Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 22, 2025Value Investors ClubjamalFSLR First Solar, Inc. EnergySemiconductors Bull NASDAQCircular Recycling, Data-Center Power, Grid, Reclycling, Tariff Tailwinds
Apr 21, 2025Fund LettersWhite Falcon Capital ManagementGRFS Grifols S.A. Health CareBiotechnology Bull BME Spanish Exchangesbiopharma, biotechnology, Equity, healthcare, Immunoglobulin, oligopoly, Plasma-derived therapies, Spain, turnaround, Value
Apr 21, 2025Value Investors ClubjgaltAMAT Applied Materials, Inc. Information TechnologySemiconductor Equipment Bull NASDAQAdvanced Packaging, AI infrastructure, Applied Global Services, Onshoring, Process Power, semiconductor equipment, Wafer Fab Expansion
Apr 21, 2025Value Investors ClubwashwizardsTKO TKO Group Holdings Inc. Communication ServicesMovies & Entertainment Bull NYSECombat Entertainment, Sports Media Rights, Streaming Bidding Wars
Apr 21, 2025Short ThesisPaurana CapitalINMB Inmune Bio Inc Health CareBiotechnology Bear NASDAQClinical risk, Dilution, Immunotherapy, Neuroinflammation, NK cells
Apr 21, 2025SubstackThe 10x RadarOPXS Optex Systems IndustrialsAerospace & Defense Bull NASDAQ—
Apr 20, 2025Value Investors Clubscrooge833HTZ Hertz Global Holdings Inc. IndustrialsGround Transportation (Car Rental) Bear NASDAQBankruptcy Optionality, Fleet Depreciation, oligopoly, Rideshare Substitution, Tariff Volatility
Apr 20, 2025SubstackUnderfollowed StocksFQT.VI Frequentis AG Information TechnologyCommunication Equipment Bull NYSE—
Apr 19, 2025Fund LettersThird Avenue Small-Cap Value FundBXC BlueLinx Holdings Inc. IndustrialsTrading Companies & Distributors Bull NYSEBuilding Products, construction, Distribution, Housing, M&A Target, net cash, Operational Leverage, private equity
Apr 19, 2025Fund LettersThird Avenue Small-Cap Value FundTIDE Tidewater Inc. EnergyOil & Gas Equipment & Services Bull NYSEcontrarian, Cyclical, energy infrastructure, Marine services, Offshore, Oil & Gas Services, Support Vessels
Apr 19, 2025Twitter / X@catapultcapBMBL; MTCH Bumble Inc.; Match Group, Inc. Communication ServicesInteractive Media & Services Bull NASDAQ; NASDAQApps, Dating, MAU, Maus, Online, Online Dating, Tinder, Unlevered
Apr 19, 2025Value Investors Clubaa123CVEO Civeo Corp Consumer DiscretionaryCommercial Services & Supplies Bull NYSEActivists, buybacks, Oil sands, Remote Lodging, Undervalued Small Cap
Apr 18, 2025Fund LettersBrennan Asset ManagementPTSB.L Permanent TSB Group Holdings plc FinancialsBanks Bull London Stock Exchangecapital return, Density Relief, European financials, housing crisis, Ireland, Irish Bank, Mortgage Lender, SME Lending, turnaround, Value
Apr 18, 2025Fund LettersTempleton & Phillips Capital ManagementIBN ICICI Bank Limited FinancialsBanks Bull NYSECapital markets, digital banking, Emerging markets, financial services, growth, Indian Banks, investment banking, Value
Apr 18, 2025Fund LettersTempleton & Phillips Capital ManagementHDB HDFC Bank Limited FinancialsBanks Bull NYSECredit, digital banking, Emerging markets, financial services, growth, Indian Banks, Value, wealth management
Apr 18, 2025Fund LettersLongriver Investment Partners1211.HK BYD Company Limited Consumer DiscretionaryAutomobile Manufacturers Bull Hong Kong Stock ExchangeAdvanced Manufacturing, automotive, battery technology, China, Electric Vehicles, Equity, manufacturing, New Energy Vehicles, vertical integration
Apr 18, 2025Value Investors Clubkevin155OLN Olin Corp MaterialsCommodity Chemicals Bull NYSEdeep value, dividend yield, Epoxy, Recession Resilience, Winchester
Apr 18, 2025Value Investors Clubkevin155OLN Olin Corp MaterialsCommodity Chemicals Bull NYSEdeep value, dividend yield, Epoxy, Recession Resilience, Winchester
Apr 17, 2025Fund LettersFairlight Alpha FundVLE.TO Valeura Energy Inc. EnergyOil & Gas Exploration & Production Bull Toronto Stock ExchangeAsset Acquisition, cash generation, deep value, Exploration Drilling, Offshore Production, Oil & Gas, Reserves Replacement, Share Buyback, Tax Loss Utilization, Thailand
Apr 17, 2025Fund LettersFairlight Alpha FundMMY.AX Monument Mining Limited MaterialsGold Bull Australian Securities Exchangeasset monetization, Australia, cash flow generation, Commodity Leverage, gold mining, Junior Miner, Mill Leasing, Murchison Project, Operational Restart

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: