Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 8, 2025Value Investors ClubrandalthorABFRL Aditya Birla Fashion & Retail Ltd (post-demerger, excl. ABLBL) Consumer DiscretionaryApparel, Accessories & Luxury Goods / Apparel Retail—National Stock Exchange of IndiaIndia fashion, demerger, ethnic wear, Pantaloons, premiumization, negative working capital, TCNS turnaround, TASVA, Sabyasachi, TMRW
Jul 8, 2025Value Investors Clubgary9 (via Anthony Pompliano’s pitch)CCCM Columbus Circle Capital Corp I – RedH / ProCap BTC (post-merger) OtherAsset Management & Custody Banks (proxy for Bitcoin Treasury)—NASDAQbitcoin, SPAC, treasury, NAV premium, Pompliano, BTC proxy
Jul 8, 2025SubstackHD Capital PartnersCCL.AX Cuscal Limited Information TechnologySoftware - Infrastructure Bull Australian Securities Exchange—
Jul 8, 2025SubstackCompound and FireADBE Adobe Inc. Information TechnologySoftware - Application Bull NASDAQ—
Jul 7, 2025Fund LettersEnnismore European Smaller Companies FundWTB.L Whitbread Consumer DiscretionaryHotels, Restaurants & Leisure Bull London Stock ExchangeBudget Hotels, dividend yield, European expansion, Freehold Property, Germany, Hotels, market share, Real Estate, Share Buybacks, turnaround, UK, Value
Jul 7, 2025Fund LettersGoodHaven Capital ManagementBRK.B Berkshire Hathaway Inc. Class B FinancialsMulti-Sector Holdings Bull NYSEconglomerate, Greg Abel, Insurance, Multi-Sector, Succession Planning, Value, Warren Buffett
Jul 7, 2025Fund LettersGoodHaven Capital ManagementTVK.TO TerraVest Industries Inc. IndustrialsIndustrial Machinery Bull TSXAcquisitions, Canada, Cyclical, Free Cash Flow, growth, industrial machinery, LPG Transportation, Tank Trailers
Jul 7, 2025Fund LettersGoodHaven Capital ManagementJEF Jefferies Financial Group Inc. FinancialsInvestment Banking & Brokerage Bull NYSEBook Value, Capital markets, Cyclical, financial services, investment banking, Trading, Value
Jul 7, 2025Fund LettersGoodHaven Capital ManagementBLDR Builders FirstSource Inc. MaterialsBuilding Products Bull NASDAQBuilding Products, capital allocation, Cyclical, Housing, insider buying, Lumber, materials, Share Buybacks
Jul 7, 2025Fund LettersCity Different Investments - Global EquityFINV Finvolution FinancialsConsumer Finance Bull NYSEcash-rich, China, consumer finance, Fintech, high ROE, oligopoly, technology
Jul 7, 2025Fund LettersCity Different Investments - Global EquityCLA Claranova Information TechnologySoftware Bull Euronext Parisactivist, france, SaaS, Software, subscription revenue, technology, turnaround
Jul 7, 2025Fund LettersCity Different Investments - Global EquityGSJ Grupo Empresarial San José IndustrialsConstruction & Engineering Bull Madrid Stock ExchangeAsset Play, construction, Discount to book, Free Cash Flow, net cash, Spain, Value
Jul 7, 2025Fund LettersGuinness Global InnovatorsFINV Finvolution FinancialsConsumer Finance Bull NYSEChina, consumer finance, Fintech, Free Cash Flow, international expansion, oligopoly, risk management, technology
Jul 7, 2025Fund LettersGuinness Global InnovatorsCLA Claranova Information TechnologySoftware Bull Euronext Parisactivist, france, Free Cash Flow, recurring revenue, SaaS, Software, technology, turnaround
Jul 7, 2025Fund LettersGuinness Global InnovatorsGSJ Grupo Empresarial San José IndustrialsConstruction & Engineering Bull Madrid Stock ExchangeAsset Play, construction, Free Cash Flow, net cash, Real Estate, Spain, Value
Jul 7, 2025Fund LettersRick RyskalczykTT Trane Technologies plc IndustrialsBuilding Products Bull New York Stock Exchangebacklog, Climate, energy efficiency, HVAC, Pricing power, services
Jul 7, 2025Fund LettersLarry PitkowskyTVK TerraVest Industries Inc. EnergyOil & Gas Equipment & Services Bull TSXAcquisitions, cashflow, Cyclicals, energy, Equipment
Jul 7, 2025Value Investors Clubmaggie1002SMPL Simply Good Foods Co. Consumer StaplesPackaged Foods & Meats Bull NASDAQGLP-1, Protein
Jul 7, 2025Value Investors ClubmezzybearMLX Metals X Ltd MaterialsMetals & Mining Bull Australian Securities ExchangeAsymmetric, Australia, Commodity shortage, Electrification, Mining, Tin
Jul 7, 2025Value Investors Clubmaggie1002SMPL The Simply Good Foods Company Consumer StaplesPackaged Foods & Meats—NASDAQAtkins decline, GLP-1, Quest promotions, OWYN lower margin, distribution loss (club), ROIC 8%, BRBR comp, valuation, promotional intensity

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