Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 1, 2025Fund LettersRoderick van Zuylen1126 HK Dream International, Ltd. Consumer DiscretionaryLeisure Products Neutral New York Stock Exchangemanufacturing, tariffs, Toys, valuation, Vietnam
Jul 1, 2025Fund LettersRoderick van ZuylenMRX LN Marex Group plc FinancialsCapital Markets Bull New York Stock ExchangeClearing, Commodities, Derivatives, Interest, Volatility
Jul 1, 2025Fund LettersRoderick van ZuylenCWH Camping World Holdings, Inc. Consumer DiscretionarySpecialty Stores Bull New York Stock Exchangeconsumer, Cyclicals, retail, RVs, Taxation
Jul 1, 2025Fund LettersRoderick van ZuylenRELY Remitly Global, Inc. FinancialsConsumer Finance Bull NASDAQFintech, Immigration, Regulation, Remittances, Taxation
Jul 1, 2025Fund LettersLaurenz NienaberIBKR Interactive Brokers Group, Inc. FinancialsCapital Markets Bull NASDAQAccount Growth, Brokerage, Fintech, Interest rates, Low cost, operating leverage
Jul 1, 2025Fund LettersLaurenz NienaberMELI MercadoLibre, Inc. Consumer DiscretionaryBroadline Retail Bull NASDAQe-commerce, Fintech, Latin America, margin expansion, market share, Payments
Jul 1, 2025SubstackBiotenicCAPR Capricor Therapeutics, Inc. BiotechnologyBiotechnology Bear NASDAQ Stock Marketbiotechnology, Capricor Therapeutics, clinical data, Duchenne Muscular Dystrophy, FDA approval, HOPE-3 trial, market skepticism, regulatory challenges, Sarepta controversy, Stock decline
Jul 1, 2025Fund LettersGreg DeanAGYS Agilysys, Inc. Information TechnologyApplication Software Bull NASDAQcloud, hospitality, recurring revenue, SaaS, vertical software
Jul 1, 2025Fund LettersGreg DeanJLG AU Johns Lyng Group Limited IndustrialsConstruction & Engineering Bull NYSECatastrophe, Insurance, recurring revenue, Restoration, take-private
Jul 1, 2025Fund LettersGreg DeanEQB CN EQB Inc. FinancialsThrifts & Mortgage Finance Bull TSXChallenger, credit quality, digital banking, Payments, ROE
Jul 1, 2025Fund LettersGreg DeanDFY CN Definity Financial Corporation FinancialsProperty & Casualty Insurance Bull TSXcapital allocation, consolidation, Insurance, synergies, underwriting
Jul 1, 2025Value Investors Clubbaileyb906FLUT Flutter Entertainment PLC Consumer DiscretionaryCasinos & Gaming Bull NYSEFanDuel, duopoly, parlay mix, CAC/LTV, regulation/tax, buybacks, iCasino optionality, global scale
Jul 1, 2025Value Investors ClubcloudologyNETBAY Netbay Public Company Limited Information TechnologyApplication Software Bull The Stock Exchange of ThailandB2G SaaS, e-Customs, e-Tax, AML gateway, high FCF, Thailand digitization, lawsuit risk, related party (Ditto)
Jul 1, 2025Value Investors ClubBud_SpencerDWL LN Dowlais Group Consumer DiscretionaryAuto Components—London Stock ExchangeDowlais, AXL, auto suppliers, merger, synergies
Jul 1, 2025Value Investors Clubabcd1234MBI GFL 0 ’33 MBIA Inc (GFL 2033 Notes) FinancialsInsurance—-MBIA, GFL Notes, PREPA, runoff, credit
Jul 1, 2025SubstackThe 10x RadarPYPD PolyPid Health CareBiotechnology Bull NASDAQ—
Jul 1, 2025SubstackCompound and FireCSU.TO Constellation Software Inc. Information TechnologySoftware - Application Bull NYSE—
Jul 1, 2025SubstackCompound and FireJDGS.L Judges Scientific plc Other- Bull London Stock Exchange—
Jun 30, 2025Fund LettersRegency Wealth ManagementFICO Fair Isaac Corp. SoftwareApplication Software Bull NYSEauto loans, Consumer credit, credit scoring, Financial Analytics, Mortgage, Pricing power, recurring revenue, Regulatory Moat, share repurchases
Jun 30, 2025Fund LettersRegency Wealth ManagementAVGO Broadcom Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAI, capital return, custom silicon, hyperscalers, infrastructure software, M&A, Networking, Private Cloud, semiconductors, Vmware

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