Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 9, 2025Fund LettersPittenger & AndersonGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQCapital-light, defensive, efficiency, innovation, Long-term, technology
Apr 9, 2025Value Investors Clubcoffee1029ABNB Airbnb, Inc. Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull NASDAQFCF margin, Hotels, operating leverage, Tariff selloff
Apr 9, 2025Value Investors ClubimezskINTC Intel Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI chips, Contrarian long, deep value, turnaround
Apr 9, 2025Value Investors Clubpcm983BABA Alibaba Group Holding Ltd. Consumer DiscretionaryInteractive Media & Services / E-commerce Platforms Bear NYSEChina sanctions, Decoupling, Geopolitical hedge, tariffs
Apr 9, 2025Value Investors Clubril1212GO Grocery Outlet Holding Corp Consumer StaplesFood & Staples Retailing / Discount Grocery Bull NASDAQCounter-cyclical, Discount grocery, inflation hedge, Re-rating, Tariff resilience, turnaround
Apr 9, 2025Value Investors Clubhappyhunting1346 HK Lever Style Corp Consumer DiscretionaryApparel, Accessories & Luxury Goods Bull Hong Kong Stock ExchangeApparel supply chain, China, M&A compounding, Vietnam
Apr 9, 2025Value Investors Clubmpk391CTT Correios de Portugal IndustrialsAir Freight & Logistics / Postal & Courier Services Bull Euronext Stock Exchangebuybacks, FCF growth, Iberia, Iberian e-commerce, Postal transformation.
Apr 9, 2025Value Investors Clubjim2114194 JP Visional Communication ServicesApplication Software / Human Capital SaaS Bull Taiwan Stock ExchangeBizreach, high margins, Japan, negative working capital, SaaS, Structural disruptor
Apr 8, 2025Fund LettersHeadwaters CapitalCBZ CBIZ IndustrialsResearch & Consulting Services Bull NYSEaccounting services, defensive business, Free Cash Flow, High retention, M&A strategy, SMB Focus, Tax Services
Apr 8, 2025Fund LettersHeadwaters CapitalTRNS Transcat IndustrialsResearch & Consulting Services Bull NASDAQCalibration Services, FDA Regulated, life sciences, M&A Opportunities, Mission-Critical, Outsourcing Trend, recurring revenue
Apr 8, 2025Fund LettersHeadwaters CapitalBRO Brown and Brown FinancialsInsurance Brokers Neutral NYSEEBITDA multiple, Flight to Safety, Insurance, M&A, P&C Brokerage, Pricing power, valuation
Apr 8, 2025Fund LettersGreensKeeper Value FundICLR Icon PLC Health CareLife Sciences Tools & Services Bull NASDAQClinical research, Clinical trials, contract research organization, drug development, Healthcare Outsourcing, Pharmaceutical Services
Apr 8, 2025Fund LettersGreensKeeper Value FundGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQArtificial Intelligence, autonomous vehicles, Cloud computing, cybersecurity, digital advertising, search engine, technology infrastructure
Apr 8, 2025Fund LettersGreensKeeper Value FundCHKP Check Point Software Technologies Ltd. Information TechnologySystems Software Bull NASDAQcash-rich, cybersecurity, Enterprise software, Israeli Technology, Network Security, Share Buybacks
Apr 8, 2025Fund LettersGreensKeeper Value FundVRTX Vertex Pharmaceuticals Incorporated Health CareBiotechnology Bull NASDAQbiotechnology, Blockbuster, Cystic fibrosis, Non-opioid, Pain Management, pipeline, rare disease
Apr 8, 2025Fund LettersGreensKeeper Value FundBRK-B Berkshire Hathaway Inc. FinancialsMulti-Sector Holdings Bull NYSEAcquisitions, cash, conglomerate, Diversified, Insurance, utilities, Value
Apr 8, 2025Fund LettersBlack Bear Value PartnersCNR Core Natural Resources EnergyCoal & Consumable Fuels Bull NYSEAsian Demand, ESG Underinvestment, Export Dependent, Fortress Balance Sheet, Low-cost producer, metallurgical coal, Steel Production, supply constraints
Apr 8, 2025Fund LettersSmallvalueSL Sanlorenzo S.p.A. Consumer DiscretionaryLeisure Products Bull Borsa Italianadebt-free, insider buying, Italian, Luxury, management ownership, manufacturing, Order Backlog, premium, undervalued, Yacht
Apr 8, 2025Fund LettersSmallvalueTOA Toya Consumer DiscretionarySpecialty Retail Bull Warsaw Stock ExchangeDistribution, e-commerce, Global, Import, Polish, share repurchase, small-cap, Tools, undervalued, Value
Apr 8, 2025SubstackEveryone Hates PoetryNEO.TO Neo Performance Materials MaterialsRare Earths & Specialty Metals Bull Toronto Stock ExchangeCapEx projects, dividend yield, downstream processing, geopolitical tensions, management improvement, neodymium magnets, Rare Earths, strategic asset, strategic review, Trade War

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