Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 29, 2025Twitter / X@NeuroStockDocACOG Acumen Pharmaceuticals Health Care ServicesBiotechnology Bull NASDAQAcog, Acog Zunveyl, Ltc, Meds, Photonics, Residents, Side Effects, Zunveyl
Jan 29, 2025Short ThesisWolfpackMCY Mercury General Corp FinancialsProperty & Casualty Insurance Bear NYSEAuto, California, Claims, Insurance, Regulation
Jan 29, 2025SubstackPound the Rock InvestingNRP Natural Resource Partners EnergyThermal Coal Bull NYSE—
Jan 28, 2025Fund LettersBas SchreudersBCO Brunswick Corporation IndustrialsRecreational Marine & Engines Bull NYSEaftermarket, Cyclical, Engines, Marine, recovery
Jan 27, 2025SubstackBorlaugRGEN Repligen Corporation Life SciencesBioprocessing Bull NASDAQ Stock MarketBioprocessing, clinical exposure, growth potential, innovation, life sciences, management team, market share, Repligen, revenue estimates, single-use technology
Jan 27, 2025SubstackPraya Value1113.HK CK Asset Holdings Real EstateReal Estate - Development Bull NYSE—
Jan 26, 2025Twitter / X@ulf_huseNCH2.DE Thyssenkrupp Nucera AG & Co. KGaA IndustrialsIndustrial Machinery Bull XETRAEurope, Germany, Government IT, Hydrogen, Logistics, Nucera, Parts, Steel
Jan 26, 2025SubstackAltay Cap9312.T Keihin Corp IndustrialsIntegrated Freight & Logistics Bull Bolsas y Mercados Españoles (Madrid)—
Jan 25, 2025SubstackPraya Value778.HK Fortune REIT Other- Bear NYSE—
Jan 24, 2025SubstackPraya Value0026.HK China Motor Bus Real EstateProperty Development Bull Hong Kong Stock Exchangeactivist investor, Argyle Street Management, asset liquidation, capital allocation, China Motor Bus, Headland Residences, Hong Kong, property development, real estate market, special dividends
Jan 24, 2025Twitter / X@NestBetterHAI.TO Haivision Systems Inc. Information TechnologyElectronic Equipment, Instruments & Components Bull Toronto Stock ExchangeBespoke, Canada, Cleaner, Control Room, Exiting, Hai, Integrator, Partner Model
Jan 24, 2025SubstackThe Finance CornerNTDOY Nintendo Co., Ltd. Communication ServicesElectronic Gaming & Multimedia Neutral NYSE—
Jan 23, 2025SubstackPraya Value0062.HK Transport International Holdings TransportationPublic Transport Bull Hong Kong Stock Exchangebus operations, cyclical earnings, franchising system, Hidden-Assets, Hong Kong transport, Octopus card, real estate redevelopment, related party transactions, Sun Hung Kai, Transport International Holdings
Jan 23, 2025Twitter / X@StevenH45332279DAC Danaos Corporation IndustrialsMarine Shipping Bull New York Stock ExchangeClose, Coverage, Coverage Coverage, DAC, NAV, Ownership, Shares, Showed
Jan 23, 2025Short ThesisSpruce PointROAD Construction Partners Inc IndustrialsConstruction Materials Bear NASDAQAsphalt, Budgets, construction, infrastructure, Margins
Jan 23, 2025SubstackRaging Bull InvestmentsRDI Reading International Communication ServicesEntertainment Bull NASDAQ—
Jan 23, 2025SubstackDa MetropolitanDTEA.V DAVIDsTEA Consumer StaplesPackaged Foods Bull TSX—
Jan 22, 2025SubstackPraya Value0014.HK Hysan Development Company Limited Real EstateProperty Development Neutral Hong Kong Stock ExchangeA-grade offices, capital allocation, Caroline Hill, Causeway Bay, Experiential Retail, Hong Kong real estate, Hysan Development, long-term investment, market volatility, retail and office spaces
Jan 22, 2025Twitter / X@Lord_of_BiotechKROS Keros Therapeutics Health Care ServicesBiotechnology Bull NASDAQBurn, Calculation, cash, Clinical, Deal, net cash, Takeda, While Strategic
Jan 22, 2025Twitter / X@acemoney21KRE SPDR S&P Regional Banking ETF FinancialsRegional Banks Bull New York Stock Exchange ArcaBank, Banks, consumer lending, Easing, process control, Regional, Regionals, Trade

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