Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 3, 2025 | Value Investors Club | skw240 | CX | Cemex S.A.B. de C.V. | Materials | Cement & Building Products | Bull | NYSE | buyback, Cement, infrastructure, materials, Mexico, Nearshoring | Login |
| Mar 3, 2025 | Short Thesis | Muddy Waters | FTAI | FTAI Aviation Ltd | Industrials | Air Freight & Logistics (Aviation Leasing & Infrastructure) | Bear | NASDAQ | Aviation, dividend, Engines, Leasing, leverage | Login |
| Mar 3, 2025 | Substack | Idea Hive | DAC | Danaos Corp | Industrials | Marine Shipping | Bull | - | dividends, earnings potential, financial management, Greek shipping, growth prospects, management stake, market cap, shareholder value, stock buybacks, value-accretive | Login |
| Mar 2, 2025 | Substack | Pacific Northwest Edge | AAPL | Apple Inc. | Information Technology | Consumer Electronics | Bull | NASDAQ | — | Login |
| Feb 28, 2025 | Substack | Idea Hive | MGPI | MGP Ingredients | Consumer Staples | Beverages - Wineries & Distilleries | Bear | NASDAQ | — | Login |
| Feb 27, 2025 | Twitter / X | @Borlaug_ | RPID | Rapid Micro Biosystems, Inc. | Health Care Services | Health Care Equipment | Bull | NASDAQ | Above, biologics, Consensus, gene therapy, Gross, Micro, Payments, Rev | Login |
| Feb 27, 2025 | Twitter / X | @QuackQuackCap | DIB.MI | Digital Bros S.p.A. | Communication Services | Interactive Home Entertainment | Bear | Borsa Italiana | Better Opportunities, Dib, Digital Bros, Evo, franchise, Gaming, See Better, Wuchang | Login |
| Feb 27, 2025 | Substack | Optrack.io | APPF | Appfolio | Software as a Service (SaaS) | Software as a Service (SaaS) | Bull | NASDAQ Stock Market | Alexander Wolf, Appfolio, board member purchase, growth runway, high margins, investment thesis, SaaS, software solutions, stock drawdown, VMS | Login |
| Feb 27, 2025 | Substack | Pound the Rock Investing | BELFB | Bel Fuse Inc. | Information Technology | Electronic Components | Bull | NASDAQ | — | Login |
| Feb 26, 2025 | Twitter / X | @KryptoniteRese | FTAI | FTAI Aviation Ltd. | Consumer Discretionary | Aerospace & Defense | Bull | NASDAQ | Aviation, Ftai, PMA, Presenter, Products, refining, Third Party Capital, Using Third Party | Login |
| Feb 26, 2025 | Short Thesis | Fuzzy Panda | APP | AppLovin Corp | Communication Services | Interactive Media & Services | Bear | NASDAQ | adtech, AT&T, Gaming, leverage, user acquisition | Login |
| Feb 26, 2025 | Short Thesis | Culper Research | APP | AppLovin Corp | Communication Services | Interactive Media & Services (AdTech/Marketing Software) | Bear | NASDAQ | Interactive Media & Services (AdTech/Marketing Software) | Login |
| Feb 26, 2025 | Substack | The Finance Corner | GRAB | Grab Holdings Limited | Information Technology | Software - Application | Bull | NASDAQ | — | Login |
| Feb 25, 2025 | Substack | Optrack.io | KULR | KULR Technology Group, Inc. | Energy Storage | Energy Storage | Bear | New York Stock Exchange | Bitcoin treasury, cash burn, Dilution, energy storage, equity issuance, financial health, governance issues, KULR Technology Group, related parties, stock promotion | Login |
| Feb 25, 2025 | Short Thesis | Bleecker Street | RKLB | Rocket Lab USA Inc | Industrials | Aerospace & Defense (Space Launch) | Bear | NASDAQ | Competition, Dilution, Launch, Satellites, Space | Login |
| Feb 24, 2025 | Twitter / X | @maninapurpledr1 | STAI | ScanTech AI Systems, Inc. | Industrials | Electrical Components & Equipment | Bear | NASDAQ | Feb, Fintech, Fluid Handling, Joinyellowbrick, Maninapurpledress, Maninapurpledress Feb, Sec, Stai | Login |
| Feb 24, 2025 | Twitter / X | @Suicide95518428 | OKE | ONEOK, Inc. | Energy | Oil & Gas Storage & Transportation | Bear | New York Stock Exchange | CapEx, Debt Ebitda, EBITDA, midstream, Oke, Photonics, Projects, Run Rate | Login |
| Feb 24, 2025 | Twitter / X | @OddDiligence | HIMS | Hims & Hers Health, Inc. | Health Care Services | Health Care Technology | Bear | New York Stock Exchange | Chip Packaging, Glp, HIMS, Liraglutide, Marketing Software, Non Glp, semaglutide, Semaglutide Liraglutide | Login |
| Feb 23, 2025 | Twitter / X | @310Value | BN | Brookfield Corporation | Financials | Other Financial Services | Bull | New York Stock Exchange | Annuities, Asset, Bam, Capital, Carry, Growing, Inclusion, process control | Login |
| Feb 22, 2025 | Substack | Special Situation Investing | BTC-USD | Bitcoin | Cryptocurrency | Digital Currency | Bull | - | Bitcoin, Blockchain, cryptocurrency, Divisibility, Gold, market cap, Scarcity, Security, Store-Of-Value, Yield Generation | Login |
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