Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 17, 2025Value Investors ClubMarketEuphoriaLNSR (filed on VIC as “LNSRA”) LENSAR, Inc. Health CareMedTech Bull NASDAQCVR, Medtch, Merger Arbitrage
Jun 17, 2025SubstackAlluvialKAM.AX Kina Asset Management Limited -- Neutral -Australian securities, diversified portfolio, global equities, investment management, Kina Asset Management, market exposure, net asset value, PNG securities, portfolio composition
Jun 16, 2025Fund LettersCanopy InvestorsEDEN.PA Edenred SE FinancialsFinancial Services Bull Euronext ParisB2B payments, Employee Benefits, European Fintech, Meal Vouchers, network effects, Regulatory risk, tax efficiency
Jun 16, 2025Fund LettersCanopy InvestorsDOL.TO Dollarama Inc Consumer DiscretionarySpecialty Retail Bull Toronto Stock ExchangeCanadian Retail, discount retail, Dollar Store, international expansion, market dominance, operational efficiency, Private-label
Jun 16, 2025Fund LettersCanopy InvestorsICLR Icon plc Health CareLife Sciences Tools & Services Neutral NASDAQBiotech Services, Clinical research, Cro, cyclical downturn, free cash flow yield, Pharma R&D, Value Investment
Jun 16, 2025Fund LettersCanopy InvestorsWISE.L Wise plc FinancialsFinancial Services Bull London Stock ExchangeB2B Services, Banking Infrastructure, Cross Border Payments, Financial Plumbing, Fintech, founder-led, FX Transfer
Jun 16, 2025Fund LettersCanopy Investors4390.T Visional Inc Communication ServicesInteractive Media & Services Bull Tokyo Stock Exchangedemographic trends, Hr Technology, Japan, Job Matching, Labor shortage, Mid-career Mobility, Professional Recruitment
Jun 16, 2025Fund LettersCanopy InvestorsHEI Heico Corporation IndustrialsAerospace & Defense Bull NYSEAerospace, aftermarket, Aircraft Parts, Commercial Airlines, Defense, market share gains, OEM Alternative
Jun 16, 2025Fund LettersSilver Beech CapitalFR First Industrial Realty Trust Real EstateIndustrial REITs Bull NYSEcap rate, Coastal Markets, development, e-commerce, industrial REIT, land bank, Logistics Real Estate, Replacement Cost, Same-Store NOI, supply chain, Supply Constrained
Jun 16, 2025Fund LettersCable Car CapitalMSTR MicroStrategy Incorporated Information TechnologyApplication Software Bear NASDAQBitcoin treasury, closed-end fund, Convertible Bonds, Digital Assets, Pairs Trade, PIPE, premium to NAV, Regulatory Arbitrage, Synthetic Short
Jun 16, 2025Fund LettersCable Car CapitalORKA Oruka Therapeutics Health CareBiotechnology Bull NASDAQactivist, Biotech Downcycle, biotechnology, board representation, capital return, M&A, Mean Reversion, Reverse merger
Jun 16, 2025Twitter / X@Fierce__beastTBLA Taboola.com Ltd. Communication ServicesAdvertising Bear NASDAQAd Tech, process control, Taboola, Tbla, traffic, Web, Web Traffic, Yahoo
Jun 16, 2025Value Investors Clubmike126RDDT Reddit, Inc. Communication ServicesDigital Advertising Bull NYSEadtech, AI data, AI licensing, digital advertising, Google partnership, OpenAI, UGC
Jun 16, 2025Value Investors ClubchewyPBPB Potbelly Corp. Consumer DiscretionaryFast Casual Restaurants Bull NASDAQEBITDA multiple, Fast casual, Franchises, QSR, turnaround
Jun 16, 2025Value Investors ClubWSCapitalPVL Permianville Royalty Trust EnergyOil & Gas Royalty Trusts Bull NYSEnatural gas, Royalty trust, WTI
Jun 16, 2025Value Investors Clubgocanucks97600519 Kweichow Moutai Co., Ltd. Consumer StaplesAlcoholic Beverages Bull Shanghai Stock ExchangeChina, inflation hedge, Moat, Pricing power
Jun 15, 2025SubstackThe Finance CornerGRG.L Greggs plc Consumer DiscretionaryRestaurants Bull London Stock Exchange—
Jun 14, 2025Twitter / X@LabbRadarISRL Israel Acquisitions Corp (merging with Gadfin Ltd) IndustrialsAerospace & Defense Bull NASDAQConflict, Defense, Drone, Exchanges, Gadfin, Israel, Isrl, Logistics
Jun 14, 2025Value Investors ClubamorfatiGRGD Groupe Dynamite Inc. Consumer DiscretionaryApparel Retail Bull TSXFast-fashion, Tariff risk
Jun 14, 2025SubstackRijnberk Invest InsightsORCL Oracle Corporation Information TechnologySoftware - Infrastructure Bear NYSE—

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