Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 7, 2025Value Investors ClubStockOperatorOWLT Owlet Inc. Health CareHealth Care Equipment Bull NYSEFDA clearance, Dream Sock, BabySat, Owlet360, SaaS attach rate, international expansion, warrants/dilution, infant monitoring
Jul 7, 2025Value Investors Clubfinn520KFS Kingsway Financial Services Inc. Consumer DiscretionaryMulti-Sector Holdings Bear NYSEsearch fund, serial acquirer, NOLs, KSX, overpriced
Jul 7, 2025Value Investors Clubskimmer610GRAL Grail Inc. Health CareBiotechnology Bull NASDAQMCED, Galleri, FDA PMA, reimbursement, cancer detection, Illumina
Jul 7, 2025Value Investors ClubmezzybearMLX Metals X MaterialsDiversified Metals & Mining—Australian Securities Exchangetin miner, Renison, Greentech offer, inelastic demand, capital allocation, single asset risk
Jul 7, 2025SubstackUzo CapitalXPOF Xpotential Fitness Consumer CyclicalLeisure Bull -Club Pilates, deep value, franchise model, Free Cash Flow, growth algorithm, high-margin revenues, SEC investigation, shareholder value, take-private candidate, Xpotential Fitness
Jul 7, 2025SubstackPacific Northwest EdgeMAS Masco Corporation IndustrialsBuilding Products & Equipment Bull NYSE—
Jul 7, 2025SubstackStock PursuitCRON Cronos Group Health CareDrug Manufacturers - Specialty & Generic Bull NASDAQ—
Jul 6, 2025Fund LettersSeeking WinnersCMG.TO Computer Modelling Group Ltd Software & ServicesApplication Software Neutral TSXCarbon Capture Storage, cyclical industry, energy transition, M&A strategy, Oil and Gas Software, Position Sizing, Reservoir simulation, vertical software
Jul 6, 2025Fund LettersSeeking WinnersAPPF AppFolio Inc Software & ServicesApplication Software Bull NASDAQAI integration, market consolidation, Property Management Software, real estate technology, recurring revenue, SaaS, value-added services, vertical software
Jul 6, 2025Twitter / X@investor321123AUTO1 AUTO1 Group SE Consumer DiscretionaryAutomotive Retail Bull XETRACarvana, Europe, Inflection, Models, Online, Remains, Runway, Used Car
Jul 6, 2025Twitter / X@deepvaluedudeVOD Vodafone Group Plc Communication ServicesWireless Telecommunication Services Bull NASDAQ/London Stock ExchangeDefense, Emerging markets, Europe, Germany, Satellite, Telecom, UK, Vodafone
Jul 6, 2025Value Investors Clubraffles378TIC Acuren Corp IndustrialsResearch & Consulting Services—NYSETIC, NDT, rope access, NV5 merger, synergies, deleveraging, asset integrity, O&G exposure, FCF, re-rating
Jul 6, 2025Value Investors Clubsck4000LINDEX Lindex Group Oyj Consumer DiscretionaryApparel Retail—NASDAQRestructuring, Stockmann divestiture, Nordic fashion, omnichannel DC, digital mix growth, EV/EBIT 9x, margin expansion, special situation
Jul 6, 2025SubstackWinter GemsMCEM Monarch Cement Basic MaterialsBuilding Materials Bull -construction materials, debt-free, financial stability, growth potential, infrastructure spending, market position, Monarch Cement, ready-mix operations
Jul 5, 2025Fund LettersTorre FinancialMA Mastercard Incorporated Information TechnologyData Processing & Outsourced Services Bull NYSECompetitive Moats, cryptocurrency, digital payments, distribution network, financial technology, network effects, Payment Networks, stablecoins, value-added services
Jul 5, 2025Fund LettersTorre FinancialV Visa Inc. Information TechnologyData Processing & Outsourced Services Bull NYSECompetitive Moats, cryptocurrency, digital payments, distribution network, financial technology, network effects, Payment Networks, stablecoins, value-added services
Jul 5, 2025Fund LettersTorre FinancialUNH UnitedHealth Group Health CareHealth Care Plans Bear NYSEExit Position, Government Programs, health insurance, Healthcare Plans, managed care, Medicaid, Medical costs, Medicare, Operational Risk
Jul 5, 2025SubstackCompound and FireWOSG.L Watches of Switzerland Group Consumer DiscretionaryLuxury Goods Bear NYSE—
Jul 4, 2025Fund LettersPangolin Asia FundIGB.KL IGB Berhad Real EstateReal Estate Development Bull Bursa MalaysiaAsset Development, Malaysia, Patient Capital, Real Estate, REIT, turnaround, value unlocking
Jul 4, 2025Fund LettersPangolin Asia FundMAPA.JK MAP Aktif Adiperkasa Consumer DiscretionaryApparel Retail Bull Indonesia Stock ExchangeAsean, athleisure, Demographics, expansion, high-ROIC, Indonesia, retail, Value Disconnect

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: