Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 7, 2025Value Investors ClubwolfowlERE European Residential REIT Real EstateResidential REITs—TSXREIT, liquidation, Netherlands, multifamily, NAV realization
Aug 7, 2025Value Investors ClubLincottPARC PARC stocks (Palantir, Applovin substitute Netflix, Robinhood, Coinbase) Information TechnologyTech / Crypto / Media basket—-hedge, puts, Palantir, Coinbase, Robinhood, Netflix
Aug 7, 2025Value Investors ClubPZGR39PPSI Pioneer Power Solutions Inc. IndustrialsElectrical Components & Equipment Bull NASDAQEV charging, microcap, clean energy, school buses, backup power, infrastructure
Aug 7, 2025Value Investors ClubsondasyDOCN DigitalOcean Holdings Inc. Information TechnologyInternet Services & Infrastructure Bear NYSEcloud, GPUs, China, accounting, leverage, short
Aug 7, 2025Value Investors ClubroojooAIR AAR Corp IndustrialsAerospace & Defense Bull NYSEMRO, aerospace, aftermarket, OEM, deleveraging, PMA
Aug 6, 2025SubstackSZEWINTR Inter&co Financial ServicesDigital Banking Bull NASDAQ Stock MarketBrazilian fintech, Customer growth, digital banking, insurance segment, Inter&co, Investment services, market valuation, Profit increase, return on equity, risk management
Aug 6, 2025SubstackSZEWZAL Zalando SE RetailE-commerce Bull Frankfurt Stock ExchangeAboutyou consolidation, advertising revenue, e-commerce, Fashion retail, Gmv Growth, market valuation, Revenue Growth, Stock performance, strategic initiatives, Zalando
Aug 6, 2025SubstackSZEWKSPI Kaspi.kz Financial ServicesFintech Neutral London Stock Exchangeadvertising revenue, Basket size, deposit growth, Fintech, inflation, Kaspi.kz, Loans to deposit ratio, marketplace, Revenue Growth, Stock performance
Aug 6, 2025Twitter / X@unciacapitalNATL NCR Atleos Corporation Information TechnologyTechnology Hardware, Storage & Peripherals Neutral New York Stock ExchangeAtmaas, Beat, buyback, Noise, Rail, Reiterated, Ssb, UK
Aug 6, 2025Twitter / X@NWFCapitalIT Gartner, Inc. Information TechnologyIT Consulting & Other Services Bear New York Stock ExchangeCustomers Are, Defend, Fed, Gartner, Gartner License, License, Proposition Gartner, Renewal
Aug 6, 2025Twitter / X@nicholasp66CCLD CareCloud, Inc. Health CareHealth Care Technology Bull NasdaqAcquisitions, Carecloud, Ccld, Hospitals, Large Hospitals, Medsr, Offshore, Two Large
Aug 6, 2025Value Investors ClubpreyingmantisFWONA Liberty Media Formula One Communication ServicesMovies & Entertainment Bull NASDAQFormula 1, MotoGP, sports IP, sponsorship, media rights
Aug 6, 2025Short ThesisMorpheus ResearchCNL Collective Mining Ltd MaterialsGold Exploration Bear TSXColombia, Early stage, Financing, Gold exploration, Promotion
Aug 5, 2025Fund LettersSpringview Capital ManagementWS Worthington Steel MaterialsSteel Bull NYSEautomotive, Capacity Investments, construction, Cyclical, Electrical Steel, End Market Recovery, Free Cash Flow, industry consolidation, Steel Processing, Transformers
Aug 5, 2025Fund LettersSpringview Capital ManagementMCY Mercury General InsuranceProperty & Casualty Insurance Bull NYSEBook Value Recovery, California, capital returns, contrarian, Crisis Investing, Earnings-recovery, Free Cash Flow, Property & Casualty Insurance, Reinsurance, Wildfire Losses
Aug 5, 2025Fund LettersSpringview Capital ManagementSEG Seaport Entertainment Real EstateReal Estate Development Bear NYSEasset value, cash burn, entertainment, exit strategy, Food Hall, liquidity risk, Manhattan, Operational Issues, Real Estate, turnaround
Aug 5, 2025Fund LettersSpringview Capital ManagementHOOD Robinhood Markets Diversified Financial ServicesInvestment Banking & Brokerage Bull NASDAQbrand strength, commission-free trading, Cryptocurrency Trading, Fintech, founder-led, international expansion, market share gains, Mobile Platform, Retail Brokerage, User growth
Aug 5, 2025Fund LettersAsheville Capital ManagementTIMEE.T Timee Information TechnologyHuman Resources & Employment Services Bull Tokyo Stock Exchangecapital-efficient, Demographics, first-mover advantage, Hr Technology, Japan, marketplace, network effects, On-demand Labor, recurring revenue, technology
Aug 5, 2025SubstackKairos ResearchLDB.MI Lindbergh S.p.A. Logistics and Waste ManagementHVAC Installation and Maintenance Bull Euronext Growth Milanacquisition strategy, essential services, Fragmented Industry, government incentives, HVAC consolidation, Italian market, logistics innovation, microcap growth, strategic pivot, sustainability mandates
Aug 5, 2025Twitter / X@QuestforYieldALCO Alico, Inc. Consumer StaplesAgricultural Products Bull NasdaqAcres, Alco, Alico, Citrus, Florida, Homebuilders, land, Land Acres

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: