Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 5, 2025 | Twitter / X | @QuestforYield | PSDL.L | Phoenix Spree Deutschland Ltd. | Financials | Residential REITs | Bull | London Stock Exchange | Apartments, Berlin, Germany, Homebuilders, Phoenix, Phoenix Spree, Spree, UK | Login |
| Aug 5, 2025 | Twitter / X | @Fierce__beast | IT | Gartner, Inc. | Information Technology | IT Consulting & Other Services | Bear | New York Stock Exchange | Gartner, Negative, Net Contract, research, SEAT, Summaries, Tools, Uplifts | Login |
| Aug 5, 2025 | Twitter / X | @skewangles | IKA.L | Ilika plc | Information Technology | Electronic Components | Bull | London Stock Exchange | Battery, Europe, Grant Funded, Ika, Ilika, semiconductor equipment, Solid State, UK | Login |
| Aug 5, 2025 | Value Investors Club | zipper | ODD | Oddity Tech Ltd | Consumer Discretionary | Personal Products | Bear | NASDAQ | Consumer-Discretionary, Beauty, Wellness, AI, E-commerce, Personal-Care, Health, Growth. | Login |
| Aug 5, 2025 | Fund Letters | Guy Baron | WS | Worthington Steel, Inc. | Materials | Steel | Bull | New York Stock Exchange | consolidation, Cyclical, Electrical Steel, Free Cash Flow, infrastructure, Steel Processing | Login |
| Aug 5, 2025 | Fund Letters | Guy Baron | MCY | Mercury General Corporation | Financials | Property & Casualty Insurance | Bull | New York Stock Exchange | California, deep value, Insurance, Reinsurance, turnaround, Wildfire Risk | Login |
| Aug 5, 2025 | Fund Letters | Guy Baron | SEG | Seaport Entertainment Group Inc. | Real Estate | Real Estate Management & Development | Bear | New York Stock Exchange | cash burn, Distressed, exit, liquidity risk, Real Estate, Seaport District | Login |
| Aug 5, 2025 | Fund Letters | Guy Baron | HOOD | Robinhood Markets, Inc. | Financials | Capital Markets | Bull | NASDAQ | asset growth, Crypto, Fintech, founder-led, Retail trading, turnaround | Login |
| Aug 5, 2025 | Fund Letters | Derek Pilecki | VRTS | Virtus Investment Partners, Inc. | Financials | Asset Management | Bull | NASDAQ | Acquisitions, Active management, asset management, buybacks, Free Cash Flow | Login |
| Aug 5, 2025 | Fund Letters | Derek Pilecki | WEX | WEX Inc. | Information Technology | Software - Infrastructure | Bull | NYSE | activist, Capital-light, deleveraging, Free Cash Flow, Payments, recurring revenue, valuation | Login |
| Aug 5, 2025 | Fund Letters | Jeff Auxier | GOOGL | Alphabet, Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cloud, Platforms, Regulation, Search, Video | Login |
| Aug 5, 2025 | Short Thesis | NINGI Research | MRX | Marex Group plc | Financials | Capital Markets | Bear | NASDAQ | Commodities Trading, Crude Oil, Contamination Lawsuit, Organic Chlorides, Refinery Damage, Environmental Liability, Counterparty Risk | Login |
| Aug 5, 2025 | Value Investors Club | Woodrow | BBWI | Bath & Body Works Inc | Consumer Discretionary | Specialty Stores | Bull | NYSE | retail, turnaround, wholesale, international expansion, FCF | Login |
| Aug 5, 2025 | Value Investors Club | LimitedDownside | TXGN SW | TX Group | Communication Services | Interactive Media & Services (Online Classifieds) | — | Swiss Exchange | NAV discount, classifieds, IPO catalyst, Switzerland, real estate | Login |
| Aug 5, 2025 | Value Investors Club | mfritz | BARN SW | Barry Callebaut | Consumer Staples | Packaged Foods & Meats | Bull | Swiss Exchange | cocoa, outsourcing, turnaround, cost cuts, consumer staples | Login |
| Aug 5, 2025 | Value Investors Club | diamond123 | SON | Sonoco Products Co. | Materials | Paper & Packaging | — | NYSE | packaging, FCF yield, deleveraging, defensive consumer, industrial cycle | Login |
| Aug 5, 2025 | Value Investors Club | zach721 | REI | Ring Energy Inc | Energy | Oil & Gas Exploration & Production | Bull | NYSE | oil, Permian Basin, PV-10, deleveraging, FCF | Login |
| Aug 5, 2025 | Short Thesis | NINGI Research | MRX | Marex Group PLC | Financials | Capital Markets / Brokerage | Bear | London Stock Exchange | Brokerage, Commodities, Cyclicality, Disclosure, IPO risk | Login |
| Aug 4, 2025 | Fund Letters | Hinde Group | NFLX | Netflix, Inc. | Communication Services | Entertainment | Bull | NASDAQ | compounder, Content, contrarian, entertainment, Global, margin expansion, operating leverage, Share Buybacks, Streaming, Subscription | Login |
| Aug 4, 2025 | Fund Letters | Artemis Global Select Fund | SDZ | Sandoz Group AG | Health Care | Pharmaceuticals | Bull | SIX Swiss Exchange | Biosimilars, Diabetes, Generic Drugs, healthcare, Oncology, Patent cliff, pharmaceuticals, spinoff | Login |
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