Investment Pitches
Explore 5,000+ curated investment pitches from leading investment funds and analysts - drawn from Fund letters, Seeking Alpha, VIC, Substacks, Short Reports and more. Generate new ideas or reinforce your research with concise insights from global experts.
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| May 27, 2025 | Fund Letters | RGA Investment Advisors | BRKR | Bruker Corporation | Health Care | Life Sciences Tools & Services | Bull | NASDAQ | Academic Research, duopoly, insider buying, Life Sciences Tools, margin expansion, Mass Spectrometry, NMR Spectroscopy, Pan-Omics, recurring revenue, Spatial Biology | Login |
| May 27, 2025 | Fund Letters | RGA Investment Advisors | TSM | Taiwan Semiconductor Manufacturing Company Limited | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NYSE | advanced nodes, AI infrastructure, Cyclical Recovery, Foundry, geopolitical risk, hyperscalers, NVIDIA, Pricing power, semiconductors, Taiwan | Login |
| May 27, 2025 | Twitter / X | @TechFundies | PDD | PDD Holdings Inc. | Consumer Discretionary | Broadline Retail | Bear | NASDAQ | Chinese, Logistics, marketplace, Maybe, Merchant, Merchants, Payments, Pdd | Login |
| May 27, 2025 | Twitter / X | @justfactstruth | FTAI | FTAI Aviation Ltd. | Industrials | Airport Services | Bull | NASDAQ | aftermarket, Aviation, Canada, Engine, Engines, Ftai, Ftal, Payments | Login |
| May 27, 2025 | Value Investors Club | mtmutombo | RGNX | REGENXBIO Inc. | Health Care | Biotechnology | Bull | NASDAQ | Biotech, Mispriced | Login |
| May 27, 2025 | Value Investors Club | zbeex | NCMI | National CineMedia Inc. | Communication Services | Advertising | Bull | NASDAQ | advertising, Cinema, Mispriced | Login |
| May 27, 2025 | Short Thesis | Iceberg Research | TMC | TMC the metals co Inc | Materials | Diversified Metals & Mining (Deep-sea Mining) | Bear | NASDAQ | cash burn, Deep-sea mining, Environmental risk, EV metals, Regulation | Login |
| May 27, 2025 | Substack | Rijnberk Invest Insights | LOW | Lowe's Companies, Inc. | Consumer Discretionary | Home Improvement Retail | Bull | NYSE | — | Login |
| May 26, 2025 | Fund Letters | Kathmandu Capital | SEG | Seaport Entertainment Group | Real Estate | Diversified REITs | Bear | NYSE American | entertainment, Equity, exit, land development, New York, Real Estate, Special Situation, turnaround | Login |
| May 26, 2025 | Fund Letters | Kathmandu Capital | VU.PA | VusionGroup | Information Technology | Electronic Equipment, Instruments & Components | Bull | Euronext Paris | Electronic shelf labels, Equity, Labor Costs, market leadership, Pricing power, Retail Automation, technology, Walmart | Login |
| May 26, 2025 | Fund Letters | Kathmandu Capital | KSPI | Kaspi.KZ | Financials | Consumer Finance | Bull | NASDAQ | Digital Ecosystem, e-commerce, Emerging markets, Equity, Fintech, Kazakhstan, Payments, Turkey | Login |
| May 26, 2025 | Fund Letters | Kathmandu Capital | UI | Ubiquiti | Information Technology | Communications Equipment | Bull | NYSE | Communications Equipment, enterprise, Equity, Fiber, Government, infrastructure, Networking, technology | Login |
| May 26, 2025 | Fund Letters | Kathmandu Capital | GCT | Gigacloud Technology | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | NASDAQ | B2b, China, consolidation, e-commerce, Equity, furniture, tariffs, technology | Login |
| May 26, 2025 | Fund Letters | Kathmandu Capital | 3918.HK | NagaCorp | Consumer Discretionary | Casinos & Gaming | Neutral | Hong Kong Stock Exchange | Cambodia, casino, China, Emerging markets, Equity, Gaming, recovery | Login |
| May 26, 2025 | Fund Letters | Saltlight Capital | BLU.JO | Blue Label Telecoms Limited | Communication Services | Wireless Telecommunication Services | Bull | JSE | Mobile Network, MVNO, restructuring, South Africa, telecommunications, turnaround, value unlock | Login |
| May 26, 2025 | Fund Letters | Saltlight Capital | SE | Sea Limited | Communication Services | Interactive Media & Services | Bull | NYSE | Digital Entertainment, e-commerce, Fintech, Gaming, margin expansion, Mobile payments, Southeast Asia | Login |
| May 26, 2025 | Fund Letters | Saltlight Capital | NVDA | NVIDIA Corporation | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI infrastructure, Artificial Intelligence, data centers, Enterprise Technology, Gpu, Hardware, semiconductors | Login |
| May 26, 2025 | Value Investors Club | jcoviedo | QUBT | Quantum Computing Inc. | Information Technology | SpecTech | Bear | NASDAQ | Quantum Computing, Valuation: Insider sales | Login |
| May 25, 2025 | Value Investors Club | bafana901 | INOV.L | Schroders Capital Global Innovation Trust (wind-down) | Financials | Asset Management | Bull | London Stock Exchange | asset management, trust, Wind down | Login |
| May 25, 2025 | Value Investors Club | tharp05 | MTCH | Match Group Inc | Communication Services | SaaS | Bull | NASDAQ | activist, AI, buybacks, margin expansion, Online Dating, turnaround | Login |
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