Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 13, 2025SubstackDavid VerlanderAERG Applied Energetics, Inc. DefenseDirected Energy Weapons Bull Over-the-Counter MarketApplied Energetics, Battle Lab, defense partnerships, directed energy weapons, fiber-optic-based lasers, military infrastructure, real-world testing, strategic relevance, USPL technology, valuation increase
Feb 13, 2025SubstackThe Finance CornerBFIT.AS Basic-Fit N.V. Consumer DiscretionaryLeisure Bull Euronext Stock Exchange—
Feb 12, 2025Twitter / X@CapitalPmhIXI IXICO plc Health Care ServicesHealth Care Technology Bull London Stock ExchangeBrain, Clinical, diagnostics, Gold, Imaging, Insurance, Ixiconews, Neurodegenerative
Feb 12, 2025Twitter / X@sigmazerocapU Unity Software Inc. Information TechnologyApplication Software Bull New York Stock ExchangeCore Engine, Developer, Dominant, Engine, leadership, Take, TAM, Unity
Feb 12, 2025SubstackIdea HiveIPCO-TO International Petroleum Corporation Other- Bull NYSE—
Feb 11, 2025Twitter / X@ClayDMontgomeryOKLO Oklo Inc. IndustrialsElectrical Components & Equipment Bear New York Stock ExchangeAustralia, Defense, Fuel, Nrc, nuclear energy, OKLO, Satellite, uranium
Feb 11, 2025Fund LettersArne UllandEVO SS Evolution AB Consumer DiscretionaryLeisure Facilities Bull NASDAQAsia, cybersecurity, Gaming, Margins, valuation
Feb 11, 2025Fund LettersArne UllandCSU CN Constellation Software Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAcquisitions, Capitalallocation, Decentralization, Incentives, Software
Feb 11, 2025Fund LettersArne UllandV Visa Inc. Information TechnologyData Processing & Outsourced Services Bull New York Stock Exchangecompounding, Margins, network, Payments, Regulation
Feb 11, 2025Short ThesisIceberg ResearchPGY Pagaya Technologies Ltd Information TechnologyData Processing & Outsourced Services Bear NASDAQAI lending, Credit risk, Fintech, Regulation, Structured loans
Feb 10, 2025Twitter / X@MultiMismanagedSMRT SmartRent, Inc. Information TechnologyApplication Software Bull New York Stock ExchangeGross Profits, Multifamily, Sales Subscription, Software, Subscription, Subscription Gross, Subscription Sales, Subscription Software
Feb 10, 2025Twitter / X@A_May_MDNKTR Nektar Therapeutics Health CareBiotechnology Bull NASDAQcybersecurity, Easi, Easi Reduction, Mean Easi, Nktr, Pbo Adj, Photonics, Week
Feb 10, 2025SubstackOptrack.ioCOUR Coursera Ed-TechEd-Tech Bull -Amazon, cash flow, CEO appointment, Coursera, Ed-Tech, Greg Hart, Gross margin, investment thesis, market cap, valuation
Feb 10, 2025Value Investors Clubjet551PAYO Payoneer Global Inc Information TechnologyTransaction & Payment Processing Services—NASDAQCross-Border, Emerging markets, Fintech, Float Income, multiple expansion, Payments, SMB
Feb 9, 2025Twitter / X@FloebertusBSH Bridge Solutions Hub S.A. Information TechnologyApplication Software Bull WSEAcquisitions, Bsh, Car, Europe, Pet, Pln, Polish, Replenishment
Feb 8, 2025Twitter / X@realrosecelineDLO DLocal Limited Information TechnologyApplication Software Bull NASDAQDlo, Emerging markets, Fintech, Global, Local, Payment, Payments, Satellite
Feb 8, 2025SubstackSpecial Situation InvestingTPL Texas Pacific Land Corporation EnergyOil & Gas E&P Bear NYSE—
Feb 7, 2025Twitter / X@LordshipstradeROCKB Rockwool A/S IndustrialsBuilding Products Bear Nasdaq CopenhagenEurope, Logistics Real Estate, Photonics, Reconstruction, Rockwool, Russia, Russian, Ukraine
Feb 7, 2025Short ThesisGrizzly researchWGS GeneDx Holdings Corp Health CareLife Sciences Tools & Services Bear NASDAQCompetition, diagnostics, Dilution, Genomics, Reimbursement
Feb 7, 2025SubstackAttitude Small CapsALNT.MC Alantra Partners, S.A. FinancialsCapital Markets Bull Bolsas y Mercados Españoles (Madrid)—

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