Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 25, 2025Twitter / X@AlphaSenseIncPLTR Palantir Technologies Inc. Information TechnologyApplication Software Bull New York Stock ExchangeDefense, Expert, Government, Government IT, PLTR, Pltr Competitor, Real Time, Satellite
Mar 25, 2025Twitter / X@justfactstruthGLNG Golar LNG Ltd. EnergyOil & Gas Storage & Transportation Bull NASDAQCounterparties, EBITDA, Flng, Golar, LNG, Shipping, Worldwide, Worldwide March
Mar 25, 2025Twitter / X@mvcinvestingCDLR Cadeler A/S IndustrialsConstruction & Engineering Bull New York Stock Exchangebacklog, Cdlr, EBITDA, Est, Was Yoy, What, Yoy, Yoy Ebitda
Mar 25, 2025Value Investors ClubanomaloITMSF Intermap Technologies Corp. Information TechnologyApplication Software Bull TSXGeospatial, Indonesia, Mappingl SAR, NEXTMap, Small-cap inflection
Mar 25, 2025Value Investors ClubCosmosYQD Qudian Inc. FinancialsConsumer Finance Bull NASDAQbuybacks, China ADR, Discount to cash, Privatization risk
Mar 25, 2025SubstackIdea HiveLWAY Lifeway Foods Consumer StaplesPackaged Foods Bull NASDAQ—
Mar 24, 2025Twitter / X@KyleAdamsStocksPSIX Power Solutions International, Inc. IndustrialsIndustrial Machinery Bull NASDAQEarlier, Earlier Full, Income Earlier, Industrial, Mode, Power systems, Psix, Sales
Mar 24, 2025Twitter / X@stocktalkweeklyGME GameStop Corp. Consumer DiscretionaryComputer & Electronics Retail Bear New York Stock ExchangeClear Strategy, Core Business, Crypto, GameStop, Gamestop Core, GME, Store, Trading
Mar 24, 2025Twitter / X@thexcapitalistAMD Advanced Micro Devices, Inc. Information TechnologySemiconductors Bull NASDAQAMD, Chips, Crypto, inference, META, NVDA, semiconductors, Simulation
Mar 24, 2025Twitter / X@AlphaArkInvestSKYH Sky Harbour Group Corporation Real EstateDiversified Real Estate Activities Bull New York Stock ExchangeAviation, Fbos, Hangar, Harbour, process control, Satellite, Sky, Sky Harbour
Mar 24, 2025Twitter / X@BlueDuckCapPRPH ProPhase Labs, Inc. Health CareBiotechnology Bull NASDAQdiagnostics, Insurance, Marketing Software, Medical devices, Nebula, Oncology, Prph, Satellite
Mar 24, 2025Value Investors Clubthrive25MRVI Maravai LifeSciences Holdings Health CareLife Sciences Tools & Services Bull NASDAQbiologics safety testing, CleanCap, GTCR, mRNA, privatization optionality, SOTP, TriLink
Mar 24, 2025Value Investors Clubqueegs2191.HK SF REIT Real EstateREITs Bull Hong Kong Stock Exchangebuybacks, discount to NAV, Hong Kong, Hong Kong real estate, rate sensitivity, Re-rating, REIT
Mar 24, 2025Value Investors ClubCosmosYNOAH Noah Holdings Limited FinancialsCapital Markets Bull NYSEbuybacks, China discount, China HNW, valuation gap, wealth management
Mar 24, 2025Short ThesisThe Captain's LogDOCS Doximity Inc Health CareHealth Care Technology Bear NYSEPharma marketing, Physicians, SaaS, telehealth, valuation
Mar 23, 2025Twitter / X@SophoninvestQXO QXO, Inc. IndustrialsIndustrial Conglomerates Bull NASDAQBagger, Brad, Homebuilders, Jacobs, Logistics, QXO, Roll-up, Xpo
Mar 23, 2025Value Investors ClubValugoBRRROUT Outfront Media Inc. Real EstateAdvertising Bull NYSEBillboards, Box office, dividend, rerating, Revenue share
Mar 23, 2025Value Investors ClubValugoBRRRTNL Travel + Leisure Co. Consumer DiscretionaryHotels and Resorts Bull NYSEconsumer spending, Re-rating, Timeshare, Vacation ownership
Mar 22, 2025Fund LettersArgosy InvestorsCDW CDW Corporation Information TechnologyTechnology Distributors Bull NASDAQAcquisitions, growth, IT distribution, market leader, Share Buybacks, small business, SMB, software distribution, technology
Mar 22, 2025Fund LettersArgosy InvestorsALNT Allient Inc IndustrialsAerospace & Defense Bull NASDAQAcquisitions, Aerospace, Defense, Industrial automation, medical equipment, Plant Consolidation, post-COVID recovery, specialty chemicals, turnaround, Value

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