Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 11, 2025Value Investors ClubmrbingGLIBA / GLIBK / GLIBB GCI Liberty, Inc. (GCI) Communication ServicesIntegrated Telecommunication Services—NASDAQspin-off, Alaska broadband, USF, enterprise mix, capex normalization, tax shield, SCOTUS USF ruling, Malone, valuation 5×→7×, FCF inflection
Jul 11, 2025Value Investors ClubRolipolyRERE ATRenew Inc. (ADR) Consumer DiscretionarySpecialty Stores (Second-hand electronics retail)—NYSEsecond-hand electronics, ADR delisting risk, JD.com partnership, Apple trade-in, margin inflection, automation
Jul 11, 2025Value Investors ClubmrbingGLIBA / GLIBK / GLIBB GCI Liberty, Inc. (GCI) Communication ServicesIntegrated Telecommunication Services—NASDAQspin-off, Alaska broadband, USF, enterprise mix, capex normalization, tax shield, SCOTUS USF ruling, Malone, valuation 5×→7×, FCF inflection
Jul 11, 2025Value Investors ClubJohnKimbleBLDR Builders FirstSource IndustrialsBuilding Products—NYSEhousing starts, value-added components, pricing power, synergies, tuck-in M&A, underbuilt housing, lumber tailwind, installation services
Jul 10, 2025Fund LettersHeadwaters CapitalTECH Bio-Techne Corporation Health CareLife Sciences Tools & Services Bull NASDAQAcademic Research, Biotech, Cell Gene Therapy, Consumables, contrarian, Life Sciences Tools, M&A Target, Reagents, recurring revenue, Value
Jul 10, 2025Fund LettersHertford CapitalALSDT.PA Sidetrade SA Information TechnologyApplication Software Bull Euronext ParisAgentic AI, Automation, Bull, Cash Collection, Data Lake, DSO Reduction, Enterprise Finance, Fintech, French, Order-to-Cash, working capital
Jul 10, 2025Fund LettersHertford CapitalFNOX.ST Fortnox AB Information TechnologyApplication Software Bull Nasdaq StockholmBull, Enterprise software, ERP software, financial services, Mission-Critical, private equity, SaaS, Swedish, take-private, workflow automation
Jul 10, 2025Twitter / X@secretlyaninjaKITW.L Kitwave Group plc Consumer DiscretionaryFood Distributors Bull London Stock ExchangeBought Worth, Bros, Kitw, Kitw Has, Liontrust, process control, ROIC, Yrs
Jul 10, 2025Fund LettersChristopher GodfreyTECH Bio-Techne Corporation Health CareLife Sciences Tools & Services Neutral NASDAQCelltherapy, Consumables, Genomics, M&A, Nih, Reagents, valuation
Jul 10, 2025SubstackBiotenicIOBT None BiotechnologyBiotechnology Bear -biotechnology, Cash runway, clinical trial design, financial risk, high-risk investment, IDO target, market valuation, PD-1 treatment, Phase 3 trial, therapeutic cancer vaccine
Jul 10, 2025Fund LettersMiguel NogalesASSA AB Assa Abloy AB Class B IndustrialsSecurity & Protection Services Bull NASDAQAccess, aftermarket, Automation, Digitalisation, Security
Jul 10, 2025Value Investors Clubhumkae848BRO Brown & Brown, Inc. FinancialsInsurance Brokers Bull NYSEcompounder, insurance brokerage, M&A, Non-cyclical growth
Jul 10, 2025Value Investors Clubfizz808AIV Apartment Investment & Management Co. Real EstateResidential REITs Bull NYSEAsset Sale, Liquidation, multifamily housing, REIT
Jul 10, 2025Value Investors Clubhumkae848BRO Brown & Brown, Inc. FinancialsInsurance Brokers Bull NYSEcompounder, insurance brokerage, M&A, Non-cyclical growth
Jul 10, 2025Value Investors Clubfizz808AIV Apartment Investment & Management Co. Real EstateResidential REITs Bull NYSEAsset Sale, Liquidation, multifamily housing, REIT
Jul 10, 2025Value Investors ClubJB8241364 HK Guming Holdings Consumer DiscretionaryRestaurants—Hong Kong Stock Exchangebubble tea, oversaturation, SSS decline, delivery subsidies, China F&B cycle, valuation rerate, borrow availability
Jul 10, 2025Value Investors Clubfizz808AIV Apartment Investment & Management Co. Real EstateResidential REITs—NYSEmultifamily REIT, liquidation, NAV, Brickell Assemblage, Class B apartments, cap rate
Jul 10, 2025Value Investors Clubhumkae848BRO Brown & Brown Inc. FinancialsInsurance Brokers—NYSEinsurance brokerage, M&A integration, recurring revenue, FCF conversion, defensive compounder
Jul 10, 2025Value Investors ClubmurmanAKRBF Aker BP ASA EnergyOil & Gas Exploration & Production—Bolsas y Mercados Españoles (Madrid)Norwegian Continental Shelf, low-cost producer, Alliance Model, AI-first oil, dividend growth, FCF inflection
Jul 10, 2025Value Investors ClubJB8241364 HK Guming Holdings Consumer DiscretionaryRestaurants—Hong Kong Stock Exchangebubble tea, oversaturation, SSS decline, delivery subsidies, China F&B cycle, valuation rerate, borrow availability

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: