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 22, 2025 | Short Thesis | Muddy Waters | FRHC | Freedom Holding Corp/NV | Financials | Capital Markets | Bear | NASDAQ | Compliance, Governance, Kazakhstan, Sanctions, Transparency | Login |
| May 22, 2025 | Short Thesis | J Capital Research | MQ | Marqeta Inc | Information Technology | Data Processing & Outsourced Services (Payments) | Bear | NYSE | BNPL, Card issuing, Competition, Concentration, profitability | Login |
| May 22, 2025 | Short Thesis | Shortfinder | VSTM | Verastem Inc | Health Care | Biotechnology | Bear | NASDAQ | Clinical risk, Dilution, NSCLC, Oncology, RAF/MEK | Login |
| May 22, 2025 | Substack | The Finance Corner | ROKU | Roku, Inc. | Communication Services | Entertainment | Bear | NASDAQ | — | Login |
| May 21, 2025 | Substack | The 10x Radar | OPXS | Optex Systems | Defense | Defense Optics | Bull | NASDAQ Stock Market | Backlog dynamics, Capacity utilization, capital efficiency, Defense optics, Defense spending, emerging technologies, management execution, Military platforms, Revenue Growth, Sole-source contracts | Login |
| May 21, 2025 | Twitter / X | @jaysyoon | GLNG | Golar LNG Limited | Energy | Oil & Gas Storage and Transportation | Bull | NASDAQ | Argentina, Emerging markets, Europe, GLNG, LNG, oilfield services, Vessels, YPF | Login |
| May 21, 2025 | Twitter / X | @KevinLMak | EVLV | Evolv Technologies Holdings, Inc. | Industrials | Electronic Equipment & Instruments | Bull | NASDAQ | Deployments, Evlv, Increasing, Interest, New, Raising, SaaS, Start Come | Login |
| May 21, 2025 | Twitter / X | @FloodCapital | GLXY | Galaxy Digital Holdings Ltd. | Financials | Capital Markets | Bull | Toronto Stock Exchange | consumer lending, CoreWeave, Crypto, Galaxy, Galaxy Has, Helios, Mining, Mining Sites | Login |
| May 21, 2025 | Value Investors Club | tharp05 | SBUX | Starbucks Corp. | Consumer Discretionary | Restaurants | Bull | NASDAQ | Inflection, margin expansion, premium multiple, Service recovery, turnaround | Login |
| May 21, 2025 | Value Investors Club | Thor25 | CMTL | Comtech Telecommunications Corp. | Information Technology | Communications Equipment | Bull | NASDAQ | Asset Sale, deleveraging, strategic review | Login |
| May 21, 2025 | Value Investors Club | singletrack | AMCR | Amcor PLC | Materials | Containers & Packaging | Bull | NYSE | Amcor, Containers, merger, Packaging, Plastics, Recycling | Login |
| May 21, 2025 | Substack | Rijnberk Invest Insights | TMO | Thermo Fisher Scientific | Health Care | Diagnostics & Research | Bull | NYSE | — | Login |
| May 20, 2025 | Fund Letters | Meditation Capital | LTO.MI | Lottomatica | Consumer Discretionary | Casinos & Gaming | Bull | Borsa Italiana | Digital transformation, Equity, Gambling, Italy, M&A Consolidation, market share gains, Omnichannel, Online Casino, Sports betting | Login |
| May 20, 2025 | Twitter / X | @TechFundies | ABNB | Airbnb, Inc. | Consumer Discretionary | Hotels, Resorts & Cruise Lines | Bear | NASDAQ | Airbnb, Down Last, Emerging markets, Europe, Experiences, Experiences Services, Kind Stuck, Stuck | Login |
| May 20, 2025 | Twitter / X | @hughes10852 | TEQ | Teqnion AB | Industrials | Industrial Conglomerates | Bear | Nasdaq Stockholm | Appointment, Corporate, Governance, Nepotism, She, Sweden, TEQ, Teqnion | Login |
| May 20, 2025 | Twitter / X | @ToffCap | IVG | Iveco Group N.V. | Industrials | Construction Machinery & Heavy Trucks | Bull | Euronext Milan | Business, Defence, Defence Business, Defense, Europe, European, Iveco, separation | Login |
| May 20, 2025 | Value Investors Club | natey1015 | DECK | Deckers Outdoor Corp. | Consumer Discretionary | Footwear | Bull | NYSE | Brand compounding, International Growth, Lifestyle Tariffs | Login |
| May 20, 2025 | Short Thesis | Culper Research | ACHR | Archer Aviation Inc | Industrials | Aerospace & Defense (Passenger Air Vehicles) | Bear | NYSE | cash burn, Certification, Dilution, eVTOL, Partnerships | Login |
| May 19, 2025 | Fund Letters | Hinde Group | GOOG | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, attractive valuation, cash generation, Dominant platform, Global, Search, technology, Trade War Exposed | Login |
| May 19, 2025 | Fund Letters | Hinde Group | NBN | Northeast Bank | Financials | Regional Banks | Bull | NASDAQ | commercial real estate, Conservative Underwriting, experienced management, Interest Rate Sensitive, Opportunistic, regional bank, Value | Login |
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