Tempus AI, Inc (TEM): A Bull Case Theory
We came across a bullish thesis on Tempus AI, Inc (TEM) on Two Natural Cap’s Substack by Two Natural Capital.
Author Archive - Ricardo Pillai
UiPath Inc. (PATH): A Bull Case Theory
We came across a bullish thesis on UiPath Inc. (PATH) on The Chop Wood, Carry Water Newsletter’s Substack by Alexandru Dragut.
VersaBank (VBNK): A Bull Case Theory
We came across a bullish thesis on VersaBank (VBNK) on Chief’s Substack by Chief Inspector. In this article, we will summarize the bulls’ thesis on VBNK.
Pitney Bowes Inc. (PBI): A Bull Case Theory
We came across a bullish thesis on Pitney Bowes Inc. (PBI) on Value Degen’s Substack by Unemployed Value Degen.
Build-A-Bear Workshop, Inc. (BBW): A Bull Case Theory
We came across a bullish thesis on Build-A-Bear Workshop, Inc. (BBW) on Eloy Fernández Deep Research’s Substack by Eloy Fernández.
Locafy Limited (LCFY): A Bull Case Theory
We came across a bullish thesis on Locafy Limited (LCFY) on Ahead of the Curve’ Substack by Sam McColgan. In this article, we will summarize the bulls’ thesis on LCFY.
Harrow, Inc. (HROW): A Bull Case Theory
We came across a bullish thesis on Harrow, Inc. (HROW) on Simon’s Substack by Simon. In this article, we will summarize the bulls’ thesis on HROW.
Hims & Hers Health, Inc. (HIMS): A Bull Case Theory
We came across a bullish thesis on Hims & Hers Health, Inc. (HIMS) on La Newsletter de Momentum’s Substack by Mexican Investor.
Aware, Inc. (AWRE): A Bull Case Theory
We came across a bullish thesis on Aware, Inc. (AWRE) on The Asymmetrical Edge’s Substack by Jackson. In this article, we will summarize the bulls’ thesis on AWRE.
Quest Resource Holding Corporation (QRHC): A Bull Case Theory
We came across a bullish thesis on Quest Resource Holding Corporation (QRHC) on Lewistown Capital’s Substack by Ryan Seawell.
Madison Square Garden Sports Corp. (MSGS): A Bull Case Theory
We came across a bullish thesis on Madison Square Garden Sports Corp. (MSGS) on Boyar Research’s Substack by Boyar Research and Jonathan Boyar.
Axon Enterprise, Inc. (AXON): A Bull Case Theory
We came across a bullish thesis on Axon Enterprise, Inc. (AXON) on Analyzing Good Businesses’ Substack by YoungHamilton.
Otis Worldwide Corporation (OTIS): A Bull Case Theory
We came across a bullish thesis on Otis Worldwide Corporation (OTIS) on Brass Tacks Cap’s Substack by Brass Tacks Cap.
Illumina, Inc. (ILMN): A Bull Case Theory
We came across a bullish thesis on Illumina, Inc. (ILMN) on Ocean Road Capital’s Substack by Ocean Road Capital.
Ramaco Resources, Inc. (METC): A Bull Case Theory
We came across a bullish thesis on Ramaco Resources, Inc. (METC) on Value Degen’s Substack by Unemployed Value Degen.
Perimeter Solutions, SA (PRM): A Bull Case Theory
We came across a bullish thesis on Perimeter Solutions, SA (PRM) on Mindset Value’s Substack by Aaron Edelheit.
Sky Harbour Group Corporation (SKYH): A Bull Case Theory
We came across a bullish thesis on Sky Harbour Group Corporation (SKYH) on Kairos research’s Substack by Kairos research.
AMREP Corporation (AXR): A Bull Case Theory
We came across a bullish thesis on AMREP Corporation (AXR) on Leahi Capital’s Substack by Leahi Capital. In this article, we will summarize the bulls’ thesis on AXR.
Lam Research Corporation (LRCX): A Bull Case Theory
We came across a bullish thesis on Lam Research Corporation (LRCX) on Long-Term Pick’s Substack by Dan. In this article, we will summarize the bulls’ thesis on LRCX.
PRA Group, Inc. (PRAA): A Bull Case Theory
We came across a bullish thesis on PRA Group, Inc. (PRAA) on Leahi Capital’s Substack by Leahi Capital. In this article, we will summarize the bulls’ thesis on PRAA.
Franklin Covey Co. (FC): A Bull Case Theory
We came across a bullish thesis on Franklin Covey Co. (FC) on The Lion's Roar - Outside the Box Investments’ Substack by Dominick D'Angelo.
Booking Holdings Inc. (BKNG): A Bull Case Theory
We came across a bullish thesis on Booking Holdings Inc. (BKNG) on Rijnberk InvestInsights’ Substack by Daan Rijnberk.
Palantir Technologies Inc. (PLTR): A Bull Case Theory
We came across a bullish thesis on Palantir Technologies Inc. (PLTR) on Rijnberk InvestInsights’ Substack by Daan Rijnberk.
DoorDash, Inc. (DASH): A Bull Case Theory
We came across a bullish thesis on DoorDash, Inc. (DASH) on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.
Old Dominion Freight Line, Inc. (ODFL): A Bull Case Theory
We came across a bullish thesis on Old Dominion Freight Line, Inc. (ODFL) on The Equity Analyst’s Substack by Richard Toad.
Pinterest, Inc. (PINS): A Bull Case Theory
We came across a bullish thesis on Pinterest, Inc. (PINS) on Long-Term Pick’s Substack by Dan. In this article, we will summarize the bulls’ thesis on PINS.
Paycom Software, Inc. (PAYC): A Bull Case Theory
We came across a bullish thesis on Paycom Software, Inc. (PAYC) on The Chop Wood, Carry Water Newsletter’s Substack by Alexandru Dragut.
Medpace Holdings, Inc. (MEDP): A Bull Case Theory
We came across a bullish thesis on Medpace Holdings, Inc. (MEDP) on The LongView’s Substack by Matas Baliukonis.
Sirius XM Holdings Inc. (SIRI): A Bull Case Theory
We came across a bullish thesis on Sirius XM Holdings Inc. (SIRI) on Waterboy’s Substack by Waterboy Investing.
Cardlytics, Inc. (CDLX): A Bull Case Theory
We came across a bullish thesis on Cardlytics, Inc. (CDLX) on Value Degen’s Substack by Unemployed Value Degen and Alejandro Yela.
Topgolf Callaway Brands Corp. (MODG): A Bull Case Theory
We came across a bullish thesis on Topgolf Callaway Brands Corp. (MODG) on Strategic Alpha’s Substack by Strategic Alpha.
British American Tobacco p.l.c. (BTI): A Bull Case Theory
We came across a bullish thesis on British American Tobacco p.l.c. (BTI) on Waterboy’s Substack by Waterboy Investing.
Martin Marietta Materials, Inc. (MLM): A Bull Case Theory
We came across a bullish thesis on Martin Marietta Materials, Inc. (MLM) on Durable Value Creators’ Substack by Durable Value Creators.
Datadog, Inc. (DDOG): A Bear Case Theory
We came across a bearish thesis on Datadog, Inc. (DDOG) on The Wolf of Harcourt Street’s Substack by Wolf of Harcourt Street.
Adobe Inc. (ADBE): A Bull Case Theory
We came across a bullish thesis on Adobe Inc. (ADBE) on Rijnberk InvestInsights’ Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on ADBE.
Nerdy, Inc. (NRDY): A Bull Case Theory
We came across a bullish thesis on Nerdy, Inc. (NRDY) on Value Degen’s Substack by Unemployed Value Degen. In this article, we will summarize the bulls’ thesis on NRDY.
Atkore Inc. (ATKR): A Bull Case Theory
We came across a bullish thesis on Atkore Inc. (ATKR) on Johnson Equity Analysis’ Substack by Kyler Johnson. In this article we will summarize the bulls’ thesis on ATKR.
International General Insurance Holdings Ltd. (IGIC): A Bull Case Theory
We came across a bullish thesis on International General Insurance Holdings Ltd. (IGIC) on Johnson Equity Analysis’ Substack by Kyler Johnson.
MongoDB, Inc. (MDB): A Bull Case Theory
We came across a bullish thesis on MongoDB, Inc. (MDB) on Elliot’s Musings’ Substack by Elliot. In this article we will summarize the bulls’ thesis on MDB.
New Oriental Education & Technology Group Inc. (EDU): A Bull Case Theory
We came across a bullish thesis on New Oriental Education & Technology Group Inc. (EDU) on East Asia Stock Insights’ Substack by East Asia Stock Insights.
FedEx Corporation (FDX): A Bull Case Theory
We came across a bullish thesis on FedEx Corporation (FDX) on Rijnberk InvestInsights’ Substack by Daan Rijnberk.
ASML Holding N.V. (ASML): A Bull Case Theory
We came across a bullish thesis on ASML Holding N.V. (ASML) on Etcaetera’s Substack by Etcaetera (Akim’s Newsletter) and Panic Drop.
Daqo New Energy Corp. (DQ): A Bull Case Theory
We came across a bullish thesis on Daqo New Energy Corp. (DQ) on "From $100K to $1M" & More.’s Substack by YZ and Kyler Johnson.
Natural Resource Partners L.P. (NRP): A Bull Case Theory
We came across a bullish thesis on Natural Resource Partners L.P. (NRP) on from Waterboy’s Substack by Waterboy Investing.
Hudson Pacific Properties, Inc. (HPP): A Bear Case Theory
We came across a bearish thesis on Hudson Pacific Properties, Inc. (HPP) on from Waterboy’s Substack by Waterboy Investing.
FTC Solar, Inc. (FTCI): A Bull Case Theory
We came across a bullish thesis on FTC Solar, Inc. (FTCI) on Value Degen’s Substack by Unemployed Value Degen and Jake LaMotta.
TD SYNNEX Corporation (SNX): A Bull Case Theory
We came across a bullish thesis on TD SYNNEX Corporation (SNX) on Waterboy’s Substack by Waterboy Investing. In this article we will summarize the bulls’ thesis on SNX.
Agilent Technologies, Inc. (A): A Bull Case Theory
We came across a bullish thesis on Agilent Technologies, Inc. (A) on "From $100K to $1M" & More’s Substack by YZ and TJ Terwilliger.
ReposiTrak, Inc. (TRAK): A Bull Case Theory
We came across a bullish thesis on ReposiTrak, Inc. (TRAK) on "From $100K to $1M" & More’s Substack by YZ and Mark Hogan.
Energizer Holdings, Inc. (ENR): A Bear Case Theory
We came across a bearish thesis on Energizer Holdings, Inc. (ENR) on Stock Picker's Journey’s Substack by Gregg Jahnke.
