Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 18, 2025SubstackToff Cap Monday MonitorFNKO Funko, Inc. Consumer CyclicalLeisure Neutral -CEO change, Funko, margin compression, NASDAQ, revenue decline, sale, strategic alternatives, toymaker, turnaround potential
Aug 16, 2025Value Investors ClubOliviaUVA0818SOLV Solventum Corp. Health CareHealth Care Equipment & Supplies Bull NYSEspin-off, deleveraging, under-earning, margin inflection, tuck-in M&A, vertical integration, med-surg, dental, HIS, ERP transition
Aug 15, 2025Twitter / X@sockfeetrsrchLB LandBridge Company LLC Real EstateReal Estate Management & Development Bull New York Stock ExchangeBasin, Bbl, Delaware, Handing, Handling, land, Satellite, Surface
Aug 15, 2025Twitter / X@Arya__DenizTER Teradyne, Inc. Information TechnologySemiconductor Equipment Bull NASDAQAutomation, China, Industrial automation, Logistics Real Estate, robotics, Semiconductor, semiconductors, Teradyne
Aug 15, 2025Twitter / X@Stated_intentAMRZ Amrize AG IndustrialsConstruction Materials Bull SIX Swiss ExchangeAmrize, Amrz, EBITDA, Homebuilders, Median, Median Amrz, Peer Median, Residential
Aug 15, 2025Fund LettersTim GallagherRELY Remitly Global, Inc. Information TechnologyIT Services Bull NASDAQcontrarian, digital payments, Fintech, Remittance, secular growth
Aug 15, 2025Fund LettersTim GallagherXMTR Xometry, Inc. IndustrialsTrading Companies & Distributors Bull NASDAQAI, Digital Marketplace, disruption, manufacturing, network effects
Aug 15, 2025Fund LettersTim GallagherTHRYV Thryv Holdings, Inc. Communication ServicesInteractive Media & Services Bull NASDAQJoe Walsh, Management Play, profitable growth, SaaS Transition, SMB
Aug 15, 2025Fund LettersTim GallagherPGY Pagaya Technologies Ltd. FinancialsConsumer Finance Bull NASDAQAI, Consumer credit, Fintech, founder-led, Market Disconnect
Aug 15, 2025Fund LettersTim GallagherPL Planet Labs PBC IndustrialsAerospace & Defense Bull New York Stock ExchangeAI, Data Monetization, Earth Observation, Satellite Imagery, Unique Asset
Aug 15, 2025Fund LettersDaniel SmoakIGR LN IG Design Group plc Consumer DiscretionaryCommercial Services & Supplies Bull New York Stock Exchangedeep value, Gift Packaging, Liquidation, net cash, restructuring, turnaround
Aug 15, 2025Short ThesisScorpion CapitalSLNO Slide Insurance Holdings Inc. Health CareInsurance – Property & Casualty Bear NYSEInsurtech, Property Insurance, Florida Regulator, Executive Misconduct, Claims Manipulation, Inflated Earnings, Regulatory Risk
Aug 15, 2025Value Investors ClubFletchCNK Cinemark Holdings, Inc. Communication ServicesMovies & Entertainment Bull NYSEbox office slate, concessions mix, deleveraging, convert call spread, M&A optionality, recovery
Aug 15, 2025Value Investors ClubliverpoolstocksTGONF Tetragon Financial Group OtherAsset Management & Custody Banks Bull London Stock ExchangeNAV discount, Ripple Labs, tender offer, dual class, IPO catalyst, crypto optionality
Aug 15, 2025Short ThesisScorpion CapitalSLNO Soleno Therapeutics Inc Health CareBiotechnology Bear NASDAQBiotech, Dilution, FDA risk, Prader-Willi, Single asset
Aug 15, 2025Short ThesisFuzzy PandaRCAT Red Cat Holdings Inc IndustrialsAerospace & Defense (drones) Bear NASDAQCompetition, Drones, Equity raises, Production issues, Scalability risk
Aug 14, 2025Fund LettersUnconventional ValueRELY Remitly Global, Inc. Information TechnologyIT Services Bull NASDAQCross Border Payments, Digital Remittance, Financial Inclusion, Fintech, Immigrant Services, money transfer, Secular Disruption
Aug 14, 2025Fund LettersUnconventional ValueXMTR Xometry, Inc. IndustrialsCommercial Services & Supplies Bull NASDAQAI Quoting, Custom Manufacturing, Digital Marketplace, Industrial automation, Manufacturing Digitization, network effects, On-Demand Production
Aug 14, 2025Fund LettersUnconventional ValueSPIR Spire Global, Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Neutral NYSEData Analytics, Earth Observation, Founder Risk, leadership transition, satellite constellation, Space Analytics, Space-to-Cloud
Aug 14, 2025Fund LettersUnconventional ValueTHRY Thryv Holdings, Inc. Communication ServicesInteractive Media & Services Bull NASDAQbusiness transformation, Local Marketing, Management Quality, Print-to-Digital, SaaS Transition, small business, SMB software

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