Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 6, 2025Value Investors Clubjon64RPD Rapid7 Inc. Information TechnologyCybersecurity Software & Managed Services Bull NASDAQAI automation, Buyout candidate, cybersecurity, MDR, SIEM, turnaround
Mar 6, 2025Value Investors Clubjon64000660.KS SK Hynix Information TechnologySemiconductors Bull Korea ExchangeAI chips, DRAM cycle, HBM, memory semiconductors, Nvidia supply chain, South Korea
Mar 6, 2025Value Investors ClubliverpoolstocksLFCR Lifecore Biomedical Inc. Health CareHealth Care Manufacturing Bull NASDAQacquisition target, Biomanufacturing, CDMO, deleveraging, GLP-1, turnaround
Mar 6, 2025Value Investors Clubjm671TTEC TTEC Holdings Inc. Information TechnologyCustomer Experience Outsourcing & CX Consulting Bull NASDAQAI, AI automation, buyout catalyst, CX outsourcing, digital consulting, founder-led LBO, Free Cash Flow, restructuring, undervalued
Mar 6, 2025Value Investors ClubFrugalCBG Close Brothers Group plc FinancialsMerchant Banking Bull London Stock ExchangeAuto finance, FCA fine, margin of safety, Merchant banking, restructuring, UK bank
Mar 6, 2025Short ThesisThe Bear CaveGRRR Gorilla Technology Group Inc Information TechnologyAerospace & Defense (Security & Surveillance) Bear NASDAQAI, Governance, Security, Surveillance, Transparency
Mar 5, 2025Twitter / X@puppyeh1MAPS WM Technology Communication ServicesInteractive Media & Services Bull NASDAQBreak, Deal, Downside, Maps, marketplace, Payments, SaaS, Weedmaps
Mar 5, 2025SubstackOptrack.ioMATW Matthews International ConglomerateConglomerate Bull NASDAQ Stock Marketactivist investor, company sale, conglomerate, Market Underperformance, Matthews International, SGK Divestiture, share repurchase, stock price rebound, strategic restructuring, value unlocking
Mar 5, 2025Value Investors ClubJayusTPFG.L The Property Franchise Group plc Real EstateReal Estate Bull London Stock ExchangeFranchising, PRS, Real Estate, Roll-up, UK housing
Mar 5, 2025Value Investors ClubShowMeThe$$FSS Federal Signal Corp. IndustrialsSpecialty vehicles Bear NYSEARPA cliff, Competitive pricing, Equipment
Mar 4, 2025SubstackWinter GemsBBD-B.TO Bombardier Inc. Aerospace & DefensePrivate Jets Bull Toronto Stock ExchangeAerospace, aftermarket services, Bombardier, debt reduction, EPS growth, financial improvement, market share, PE expansion, private jets, Tariff risk
Mar 4, 2025Value Investors ClubHTC2012CMP Compass Minerals International Inc. MaterialsChemicals Bull NYSEActivism, Fertilizer, Fire retardant exit, Minerals, Salt, turnaround, value unlock
Mar 4, 2025Value Investors ClubscandicandyTNOM Talenom Oyj IndustrialsAccounting & Software services Bull NASDAQAccounting, carve-out, Finland, Italy, PE, SaaS adjacency, Spain, Sweden, turnaround
Mar 4, 2025Value Investors ClubcrestoneXIFR XPLR Infrastructure LP (fka NextEra Energy Partners) UtilitiesRenewables Bull NYSEClean power, deleveraging, FCFbg, Repowering
Mar 4, 2025SubstackNocturnal Research5253.T COVER Corporation -- Bull -EBIT margin, fan engagement, hololive production, international expansion, investment thesis, market leader, merchandising, Revenue Growth, talent management, VTuber
Mar 3, 2025SubstackEveryone Hates PoetryONIT Onity Group Financial ServicesMortgage Servicing Bull New York Stock Exchangeacquisition target, deferred tax assets, deleveraging, financial transformation, interest rate risk, Mortgage servicing, PHH Corporation, regulatory compliance, special servicing, valuation
Mar 3, 2025Twitter / X@R2DiscoveryCEK.DE Ceotronics Information TechnologyElectronic Components Bull German Stock ExchangeCeoTronics, Defense, Eur, Game Changer, Invisio, microcap, Most Likely, Order
Mar 3, 2025Twitter / X@Floebertus5CF OKP Holdings IndustrialsEngineering & Construction Services Bull Singapore Stock Exchangebacklog, China, Cycling, Cycling Paths, Okp, Paths, SGD, Singapore
Mar 3, 2025Value Investors Clubotto695SMC Summit Midstream Corp EnergyEnergy Infrastructure Bull NYSEdeleveraging, energy, infrastructure, midstream, natural gas, turnaround
Mar 3, 2025Value Investors Clubmvcp21FIN.L Finseta PLC Information TechnologyFintech Bull London Stock ExchangeAIM, Fintech, insider ownership, microcap, turnaround

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