Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 18, 2025Value Investors Clubbowd57DSWL Deswell Industries Inc. Information TechnologyElectronic Equipment, Instruments & Components—NASDAQPFIC, deep value, dividend yield, negative EV, plastics, contract manufacturing, customer concentration, real estate optionality, Lau family
Jul 18, 2025Value Investors ClubRobot1CTRI Centuri Holdings Inc. UtilitiesConstruction & Engineering—NYSEutility infrastructure, MSAs, grid hardening, backlog growth, Southwest Gas, IPO missteps, CEO Chris Brown, valuation discount
Jul 18, 2025Value Investors ClubBadgerCapVOD Vodafone Group plc Communication ServicesWireless Telecommunication Services—NASDAQtelecom, consolidation, Germany, UK merger, Spain sale, Italy sale, Africa, Vodacom, buybacks, dividend, ROCE, FCF
Jul 17, 2025Fund LettersZenoTXN Texas Instruments Incorporated Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAnalog Semiconductors, automotive, Catalog Products, Cyclical, Free Cash Flow, geopolitical, Industrial, manufacturing, US Domestic Production, vertical integration
Jul 17, 2025Fund LettersStenham Asset ManagementCME CME Group FinancialsFinancial Exchanges & Data Bull NASDAQClearing, Commodities, Derivatives, Exchange, Financial infrastructure, Futures, Interest rates, Monopoly, network effects, risk management, Volatility
Jul 17, 2025Fund LettersHosking Partners055550.KS Shinhan Bank FinancialsBanks Bull Korea ExchangeAsia, banking, Bull, Commercial Bank, Equity, financials, South Korea
Jul 17, 2025Fund LettersHosking PartnersCPNG Coupang Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock ExchangeAsia, Bull, e-commerce, Equity, Logistics, online retail, South Korea
Jul 17, 2025Fund LettersHosking Partners000660.KS SK Hynix Information TechnologySemiconductors & Semiconductor Equipment Bull Korea ExchangeAsia, Bull, DRAM, Equity, memory semiconductors, NAND flash, South Korea
Jul 17, 2025Fund LettersHosking PartnersIII.L 3i Group FinancialsAsset Management & Custody Banks Bull London Stock ExchangeBull, Equity, Europe, Hard Discount, private equity, retail, store rollout
Jul 17, 2025Fund LettersHosking PartnersBAB.L Babcock International Group IndustrialsAerospace & Defense Bull London Stock ExchangeAerospace & Defense, Bull, Defense Contractor, Equity, Naval Defense, UK
Jul 17, 2025Fund LettersChoice Equities Capital ManagementMOD Modine Manufacturing Company IndustrialsIndustrial Machinery Bull NYSEClimate Solutions, Danaher Business System, data center cooling, Industrial Transformation, margin expansion, operational excellence, portfolio optimization, share repurchase, Value
Jul 17, 2025Fund LettersChoice Equities Capital ManagementMGNI Magnite, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAd Tech, Connected tv, CTV, digital advertising, DOJ Antitrust, market share gains, programmatic advertising, Streaming, Supply Side Platform
Jul 17, 2025Fund LettersChoice Equities Capital ManagementGENI Genius Sports Limited Communication ServicesInteractive Media & Services Bull NYSEData Rights, digital media, duopoly, EBITDA Margin Expansion, Gaming, growth, Rule of 40, SaaS, Sports betting, Sports Technology
Jul 17, 2025Twitter / X@DutchInvestorsWISE.L Wise plc FinancialsConsumer Finance Bull London Stock ExchangeBanks, Cross-Border, Gbp, Our, Payments, UK, Underlying Income, Wise
Jul 17, 2025Twitter / X@fierce__beastNRDS NerdWallet, Inc. FinancialsConsumer Finance Bear NASDAQAuto, FCF, Insurance, Marketing Software, Mortgage, NerdWallet, traffic, Vendor
Jul 17, 2025Twitter / X@pennycheckGLXY Galaxy Digital Holdings Ltd. FinancialsCapital Markets Bull Toronto Stock ExchangeCanada, consumer lending, Crypto, Exchanges, Galaxy, Insurance, process control, Tokens
Jul 17, 2025Twitter / X@RocksOver8135.T Zett Corporation Consumer DiscretionaryLeisure (Sports Equipment) Bear TokyoBut Has, Cash Securities, Large, Large Cash, Securities, sports, Sports Equipment, Zett
Jul 17, 2025Twitter / X@DaBao_6862 Trio Technology Inc. Information TechnologyElectronic Components Bull TWSEEnd Users, filtration, Inductors, Odms, Store Energy, Tdk, Trio, Yageo
Jul 17, 2025Fund LettersCassandra A. HardmanTSM Taiwan Semiconductor Manufacturing Co., Ltd. Information TechnologySemiconductors Bull New York Stock ExchangeAI, Foundry, manufacturing, Monopoly, semiconductors
Jul 17, 2025Fund LettersCassandra A. Hardman7269 JP Suzuki Motor Corporation Consumer DiscretionaryAutomobiles Bull New York Stock ExchangeConservative, consumer, guidance, India, Macro

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