Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 29, 2025Value Investors ClubNorrisNWSA News Corp Communication ServicesPublishing Bull NASDAQAudiobooks, buybacks, Data licensing, Digital Subscriptions, Real Estate Portals, Spin-offs
Apr 29, 2025Value Investors ClubOKDA66AFN.TO Ag Growth International IndustrialsAgricultural & Farm Machinery Bull TSXAg Equipment, Emerging markets, Grain Storage, Leverage De-Risking, Takeout optionality, Tariff mitigation
Apr 29, 2025Value Investors Clubbeep899TFPM Triple Flag Precious Metals MaterialsPrecious Metals & Minerals Bull NYSEFCF Compounding., Gold Royalty, inflation hedge, Precious Metals Purity
Apr 29, 2025Value Investors Clubmoneytr33ORLY O’Reilly Automotive Inc. Consumer DiscretionarySpecialty Retail Bear NASDAQBuyback Inefficiency, Defensive Rotation, margin compression, Retail Normalization, Tariff Reversal, Valuation risk
Apr 29, 2025Short ThesisKerrisdale CapitalQBTS D-Wave Quantum Inc Information TechnologySystems Software (Quantum Computing) Bear NYSECommercialization, Competition, Dilution, Quantum, SaaS
Apr 28, 2025SubstackUzo CapitalPLBY Plby Group Inc Consumer DiscretionaryLeisure Products Bull NASDAQ Stock MarketChina market, debt restructuring, Free Cash Flow, Gaming, high-margin business, hospitality, Licensing, Playboy, Plby Group Inc, strategic partnership
Apr 28, 2025Twitter / X@tbu12345678NVDA NVIDIA Corporation Information TechnologySemiconductors Bull NasdaqChina, Infra, Networking, NVDA, NVIDIA, Payments, semiconductors, Simulation
Apr 28, 2025Value Investors Clubjuice835SSNC SS&C Technologies Holdings, Inc. Information TechnologyApplication Software Bull NASDAQEBITDA margins, financial software, Fintech resilience, M&A, valuation discount
Apr 28, 2025Value Investors Clubabcd1234PRG PROG Holdings, Inc. IndustrialsConsumer Finance Bull NYSEBig Lots, buybacks, Subprime consumer, tariffs
Apr 28, 2025Value Investors Clubtdylan409TR Tootsie Roll Industries Consumer StaplesPackaged Foods & Meats Bear NYSEconsumer staples, secular decline, Sugar Inflation, valuation compression
Apr 28, 2025Value Investors Clubjuice835SSNC SS&C Technologies Holdings, Inc. Information TechnologyApplication Software Bull NASDAQEBITDA margins, financial software, Fintech resilience, M&A, valuation discount
Apr 28, 2025Value Investors Clubbuggs1815UNH UnitedHealth Group Inc. Health CareManaged Health Care Bull NYSEAI efficiency, Healthcare compounder, Medicare Advantage, Short-tail repricing, Valuation reset
Apr 28, 2025Value Investors Clubabcd1234PRG PROG Holdings, Inc. IndustrialsConsumer Finance Bull NYSEBig Lots, buybacks, Subprime consumer, tariffs
Apr 27, 2025Value Investors Clubedasc502669 HK China Overseas Property Holdings Ltd Real EstateReal Estate Management & Development Bull Hong Kong Stock ExchangeChina, Dividend Growth, Hong Kong, recurring revenue
Apr 27, 2025Value Investors ClubChalkbaggeryATMU Atmus Filtration Technologies Consumer DiscretionaryIndustrial Machinery Bull NYSEfiltration, M&A, Re-rating, spin-off
Apr 27, 2025Value Investors ClubArturoSNRE Sunrise Communications AG Communication ServicesIntegrated Telecommunication Services Bull NASDAQDe-listing, FCF inflection, spin-off, Swiss, Swiss telecom
Apr 26, 2025SubstackPacific Northwest EdgeCOF Capital One Financial Corporation FinancialsCredit Services Bull NYSE—
Apr 26, 2025SubstackWaterboy InvestingJIM.L Jarvis Securities FinancialsCapital Markets Bull London Stock Exchange—
Apr 25, 2025Fund LettersDistillate Capital Fundamental Stability & ValueCMP Compass Minerals International MaterialsSpecialty Chemicals Bull NYSEdefensive, new management, Non-Discretionary, Normalized Earnings, Road Salt, specialty chemicals, turnaround, Weather Dependent
Apr 25, 2025Fund LettersDistillate Capital Fundamental Stability & ValueMBGYY Mercedes-Benz Group Consumer DiscretionaryAutomobile Manufacturers Bull OTCattractive valuation, automotive, dividend yield, German, low leverage, Luxury Vehicles, premium, share repurchase

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