Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 27, 2025Value Investors ClubaquicapDIS Walt Disney Co. Communication ServicesMovies & Entertainment—NYSEDisney+, Hulu, ESPN DTC, ARPU, Parks capex, ROIIC, linear cannibalization, NFLX moat, international execution, oligopoly in streaming
Jun 27, 2025Short ThesisBMF ReportsINMB Inmune Bio Inc Health CareBiotechnology Bear NASDAQClinical risk, Dilution, Immunotherapy, Neuroinflammation, NK cells
Jun 27, 2025SubstackPacific Northwest EdgeNRG NRG Energy UtilitiesUtilities - Independent Power Producers Neutral NYSE—
Jun 27, 2025SubstackPound the Rock InvestingKITS.TO KITS Eyecare Consumer DiscretionarySpecialty Retail Bull TSX—
Jun 27, 2025SubstackThe Finance CornerCARD.L Card Factory Consumer DiscretionarySpecialty Retail Bull London Stock Exchange—
Jun 26, 2025Twitter / X@IrrationalMrktsHBFG Happy Bell Food Group Consumer StaplesPackaged Foods & Meats Bull Canadian National Stock ExchangeCorporate Owned, CPG, Franchisee, Franchises, Locations, QSR, Royalty, Royalty Fees
Jun 26, 2025SubstackBiotenicVYNE VYNE Therapeutics Inc. BiotechnologyBiotechnology Bull NASDAQ Stock MarketBET inhibitor, biotechnology, JAK inhibitor, market opportunity, Opzelura, Phase 2b trial, safety profile, topical treatment, vitiligo, VYNE Therapeutics
Jun 26, 2025Value Investors ClubChevalierd’AvenDGI9 Digital 9 Infrastructure plc FinancialsInfrastructure Bull London Stock ExchangeAIM, Asymmetric, DTT, InfraRed, Liquidation, Smart meters, telecom infrastructure
Jun 26, 2025Value Investors ClubslimCABO (Notes) Cable One, Inc. — 0.00% Convertible Senior Notes due 2026 Communication ServicesCable broadband Bull NYSEBusted convert, Cable broadband, Cash park
Jun 26, 2025Value Investors Clubtahoe88BTBT Bit Digital, Inc. FinancialsCrypto Bull NASDAQCoreWeave, Crypto, data centers, ETH staking, Whitefiber
Jun 26, 2025Value Investors ClubslimCABO 2026 Notes Cable One Inc. Communication ServicesCable / Broadband—NYSEconvertible notes, repayment, liquidity, leverage covenants, broadband decline
Jun 26, 2025SubstackHD Capital PartnersPPS.AX Praemium FinancialsCapital Markets Bull Australian Securities Exchange—
Jun 25, 2025Twitter / X@KevinLMakASTS AST SpaceMobile, Inc. Communication ServicesAlternative Carriers Neutral NASDAQAsts, debt, Debt Holders, Holders, Interest, Satellite, Shares, Slightly
Jun 25, 2025Twitter / X@LogicalThesisCLPT ClearPoint Neuro, Inc. Health CareHealth Care Equipment Bull NASDAQBinary Risk, Bio, Biotech, Clearpoint, Clinical, Clinical Bio, FDA, rare disease
Jun 25, 2025Twitter / X@CapitalPmhAVG.L Avingtrans plc IndustrialsIndustrial Machinery Bull London Stock ExchangeAvingtrans, Defense, diagnostics, Division, Fluid Handling, Medical devices, nuclear energy, UK
Jun 25, 2025Twitter / X@DV_Situations8371.HK Taste Gourmet Group Limited Consumer DiscretionaryRestaurants & Bars Bull Hong Kong Stock ExchangeActual, China, Hkd, Lease, Owner, process control, Stores, Taste Gourmet
Jun 25, 2025Value Investors Clubka8104LEN.B Lennar Corp OtherHomebuilding Bull NYSEHousing shortage, Housing, Homebuilding, Mortgage buydowns
Jun 25, 2025Short ThesisWolfpack ResearchCTO CTO Realty Growth Inc Real EstateRetail REITs Bear NYSECap rates, Dilution, Dividend risk, NOI growth, Retail REIT
Jun 25, 2025Short ThesisGrizzly researchMVST Microvast Holdings Inc Consumer DiscretionaryAuto Parts Bear -—
Jun 24, 2025Twitter / X@ToffCapNUVB Nuvation Bio Inc. Health CareBiotechnology Bull New York Stock ExchangeAnheart, Biotech, Clinical, Nuvation, Oncology, Rail, See Some, Slower Expected

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