Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 4, 2025Fund LettersHarvey Warren SaxGOOG Alphabet, Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, buybacks, cloud, Free Cash Flow
Aug 4, 2025Fund LettersMarc WerresBDX Becton, Dickinson and Company Health CareMedical Instruments & Supplies Bull NYSEConsumables, deleveraging, Margins, Medtech, restructuring
Aug 4, 2025Value Investors ClubCondorSEAT Vivid Seats Inc. Communication ServicesInteractive Media & Services (Ticket Marketplaces)—NASDAQticketing, secondary market, white-label, CAC vs. take rate, reverse split, TRA liability
Aug 3, 2025Value Investors ClubGoBills42MODG Topgolf Callaway Brands Corp Consumer DiscretionaryLeisure Products—NYSEspin-off, consumer, golf, entertainment, SOTP
Aug 3, 2025Value Investors ClubglassonionAAC Australian Agricultural Company Ltd Consumer StaplesPackaged Foods & Meats—Australian Securities Exchangebeef, Australia, NTA, Tavistock, Tattarang, privatization
Aug 3, 2025Value Investors ClubBud_SpencerPRU LN Prudential plc FinancialsLife & Health Insurance—London Stock Exchangeinsurance, Asia, demographics, compounding, protection gap
Aug 3, 2025Value Investors ClubRMSMauretaniaDAVE Dave Inc. Information TechnologyConsumer Finance—NASDAQpayday, fintech, CAC, churn, Plaid fees, FTC, TAM saturation, derating
Aug 3, 2025Value Investors Clubfunkycold87LAND Gladstone Land Corp Real EstateSpecialized REITs—NASDAQfarmland, REIT, California, leverage, NAV, short
Aug 3, 2025Value Investors ClubRulonGardnerELME Elme Communities Real EstateResidential REITs—NYSEREIT, multifamily, liquidation, NAV discount, rerating
Aug 3, 2025Value Investors ClubGitcheeGammiTROX Tronox Holdings PLC MaterialsSpecialty Chemicals—NYSETiO2, turnaround, tariffs, REO, cyclical, leverage
Aug 3, 2025Value Investors ClubmonkeymadnessGNL Global Net Lease Inc Real EstateDiversified REITs—NYSEREIT, net lease, internalization, deleveraging, buyback
Aug 3, 2025Value Investors ClubminuscherryMH McGraw Hill Inc Health CareEducation Services—-education, publishing, OER, disruption, short
Aug 3, 2025Value Investors Clubinflection99AIRS AirSculpt Technologies Inc. Health CareHealth Care Services—NASDAQaesthetics, med-spa, fat removal, elective procedures, growth
Aug 3, 2025Value Investors ClubGoBills42MODG Topgolf Callaway Brands Corp Consumer DiscretionaryLeisure Products—NYSEspin-off, consumer, golf, entertainment, SOTP
Aug 3, 2025Value Investors ClubSiren81EFXT Enerflex Ltd. EnergyOil & Gas Equipment & Services—TSXenergy, infrastructure, recurring revenue, deleveraging, Exterran
Aug 3, 2025Value Investors ClubUnknownLAUR Laureate Education Inc. Health CareEducation Services Bull NASDAQeducation, Latin America, higher education, demographics, cash flow
Aug 2, 2025Fund LettersBilbel CapitalILO.AX Intellego Technologies Information TechnologyElectronic Equipment, Instruments & Components Bull ASXAustralia, Dosimeters, Industrial Equipment, manufacturing, Measurement Solutions, Quality Control, Specialty Technology, turnaround, UV Curing, UV Technology
Aug 2, 2025Fund LettersBilbel CapitalCCLD CareCloud Inc. Health CareHealth Care Technology Bull NASDAQacquisition strategy, Billing Services, Consolidation Play, Ehr, Electronic Health Records, Healthcare services, Healthcare Technology, Offshore Operations, Pakistan, Practice Management, RCM, Revenue Cycle Management, Roll-up Strategy, turnaround, Value
Aug 2, 2025Fund LettersChad MeadeVNOM Viper Energy Inc. EnergyOil & Gas Exploration & Production Bear NASDAQcashflow, Commodities, energy, Permian, royalties
Aug 2, 2025Fund LettersChad MeadeAXGN Axogen Inc. Health CareBiotechnology Bull NASDAQBiotech, growth, Margins, Nerve, Regeneration

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