity reversion, Construction, Pipes, Earnings miss, PVC resin, utilities
Mar 12, 2025Short ThesisGrizzly researchXP XP Inc FinancialsCapital Markets Bear NASDAQBrazil, Brokerage, Competition, Regulation, Retail trading
Mar 12, 2025SubstackDavid VerlanderGBFH GBank Financial Holdings FinancialsBanks - Regional Bull NASDAQ—
Mar 11, 2025Value Investors ClubWellsSNOW Snowflake Inc. Information TechnologyApplication Software Bull NASDAQData warehouse, DBMS, FCF margin, Snowflake
Mar 11, 2025Value Investors ClubMrStingySTOK Stoke Therapeutics Health CareBiotechnology Bull NASDAQBiogen partnership, Biotech, Dravet syndrome, orphan drug, Phase 3, PRV, Seizure medication, Vineland-3, Zorevunersen
Mar 11, 2025Value Investors Clubangus309HSY Hershey Co. Consumer StaplesPackaged Foods Bull NYSECocoa, Dividend compounder, GLP-1, Ozempic, Pricing power, Weightloss
Mar 11, 2025Value Investors ClubeveryonehatespoetryONIT Onity Group Inc. FinancialsMortgage Finance Bull NYSEdeleveraging, DTA valuation allowance, Mortgage servicing, MSR, PHH integration, Potential takeout, Reverse mortgages
Mar 11, 2025Short ThesisSpruce PointRELY Remitly Global Inc Information TechnologyTransaction & Payment Processing Services Bear NASDAQCAC, Competition, Compliance, Fintech, Remittances
Mar 11, 2025SubstackPacific Northwest EdgeMETA Meta Platforms, Inc. Communication ServicesInternet Content & Information Bull NASDAQ—

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