Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 14, 2025Fund LettersUnconventional ValueUPST Upstart Holdings, Inc. FinancialsConsumer Finance Bull NASDAQAI Credit, Alternative Lending, Bank Partnerships, consumer finance, Credit Underwriting, Fintech, machine learning
Aug 14, 2025Fund LettersUnconventional ValuePGY Pagaya Technologies Ltd. FinancialsConsumer Finance Bull NASDAQAI Credit, Alternative Lending, consumer finance, Credit Underwriting, financial technology, Fintech, founder-led
Aug 14, 2025Fund LettersUnconventional ValuePL Planet Labs PBC Information TechnologyTechnology Hardware, Storage & Peripherals Bull NYSEAI Analytics, Constellation, Data Monetization, Earth Observation, Geospatial Data, remote sensing, Satellite Imaging
Aug 14, 2025Fund LettersAtai Capital ManagementALOT AstroNova Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Neutral NASDAQactivist campaign, Data Acquisition, earnings inflection, governance issues, Management Change, MTEX Acquisition, Poor Capital Allocation, Specialty Printers, turnaround
Aug 14, 2025Fund LettersAtai Capital ManagementCABO Cable One Inc. Communication ServicesCable & Satellite Bear NYSEARPU, broadband, cable, Fiber Competition, HFC Network, leverage, Rural Markets, Subscriber Losses, turnaround
Aug 14, 2025Twitter / X@ToffCapAL2SI 2CRSi Information TechnologyTechnology Hardware, Storage & Peripherals Bull Euronext Growth ParisAIInfrastructure, AIServers, datacenters, Gpu, hyperscalers, ImmersionCooling, OrderBacklog, Servers, turnaround
Aug 14, 2025Twitter / X@ToffCapIHS IHS Holding Ltd. Communication ServicesAlternative Carriers Bull New York Stock ExchangeAdditional, Asset, Disposals, Ihs, Review, Selling, Telecom, Underlying
Aug 14, 2025Twitter / X@ToffCapADYEN Adyen N.V. Information TechnologyData Processing & Outsourced Services Neutral Euronext AmsterdamAcceleration Unlikely, Adyen, Payments, Revenue, Revenue Yoy, tariffs, Volume, Yoy
Aug 14, 2025Twitter / X@KyleAdamsStocksPPIH Perma-Pipe International Holdings, Inc. IndustrialsIndustrial Machinery Bull NasdaqGMCoatings, Gas, Leak, Leak Detection, Permalert, Piping, Ppih, Qatar
Aug 14, 2025Twitter / X@richtrades100SEAT Vivid Seats, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQEras, Exchanges, Seats, Swift, Touring, Tours, Vivid, Vivid Seats
Aug 14, 2025SubstackToff CapAL2SI 2CRSi Technology HardwareTechnology Hardware Bull Euronext ParisAI infrastructure, contract wins, geopolitical risks, global market entry, margin expansion, NVIDIA, Revenue Growth, server manufacturing, services expansion, technology hardware
Aug 14, 2025Value Investors Clubbritt12CVGI Commercial Vehicle Group, Inc. Consumer DiscretionaryAuto Components Bull NASDAQTier-1 supplier, Class 8 trucks, SG&A cuts, PE interest, tangible book, activist
Aug 14, 2025Value Investors Clubinflection99UURAF Ucore Rare Metals Inc. MaterialsDiversified Metals & Mining Bull -REE processing, RapidSX, HREE, DoD OTA, Louisiana SMC, offtakes
Aug 14, 2025Value Investors ClubcoppercreekMSMGF Grid Metals Corp. MaterialsDiversified Metals & Mining Bull TSXCesium scarcity, Donner Lake, Falcon West, Teck JV, critical minerals, Manitoba
Aug 13, 2025Twitter / X@Mike10947310TGEN Tecogen Inc. IndustrialsIndustrial Machinery Bull New York Stock Exchange AmericanChiller, Feel, Feel Like, Pilot, Raise, Raise Was, Tecogen, Vertiv
Aug 13, 2025Twitter / X@taobankerDOM.L Domino’s Pizza Group plc Consumer DiscretionaryRestaurants Bull London Stock Exchangedelivery, Logistics, Make Sense, Pizza, Pressures, process control, Sense, Staple
Aug 13, 2025Twitter / X@stock_logging247A.T AI Robotics -- Bull Tokyo Stock ExchangeCustomer, Japan, Marketing, Marketing Software, OPEN, Proprietary, robotics, Sell
Aug 13, 2025Value Investors ClubTheBeautyContestPBAM Private Bancorp of America FinancialsRegional Banks Bull -Community bank, California CRE, uplisting, ROE compounding, growth runway
Aug 13, 2025Value Investors ClubMrStingyPEPG PepGen Inc. Health CareBiotechnology—NASDAQRare disease, antisense, RA Capital, DM1, biotech optionality, catalyst-driven
Aug 13, 2025Value Investors Clubnola18ANTIN Antin Infrastructure Partners SAS FinancialsAsset Management & Custody Banks Bull Euronext Stock ExchangeInfrastructure, private equity, AUM growth, FRE, carry optionality, fundraising cycle

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