Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 5, 2025Fund LettersBuckley CapitalBFIT.AS Basic-Fit N.V. Consumer DiscretionaryLeisure Facilities Bull Euronext Amsterdamdouble-digit growth, Europe, Fitness Centers, Low-Cost Operator, market leader, Misunderstood Investment, Operational Leverage, regulatory catalyst
May 5, 2025Fund LettersBuckley CapitalDNTL.TO Dentalcorp Holdings Ltd. Health CareHealth Care Facilities Bull Toronto Stock Exchangeacquisition strategy, Canada, cash generation, defensive, Dental Services, Healthcare consolidation, market leader, Recession-resistant
May 5, 2025Fund LettersGator Capital ManagementVRTS Virtus Investment Partners FinancialsAsset Management & Custody Banks Bull NASDAQAcquisitions, Active management, asset management, CLO equity, Free Cash Flow, Multi-boutique, recurring revenue, Seed Investments, share repurchases, Value
May 5, 2025Fund LettersPender Small Cap Opportunities FundTVK.TO TerraVest Industries Inc. IndustrialsIndustrial Machinery Bull TSXcompounder, energy infrastructure, Fuel Infrastructure, M&A, manufacturing, Metal Manufacturing, North America, serial acquirer
May 5, 2025Twitter / X@marginofdangerHHH Howard Hughes Holdings Inc. FinancialsReal Estate Operating Companies Bull New York Stock ExchangeAckman, Changes Shareholder, Equity raise, Fee, Hhh, NAV, Raise, Shareholder Base
May 5, 2025Value Investors ClubcornerstoneCEE Central & Eastern European Closed-End Fund FinancialsAsset Management & Custody Banks (Closed-End Fund) Bull NYSEMOEX marks, NAV discount, Russia
May 5, 2025Value Investors ClubBadgerCap7733.T Olympus Corp. Health CareHealth Care Equipment Bull Taiwan Stock Exchangebuybacks, China anti-corruption, Endoscopy, Japan, margin expansion, Med-tech
May 5, 2025Value Investors Clubxds68JYNT The Joint Corp. Health CareSpecialized Consumer Services Bull NASDAQChiropractic, Franchises, Healthcare services, turnaround
May 5, 2025Value Investors Clubjuice835MSGS Madison Square Garden Sports Communication ServicesEntertainment Bull NYSEsports entertainment, Sports Franchises
May 5, 2025Value Investors ClubCondorMGM MGM Resorts International Consumer DiscretionaryCasinos & Gaming Bull NYSEbuybacks, Casinos, Digital gaming, iGaming, Macau
May 5, 2025Value Investors ClubcornerstoneCEE Central & Eastern European Closed-End Fund FinancialsAsset Management & Custody Banks (Closed-End Fund) Bull NYSEMOEX marks, NAV discount, Russia
May 5, 2025Value Investors ClublpartnersGEL Genesis Energy L.P. EnergyOil & Gas Storage & Transportation Bull NYSEDividend Growth, Marine barge rates, Offshore, Onshore
May 5, 2025Short ThesisThe Captain's LogKVYO Klaviyo Inc Information TechnologySystems Software Bear NASDAQCAC, Churn, e-commerce, Marketing automation, SaaS
May 5, 2025Short ThesisWolfpack ResearchUFPT UFP Technologies Inc Health CarePaper Packaging Bear NASDAQConcentration, Medical, Packaging, Resin costs, valuation
May 5, 2025Short ThesisAuren HoffmanBAH Booz Allen Hamilton Holding Co IndustrialsIT Consulting & Other Services Bear NYSECompetition, Consulting, Federal budget, GovCon, Margins
May 4, 2025Value Investors ClubArturoWDOFF Wesdome Gold Mines Ltd. MaterialsGold Bull TSXExploration leverage, Gold, Gold Explorer, Gold miner
May 4, 2025Value Investors Clubnassau799TXN Texas Instruments Inc. Information TechnologySemiconductors Bull NASDAQAuto, buybacks, Industrial
May 3, 2025Fund LettersSpringview Capital ManagementWS Worthington Steel MaterialsSteel Bull NYSEautomotive, construction, Cyclical, debt-free, Electrical Steel, spinoff, Steel, Value
May 3, 2025Fund LettersSpringview Capital ManagementSEG Seaport Entertainment Real EstateReal Estate Management & Development Bull NASDAQasset value, development, entertainment, Las Vegas, Manhattan, Real Estate, spinoff, Value
May 3, 2025Fund LettersSpringview Capital ManagementMCY Mercury General FinancialsProperty & Casualty Insurance Bull NYSEAuto Insurance, California, Catastrophe, Hard Market, Insurance, Property & Casualty, Regulatory, Value

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