Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 10, 2025Value Investors ClubFat_TonyUNP Union Pacific Corp IndustrialsRailroads Bull NYSERailroads, UNP, Norfolk Southern,Trump administration, synergies, freight cycle, industrial production, trucking share gain, precision scheduled railroading, operating ratio
Mar 10, 2025Value Investors ClubJohnnyFinancePBL.TO Pollard Banknote Ltd. Consumer DiscretionaryCasinos & Gaming Bull TSXDigital transformation, Gaming, iLottery, Lottery
Mar 10, 2025Value Investors ClubJumpman23DRX.TO ADF Group Inc. MaterialsEngineering & Construction Bull TSXAirports/manufacturing```, backlog, buybacks, IIJA, robotics, Steel fabrication, tariffs
Mar 10, 2025Value Investors ClubnobluffRPAY Repay Holdings Corp Information TechnologyTransaction & Payment Processing Bull NASDAQAP automation, Lending, Mortgage servicing, Payments processing, strategic review, vertical software
Mar 10, 2025Value Investors ClubAtlanticDMAGN Magnera Corp MaterialsContainers & Packaging Bull NYSECPG, deleveraging, index inclusion
Mar 10, 2025Value Investors Clubabra399DIN Dine Brands Global Consumer DiscretionaryRestaurants Bull NYSEFranchises, Franchisor, LBO, private equity, Restaurant franchise, Restaurants, turnaround
Mar 10, 2025Value Investors Clubabra399CRBP2 Caisse Régionale de Crédit Agricole Mutuel Brie Picardie FinancialsBanks Bull Euronext Stock Exchangebuyback, Discount to book, dividend yield, france, French bank
Mar 10, 2025SubstackAltay Cap5753.T Nippon Shindo MaterialsCopper Bull NYSE—
Mar 9, 2025Twitter / X@JonCukierwarKITW Kitwave Group plc Consumer StaplesFood & Grocery Wholesale Bull London Stock ExchangeAccretion, Adj, Div Yield, Foodservice, Kitwave, Photonics, process control, UK
Mar 9, 2025SubstackPillars and ProfitsFWONA Liberty Media Formula One Communication ServicesEntertainment Bull -Derek Chang, fan engagement, Formula One, global expansion, John Malone, Liberty Media, MotoGP acquisition, sports entertainment, streaming rights, vertical integration
Mar 8, 2025SubstackSpecial Situation InvestingEXP Eagle Materials MaterialsConstruction Materials Bull New York Stock ExchangeCompetitive Advantage, construction materials, Eagle Materials, economic cycles, Free Cash Flow, insider purchase, Low-cost producer, market position, operational efficiency, strategic acquisitions
Mar 8, 2025SubstackSpecial Situation InvestingBTU Peabody Energy EnergyCoal Neutral New York Stock Exchangecoal industry, energy transition, environmental concerns, industry risks, insider purchase, market opportunities, market presence, Peabody Energy, regulatory pressures, renewable energy
Mar 8, 2025SubstackSpecial Situation InvestingPNRG PrimeEnergy Resources EnergyOil & Gas Exploration & Production Bull NASDAQ Stock MarketEnergy Sector, horizontal drilling, insider ownership, low-profile, microcap, Oklahoma, PrimeEnergy Resources, revenue potential, stock buybacks, Texas
Mar 8, 2025SubstackSpecial Situation InvestingUSEG US Energy Corp EnergyOil & Gas Exploration & Production Neutral NASDAQ Stock Marketinsider buying, market cap, North Dakota, oil and gas, Risk, share repurchase, South Texas, turnaround potential, US Energy Corp, Volatility
Mar 8, 2025SubstackSpecial Situation InvestingMTDR Matador Resources EnergyOil & Gas Exploration & Production Bull New York Stock ExchangeDelaware Basin, Dividend Increase, Energy Sector, financial health, Free Cash Flow, Growth Opportunities, insider buying, Leverage reduction, Matador Resources, operational efficiency
Mar 8, 2025SubstackSpecial Situation InvestingRCG RENN Fund Investment ManagementClosed-End Fund Bull -arbitrage opportunity, closed-end fund, discount to NAV, diversified assets, historical performance, investment strategy, market conditions, Murray Stahl, RENN Fund, Texas Pacific Land
Mar 8, 2025SubstackPound the Rock InvestingNRP Natural Resource Partners L.P. EnergyThermal Coal Bull NYSE—
Mar 7, 2025Value Investors ClubHKBbqMasterMRE. Martinrea International Inc. Consumer DiscretionaryAuto Parts Manufacturing Bull TSXAuto parts, buybacks, FCF, manufacturing, tariffs, undervalued, USMCA
Mar 6, 2025Twitter / X@KevinLMakSPHR Sphere Entertainment Co Communication ServicesMovies & Entertainment Bull New York Stock ExchangeArtist, Backstreet Boys, Harry, Harry Styles, Residency, Sphere, Styles, Venue
Mar 6, 2025Value Investors ClubShooter McGavinMAMA Mama’s Creations, Inc. Consumer StaplesPrepared Foods Bull NASDAQConvenience foods, Deli, margin expansion, Roll-up

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