Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 17, 2025SubstackAlluvialGDVTZ Gould Investors LP Real EstateReal Estate - Diversified Neutral OTC Marketscross-holdings, Diverse Portfolio, Gould Investors LP, investment structure, minority interests, portfolio resilience, real estate investment, real estate partnership, REIT securities, tax advantages
Jan 17, 2025SubstackAlluvialSRLY Southern Realty Company Real EstateLand Leasing Neutral OTC Marketsasset appreciation, California, land leasing, mineral rights, Old California, Real Estate, solar leases, Southern Realty Company, sporadic income, traditional approach
Jan 17, 2025SubstackAlluvialNDOI Endo Inc. HealthcarePharmaceuticals Neutral OTC MarketsBankruptcy, debt reduction, Endo Inc., financial flexibility, investment opportunities, market competition, opioid products, pharmaceuticals, product safety, regulatory challenges
Jan 17, 2025SubstackAlluvialACMTA ACMAT Corp. FinancialsInsurance Neutral OTC MarketsACMAT Corp., bond portfolio, cash reserves, Conservative strategy, construction firms, contractors, financial stability, risk-averse, surety bonding, underwriting
Jan 17, 2025SubstackAlluvialDIMC Dimeco, Inc. FinancialsBanks Bull OTC Marketscommunity bank, consistent performance, Dimeco, Inc., dividends, financial stability, Honesdale, PA, shareholder returns, tangible book value, The Dime Bank, Value Investment
Jan 17, 2025SubstackAlluvialAPTL Alaska Power & Telephone Co. UtilitiesElectric Utilities Bull OTC MarketsAlaska Power & Telephone Co., broadband services, capital-intensive, clean hydro-power, Consistent Profitability, dividends, Electricity, employee ownership, remote communities, sustainable energy
Jan 17, 2025SubstackAlluvialABLT American Biltrite Inc. ManufacturingDiversified Products Bear OTC MarketsAmerican Biltrite Inc., asbestos liabilities, controlling family, diversified products, fashion accessories, investor appeal, overhead expenses, pressure-sensitive tapes, profitability issues, rubber floor coverings
Jan 17, 2025SubstackAlluvialMUEL Paul Mueller Company ManufacturingIndustrial Equipment Neutral OTC Marketsbacklog growth, cyclical market, inconsistent results, Industrial Equipment, Missouri-based manufacturer, niche market, Paul Mueller Company, pharmaceutical orders, profitability, stainless steel tanks
Jan 17, 2025Twitter / X@deusexdividendLFMD LifeMD, Inc. Health Care ServicesHealth Care Technology—NASDAQDigging, EBITDA, Fwd, Fwd Ebitda, Lifemd, Photonics, telehealth, Too Many
Jan 16, 2025Fund LettersTrevor ScottCROX Crocs, Inc. Consumer DiscretionaryFootwear Bull NASDAQBrand, deleveraging, Footwear, Margins, valuation
Jan 16, 2025Short ThesisCapybara ResearchQUBT Quantum Computing Inc Information TechnologySystems Software (Quantum Computing) Bear NASDAQDilution, IP risk, Quantum, Software, Speculative
Jan 16, 2025Short ThesisThe Bear CaveSIG Signet Jewelers Ltd Consumer DiscretionarySpecialty Stores (Jewelry) Bear NYSECredit risk, Cyclicality, e-commerce, Jewelry, retail
Jan 16, 2025Short ThesisSpruce PointPRCT PROCEPT BioRobotics Corp Health CareHealth Care Equipment Bear NASDAQBPH, Competition, Reimbursement, robotics, Urology
Jan 16, 2025Short ThesisKerrisdale CapitalRCAT Red Cat Holdings Inc IndustrialsAerospace & Defense (Unmanned Aerial Systems) Bear NASDAQcash burn, Competition, Defense, Drones, Military
Jan 15, 2025SubstackEveryone Hates PoetryVLN.TO Velan Inc. Industrial GoodsFlow Control Equipment Bull Toronto Stock Exchangeasbestos liability settlement, financial performance, French subsidiary sale, Industrial valves, nuclear sector, operational improvements, shareholder value, strategic acquisition, take-out potential, Velan Inc.
Jan 15, 2025Twitter / X@CapitalPmhFIN Finseta Group plc FinancialsTransaction & Payment Processing Services—London Stock ExchangeEBITDA, Finseta, Fintech, Introducer, Payments, Tailored, targets, UK
Jan 15, 2025Twitter / X@HiddenValueGemsJD.L JD Sports Fashion plc Consumer DiscretionaryApparel Retail Neutral London Stock ExchangeAdidas, Brand, Nike, Nike Adidas, sports, Supplier, Temporary, UK
Jan 15, 2025Short ThesisMuddy WatersFTAI FTAI Aviation Ltd IndustrialsAir Freight & Logistics (Aviation Leasing & Infrastructure) Bear NASDAQAviation, Engines, Leasing, leverage, Residual risk
Jan 14, 2025Twitter / X@pennycheckEVEX Eve Air Mobility IndustrialsAerospace & Defense—New York Stock ExchangeDilution, Equity, EVEX, Flight, Only, Reverse, Reverse splits, Splits
Jan 14, 2025Twitter / X@puppyeh1BRAG Bragg Gaming Group Communication ServicesInteractive Home Entertainment—Toronto Stock ExchangeBrazil, Caesars, Content, Failed, margin expansion, Momentum, Process, Regulated

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