Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 24, 2025Twitter / X@Suicide95518428OKE ONEOK, Inc. EnergyOil & Gas Storage & Transportation Bear New York Stock ExchangeCapEx, Debt Ebitda, EBITDA, midstream, Oke, Photonics, Projects, Run Rate
Feb 24, 2025Twitter / X@OddDiligenceHIMS Hims & Hers Health, Inc. Health Care ServicesHealth Care Technology Bear New York Stock ExchangeChip Packaging, Glp, HIMS, Liraglutide, Marketing Software, Non Glp, semaglutide, Semaglutide Liraglutide
Feb 23, 2025Twitter / X@310ValueBN Brookfield Corporation FinancialsOther Financial Services Bull New York Stock ExchangeAnnuities, Asset, Bam, Capital, Carry, Growing, Inclusion, process control
Feb 22, 2025SubstackSpecial Situation InvestingBTC-USD Bitcoin CryptocurrencyDigital Currency Bull -Bitcoin, Blockchain, cryptocurrency, Divisibility, Gold, market cap, Scarcity, Security, Store-Of-Value, Yield Generation
Feb 21, 2025SubstackPitching ValueBFF BFF Bank Financial ServicesBanking Bull -BFF Bank, dividend suspension, expansion, government counterparty, growth potential, non-recourse factoring, price-to-book ratio, regulatory capital, regulatory changes, return on equity
Feb 21, 2025SubstackPitching ValueBFF BFF Bank Other- Bull -banking sector, BFF Bank, dividend suspension, European expansion, government counterparty, non-recourse factoring, P/B ratio, regulatory capital, regulatory compliance, ROE
Feb 20, 2025Fund LettersAzvalor IberiaPSG.MC Prosegur Cash IndustrialsSecurity & Alarm Services Bull Madrid Stock ExchangeArgentina, Brazil, Cash management, Cyclical Recovery, Emerging markets, Latin America, security services
Feb 20, 2025Fund LettersAzvalor IberiaTUB.MC Tubacex MaterialsSteel Bull Madrid Stock Exchangeacquisition strategy, energy infrastructure, manufacturing, Spain, Steel, turnaround, Value-added products
Feb 20, 2025Fund LettersAzvalor InternacionalPSG.MC Prosegur Cash IndustrialsSecurity & Alarm Services Bull Madrid Stock ExchangeArgentina, Brazil, Cash management, currency exposure, Cyclical Recovery, Emerging markets, Latin America, security services
Feb 20, 2025Fund LettersAzvalor InternacionalTUB.MC Tubacex MaterialsSteel Bull Madrid Stock ExchangeIndustrial, Management transformation, manufacturing, Seamless tubes, Spain, Steel, turnaround, Value-added products
Feb 20, 2025SubstackIdea HiveQUBT Quantum Computing TechnologyQuantum Computing Bear Nasdaq Stock MarketBusiness Strategy, Credibility, Faked Revenues, investment risk, Minimal Revenue, Non-Existent Facilities, Pivots, Quantum Computing, Quantum Photonic Chips, Semiconductor Hype
Feb 20, 2025SubstackIdea HiveQBTS D-Wave Quantum TechnologyQuantum Computing Bear New York Stock ExchangeCloud-Based Access, Commercialization, competitive landscape, Equity raise, high valuation, Market Expectations, niche market, Optimization Problems, Quantum Annealers, Quantum Computing
Feb 20, 2025SubstackIdea HiveIONQ IONQ TechnologyQuantum Computing Bear New York Stock Exchangecash position, Commercial Scale, competitive landscape, government contracts, high valuation, market optimism, Quantum Computing, Revenue Growth, Revenue Targets, Trapped Ion Technology
Feb 20, 2025SubstackIdea HiveRGTI Rigetti Computing TechnologyQuantum Computing Bear Nasdaq Stock Marketcompetitive landscape, government contracts, high valuation, Market Expectations, net cash position, operating losses, Quantum Computing, Revenue Growth, Superconducting, Technology Development
Feb 20, 2025Twitter / X@ScorpionFundTMDX TransMedics Group, Inc. Health Care ServicesHealth Care Supplies Bear NASDAQHiring, Linkedin, Linkedin Data, Organox, Post Says, Tmdx, Transmedics, Transplant
Feb 20, 2025Twitter / X@TommyDeepwaterVAL Valaris Limited EnergyOil & Gas Equipment & Services Bull New York Stock ExchangeDeepwater, Drillships, Offshore, offshore drilling, oilfield services, Rigs, Valaris, Warm
Feb 20, 2025Twitter / X@ToffCapRDX Redox Limited MaterialsChemical Distributors Bull Australian Stock Exchangecommodity, EBITDA, Isn, margin expansion, Rdx, Redox, Relative Pure, Smooth Cyclicality
Feb 20, 2025Short ThesisThe Bear CaveAPP AppLovin Corp Communication ServicesInteractive Media & Services Bear NASDAQadtech, buybacks, Concentration, Ecosystem, Gaming
Feb 19, 2025Fund LettersVoss Value Offshore FundAMTM Amentum Holdings Inc IndustrialsResearch & Consulting Services Bull NYSEbacklog, Cost-plus Contracts, Defense Contractor, deleveraging, Government Services, multiple expansion, spin-off, Value
Feb 19, 2025Fund LettersVoss Value Offshore FundFUJHY Subaru Corporation Consumer DiscretionaryAutomobile Manufacturers Bull OTCacquisition target, capital return, EV Strategy, Free Cash Flow, Japanese Auto, net cash, Toyota Partnership, Value

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