Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 13, 2025Value Investors ClubWinBrunPVH PVH Corp. Consumer DiscretionaryApparel, Accessories & Luxury Goods Bull NYSEApparel, Luxury Brands, Moat
Apr 12, 2025Value Investors ClubMaroonBellsHGBL Heritage Global Inc. FinancialsDiversified Support Services Bull NASDAQCredit cycle, Debt brokerage, Distressed assets, Industrial auctions, Recession hedge, Small cap value, Specialty lending
Apr 11, 2025Fund LettersMiddle Coast InvestingGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, autonomous vehicles, Large-cap tech, Regulatory Breakup, Search, Value, Waymo, YouTube
Apr 11, 2025Fund LettersMiddle Coast InvestingSON Sonoco Products MaterialsPaper Packaging Bull NYSEconsumer staples, debt reduction, defensive, Food Packaging, Metal, Packaging, Paper, Value
Apr 11, 2025Fund LettersMiddle Coast InvestingECG Everus Construction Group IndustrialsConstruction & Engineering Bull NASDAQconstruction, Cyclical, energy infrastructure, infrastructure, Pipelines, Power Lines, spin-off, Value
Apr 11, 2025Fund LettersCompound Everyday CapitalCDSL.NS Central Depository Services Limited FinancialsFinancial Exchanges & Data Bear NSECapital markets, Capital-light, Depository, duopoly, financial services, Fixed Costs, India, Market Activity, Retail Participation
Apr 11, 2025Value Investors ClubtemplarginECOR electroCore Inc. Health CareHealth Care Equipment (Medical Devices) Bull NASDAQBioelectronic medicine, GammaCore, high gross margin, microcap, profitability inflection, Re-rating
Apr 11, 2025Value Investors Clubsck4000HCC Warrior Met Coal Inc. MaterialsSteel / Metallurgical Coal Bull NYSECommodity re-rating, FCF inflection, India steel demand, Met Coal, metallurgical coal
Apr 11, 2025SubstackWaterboy InvestingRYN Rayonier Inc. Real EstateREIT - Specialty Bull NYSE—
Apr 10, 2025Fund LettersEnnismore Global Equity FundLTO.MI Lottomatica Group S.p.A Consumer DiscretionaryCasinos & Gaming Bull Borsa Italianaconsolidation, Digital transformation, Gaming, high-ROIC, Italy, M&A, market leader, Online betting, Regulatory Moat
Apr 10, 2025Value Investors ClubRolipolyVPG Vishay Precision Group Information TechnologyElectronic Equipment & Instruments Bull NASDAQHumanoid robotics, Tesla Optimus, FigureAI, Tactile sensors, Automation hardware, Robotics supply chain
Apr 10, 2025Value Investors ClubBenHillGriffinOSW OneSpaWorld Holdings Ltd. Consumer DiscretionaryLeisure Facilities / Cruise Services Bull NASDAQcapital returns, FCF Compounding., Medi-spa, Variable cost model
Apr 10, 2025Value Investors ClubGattuso8136 JP Sanrio Co., Ltd. Consumer DiscretionaryLeisure Products / Licensing Bear Bolsas y Mercados Españoles (Madrid)Character IP downturn., FX reversal, Insider selling, Japan consumer, Licensing bubble, margin compression, Merchandising saturation
Apr 10, 2025Value Investors ClubGlory_WarriorsMP MP Materials Corp. MaterialsDiversified Metals & Mining / Rare Earths Bear NYSEChina, NdPr oxide, tariffs
Apr 10, 2025Value Investors ClubeveryonehatespoetryNEO.TO Neo Performance Materials MaterialsSpecialty Chemicals / Rare-Earths Processing Bull TSXCapex roll-off, Rare Earths, Re-rate, specialty chemicals
Apr 10, 2025Value Investors CluboldyellerOTEX Open Text Corporation Information TechnologyApplication Software Bear NASDAQCanadian software, Cost-cut illusion, Overvaluation, Structural decline
Apr 10, 2025SubstackJam Invest6959.HK Changjiu Holdings Information TechnologySoftware - Application Neutral Hong Kong Stock Exchange—
Apr 9, 2025Fund LettersTapasya Investment FundSTZ Constellation Brands Inc. Consumer StaplesBeverages Bull NYSEBerkshire validation, Beverages, consumer staples, defensive, Recession-resistant, Well-managed
Apr 9, 2025Fund LettersTapasya Investment FundRIVN Rivian Automotive Inc. Consumer DiscretionaryAutomobiles Bull NASDAQdomestic production, Electric Vehicles, growth, Mass market, Partnership, Software, technology
Apr 9, 2025Fund LettersTapasya Investment FundSLB Schlumberger Limited EnergyOil & Gas Equipment & Services Bull NYSECapital Cycle, Cyclical, market leadership, oilfield services, technology, Value

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