Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 9, 2025Value Investors ClubchurchillSDXAY Sodexo S.A. IndustrialsFacilities Management Bull Euronext Stock ExchangeCatering, Defensive growth, Europe, fRe-rating, inflation pass-through, Margin recovery, spin-off
Jun 9, 2025Value Investors ClubSmarkeuSLV iShares Silver Trust OtherPrecious Metals Bull NYSECommodities, Gold-silver ratio, Precious Metals, Silver
Jun 9, 2025Short ThesisNINGI ResearchGRAL GRAIL Inc Health CareBiotechnology (Gene Therapy) Bear NASDAQBiotechnology (Gene Therapy)
Jun 9, 2025Short ThesisThe Captain's LogGRPN Groupon Inc Communication ServicesInternet Content & Information Bear -—
Jun 8, 2025Twitter / X@Fierce__beastRHI Robert Half Inc. IndustrialsHuman Resource & Employment Services Bear New York Stock ExchangeEntry Level, Jobs, Junior, Level, Level Jobs, Marketing Software, RHI, Staff
Jun 8, 2025Value Investors Clubjt18822805 S&B Foods Inc. Consumer StaplesPackaged Foods Bull Taiwan Stock ExchangeJapan, Moat, Packaged Foods
Jun 8, 2025Value Investors Clubjt18822805 S&B Foods Inc. Consumer StaplesPackaged Foods Bull Taiwan Stock ExchangeJapan, Moat, Packaged Foods
Jun 8, 2025Value Investors Clubbanjo1055PAYX Paychex Inc. Information TechnologyPayroll Services Bear NASDAQMultiple compression, Payment Processor, Pricing pressure, valuation
Jun 8, 2025Value Investors Clubclancy8368881 Nisshin Group Real EstateResidential Development & Management / RE Services Bull Taiwan Stock Exchangedeep value, Japan, Japanese Real Estate, Re-rating, Tokyo
Jun 8, 2025Value Investors Clubraf698NBBK NB Bancorp Inc. (Needham Bank) FinancialsCommunity Banks Bull NASDAQBancorp, Bank m&a, buybacks, Cannabis, cost saves
Jun 8, 2025Value Investors ClubReaper666MPTI M-Tron Industries Inc. Information TechnologyAerospace & Defense Bull NYSEAcquisition optionality, Aerospace, defense electronics, Drones, margin expansion, undervalued
Jun 7, 2025Twitter / X@BrokenMoatsSEZL Sezzle Inc. FinancialsConsumer Finance Bear NASDAQconsumer lending, Credit, Https, Payments, Sezl, Sezzle, Simulation, Who
Jun 7, 2025Twitter / X@InvestSpecialIZEA IZEA Worldwide, Inc. Communication ServicesAdvertising Bull NASDAQcash position, Izea, Marketing Software, Offer, Satellite, Tender, tender offer, Unprofitable
Jun 7, 2025Short ThesisShortfinderNMAX Newsmax Inc Communication ServicesBroadcasting Bear NYSEATM, Control, Dilution, Resale, Yorkville
Jun 7, 2025SubstackRijnberk Invest InsightsCRWD CrowdStrike Holdings, Inc. Information TechnologySoftware - Infrastructure Bull NASDAQ—
Jun 6, 2025Twitter / X@Wiseman_CapAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQBroadcom, Connectivity, Custom, Ethernet, semiconductors, Silicon, Simulation, Xpu
Jun 6, 2025Twitter / X@Fierce__beastANGI ANGI Inc. Communication ServicesInteractive Media & Services Bear NASDAQADS, Angi, Choice Rollout, Home Services, Homeowner, Homeowner Choice, Leads, Service Requests
Jun 6, 2025Value Investors ClubAIFLHAI. Haivision Systems Inc. Information TechnologyVideo Networking Bull TSXBroadcast, buybacks, Live streaming, small-cap, valuation, Video
Jun 6, 2025Value Investors Cluballi718FEVR Fever-Tree Drinks plc Consumer StaplesBeverages—Non-Alcoholic Bull London Stock Exchangeexpansion, Premium drinks, Re-rate
Jun 6, 2025Value Investors Clubbriarwood988CON Banco Continental Health CareBanking Bull -High Yield, LatAm, Paraguay

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