Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 13, 2025SubstackBiotenicRGLS Regulus Therapeutics Inc. BiotechnologyBiotechnology Bull NASDAQ Stock Marketaccelerated approval, ADPKD, biotechnology, capital constraint, clinical trial, market undervaluation, Regulatory Approval, Regulus Therapeutics, TKV reduction, Tolvaptan
Jun 13, 2025Value Investors Club85bearsFIP FTAI Infrastructure Inc. IndustrialsMulti-Asset Infrastructure Bull NASDAQdata center, Spinco
Jun 13, 2025Value Investors Clubzach721DFDV DeFi Development Corp. Information TechnologyCrypto Bull -Digital Assets, Bitcoin, Crypto, NAV arbitrage, Solana
Jun 13, 2025Value Investors ClubTrajanCMG Computer Modelling Group Ltd. Information TechnologySoftware Bull TSXEclipse, Ipstream energy, Reservoir simulation, SaaS, Vertical SaaS
Jun 12, 2025SubstackThe 10x RadarPRE Prenetics HealthcareGenomics & Biotechnology Bull NASDAQ Stock MarketConsumer-health, David Beckham, DTC, Genomics, IM8, Insighta, pivot strategy, Prenetics, Revenue Growth, Unit economics
Jun 12, 2025SubstackJust a Value Investor5CF.SI OKP Holdings Limited IndustrialsEngineering & Construction Bull Singapore Exchange—
Jun 11, 2025SubstackWinter GemsDOL.TO Dollarama Inc. RetailDiscount Stores Bull Toronto Stock ExchangeDiscount Stores, Dollarama, Dollarcity, Free Cash Flow, growth, international expansion, market share, operational synergies, retail, The Reject Shop
Jun 11, 2025Twitter / X@puppyeh1TFG.AS Tetragon Financial Group FinancialsAsset Management & Custody Banks Bull Euronext AmsterdamCrypto, Excess Nav, NAV, Photonics, Ripple, Tfg, Tfg Nav, UK
Jun 11, 2025Twitter / X@investor321123GRBK Green Brick Partners, Inc. Consumer DiscretionaryHomebuilding Bull New York Stock ExchangeGrbk, Green Brick, homebuilder, Homebuilders, land, Slide, Slide Summary, Texas
Jun 11, 2025Value Investors ClubcubbieHST Host Hotels & Resorts Inc. Real EstateREITs Bull NASDAQactivist, Breakup, Hotel, Luxury lodging, NAV discount, REIT
Jun 11, 2025Value Investors Clubwalter99SBSW Sibanye-Stillwater Ltd. MaterialsPGMs Bull NYSECatalytic converters, palladium, PGMs, platinum, Rhodium, South Africa, Torque
Jun 11, 2025Value Investors ClubJWF211 (Jordan Fox, SCP Investment)LINE Lineage Inc. Real EstateIndustrial REITs Bull NYSEAsymmetric, cold storage, infrastructure, REIT
Jun 11, 2025Value Investors ClubBSCM753IESC IES Holdings Inc. IndustrialsConstruction & Engineering Services Bull NASDAQAI, AI capex, buybacks, data centers, Hhousing starts, margin expansion, residential construction
Jun 11, 2025Value Investors ClubcubbieHST Host Hotels & Resorts Inc. Real EstateREITs Bull NASDAQactivist, Breakup, Hotel, Luxury lodging, NAV discount, REIT
Jun 11, 2025Short ThesisFuzzy PandaTHC Tenet Healthcare Corp Health CareHealth Care Facilities (Hospitals) Bear NYSEHealth Care Facilities (Hospitals)
Jun 11, 2025SubstackRijnberk Invest InsightsLULU Lululemon Athletica Inc. Consumer DiscretionaryApparel Retail Bear NASDAQ—
Jun 10, 2025Twitter / X@InvestSpecialCMTL Comtech Telecommunications Corp. Information TechnologyCommunications Equipment Bull NASDAQEBITDA, Leverage But, Normalized, Reduction, Segment, Spending Cycles, UK, workforce reduction
Jun 10, 2025Value Investors ClubNovanaQDEL QuidelOrtho Corp. Health CareHealth Care Supplies Bull NASDAQdeleveraging, diagnostics, FCF inflection, Immunoassay, IVD, rerating
Jun 10, 2025Value Investors Clubafgtt2008CCOI Cogent Communications Holdings Communication ServicesIntegrated Telecom Services Bull NASDAQAI data centers, AI data demand, Dark fiber, Fiber, margin expansion, Re-rating, Wave services
Jun 9, 2025Twitter / X@mabrrramskySRFM Surf Air Mobility IndustrialsAirlines Bull New York Stock ExchangeAirline, Aviation, Exchanges, Hybrid Electric, Palantir, SaaS, Srfm, Surfos

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