Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 3, 2025Fund LettersSpringview Capital ManagementSPOT Spotify Technology Communication ServicesInteractive Media & Services Bull NYSEAudio, digital media, founder-led, Free Cash Flow, growth, SaaS, Streaming, Subscription
May 3, 2025Twitter / X@blondesnmoneyWLFC Willis Lease Finance Corporation FinancialsTrading Companies & Distributors Bull NasdaqAviation, Book, Engine, Engines, Japan, Lease, Willis, Wlfc
May 3, 2025Value Investors ClubLimitedDownsideUWMC UWM Holdings Corp. FinancialsThrifts & Mortgage Finance Bull NYSEAI underwriting, Mortgage brokers, operating leverage, Rate-reset., Tailwinds
May 2, 2025Fund LettersAshva Capital ManagementUBER Uber Technologies Communication ServicesInteractive Media & Services Bull NYSEDelivery Logistics, Free Cash Flow, freight transportation, international expansion, Mobility Platform, network effects, operating leverage, Pricing power
May 2, 2025Fund LettersAshva Capital ManagementIBN ICICI Bank FinancialsBanks Bull NYSEasset quality, capital efficiency, credit expansion, digital banking, Emerging markets, Indian Banking, Private Bank, Value
May 2, 2025Fund LettersAshva Capital ManagementLRN Stride Inc. Consumer DiscretionaryEducation Services Bull NYSEAdult Education, Career Preparation, Digital transformation, education technology, high-margin business, online learning, recurring revenue
May 2, 2025Fund LettersMacro opsVLE.TO Valeura Energy EnergyOil & Gas Exploration & Production Bull Toronto Stock ExchangeCanadian, cash-rich, Commodity Cycle, debt-free, insider ownership, Oil & Gas, risk management, Share Buyback, Tax Losses, Thailand
May 2, 2025Fund LettersMacro opsIDR Idaho Strategic Resources MaterialsGold Bull NYSE AmericanFortress Balance Sheet, Gold, Idaho, Mining, organic growth, Precious Metals, production growth, Rare earth elements, REE, Tier-1 Jurisdiction
May 2, 2025Fund LettersMacro opsRHM.DE Rheinmetall AG IndustrialsAerospace & Defense Bull XETRAAerospace & Defense, Defense, European, geopolitical, Germany, Government Spending, Military, NATO, Secular tailwind, Ukraine
May 2, 2025Value Investors ClubRockMirrorGSL Global Ship Lease IndustrialsMarine Bull NYSECharter backlog, Containership leasing, NAV discount, Scrap value, tariffs
May 2, 2025SubstackAltay CapTYO:7122 Kinki Sharyo Other- Bull NYSE—
May 1, 2025Fund LettersGreystone CapitalKITS.TO KITS Eyecare Consumer DiscretionaryInternet & Direct Marketing Retail Bull TSXdirect-to-consumer, disruption, e-commerce, eyecare, growth, manufacturing, recurring revenue, vertical integration
May 1, 2025Fund LettersGreystone CapitalBELFA Bel Fuse Information TechnologyElectronic Components Bull NASDAQcash generation, Electronic Components, Industrial, leverage, manufacturing, Pricing power, technology, Value
May 1, 2025Fund LettersGreystone CapitalLNF.TO Leon's Furniture Consumer DiscretionaryHome Furnishing Retail Bull TSXCanadian Retailer, defensive, furniture, Import Leverage, M&A Opportunity, market share, supply chain, Value
May 1, 2025Fund LettersGreystone CapitalNRP Natural Resource Partners EnergyCoal & Consumable Fuels Bull NYSEasset-light, capital returns, coal, commodity, distribution yield, energy, Free Cash Flow, Royalty
May 1, 2025Fund LettersRF Capital Management2660.HK Zengame Technology Communication ServicesInteractive Media & Services Bull Hong Kong Stock ExchangeChina, deep value, dividend yield, Fishing Games, Hong Kong, Mahjong, Mobile Gaming, Net-Net, turnaround
May 1, 2025Fund LettersRF Capital ManagementSFM Sprouts Farmers Market Consumer StaplesFood & Staples Retailing Bull NASDAQComp Store Sales, Customer loyalty, e-commerce, Grocery Retailer, growth, Health & Wellness, Organic Foods, store expansion, Value
May 1, 2025Fund LettersBroyhill Asset ManagementDLTR Dollar Tree Inc. Consumer StaplesGeneral Merchandise Stores Bull NASDAQconsumer staples, discount retail, divestiture, Higher price points, margin expansion, operational focus, Strategic simplification, Value retail
May 1, 2025Fund LettersBroyhill Asset ManagementUBER Uber Technologies Inc. Communication ServicesInteractive Media & Services Bull NYSEcapital allocation, food delivery, Free Cash Flow, market leadership, Ride Sharing, Scale Advantages, share repurchases, technology platform
May 1, 2025Fund LettersBroyhill Asset ManagementSIX Six Flags Entertainment Corporation Consumer DiscretionaryLeisure Facilities Bull NYSEBalance Sheet Optimization, Consumer Discretionary, defensive characteristics, Merger Synergies, operational improvements, Recession-Resilient, theme parks

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