Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 6, 2025SubstackBorlaugDHR Danaher Corporation Life Sciences Tools & ServicesBioprocessing Bear New York Stock ExchangeBioprocessing, competitive pressures, Consumables, Danaher, guidance strategy, Industry dynamics, life sciences, order growth, organic growth, valuation
Feb 6, 2025SubstackBorlaugRGEN Repligen Corporation BiotechnologyBioprocessing Bull NASDAQ Stock MarketBioprocessing, biotechnology, Competitive advantages, growth drivers, Industry dynamics, innovation, market position, production capabilities, Repligen, strategic initiatives
Feb 6, 2025Twitter / X@sigmazerocapEVO / EVT Evotec SE Health Care ServicesLife Sciences Tools & Services Bull XETRAbiologics, Biologics Manufacturing, Discovery, Drug, Drug Discovery, Life, life sciences, Sciences
Feb 5, 2025Twitter / X@Mike10947310PLCE The Children's Place, Inc. Consumer DiscretionaryApparel, Accessories & Luxury Goods Bull NASDAQMechanics, Mithaq, Mithaq Wants, Non Tactical, Non Tactical Interest, Offering, rights, Rights Offering
Feb 5, 2025Twitter / X@InvestSpecialCAU.L Centaur Media Plc Communication ServicesPublishing Neutral London Stock ExchangeCarr, Cau, divestment, Full Liquidation, Legal, Liquidation, Mini Mba, UK
Feb 5, 2025SubstackIdea HiveMGPI MGP Ingredients Consumer StaplesBeverages - Wineries & Distilleries Bear NASDAQ—
Feb 4, 2025Twitter / X@SHJVerborgASPI AspiraDAC Ltd. IndustrialsIndustrial Machinery Bull Australian Stock ExchangeAspi, HALEU, nuclear energy, Nuclear Fuel, Pet Labs, Qle, semiconductors, uranium
Feb 4, 2025Short ThesisCulper ResearchAAOI Applied Optoelectronics Inc Information TechnologyCommunications Equipment Bear NASDAQdata centers, hyperscale, Margins, Optical, Transceivers
Feb 4, 2025SubstackPound the Rock InvestingNRP Natural Resource Partners EnergyThermal Coal Bull NYSE—
Feb 4, 2025SubstackIdea HiveTHRY Thryv Holdings Communication ServicesInternet Content & Information Bull NASDAQ—
Feb 3, 2025Twitter / X@blondesnmoneyLFMD LifeMD, Inc. Health Care ServicesHealth Care Services Bull NASDAQExchanges, HIMS, Lifemd, Marketing, Marketing Software, Not High, Out Marketing, Pharmacy
Feb 3, 2025SubstackRaging Bull InvestmentsZEG.L Zegona Communications Communication ServicesTelecom Services Bull London Stock Exchange—
Jan 31, 2025Fund LettersGeorge BoltonMKSI MKS Instruments, Inc. Information TechnologySemiconductor Equipment Bull NASDAQCapEx, Equipment, growth, margin expansion, Quantum, semiconductors
Jan 31, 2025Fund LettersGeorge BoltonSNOW Snowflake Inc. Information TechnologyApplication Software Bull New York Stock Exchangeanalytics, Artificial Intelligence, cloud, data platform, earnings growth, Software
Jan 31, 2025Fund LettersGeorge BoltonBA Boeing Company IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, backlog, leadership, Production, recovery, turnaround
Jan 31, 2025SubstackDa MetropolitanCURI Curiosity Stream Communication ServicesBroadcasting Bull -acquisition target, AI licensing deals, competitive landscape, cost-cutting, documentary streaming, free ad-supported streaming, management experience, profitability, Revenue Growth, shareholder value
Jan 30, 2025Twitter / X@OilandGasInvestSKYE Skye Bioscience Inc. Health Care ServicesBiotechnology Bull NASDAQLoss, Muscle, Nimacimab, Nimacimab Shows, Shows, Skye, Weight, Weight loss
Jan 30, 2025Twitter / X@TeddyOkuyama9552.T M&A Research Institute Holdings Co., Ltd. FinancialsInvestment Banking & Brokerage Bull Toronto Stock ExchangeAlgorithms, Aviation, Deal, Hires, Hiring, Matching, Matching Algorithms, Souken
Jan 30, 2025Fund LettersGreg DeanHYQ GR Hypoport SE FinancialsDiversified Financial Services Bull -Fintech, Germany, Mortgages, Platforms, Upside
Jan 30, 2025Fund LettersGreg DeanFEVR LN Fever-Tree Drinks plc Consumer StaplesBrewers Bull London Stock ExchangeBrand, growth, Margins, Mixers, premium

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