Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 18, 2025Value Investors ClubgandalfADBE Adobe Inc. Information TechnologyApplication Software Bull NASDAQAI, Creative Cloud, Document Cloud, generative AI, Re-rating
Mar 18, 2025Value Investors ClubShakaluASBFY Associated British Foods plc Consumer StaplesPackaged Foods Bull -Fast-fashion, retail, spin-off, Value retail
Mar 18, 2025Short ThesisBlue Orca CapitalHSAI Hesai Group Consumer DiscretionaryHealth Care Technology Bear NASDAQAutonomous, China, Competition, Lidar, Sensors
Mar 18, 2025Short ThesisThe Captain's LogAPPN Appian Corp Information TechnologySystems Software Bear NASDAQAdoption, Competition, Low-code, SaaS, valuation
Mar 17, 2025Fund LettersKathmandu CapitalSEG Seaport Entertainment Group Real EstateDiversified REITs Bull NYSE Americanasset value, Bill Ackman, entertainment, NYC, operational efficiency, Real Estate, turnaround, Value
Mar 17, 2025Fund LettersKathmandu CapitalVU.PA VusionGroup Information TechnologyElectronic Equipment, Instruments & Components Bull Euronext ParisAutomation, Digitalization, Electronic shelf labels, inflation, IoT, Labor Costs, retail technology, Walmart
Mar 17, 2025Fund LettersKathmandu CapitalKSPI Kaspi.KZ FinancialsConsumer Finance Bull NASDAQdigital payments, e-commerce, Emerging markets, Fintech, geopolitical, growth, Kazakhstan
Mar 17, 2025Fund LettersKathmandu CapitalUI Ubiquiti Information TechnologyCommunications Equipment Bull NYSE5G, Brand, Cost leadership, Fiber, infrastructure, networking equipment, SMB, telecommunications
Mar 17, 2025Fund LettersKathmandu CapitalGCT Gigacloud Technology IndustrialsAir Freight & Logistics Bull NASDAQB2B Platform, e-commerce, furniture, Logistics, manufacturing, Southeast Asia, tariffs, Value
Mar 17, 2025Fund LettersKathmandu Capital3918.HK NagaCorp Consumer DiscretionaryCasinos & Gaming Neutral Hong Kong Stock ExchangeCambodia, Casinos, Chinese Consumers, entertainment, Gaming, recovery, Stimulus, Tourism
Mar 17, 2025Twitter / X@TechFundiesADBE Adobe Inc. Information TechnologyApplication Software Bear NASDAQAcrobat, ADBE, Adobe, Chip Packaging, Creative, Firefly, Gaap, Rev
Mar 17, 2025Twitter / X@jupiters_stringKSS Kohl’s Corporation Consumer DiscretionaryBroadline Retail Bull New York Stock ExchangeArticle, Estate, Inventories, Kohl, Liquidation, Real, Real Estate, Valuing Real
Mar 17, 2025Value Investors ClubtyroTENB Tenable Information TechnologySystems Software Bull NASDAQCbersecurity, Consolidation, Software, NRR, Vulcan Cyber
Mar 17, 2025Value Investors ClubmilitiamanHLX Helix Energy Solutions Group EnergyOil & Gas Equipment & Services Bull NYSEBrazil, buybacks, Day-rates, Gulf of Mexico, Offshore, Offshore services, well intervention
Mar 17, 2025Value Investors ClubJumbos02STE STERIS plc Health CareHealth Care Equipment & Supplies Bull NYSEEtO litigation, Helth Care, Margin recovery, Sterilization, Tariff risk
Mar 17, 2025Value Investors Clubrapper5962.T Asaka Industrial Consumer DiscretionaryMachinery Bull Taiwan Stock Exchangedeep value, Illiquid nanocap, Japan, Japan small-cap value, margin of safety
Mar 17, 2025Short ThesisMorpheus ResearchSEI Solaris Energy Infrastructure EnergyIT Services Bear NYSEContracts, Customer concentration, Data, IT services, valuation
Mar 16, 2025Value Investors Clubjhu2000PYYX Pyxus International Inc. Consumer StaplesTobacco Bull -deleveraging, duopoly, tobacco, UVV
Mar 16, 2025SubstackPacific Northwest EdgeJPM JPMorgan Chase & Co. FinancialsBanks - Diversified Bull NYSE—
Mar 15, 2025Value Investors ClubamorfatiACEL Accel Entertainment Inc. Consumer DiscretionaryCasinos & Gaming Bull NYSEcasino, COAMS, Gambling, Gaming, high-ROIC

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