Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 3, 2025Value Investors Clubotto695SMC Summit Midstream Corp EnergyEnergy Infrastructure Bull NYSEdeleveraging, energy, infrastructure, midstream, natural gas, turnaround
Mar 3, 2025Value Investors Clubmvcp21FIN.L Finseta PLC Information TechnologyFintech Bull London Stock ExchangeAIM, Fintech, insider ownership, microcap, turnaround
Mar 3, 2025Value Investors Clubskw240CX Cemex S.A.B. de C.V. MaterialsCement & Building Products Bull NYSEbuyback, Cement, infrastructure, materials, Mexico, Nearshoring
Mar 3, 2025Short ThesisMuddy WatersFTAI FTAI Aviation Ltd IndustrialsAir Freight & Logistics (Aviation Leasing & Infrastructure) Bear NASDAQAviation, dividend, Engines, Leasing, leverage
Mar 3, 2025SubstackIdea HiveDAC Danaos Corp IndustrialsMarine Shipping Bull -dividends, earnings potential, financial management, Greek shipping, growth prospects, management stake, market cap, shareholder value, stock buybacks, value-accretive
Mar 2, 2025SubstackPacific Northwest EdgeAAPL Apple Inc. Information TechnologyConsumer Electronics Bull NASDAQ—
Mar 1, 2025Fund LettersL1 Capital International FundVIE.PA Veolia Environnement UtilitiesMulti-Utilities Bull Euronext Parisdefensive, dividend yield, essential services, Europe, Macro-Immune, utilities, waste management, Water Management
Mar 1, 2025Fund LettersL1 Capital International FundGOOGL Alphabet Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI disruption, competitive threats, Long-term Value, Magnificent 7, search engine, technology
Mar 1, 2025Fund LettersL1 Capital International FundMSFT Microsoft Information TechnologySystems Software Bull NASDAQAI, Azure, Cloud computing, Enterprise software, Long-term Value, Magnificent 7, technology
Mar 1, 2025Fund LettersL1 Capital International FundAMZN Amazon.com Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAI, Cloud computing, e-commerce, Long-term Value, Magnificent 7, market leader, technology
Mar 1, 2025Fund LettersL1 Capital International FundHCA HCA Healthcare Health CareHealth Care Facilities Bull NYSEdefensive, essential services, healthcare, Hospitals, market leader, Trump Policy, Value
Mar 1, 2025Fund LettersThe Bristlemoon Global FundPAR PAR Technology Corporation Information TechnologyApplication Software Bull NYSEARR growth, cross-selling, Enterprise software, M&A strategy, Mission-Critical, platform, POS Software, Pricing power, QSR, Restaurant technology, SaaS
Mar 1, 2025Fund LettersThe Bristlemoon Global FundHEM.ST Hemnet Group AB Communication ServicesInteractive Media & Services Bull Stockholm Stock ExchangeEBITDA margins, marketplace, Monopoly, Pricing power, Property Portal, Real Estate, SaaS, Sweden, Take rate, Vendor-Paid Model
Mar 1, 2025Fund LettersAlluvium Global FundTHO Thor Industries, Inc. Consumer DiscretionaryLeisure Products Bull NYSEcash generation, consumer confidence, Cyclical, Recreational Vehicles, RVs, tariffs, Through-Cycle Earnings, Value
Mar 1, 2025Fund LettersAlluvium Global FundRHI Robert Half Inc. IndustrialsHuman Resource & Employment Services Bull NYSEBusiness Confidence, Cyclical, Earnings Trough, Recruitment, Staffing Services, turnaround, Value
Mar 1, 2025Fund LettersAlluvium Global FundMCK McKesson Corporation Health CareHealth Care Distributors Neutral NYSEAcquisitions, defensive, EPS growth, Healthcare Distribution, Oncology, Ophthalmology, pharmaceuticals, Portfolio Rationalization
Mar 1, 2025Fund LettersAlluvium Global FundBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Neutral NYSEArtificial Intelligence, capital expenditure, China, Cloud computing, e-commerce, Government Relations, infrastructure, Technology Platforms
Mar 1, 2025Fund LettersLowell CapitalLNF.TO Leon's Furniture Limited Consumer DiscretionarySpecialty Retail Bull Toronto Stock ExchangeCanadian market, cash generation, Family-owned, Fortress Balance Sheet, furniture retailer, high-ROIC, Immigration Tailwinds, market leader, Omnichannel, REIT Spin-off, Share Buybacks, Value
Mar 1, 2025Fund LettersPolen Capital - U.S. Small Company GrowthTECH Bio-Techne Corporation Health CareLife Sciences Tools & Services Bull NASDAQbiotechnology, cell therapy, gene therapy, healthcare, life sciences, liquid biopsy, Precision-medicine, Proteomics, Research Tools
Mar 1, 2025Fund LettersPolen Capital - U.S. Small Company GrowthRVLV Revolve Group Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEConsumer Discretionary, Data-Driven, digital marketing, e-commerce, fashion, Gen Z, Millennials, online retail, Premium Fashion

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