Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 9, 2025Twitter / X@spacanpanmanBTCS BTCS Inc. Information TechnologyApplication Software Bull NasdaqBtcs, Crypto, ETH, Exchanges, Prepay, Reverse, Sec, Vehicle
May 9, 2025Twitter / X@makingmoneynow1ADUR Aduro Clean Technologies Inc. IndustrialsEnvironmental & Facilities Services Bull CSEAduro, Licensing, Pilot, Plastic, Recycling, Renewable Oils, Tons, waste
May 9, 2025Value Investors Clubgary9BUR Burford Capital Ltd. FinancialsSpecialized Finance (Litigation Finance) Bull NYSEArgentina, GAAP volatility, Litigation Finance
May 8, 2025Twitter / X@AlphaSenseIncAMZN Amazon.com, Inc. Consumer DiscretionaryBroadline Retail Neutral NASDAQAmazon, AMZN, China, Expert, Logistics, Sellers, semiconductors, Third Party Sellers
May 8, 2025Twitter / X@ToffCapANGI Angi Inc. Communication ServicesInteractive Media & Services—NASDAQAngi, EBITDA, Iac, process control, Spun, Strategic Clarity, There Now, Without Meaningful
May 8, 2025Twitter / X@AlphaSenseIncAMZN Amazon.com, Inc. Consumer DiscretionaryBroadline Retail Neutral NASDAQAbsorb, Amazon, Categories, China, Chinese, Consumers, tariff, tariffs
May 8, 2025Twitter / X@jaysyoonPESI Perma-Fix Environmental Services, Inc. Commercial Services & SuppliesEnvironmental & Facilities Services Bull NASDAQBudget, Hanford, Hanford Budget, Pesi, Pesi Shares, Pfas, Pfas Business, Worries
May 8, 2025Twitter / X@WelfareCapLLCMCB.TO McCoy Global Inc. EnergyOil & Gas Equipment & Services Bull Toronto Stock ExchangeAutomation, Canada, Casing Running, First Complete, Mccoy, oilfield services, SaaS, Suite
May 8, 2025Value Investors ClubHalCCK Crown Holdings, Inc. MaterialsMetal & Glass Containers Bull NYSEAluminum cans, Ball Corp, Moat, oligopoly, Packaging, Recycling, Sustainability
May 8, 2025Value Investors ClubDeepsailcapANET Arista Networks, Inc. Information TechnologyCommunications Equipment Bull NYSEAI infrastructure, AI networking, data centers, InfiniBand, secular growth, Ultra Ethernet
May 8, 2025Value Investors ClubShoeSGRY Surgery Partners, Inc. Health CareHealth Care Providers & Services Bull NASDAQAmbulatory surgery centers, LBO, M&A catalyst, Merger Arbitrage, private equity, secular growth, take-private
May 8, 2025Short ThesisMorpheus ResearchMFH Mercurity Fintech Holding Inc Information TechnologyCapital Markets Bear NASDAQBlockchain, Dilution, Fintech, Governance, Promotion
May 8, 2025SubstackRaging Bull InvestmentsCGX.TO Cineplex Inc. Communication ServicesEntertainment Bull TSX—
May 7, 2025Value Investors ClubchewyABEO Abeona Therapeutics Inc. Health CareBiotechnology Bull NASDAQBiotech, gene therapy
May 7, 2025Value Investors ClubFlyBoy453421KXS.TO Kinaxis Inc. Information TechnologyApplication Software Bull TSXERP displacement, margin expansion, tariffs
May 7, 2025Short ThesisJohn HemptonUPST Upstart Holdings Inc FinancialsConsumer Finance Bear NASDAQAI lending, Capital markets, Consumer loans, Credit risk, Macro sensitivity
May 6, 2025Fund LettersAce River CapitalRICK RCI Hospitality Holdings Inc Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQacquisition target, Adult Entertainment, cash flow generation, Consolidation Play, Defensive Moat, digital platform, Local Monopolies, Real Estate, Roll-up Strategy, Share Buybacks
May 6, 2025Value Investors Clubka8104AAMI Acadian Asset Management Inc. FinancialsAsset Management & Custody Banks Bull -asset management, buyback
May 5, 2025Fund LettersBuckley CapitalLQDA Liquidia Corporation Health CareBiotechnology Bull NASDAQacquisition target, biotechnology, Litigation Victory, Market Share Capture, PAH Treatment, Patent Litigation, Product Superiority, Special Situation
May 5, 2025Fund LettersBuckley CapitalVRNA Verona Pharma plc Health CareBiotechnology Bull NASDAQasymmetric risk-reward, biotechnology, Commercial Launch, COPD Treatment, FDA approval, Market Share Opportunity, Novel Mechanism, Special Situation

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