Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersDavid RidlandREL LN RELX plc IndustrialsSpecialty Business Services Bull London Stock Exchangeanalytics, Information, Moat, Switching, Workflows
Jun 30, 2025Fund LettersRichard BeavenTGB Taseko Mines Limited MaterialsCopper Bull NYSEcashflow, Copper, expansion, leverage, Liquidity, Mining, Production, valuation
Jun 30, 2025Fund LettersRichard BeavenVPG Vishay Precision Group, Inc. Information TechnologyElectronic Components Bull NYSEAutomation, Catalysts, Electrification, growth, Margins, robotics, Sensors, valuation
Jun 30, 2025Value Investors Clubjd5318BE Bloom Energy IndustrialsElectrical Equipment Bull NASDAQfuel cells, AI datacenters, baseload power, natural gas, ITC risk, hydrogen optionality
Jun 30, 2025Value Investors ClubzyosDIDIY DiDi Global Inc. Information TechnologyPassenger Ground Transportation Bull -China mobility, EBITA/GTV, take rate, incentives, AMap, LATAM, HK relist, AV platform, regulatory overhang
Jun 30, 2025Short Thesis2025 Q2 abrdn International Small Cap FundTSE:6544 Japan Elevator Service Holdings Specialty Business ServicesSpecialty Business Services Bull Taiwan Stock Exchange—
Jun 30, 2025SubstackThe MikrokapALCO Alico, Inc. Consumer StaplesFarm Products Bull NASDAQ—
Jun 30, 2025SubstackWonderstcksGYM.L The Gym Group Plc Consumer DiscretionaryLeisure Bear London Stock Exchange—
Jun 30, 2025SubstackAltay Cap8041.T OUG Holdings Consumer StaplesFarm Products Bull NYSE—
Jun 29, 2025SubstackRaging Bull Investments1970.HK IMAX China Communication ServicesEntertainment Bull NYSE—
Jun 29, 2025SubstackStock PursuitAOUT American Outdoor Brands Consumer DiscretionaryLeisure Bull NASDAQ—
Jun 29, 2025SubstackWonderstcksWISE.L Wise PLC Information TechnologyInformation Technology Services Bull NYSE—
Jun 28, 2025SubstackRijnberk Invest InsightsCPRT Copart, Inc. IndustrialsSpecialty Business Services Bull NASDAQ—
Jun 27, 2025Twitter / X@gezzogero7409.T AeroEdge IndustrialsAerospace & Defense Bull Tokyo Stock ExchangeAeroEdge, Aviation, duopoly, Gezzogero, Leap, Max, Production, Safran
Jun 27, 2025Value Investors Clubbluewater12SEI Solaris Energy Infrastructure EnergyTurbine Leasing Bull NYSEGas turbines, Mobile Energy Rentals, Turbines
Jun 27, 2025Value Investors ClubAlejo VelezUBER Uber Technologies, Inc. Information TechnologyRidesharing & Delivery Bull NYSEadvertising, London, network effects
Jun 27, 2025Value Investors Clubbluewater12SEI Solaris Energy Infrastructure EnergyTurbine Leasing Bull NYSEGas turbines, Mobile Energy Rentals, Turbines
Jun 27, 2025Value Investors ClubaquicapDIS Disney (Walt) Co. Communication ServicesTelecommunication Services Bull NYSEInternational scaling, oligopoly, Pricing power, proxy/activism
Jun 27, 2025Value Investors ClubAlejo VelezUBER Uber Technologies Inc. Information TechnologyRideshare & Last-Mile Delivery—NYSEnetwork effects, wait-time economics, take rate, Uber One, ads, pricing algorithms, regulation, insurance, AV partnerships, LYFT duopoly
Jun 27, 2025Value Investors Clubbluewater12SEI Solaris Energy Infrastructure EnergyEnergy Infrastructure / Power Rentals—NYSExAI, Memphis, mobile turbines, temporary power, grid interconnect, JV, take-or-pay, stranded assets, TVA, guidance risk

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: