Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 13, 2025Value Investors Clubrookie964NGD New Gold Inc. MaterialsGold Bull NYSEC-Zone, New Afton, Rainy River, block caving, FCF ramp, Canada
Aug 13, 2025Value Investors ClubxxxOTK87ITRI Itron, Inc. Information TechnologyElectronic Equipment & Instruments Bull NASDAQAMI replacement, Distributed Intelligence, network chokepoint, share gains, interoperability, DERs
Aug 13, 2025Value Investors ClubxxxOTK87CWAN Clearwater Analytics Holdings, Inc. Information TechnologyApplication Software Bull NYSESaaS, investment accounting, reconciliation moat, insurance TAM, Enfusion, Beacon, 20%+ growth
Aug 13, 2025SubstackCompound and FireMCO Moody's Corporation Financial ServicesFinancial Data & Stock Exchanges Neutral -analytics, balance sheet, capital allocation, credit ratings, FCF yield, premium valuation, revenue compounding, risk assessments, ROIC, shareholder focus
Aug 12, 2025Twitter / X@BichonReduxPSKY Paramount Skydance Corporation Communication ServicesMovies & Entertainment Bull NASDAQconsolidation, Identified, Man, media, savings, Streaming, Those Warrants, warrants
Aug 12, 2025Fund LettersAndreas AaenJDC GR JDC Group AG FinancialsInsurance Brokers Bull Xetraacquisition, cross-selling, EBITDA growth, Insurtech, margin expansion, Platform Scalability
Aug 12, 2025Fund LettersAndreas AaenPAR PAR Technology Corporation Information TechnologyElectronic Equipment, Instruments & Components Bull New York Stock ExchangeAcquisitions, ARR growth, profitability, Restaurant Tech, Volatility
Aug 12, 2025Value Investors ClubDjokovic1CACC Credit Acceptance Corp FinancialsConsumer Finance Bull NASDAQSubprime lending, EPS inflection, buybacks, underwriting discipline, regulatory relief
Aug 12, 2025Value Investors ClubPar03WFG West Fraser Timber Co. Ltd. MaterialsForest Products Bull NYSELumber, OSB, cyclical trough, housing starts, tariffs, mean reversion
Aug 12, 2025SubstackBrad MunchenTSLA Tesla, Inc. Consumer CyclicalAuto Manufacturers Bear -Autopilot, legal challenges, punitive damages, regulatory scrutiny, ride-hailing permit, robotaxi, stock rally, technical analysis, Tesla, Texas
Aug 11, 2025SubstackAlmost MongolianBCN.AX Beacon Minerals MiningGold Mining Bull Australian Securities Exchangecash flow, Exploration, gold mining, gold price leverage, insider ownership, Lady Ida project, plant capacity expansion, political stability, unhedged production, Western Australia
Aug 11, 2025Fund LettersRobert M. P. LucianoENT LN Entain plc Consumer DiscretionaryCasinos & Gaming Bull New York Stock ExchangeiGaming, profitability inflection, Sports betting, State Taxes, US Regulation
Aug 11, 2025SubstackPP Invest 007ALLOG.PA Logic Instrument -- Bull -Competitive Advantage, Defense spending, European market, innovation, investment opportunity, Market expansion, Military contracts, Revenue Growth, Rugged computing, technology sector
Aug 11, 2025SubstackAlmost MongolianBCN.AX Beacon Minerals Limited -- Bull -Beacon Minerals, gold mining, gold price leverage, Lady Ida project, mining jurisdiction, plant capacity expansion, production growth, shareholder value, Undervalued Stock, Western Australia
Aug 10, 2025Fund LettersAskeladden Capital PartnersBELFB Bel Fuse Inc Electronic ComponentsElectronic Equipment, Instruments & Components Bear NASDAQCapital Redeployment, China Supply Chain, Cyclical, Electronic Components, Full Valuation, Self-help Improvements, Tariff Exposure, Valuation Exit
Aug 10, 2025Fund LettersAskeladden Capital PartnersFTLF Fitlife Brands Inc Packaged FoodsPersonal Products Bull NASDAQacquisition, Bankruptcy, Nutritional Supplements, Scale Benefits, Sports Nutrition, Transformative Transaction, value creation, weight management
Aug 10, 2025Fund LettersAskeladden Capital PartnersGO Grocery Outlet Holding Corp Grocery StoresFood & Staples Retailing Bull NASDAQdefensive, Discount Retailer, ERP implementation, grocery, Independent Operators, inflation pass-through, Opportunistic Purchasing, Private-label, turnaround, Value Grocer
Aug 10, 2025Fund LettersAskeladden Capital PartnersFTLF Fitlife Brands Inc Consumer StaplesPersonal Products Bull NASDAQacquisition, Bankruptcy, Distressed Purchase, Nutritional Supplements, portfolio concentration, Scale Expansion, value creation, Wellness Products
Aug 10, 2025Fund LettersAskeladden Capital PartnersGO Grocery Outlet Holding Corp Consumer StaplesFood & Staples Retailing Bull NASDAQdefensive, Discount Retailer, ERP implementation, grocery, Independent Operators, Management Change, Opportunistic Purchasing, Private-label, turnaround, Value Retailer
Aug 10, 2025Fund LettersFairlight Alpha FundSRB.L Serabi Gold plc MaterialsGold Bull London Stock ExchangeBrazil, Equity, gold mining, junior miners, Low-cost producer, Precious Metals, production growth

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