Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 6, 2025Short ThesisFugazi ResearchSBET Sharplink Gaming Inc Consumer DiscretionaryInteractive Media & Services Bear NASDAQATM, Dilution, Ethereum, Staking, Treasury
Jun 6, 2025SubstackDavid VerlanderAERG Applied Energetics TechnologyScientific & Technical Instruments Bull -asymmetric investment, counter-drone systems, defense technology, Department of Defense, directed energy, patent portfolio, portable laser systems, risk/reward, scalable technology, ultrashort pulse lasers
Jun 4, 2025Fund LettersVoss Value FundSN SharkNinja Operating LLC Consumer DiscretionaryHousehold Appliances Bull NYSEBrand, Brazil, Consumer Appliances, direct-to-consumer, Equity, france, Germany, growth, innovation, international expansion, Mexico, Social Media Marketing, tariffs
Jun 4, 2025Fund LettersVoss Value FundFLYW Flywire Corporation Information TechnologyData Processing & Outsourced Services Bull NASDAQAustralia, Canada, Cross Border Payments, education technology, Equity, Fintech, growth, healthcare, SaaS, Travel, turnaround, UK
Jun 4, 2025Fund LettersVoss Value Offshore FundSN SharkNinja Operating LLC Consumer DiscretionaryHousehold Appliances Bull NYSEBrazil, Consumer Appliances, direct-to-consumer, france, Germany, growth, index inclusion, innovation, international expansion, Mexico, Social Media Marketing, tariffs
Jun 4, 2025Fund LettersVoss Value Offshore FundFLYW Flywire Corporation Information TechnologyData Processing & Outsourced Services Bull NASDAQAustralia, Canada, Cross Border Payments, education technology, Fintech, Healthcare Payments, SaaS, Travel Payments, turnaround, UK, Value
Jun 4, 2025Twitter / X@ToffCapVVPR VivoPower International PLC Information Technology- Bear NASDAQCrypto, Private, Speculative, strategy, Tembo, Vivopower, Vivopower Vvpr, Vvpr
Jun 4, 2025Twitter / X@ToffCapTRE Técnicas Reunidas, S.A. UtilitiesEngineering & Construction Services Bull BMEEbit, Epc, Income, Payments, Reunidas, Tecnicas, Tecnicas Reunidas, Tre
Jun 4, 2025Twitter / X@Toronto Stock ExchangemanDRM.TO Dream Unlimited Corp. FinancialsReal Estate Development Bull Toronto Stock ExchangeCanada, Homebuilders, land, NAV, Office, Payments, Toronto, Western
Jun 4, 2025Twitter / X@realrosecelineDLO DLocal Ltd. Information Technology- Bull NASDAQDlo, Dlocal, Emerging markets, Global, Payments, scaling, Scaling Tpv, Tpv
Jun 4, 2025Twitter / X@twaddle_inc9867 Solekia Limited Information TechnologyElectronic Equipment & Instruments Bull Toronto Stock ExchangeComponents, Distributors, Japan, Japanese, Ncav, Negative, semiconductors, Solekia
Jun 4, 2025Value Investors Clubsag301HRI Herc Holdings Inc IndustrialsEquipment Rental Bull NYSEEquipment Rental, H&E integration, Re-rating, Specialty rental
Jun 4, 2025Value Investors ClubOGBigJimSATS EchoStar Corp Communication ServicesTelecommunication Services Bull NASDAQBreakup, Chapter 11, SpaceX
Jun 4, 2025Value Investors Clubyxd0950DELL Dell Technologies Inc. Information TechnologyData Centers Bull NASDAQAI, buybacks, data center, Edge computing, Re-rate
Jun 4, 2025Short ThesisShortfinderLAZR Luminar Technologies Inc Consumer DiscretionaryElectronic Equipment & Instruments (Lidar) Bear NASDAQASP pressure, Autonomy, Dilution, Lidar, OEM contracts
Jun 4, 2025Short ThesisMorpheus ResearchABL Abacus Global Management Inc FinancialsInsurance - Life Bear -—
Jun 3, 2025Twitter / X@TenvaCapitalSNWV Sanuwave Health, Inc. Health CareHealth Care Equipment Bull NASDAQBelieve, Ebit, Ebit Which, Register, Sanuwave, Snwv, Team, wound care
Jun 3, 2025Twitter / X@evantindellUHAL U-Haul Holding Company UtilitiesTrucking Bull New York Stock ExchangeBiz, Homebuilders, Monopoly, Moving, Moving Biz, Moving Business, Self-storage, Storage
Jun 3, 2025Twitter / X@JaredKubinCRWV Coreweave Information Technology- Neutral NASDAQconsumer lending, CRWV, flow control, IPO, Microstructure, Shorts, Squeeze, You Have
Jun 3, 2025Value Investors ClubStelioDSFIY DSM-Firmenich AG MaterialsFragrances Bull Euronext Stock ExchangeRe-rating, synergy, Vitamins

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