Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 25, 2025Fund LettersDistillate Capital Fundamental Stability & ValueBMWKY BMW Group Consumer DiscretionaryAutomobile Manufacturers Bull OTCattractive valuation, automotive, Competition, contrarian, dividend yield, German, low leverage, share repurchase
Apr 25, 2025Fund LettersDistillate Capital Fundamental Stability & ValueFPH Five Point Holdings Real EstateReal Estate Development Bull NYSECalifornia, Candlestick Park, Free Cash Flow, net cash, property development, real estate development, turnaround, undervalued
Apr 25, 2025Fund LettersDistillate Capital Fundamental Stability & ValueDFIN Donnelley Financial Solutions Commercial & Professional ServicesCommercial Printing Bull NYSECapital markets, contrarian, Earnings miss, financial technology, mispricing, recurring revenue, software solutions, Value
Apr 25, 2025Fund LettersO'Keefe Stevens Advisory, IncCMP Compass Minerals International MaterialsFertilizers & Agricultural Chemicals Bull NYSEEssential Materials, infrastructure, new management, Normalized Earnings, Road Deicing, Salt, Value, Weather Dependent
Apr 25, 2025Fund LettersO'Keefe Stevens Advisory, IncMBGYY Mercedes-Benz Group Consumer DiscretionaryAutomobile Manufacturers Bull OTCattractive valuation, Cyclical, dividend yield, German, low leverage, luxury automobiles, share repurchases
Apr 25, 2025Fund LettersO'Keefe Stevens Advisory, IncBMWKY BMW Group Consumer DiscretionaryAutomobile Manufacturers Bull OTCattractive valuation, Cyclical, dividend yield, German, low leverage, luxury automobiles, share repurchases
Apr 25, 2025Fund LettersO'Keefe Stevens Advisory, IncFPH Five Point Holdings Real EstateReal Estate Development Bull NYSECalifornia, Free Cash Flow, Master-Planned Communities, net cash, real estate development, turnaround, Value
Apr 25, 2025Fund LettersO'Keefe Stevens Advisory, IncDFIN Donnelley Financial Solutions Commercial & Professional ServicesCommercial Printing Bull NYSECapital markets, Digital transformation, Earnings miss, financial services, mispricing, recurring revenue, software solutions
Apr 25, 2025Twitter / X@lilsaucyyFVRR Fiverr International Ltd. Communication ServicesInteractive Media & Services Bear New York Stock ExchangeActive, Buyer, Categories, Exchanges, Fiverr, Fvrr, Israel, Marketing Software
Apr 25, 2025SubstackAlpha Seeker 84GOOG Alphabet Inc. Communication ServicesInternet Content & Information Bull -AI infrastructure, Alphabet Inc., CapEx, digital advertising, Free Cash Flow, Google, Google Cloud, search engine, technology, YouTube growth
Apr 25, 2025SubstackThe Finance CornerCROX Crocs, Inc. Consumer DiscretionaryFootwear & Accessories Neutral NASDAQ—
Apr 24, 2025Fund LettersNZS Capital - GrowthHEI HEICO Corporation IndustrialsAerospace & Defense Bull NYSEAcquisitions, Aerospace, Aftermarket Parts, Airlines, cost savings, Decentralized, Defense, FAA Approved, manufacturing, market leader, PMA Parts, Quality Track Record
Apr 24, 2025Fund LettersPraetorian Capital ManagementJOE St. Joe Company Real EstateReal Estate Development Bull NYSEAFFO, Florida, inflation hedge, land development, Population Migration, real estate development, ROIC, tax advantages
Apr 24, 2025Fund LettersPraetorian Capital ManagementNE Noble Corporation EnergyOil & Gas Drilling Bull NYSEAsset Replacement Cost, Cyclical, Drillships, Energy Services, Jack-ups, Mobile Drilling Units, offshore drilling, Oil & Gas
Apr 24, 2025Fund LettersPraetorian Capital ManagementTDW Tidewater EnergyOil & Gas Equipment & Services Bull NYSEAsset Replacement Cost, backlogs, Cyclical, Energy Services, offshore drilling, Offshore Service Vessels, Oil & Gas, OSV
Apr 24, 2025Fund LettersPraetorian Capital ManagementVAL Valaris EnergyOil & Gas Drilling Bull NYSEAsset Replacement Cost, backlogs, Cyclical, Drillships, Energy Services, Jack-ups, offshore drilling, Oil & Gas
Apr 24, 2025Fund LettersTrevor ScottKROS Keros Therapeutics Inc. Health CareBiotechnology Bull NASDAQActivism, balance sheet, biotechnology, net cash, royalties
Apr 24, 2025Value Investors Clubedasc504783 JP NCD Co., Ltd. Information TechnologyIT Consulting & Other Services Bull Taiwan Stock Exchangebuybacks, Japan, margin expansion, System integrator
Apr 24, 2025Value Investors ClubanomaloWMT Walmart Inc. Consumer DiscretionaryHypermarkets & Super Centers Bear NYSEads/3P optimism, Aldi/Dollar General, Amazon share, Costco vs. Sam’s, defensive flows., e-commerce margin realism, tariffs, valuation compression, wage inflation
Apr 24, 2025Value Investors Clubperspicar744RNR RenaissanceRe Holdings Ltd. FinancialsReinsurance Bull NYSEBerkshire optionality., buybacks, Pricing power

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