Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Apr 16, 2025 | Fund Letters | The Bristol Gate U.S. Equity Strategy | LLY | Eli Lilly and Co. | Health Care | Pharmaceuticals | Bull | NYSE | Bull, Diabetes, Dividend Growth, GLP-1, healthcare, Obesity, pharmaceuticals | Login |
| Apr 16, 2025 | Fund Letters | Laughing Water Capital | PAR | PAR Technology Corp | Information Technology | Application Software | Bull | NYSE | ARR growth, M&A Pipeline, operating leverage, Point of Sale, restaurant software, SaaS, TAM expansion | Login |
| Apr 16, 2025 | Fund Letters | Laughing Water Capital | VTY.L | Vistry Group PLC | Consumer Discretionary | Homebuilding | Bull | LSE | affordable housing, asset-light, government investment, insider buying, Partnerships Business, turnaround, UK Homebuilder | Login |
| Apr 16, 2025 | Fund Letters | Laughing Water Capital | NN | NextNav Inc | Communication Services | Wireless Telecommunication Services | Bull | NASDAQ | 900 MHz, 911 System, FCC Rulemaking, GPS alternative, national security, regulatory catalyst, Wireless Spectrum | Login |
| Apr 16, 2025 | Fund Letters | Laughing Water Capital | LFCR | Lifecore Biomedical Inc | Health Care | Life Sciences Tools & Services | Bull | NASDAQ | Capacity utilization, CDMO, Fill-Finish, operating leverage, sale process, Tariff Beneficiary, turnaround | Login |
| Apr 16, 2025 | Fund Letters | Laughing Water Capital | CDMO | Avid Bioservices | Health Care | Life Sciences Tools & Services | Bull | NASDAQ | Bioprocessing, Capacity utilization, CDMO, NOLs, operating leverage, Pharmaceutical, Private Equity Buyout | Login |
| Apr 16, 2025 | Fund Letters | Laughing Water Capital | XPOF | Xponential Fitness | Consumer Discretionary | Leisure Facilities | Bull | NASDAQ | Boutique Fitness, Club Pilates, franchise development, Franchisor, Management Transition, Regulatory Overhang, Sum-of-parts | Login |
| Apr 16, 2025 | Value Investors Club | Wheatley6 | NBR | Nabors Industries Ltd. | Energy | Oil & Gas Drilling | Bull | NYSE | Drilling rigs, energy, oilfield services, Yield compression | Login |
| Apr 16, 2025 | Value Investors Club | washwizards | WBD | Warner Bros. Discovery Inc. | Communication Services | Movies & Entertainment | Bull | NASDAQ | deleveraging, IP monetization, M&A optionality, media, turnaround | Login |
| Apr 16, 2025 | Value Investors Club | rickey824 | CRMT | America’s Car-Mart Inc. | Consumer Discretionary | Specialty Retail (Used Autos) | Bull | NASDAQ | deep value, Leverage reduction, ROE recovery, Subprime Auto, tariffs, turnaround, Used car credit | Login |
| Apr 16, 2025 | Value Investors Club | swag95 | LTMC.MI | Lottomatica Group S.p.A. | Consumer Discretionary | Casinos & Gaming | Bull | Borsa Istanbul | Gambling, Igaming growth, Italy gaming, Online betting, undervalued | Login |
| Apr 16, 2025 | Value Investors Club | althea | EME | EMCOR Group Inc. | Industrials | Construction & Engineering | Bear | NYSE | data center, Margin mean reversion, tariffs | Login |
| Apr 16, 2025 | Value Investors Club | swag95 | HDB | HDFC Bank Ltd | Financials | Banks | Bull | NYSE | India, India Banking, NIM expansion, private bank leader, Re-rating | Login |
| Apr 16, 2025 | Value Investors Club | chocolatechip | RWC | Reliance Worldwide Corporation Ltd | Industrials | Building Products | Bull | Australian Securities Exchange | Plumbing, tariffs, Valuation re-rate | Login |
| Apr 16, 2025 | Value Investors Club | althea | STRL | Sterling Infrastructure, Inc. | Industrials | Construction & Engineering | Bear | NYSE | Chips, Consensus risk, data centers, Multiple compression | Login |
| Apr 16, 2025 | Short Thesis | Callisto research | BTDR | Bitdeer Technologies Group | Information Technology | Data Processing & Outsourced Services | Bear | NASDAQ | CapEx, Halving, Hosting, Mining, Power costs | Login |
| Apr 16, 2025 | Substack | Pacific Northwest Edge | SPG | Simon Property Group | Real Estate | REIT - Retail | Bull | NYSE | — | Login |
| Apr 16, 2025 | Substack | Attitude Small Caps | IHR.AX | International Housewares Retail | Other | - | Bull | Australian Securities Exchange | — | Login |
| Apr 15, 2025 | Fund Letters | Giverny Capital Asset Management | BLDR | Builders FirstSource Inc. | Industrials | Trading Companies & Distributors | Bull | NASDAQ | Building Products Distribution, Construction Labor Shortage, Cyclical Value, Housing recovery, Off-Site Assembly, Share Buybacks, value-added services | Login |
| Apr 15, 2025 | Fund Letters | Giverny Capital Asset Management | AAON | AAON Inc. | Industrials | Building Products | Bull | NASDAQ | Commercial Buildings, data center cooling, Earnings Miss Opportunity, energy efficiency, HVAC systems, Regulatory tailwinds, Semi-Custom Manufacturing | Login |
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