Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 27, 2025Fund LettersDave WatersNLOP Net Lease Office Properties Real EstateOffice REITs Bull NYSEasset sales, cap rate, Liquidation, Office, REIT
Jul 27, 2025Fund LettersDave WatersSRC LN SigmaRoc plc MaterialsConstruction Materials Bull NYSEAcquisitions, construction, infrastructure, Lime, Pricing power
Jul 27, 2025Fund LettersDave WatersSENEA Seneca Foods, Corp. Consumer StaplesPackaged Foods & Meats Bull NASDAQagriculture, Canned food, consolidation, deleveraging, working capital
Jul 27, 2025Fund LettersDave WatersMCB LN McBride plc FinancialsHousehold Products Bull NYSEAutomation, Detergents, dividends, Margins, Private-label
Jul 27, 2025Fund LettersDave WatersZEG LN Zegona Communications plc Communication ServicesIntegrated Telecommunication Services Bull NYSEcash flow, corporate actions, Fiber, restructuring, Telecom
Jul 27, 2025Fund LettersDave WatersTLNE Talen Energy, Corp. OtherIndependent Power Producers & Energy Traders Bull -Contracts, data centers, Free Cash Flow, Nuclear, utilities
Jul 27, 2025Value Investors ClubWranglerASML ASML Holding NV Information TechnologySemiconductor Equipment—NASDAQEUV, DUV, semiconductors, lithography, monopoly, TSMC, Intel, AI, High-NA, Hyper-NA, wafer growth
Jul 27, 2025Value Investors ClubMustangDK Delek US Holdings Inc EnergyOil & Gas Refining & Marketing—NYSERefining, Logistics, Spin-off, MLP, Cost cuts, Upside
Jul 26, 2025Twitter / X@soeren_berlinSGMO Sangamo Therapeutics, Inc. Health CareBiotechnology Bull NasdaqBiotech, Fabry, gene therapy, Payments, Rail, Sangamo, Sangamo Therapeutics, Zfp Tf
Jul 26, 2025Value Investors Clubom730PUTKY United Tractors MaterialsConstruction & Engineering—Indonesia Stock ExchangeIndonesia, Coal, Mining, Equipment, Jardine, EM value
Jul 26, 2025Value Investors ClubFuego.SuaveKNF Knife River Corp MaterialsConstruction Materials—NYSEAggregates, Asphalt, Construction, Infrastructure, Spin-off
Jul 25, 2025Fund LettersIronvine Capital PartnersWSO Watsco Capital GoodsTrading Companies & Distributors Bull NYSEemployee ownership, HVAC Distribution, market consolidation, Non-discretionary Demand, Owner-operator Culture, Replacement Cycle, Scale Advantages
Jul 25, 2025Fund LettersIronvine Capital PartnersHON Honeywell Capital GoodsAerospace & Defense Bull NASDAQAerospace, aftermarket, Aviation, conglomerate discount, Defense, spin-off, Sum-of-parts, value unlock
Jul 25, 2025Fund LettersIronvine Capital PartnersUNP Union Pacific TransportationRailroads Bull NYSEBulk Commodities, consolidation, freight transportation, infrastructure, Intermodal, Operational Turnaround, Precision Scheduled Railroading, railroad
Jul 25, 2025Fund LettersIronvine Capital PartnersDE John Deere Capital GoodsAgricultural & Farm Machinery Bull NYSEAgricultural Equipment, Cyclical Recovery, Equipment Manufacturing, farming, machinery, Precision Agriculture, technology
Jul 25, 2025Fund LettersOpen Insights CapitalOXY Occidental Petroleum Corporation EnergyOil & Gas Exploration & Production Bull New York Stock Exchangecarbon capture, CCUS, Climate Technology, Direct Air Capture, enhanced oil recovery, Permian Basin, Sustainable aviation fuel, tax credits
Jul 25, 2025Fund LettersOpen Insights CapitalMEG.TO MEG Energy Corp EnergyOil & Gas Exploration & Production Bull Toronto Stock ExchangeCanada, energy, Free Cash Flow, Oil sands, premium valuation, SAGD, Share Buybacks, takeover target
Jul 25, 2025Fund LettersBretton FundUNH UnitedHealth Group Incorporated Health CareHealth Care Plans Bull NYSEDOJ investigation, health insurance, Leadership Change, Medicaid, Medicare Advantage, Repricing Strategy, turnaround, Value
Jul 25, 2025Fund LettersSohra Peak Capital PartnersDAD.PW Dadelo S.A. Consumer DiscretionarySpecialty Retail Bull Warsaw Stock ExchangeBicycle Retailer, e-commerce, Equity, Logistics Advantage, market share growth, Omni Channel, Poland, Specialty retail, store expansion
Jul 25, 2025Fund LettersNelson WuOXY Occidental Petroleum Corporation EnergyIntegrated Oil & Gas Bull New York Stock Exchangecarbon capture, DAC, energy, EOR, Permian, tax credits

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