Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 6, 2025Fund LettersCedar Grove Capital ManagementHIMS Hims and Hers Health Health CareHealth Care Technology Bear NYSEBear, Healthcare Technology, Options Strategy, risk management, Short Position, telehealth
Apr 6, 2025Twitter / X@InvestSpecialLEE Lee Enterprises, Inc. Communication ServicesPublishing Neutral NASDAQactivist, Digital, Digital Revenue, End, Funds, Hoffman, Lee, Payments
Apr 6, 2025Value Investors Clubevergreen121821475560 The Born Korea Consumer DiscretionaryRestaurants Bull Korea ExchangeFranchisor, International master franchise, Korea, QSR, Re-rating
Apr 6, 2025SubstackPacific Northwest EdgeMGM MGM Resorts International Consumer DiscretionaryResorts & Casinos Bull NYSE—
Apr 6, 2025SubstackThe 10x RadarBDT.TO Bird Construction Inc. IndustrialsEngineering & Construction Bull TSX—
Apr 6, 2025SubstackThe 10x RadarBDT.TO Bird Construction Inc. IndustrialsEngineering & Construction Bull NYSE—
Apr 5, 2025Twitter / X@LordshipstradeNA9.DE Nagarro SE Information TechnologyIT Consulting & Other Services Bear XETRAAudit, Auditor, Auditor Not, Australia, Nagarro, Receivables, Techmill, Verify
Apr 5, 2025Value Investors ClubMysticaldog86OXY Occidental Petroleum Corp. EnergyOil, Gas & Consumable Fuels Bull NYSECommodity recovery, deleveraging, Energy re-rating, FCF leverage, O&G, Shale efficiency
Apr 4, 2025Fund LettersEnnismore European Smaller Companies FundTHEP.PA Thermador Groupe IndustrialsTrading Companies & Distributors Bull Euronext ParisCyclical, Distributor, Energy Renovation, Fluid Circulation, france, HVAC, M&A, market share gains, net cash, Value
Apr 4, 2025Fund LettersJB Global CapitalNKE Nike Inc Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull NYSEathletic apparel, Brand Power, contrarian, Footwear, global leader, Marketing, Value
Apr 4, 2025Fund LettersJB Global CapitalHSY The Hershey Company Consumer StaplesPackaged Foods & Meats Bull NYSEBrand Power, Confectionery, consumer staples, contrarian, dividend, economic moat, Value
Apr 4, 2025Fund LettersJB Global CapitalBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEArtificial Intelligence, China, Cloud computing, e-commerce, growth, market leader, technology
Apr 4, 2025Value Investors ClubThatDu04THRY Thryv Holdings Inc. Communication ServicesApplication Software Bull NASDAQCRM, SaaS, SMB software
Apr 4, 2025Value Investors Clubbluewater12COKE Coca-Cola Consolidated Inc. Consumer StaplesBeverages Bear NASDAQBottler, consumer staples, Defensive short, Elasticity, Margin reversion, Obesity tax, Peak cycle, Soda pricing
Apr 4, 2025Value Investors ClubGunner007RGTI Rigetti Computing Inc. Information TechnologyComputer Hardware Bear NASDAQOvervaluation, Quantum Computing, SPAC, Speculative unwind
Apr 4, 2025Short ThesisCulper ResearchGRRR Gorilla Technology Group Inc Information TechnologyAerospace & Defense (Security & Surveillance) Bear NASDAQContracts, Governance, Security, Surveillance, Transparency
Apr 4, 2025Short ThesisGrizzly researchKULR KULR Technology Group Inc Information TechnologyElectrical Components & Equipment Bear NYSEBatteries, Dilution, Promotion, Safety, Thermal
Apr 3, 2025Fund LettersMayar CapitalNKE Nike Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull NYSEApparel, Athletic Footwear, Brand Equity, Consumer Discretionary, Digital platforms, direct-to-consumer, global markets, innovation, Sportswear, technology
Apr 3, 2025Fund LettersMayar CapitalNVO Novo Nordisk Pharmaceuticals, Biotechnology & Life SciencesPharmaceuticals Bull NASDAQbiotechnology, Chronic Disease, Denmark, Diabetes, GLP-1, healthcare, Metabolic Health, Obesity, pharmaceuticals, pipeline
Apr 3, 2025Fund LettersMayar CapitalCAP.PA Capgemini Software & ServicesIT Consulting & Other Services Bull Euronext Parisasset-light, cash generation, cloud infrastructure, Digital transformation, Europe, generative AI, It consulting, manufacturing, Software Engineering, Systems Integration, Technology Services

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