Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 3, 2025 | Value Investors Club | singletrack | AL | Air Lease Corp | Other | Aircraft Leasing / Specialty Finance | Bull | NYSE | Aircraft Leasing, Leasing | Login |
| Jun 3, 2025 | Value Investors Club | banjo1055 | ASIX | Advansix Inc | Materials | Chemicals | Bull | NASDAQ | Acetone, Caprolactam, Chemicals, Cyclical, Nylon | Login |
| Jun 2, 2025 | Fund Letters | Baumann Capital | AZE.BR | Azelis | Materials | Specialty Chemicals | Bull | Euronext Brussels | asset-light, B2B Services, Belgium, Distributor, durability, Europe, Formulations, life sciences, Moat, personal care, pharmaceuticals, specialty chemicals, Value | Login |
| Jun 2, 2025 | Value Investors Club | xds68 | OBE | Obsidian Energy Ltd. | Energy | Oil Sands | Bull | TSX | Catalysts: Buybacks, Oil sands, takeover | Login |
| Jun 2, 2025 | Short Thesis | Shortfinder | NNE | NANO Nuclear Energy Inc | Industrials | Independent Power Producers & Energy Traders | Bear | NASDAQ | cash burn, Dilution, HALEU, Licensing, Microreactors | Login |
| Jun 2, 2025 | Short Thesis | Pelican Way Research | YALA | Yalla Group Ltd | Information Technology | Interactive Media & Services (Social/Voice Apps) | Bear | NYSE | Competition, Governance, MENA, User growth, Voice chat | Login |
| Jun 2, 2025 | Substack | Jam Invest | BRM.V | Biorem | Industrials | Pollution & Treatment Controls | Bull | TSX | — | Login |
| Jun 1, 2025 | Fund Letters | Castlebay Investments | AJB.L | AJ Bell | Financials | Investment Banking & Brokerage | Bull | London Stock Exchange | Capital-light, Culture, customer retention, Demographics, High returns, Investment-platform, technology, UK, wealth management | Login |
| Jun 1, 2025 | Fund Letters | Castlebay Investments | GRG.L | Greggs PLC | Consumer Discretionary | Restaurants | Bull | London Stock Exchange | Bakery, Brand, delivery, Digital, expansion, growth, innovation, retail, UK, valuation | Login |
| Jun 1, 2025 | Fund Letters | Montaka Global Investments | FND | Floor & Decor Holdings, Inc. | Consumer Discretionary | Home Improvement Retail | Bull | NYSE | Cyclical Recovery, economies of scale, Flooring, home improvement, housing market, market share gains, retailer, Specialty retail, store rollout, supply chain, US | Login |
| Jun 1, 2025 | Fund Letters | Polen Capital - Focus Growth | IDXX | IDEXX Laboratories | Health Care Equipment & Services | Health Care Equipment | Bull | NASDAQ | Defensive growth, healthcare, market leader, Pet Diagnostics, Razor-Blade Model, recurring revenue, Veterinary | Login |
| Jun 1, 2025 | Fund Letters | Polen Capital - Focus Growth | ORCL | Oracle Corporation | Software & Services | Systems Software | Bull | NASDAQ | AI training, cloud infrastructure, Database Migration, Enterprise software, growth, SaaS, technology | Login |
| Jun 1, 2025 | Fund Letters | Protean Small Cap | GRAN.ST | Gränges | Materials | Aluminum | Bull | Nasdaq Stockholm | Aluminum, automotive, CapEx reduction, diversification, EV Battery, FCF yield, Heat Exchangers, Regional Capacity, tariffs | Login |
| Jun 1, 2025 | Fund Letters | Protean Small Cap | SINCH.ST | Sinch | Communication Services | Interactive Media & Services | Bull | Nasdaq Stockholm | cash flow, cloud communications, Cost control, organic growth, Share Buyback, Swedish, Top Position, turnaround | Login |
| Jun 1, 2025 | Fund Letters | Protean Small Cap | SENTIA.OL | Sentia | Industrials | Construction & Engineering | Bull | Oslo Børs | asset-light, balance sheet, construction, IPO, Management alignment, net cash, Norwegian, Ratos | Login |
| Jun 1, 2025 | Fund Letters | Protean Small Cap | ENITY.ST | Enity | Financials | Consumer Finance | Bull | Nasdaq Stockholm | Alternative Lending, consumer finance, Credit risk, IPO, Mortgages, Nordic, ROE, Specialized Lending | Login |
| Jun 1, 2025 | Fund Letters | Protean Small Cap | OSSD.ST | Ossdsign | Health Care | Health Care Equipment | Bull | Nasdaq Stockholm | Bone Graft, clinical data, growth, Medical Device, Medtech, Orthopedic, Spinal Fusion, Swedish | Login |
| Jun 1, 2025 | Fund Letters | Protean Select | GRNG.ST | Gränges | Materials | Aluminum | Bull | Nasdaq Stockholm | Aluminum Rolling, automotive, diversification, EV Battery Housing, FCF yield, Regional Capacity, Swedish, tariffs | Login |
| Jun 1, 2025 | Fund Letters | Protean Select | SINCH.ST | Sinch | Communication Services | Interactive Media & Services | Bull | Nasdaq Stockholm | cash flow, cloud communications, Cost control, organic growth, Share Buyback, Swedish, Top Position | Login |
| Jun 1, 2025 | Fund Letters | Protean Select | SENTIA.OL | Sentia | Industrials | Construction & Engineering | Bull | Oslo Børs | asset-light, construction, IPO, Management alignment, net cash, Norwegian, Ratos | Login |
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