Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 14, 2025Value Investors Clubagape1095CNC Centene Corporation Health CareHealth Care Services Bull NYSEACA Marketplace, Centene, Medicaid, Medical costs, Re-rating
Jul 14, 2025Value Investors ClubJSTCGAME Regional Gaming (basket) Communication ServicesCasinos & Gaming Bull Bolsas y Mercados Españoles (Madrid)GGR inflection, Social Security boost, OBBBA, sweepstakes crackdown, senior spend, regional casinos
Jul 14, 2025Value Investors Clubagape1095CNC Centene Corp Health CareManaged Health Care Bull NYSEMedicaid, ACA, risk adjustment, EPS recovery, subsidies, valuation
Jul 14, 2025Value Investors ClubdeerwoodCRCT Cricut Inc. Information TechnologyLeisure Products Bear NASDAQDIY cutting, subscriptions, saturation, commoditization, insider selling, earnings miss
Jul 14, 2025Value Investors Club2fly4wifi1532.HK Plover Bay Technologies Ltd (Peplink) Consumer DiscretionaryCommunications Equipment Bull Hong Kong Stock ExchangeSD-WAN, SpeedFusion, Starlink, subscriptions, net cash, dividend, channel, IoT, mobile WAN, fixed WAN
Jul 14, 2025Value Investors Clubmiser861IONQ IonQ Inc. Information TechnologySemiconductors & Semiconductor Equipment Bear NYSEQuantum hype, insider selling, dilution, AWS Braket, trapped-ion weakness
Jul 14, 2025Value Investors ClubdeepgameHSBC S HSBC Holdings PLC FinancialsDiversified Banks—London Stock ExchangeHSBC, HIBOR, Hong Kong, HKMA, interbank rates, net interest income, deposits, mortgages, PTBV, Barclays hedge, banks
Jul 14, 2025Value Investors ClubBillBCHT Birchtech Corp IndustrialsEnvironmental & Facilities Services—NYSEBirchtech, BCHT, activated carbon, SEA, PFAS, litigation, water treatment, cleantech, emissions, recycling, uplisting, dividend
Jul 14, 2025Value Investors ClubSturges95RRX Regal Rexnord Corp IndustrialsIndustrial Machinery—NYSERegal Rexnord, RRX, automation, industrials, backlog, synergies, power transmission, HVAC, AMC, IPS, PES, valuation
Jul 13, 2025Fund LettersJoeMSTR Strategy (formerly MicroStrategy Incorporated) SoftwareApplication Software Bull NASDAQBitcoin, Capital markets, Flywheel, leverage, premium, Treasury
Jul 13, 2025Fund LettersJoeCOIN Coinbase Global, Inc. FinancialsFinancial Exchanges & Data Bear NASDAQCompetition, Correlation, Exchanges, Execution, Revenue, Volatility
Jul 13, 2025Fund LettersJoeHOOD Robinhood Markets, Inc. FinancialsInvestment Banking & Brokerage Bull NASDAQBrokerage, Crypto, Derivatives, Execution, growth, Tokenization
Jul 13, 2025Fund LettersJoeCRCL Circle Internet Group, Inc. FinancialsFinancial Exchanges & Data Bull New York Stock ExchangeAdoption, Fintech, Payments, Regulation, stablecoins, Treasury
Jul 13, 2025Twitter / X@stock_loggingARYT.TA Aryt Industries IndustrialsAerospace & Defense Bull Tel Aviv Stock ExchangeAryt, Defense, defense industry, Fuze, Fuzes, Israel, Marketing Software, Reshef
Jul 13, 2025Value Investors Clubsck4000NTIP Network-1 Technologies Inc IndustrialsIntellectual Property Licensing—NYSEnet-net, cash rich, buybacks, dividends, litigation optionality, deep value
Jul 13, 2025Value Investors ClubMiamiJoe78AMRZ Amrize Ltd MaterialsConstruction Materials Bull NYSEspin-off, cement, aggregates, roofing, valuation gap, M&A
Jul 13, 2025SubstackAltay Cap6360.T Tokyo Automatic Machinery Works IndustrialsSpecialty Industrial Machinery Bull Taiwan Stock Exchange—
Jul 12, 2025Value Investors ClubSaltaireCLVT Clarivate PLC Information TechnologyResearch & Consulting Services (Data & Analytics)—NYSEstrategic review, SOTP, recurring revenue, PE interest, deleveraging, turnaround, data/analytics
Jul 12, 2025SubstackRijnberk Invest InsightsMU Micron Technology, Inc. Information TechnologySemiconductors Bull NASDAQ—
Jul 11, 2025Fund LettersPelican Bay Capital ManagementBF-B Brown-Forman Corporation Consumer StaplesDistillers & Vintners Bull NYSEAmerican Whiskey, brand portfolio, consumer staples, Cyclical Recovery, Distiller, dividend yield, margin expansion, Premium Tequila, Spirits, Value

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