Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 21, 2025SubstackSpecial Situation InvestingETCG Grayscale Ethereum Classic Investment Trust Financial ServicesInvestment Trusts Bull Over-the-Counterasymmetric bet, crypto sentiment, cryptocurrency, discount to NAV, ETCG, ETF conversion, Ethereum Classic, Hashrate, investment trust, proof of work
Jan 21, 2025SubstackPraya ValueH78.SI HongKong Land Real EstateCommercial Real Estate Neutral Singapore Exchangeasset portfolio, commercial real estate, Corporate Governance, cross-holding structure, Hong Kong CBD, HongKong Land, Jardine Matheson, NAV discount, operational improvements, shareholder value
Jan 21, 2025SubstackPraya Value0012.HK Henderson Land Real EstateProperty Development and Investment Neutral Stock Exchange of Hong Kongaggressive expansion, conservative leverage, family support, family-controlled, financial stability, Henderson Land, Hong Kong, mainland China, market volatility, Real Estate
Jan 21, 2025SubstackPraya Value1113.HK CK Assets Real EstateProperty Development and Investment Bull Stock Exchange of Hong Kongbuybacks, CK Assets, conservative management, dividends, global diversification, Hong Kong real estate, NAV discount, property development, strategic acquisitions, UK utility assets
Jan 21, 2025Twitter / X@smantelCACI CACI International IndustrialsIT Services Bull New York Stock ExchangeCaci, Defense, Government IT, Israel, Modernization, Recurring Cost Plus, Services Software, Spending Cuts
Jan 21, 2025Twitter / X@Pokeyd90ASRV AmeriServ Financial FinancialsRegional Banks Bull NASDAQBanks, Credit, Fee, Tbv, Underscoring Binary, Unsuitable, Wealth, Which Justifies
Jan 20, 2025Twitter / X@PharmdcaDAWN Day One Biopharmaceuticals Health Care ServicesBiotechnology Bull NASDAQBraf, Braf Fusions, Braf Mutations, Fusions, Mutations, Ojemda, Oncology, Plgg
Jan 20, 2025SubstackPraya Value635.HK Playmates Holdings Other- Neutral NYSE—
Jan 17, 2025SubstackAlluvialMRCR Moro Corp. IndustrialsConstruction & Engineering Neutral OTC Marketsbook value growth, competitive positioning, execution challenges, HVAC contractor, Moro Corp., operational improvements, regional opportunities, residential builder, Upstate New York, value investing
Jan 17, 2025SubstackAlluvialBDCO Blue Dolphin Energy Co. EnergyOil Refining Neutral OTC MarketsBlue Dolphin Energy Co., breakeven cost curve, cash flow, Cost management, Lazarus Energy Holdings, market cycles, oil market volatility, oil refinery, operational resilience, strategic ownership
Jan 17, 2025SubstackAlluvialITEX ITEX Corp. FinancialsBarter Networks Bear OTC Marketsbarter network, business exchanges, cash reserves, competitive positioning, digital alternatives, ITEX Corp., ITEX Dollars, market evolution, operating results, strategic adaptation
Jan 17, 2025SubstackAlluvialBWTL Bowlin Travel Centers Consumer ServicesTravel Centers Neutral OTC MarketsArizona, Bowlin Travel Centers, customer experience, economic fluctuations, gas stations, New Mexico, rest stops, THE THING, travel industry, unique attractions
Jan 17, 2025SubstackAlluvialWELX Winland Holdings Corporation TechnologyEnvironmental Monitoring Neutral OTC MarketsBitcoin mining, cryptocurrency, environmental monitoring, Growth Opportunities, market dynamics, Stephen Bregman, strategic diversification, Volatility, water intrusion systems, Winland Holdings Corporation
Jan 17, 2025SubstackAlluvialFGPR Ferrellgas Partners LP EnergyPropane Distribution Neutral OTC MarketsBankruptcy, capital structure, Ferrellgas Partners LP, financial leverage, Logistics, market position, operational efficiency, profitability, propane distribution, uplisting
Jan 17, 2025SubstackAlluvialCPTP Capital Properties, Inc. Real EstateProperty Management Neutral OTC Marketscap rate, Capital Properties, Inc., corporate overhead, development potential, local market, property management, Providence, Real Estate, rental income, yield
Jan 17, 2025SubstackAlluvialBURCA Burnham Holdings Inc. ManufacturingHVAC Equipment Neutral OTC Marketsboilers, Burnham Holdings Inc., debt load, dividends, financial risks, heating and cooling equipment, HVAC sector, market dynamics, premium sale, strategic growth
Jan 17, 2025SubstackAlluvialEXSR Exchange Bank FinancialsBanks Bull OTC Marketscommunity bank, community values, dividends, educational support, Exchange Bank, financial stability, Santa Rosa, scholarships, social impact, trust ownership
Jan 17, 2025SubstackAlluvialRSRV The Reserve Petroleum Company EnergyOil & Gas Neutral OTC Marketsasset management, balance sheet, financial discipline, mineral rights, Oil & Gas, profitability, sector volatility, stability, The Reserve Petroleum Company, Transparency
Jan 17, 2025SubstackAlluvialDTRL Detroit Legal News MediaPublishing Neutral OTC Marketscontract printing, Detroit Legal News, industry decline, legal notices, media landscape, Michigan, niche market, operational resilience, Publishing, special dividends
Jan 17, 2025SubstackAlluvialPDER Pardee Resources Natural ResourcesResource Management Neutral OTC Marketsasset management, diversification, dividends, market dynamics, natural resource assets, oil & gas rights, Pardee Resources, renewable energy, royalties, timberlands

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