Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 19, 2025Fund LettersHinde GroupUBER Uber Technologies, Inc. Communication ServicesInteractive Media & Services Bull NYSEdelivery, Global, market leader, mobility, network effects, Recession-Resilient, scale, technology platform, Transportation
May 19, 2025Fund LettersHinde GroupIBKR Interactive Brokers Group, Inc. FinancialsInvestment Banking & Brokerage Bull NASDAQAsia, Automated, Brokerage, Crisis-Resilient, defensive, Diversified, Europe, financial services, Global, Trading
May 19, 2025Twitter / X@Zerosumgame33CLMT Calumet Specialty Products Partners, L.P. EnergyOil & Gas Refining & Marketing Bull NASDAQCalumet, Inclusion, Offtake, Pathway, refining, renewables, SAF, Spreads
May 19, 2025Value Investors Clubregency435PRKS United Parks & Resorts Inc. Consumer DiscretionaryLeisure Facilities Bull NYSEAmusement parks, Leisure, undervalued
May 19, 2025Value Investors ClubniceoniceTMV GY TeamViewer SE OtherApplication Software Bull -AI, Enterprise software, Germany, Remote access, SaaS, turnaround, undervalued
May 19, 2025Value Investors ClubROIC2203MLMCA.PA Macompta.fr Information TechnologySaaS Bull -cloud, compounder, Fintech, france, SaaS, small business, Software
May 19, 2025Value Investors Clubinflection99XGN Exagen Inc. Health CareDiagnostics Bull NASDAQAutoimmune, Biomarkers, biotechnology, Lupus, Rheumatology, turnaround, undervalued
May 19, 2025Value Investors Clubbafana901AIM. Aimia Inc. MaterialsDiversified Holdings Bull TSXAIMIA, Milkwood Capital, turnaround
May 19, 2025SubstackEveryone Hates PoetryLAKE Lakeland Fire + Safety Consumer CyclicalApparel Manufacturing Bull -fire safety market, growth potential, high margins, industrial PPE, Jim Jenkins, Lakeland Fire + Safety, M&A strategy, regulatory demand, secular trends, Transcat
May 19, 2025SubstackCoughlin CapitalFIH-U.TO Fairfax India Holdings FinancialsAsset Management Bull TSX—
May 18, 2025Fund LettersResilient Asset ManagementNKE Nike Inc Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull NYSEAir Jordan, athletic apparel, Brand moat, Consumer Discretionary, contrarian, market leadership, retail, Sports Equipment, Value
May 18, 2025Value Investors Clubaa123SMIN Smiths Group plc IndustrialsIndustrial Conglomerates Bull London Stock ExchangeBreakup Opportunity, Activist, Buybacks
May 18, 2025SubstackJam InvestMXCT MaxCyte Health CareMedical Devices Bull NASDAQ—
May 17, 2025SubstackRijnberk Invest InsightsMELI MercadoLibre, Inc. Consumer DiscretionaryInternet Retail Bull NASDAQ—
May 16, 2025Twitter / X@pennycheckWRD WeRide Inc. Consumer Discretionary- Bull -China, Competitor Pony, News Flow, Pony, robotaxi, UBER, Weride, Wrd
May 16, 2025Value Investors Clubsirisaiah623TRU TransUnion FinancialsData & Analytics Bull NYSEAsymmetric, Buybacsk, housing market, India, Mortgage recovery, Re-rating, Transunion, turnaround
May 16, 2025Value Investors Clubyarak775CHEF Chef’s Warehouse Consumer StaplesFood Distribution Bear NASDAQCompetition, margin compression, Overvaluation, Specialty food distribution
May 16, 2025Value Investors ClubRay PalmerARVN Arvinas Inc. Health CareBiotechnology Bull NASDAQactivist, Biotech liquidation, Breast cancer, deep value, Oncology, Phase 3 data, Protein degradation, undervalued
May 16, 2025Short ThesisWhite Diamond ResearchAYTU Aytu BioPharma Inc Health CarePharmaceuticals Bear NASDAQcash burn, Delisting, Equity raise, Reverse split, Specialty pharma
May 16, 2025SubstackThe 10x RadarNCI.V NTG Clarity Networks Inc. Information TechnologySoftware - Application Bull TSX—

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: