Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 30, 2025Fund LettersSouthernSun SMID CapWSO Watsco, Inc. IndustrialsTrading Companies & Distributors Bull NYSEA2L Refrigerant, cash-rich, Digital transformation, Distribution, Fragmented Market, HVAC, Scale Advantages
Apr 30, 2025Fund LettersSouthernSun SMID CapBR Broadridge Financial Solutions, Inc. Information TechnologyData Processing & Outsourced Services Bull NYSEasset-light, financial services, M&A, Proxy Processing, recurring revenue, SaaS, technology
Apr 30, 2025Fund LettersThird Point PartnersCSGP CoStar Group Real EstateReal Estate Services Bull NASDAQactivist, board changes, capital allocation, commercial real estate, Data Services, EBITDA growth, market leader, real estate technology, SaaS, turnaround
Apr 30, 2025Fund LettersJacob FundSNAP Snap Inc. Communication ServicesInteractive Media & Services Bull NYSEacquisition target, Ad platform, Cost Reduction, monetization, social media, Subscription service, technology, turnaround, user engagement
Apr 30, 2025Fund LettersJacob FundGRAB Grab Holdings Limited Communication ServicesInteractive Media & Services Bull NASDAQadvertising revenue, cash generation, digital platform, food delivery, growth, market consolidation, Ride Sharing, Southeast Asia, super app
Apr 30, 2025Fund LettersLangdon Canadian Smaller CompaniesAND.TO Andlauer Healthcare Group IndustrialsGround Transportation Bull TSXacquisition target, Canada, defensive business model, Healthcare Logistics, Management Quality, Pharmaceutical Transportation, Sticky Customers, Transportation, Value-Add Logistics
Apr 30, 2025Value Investors ClubParadoxBYDDY BYD Company Ltd. Consumer DiscretionaryAutomobiles Bull -Battery TechnologyAutomotive Scale, China, Electric Vehicles, Emerging Markets Expansion, energy storage, vertical integration
Apr 30, 2025Value Investors Clubpat110ZDGE Zedge Inc. Communication ServicesInteractive Media & Services Bull NYSEAI, buybacks, Deep Value Tech., Digital Turnaround, generative AI, Microcap Value, Mobile Engagement, spin-off
Apr 30, 2025Short ThesisCitron ResearchDUOL Duolingo Inc Information TechnologyInteractive Media & Services Bear NASDAQAI tutoring, Churn, DAU, Language learning, Subscriptions
Apr 30, 2025Short ThesisSpruce PointYOU Clear Secure Inc Information TechnologyHealth Care Technology Bear NASDAQAirports, Biometrics, Churn, Subscriptions, TSA
Apr 30, 2025Short ThesisGrizzly researchNXST Nexstar Media Group Inc Communication ServicesBroadcasting Bear NASDAQAd revenue, broadcasting, Cord-cutting, leverage, Retransmission
Apr 29, 2025SubstackJust a Value InvestorGWOX Goodheart-Wilcox EducationCareer, Technical, and Health Education Bull -balance sheet, Career, Technical, and Health Education, Digital Revenue, dividend yield, Education, financial health, Goodheart-Wilcox, growth, investment opportunity, shareholder returns
Apr 29, 2025SubstackAlluvialFACO First Acceptance Corp. InsuranceNon-standard Auto Insurance Bull OTC Marketsinsurance market, non-standard auto insurance, premium growth, risk management, underwriting discipline
Apr 29, 2025SubstackAlluvialBSHI Boss Holdings, Inc. Consumer GoodsDiverse Products Bear OTC Marketscyber-attack, diverse product lines, financial stability, operational difficulties, strategic focus
Apr 29, 2025SubstackAlluvialTOFB Tofutti Brands Inc. Food ProductsVegan Foods Bear OTC Marketsdeclining revenues, Intellectual Property, market competition, operational efficiency, vegan food products
Apr 29, 2025SubstackAlluvialBONL Bonal International Industrial MachineryMetal Stress Relief Equipment Neutral OTC Marketsmetal stress relief, niche industrial market, profitability, Undervalued Assets, vibration technology
Apr 29, 2025SubstackAlluvialMHGU Meritage Hospitality Group RestaurantFast Food Franchisee Neutral OTC Marketsfranchise operations, operating cost pressures, post-COVID challenges, restaurant valuation, Wendy's franchisee
Apr 29, 2025Twitter / X@pennycheckXMTR Xometry, Inc. IndustrialsIndustrial Machinery Bull Nasdaq3D printing, China, Defense, Logistics, Precision Machining, SaaS, Xmtr, Xometry
Apr 29, 2025Value Investors ClubAstorCCEP Coca-Cola Europacific Partners Consumer StaplesBeverages — Soft Drinks Bull NASDAQBeverage Distribution, Bottling, Dividend Growth, Emerging markets, M&A
Apr 29, 2025Value Investors Clubsmallfish42GNRC Generac Holdings IndustrialsElectrical Components & Equipment Bull NYSEdata center, Diesel Gensets, Electrification, tariffs, Telecom

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