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Author Archive - Ricardo Pillai

The Boeing Company (BA): A Bear Case Theory

We came across a bearish thesis on The Boeing Company (BA) on Substack by Charly AI. In this article, we will summarize the bears’ thesis on BA.

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April 1 - News, Stock Analysis

Microchip Technology Incorporated (MCHP): A Bear Case Theory

We came across a bearish thesis on Microchip Technology Incorporated (MCHP) on Substack by Charly AI. In this article, we will summarize the bears’ thesis on MCHP.

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April 1 - News, Stock Analysis

Weyerhaeuser Company (WY): A Bear Case Theory

We came across a bearish thesis on Weyerhaeuser Company (WY) on Substack by Charly AI. In this article, we will summarize the bears’ thesis on WY.

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April 1 - News, Stock Analysis

Taiwan Semiconductor Manufacturing Company Limited (TSM): A Bull Case Theory

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Rihard Jarc.

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April 1 - News, Stock Analysis

Rocket Lab USA, Inc. (RKLB): A Bull Case Theory

We came across a bullish thesis on Rocket Lab USA, Inc. (RKLB) on Substack by Steve Wagner. In this article, we will summarize the bulls’ thesis on RKLB.

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April 1 - News, Stock Analysis

Adobe Inc. (ADBE): A Bull Case Theory

We came across a bullish thesis on Adobe Inc. (ADBE) on Substack by Francesco Ferrari. In this article, we will summarize the bulls’ thesis on ADBE. Adobe Inc.

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April 1 - News, Stock Analysis

Everus Construction Group, Inc. (ECG): A Bull Case Theory

We came across a bullish thesis on Everus Construction Group, Inc. (ECG) on Substack by Unemployed Value Degen.

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April 1 - News, Stock Analysis

Arhaus, Inc. (ARHS): A Bull Case Theory

We came across a bullish thesis on Arhaus, Inc. (ARHS) on Value Investing Subreddit Page by Icy_Agent_266. In this article, we will summarize the bulls’ thesis on ARHS.

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March 31 - News, Stock Analysis

Comfort Systems USA, Inc. (FIX): A Bull Case Theory

We came across a bullish thesis on Comfort Systems USA, Inc. (FIX) on Value Investing Subreddit Page by Aevykin.

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March 31 - News, Stock Analysis

Shift4 Payments, Inc. (FOUR): A Bull Case Theory

We came across a bullish thesis on Shift4 Payments, Inc. (FOUR) on Substack by PatchTogether Investing. In this article, we will summarize the bulls’ thesis on FOUR.

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March 31 - News, Stock Analysis

Evolv Technologies Holdings, Inc. (EVLV): A Bull Case Theory

We came across a bullish thesis on Evolv Technologies Holdings, Inc. (EVLV) on Substack by Stephen. In this article, we will summarize the bulls’ thesis on EVLV.

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March 31 - News, Stock Analysis

Super Micro Computer, Inc. (SMCI): A Bull Case Theory

We came across a bullish thesis on Super Micro Computer, Inc. (SMCI) on Substack by Taylor Nichols. In this article, we will summarize the bulls’ thesis on SMCI.

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March 31 - News, Stock Analysis

Netflix, Inc. (NFLX): A Bull Case Theory

We came across a bullish thesis on Netflix, Inc. (NFLX) on Substack by Quality Equities. In this article, we will summarize the bulls’ thesis on NFLX. Netflix, Inc.

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March 31 - News, Stock Analysis

Boston Omaha Corporation (BOC): A Bull Case Theory

We came across a bullish thesis on Boston Omaha Corporation (BOC) on Substack by Steve Wagner. In this article, we will summarize the bulls’ thesis on BOC.

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March 31 - News, Stock Analysis

ASML Holding N.V. (ASML): A Bull Case Theory

We came across a bullish thesis on ASML Holding N.V. (ASML) on Substack by Kontra Investments. In this article, we will summarize the bulls’ thesis on ASML.

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March 31 - News, Stock Analysis

Compass Minerals International, Inc. (CMP): A Bull Case Theory

We came across a bullish thesis on Compass Minerals International, Inc. (CMP) on Substack by Dominick D'Angelo.

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March 31 - News, Stock Analysis

Methode Electronics, Inc. (MEI): A Bull Case Theory

We came across a bullish thesis on Methode Electronics, Inc. (MEI) on Substack by DeepValue Capital. In this article, we will summarize the bulls’ thesis on MEI.

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March 31 - News, Stock Analysis

Lam Research Corporation (LRCX): A Bull Case Theory

We came across a bullish thesis on Lam Research Corporation (LRCX) on Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on LRCX.

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March 31 - News, Stock Analysis

PRA Group, Inc. (PRAA): A Bull Case Theory

We came across a bullish thesis on PRA Group, Inc. (PRAA) on Substack by Phenom Capital. In this article, we will summarize the bulls’ thesis on PRAA. PRA Group, Inc.

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March 28 - News, Stock Analysis

Magnera Corporation (MAGN): A Bull Case Theory

We came across a bullish thesis on Magnera Corporation (MAGN) on Substack by Phenom Capital. In this article, we will summarize the bulls’ thesis on MAGN.

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March 28 - News, Stock Analysis

Bel Fuse Inc. (BELFB): A Bull Case Theory

We came across a bullish thesis on Bel Fuse Inc. (BELFB) on Substack by Pound the Rock Investing. In this article, we will summarize the bulls’ thesis on BELFB.

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March 28 - News, Stock Analysis

Natural Resource Partners L.P. (NRP): A Bull Case Theory

We came across a bullish thesis on Natural Resource Partners L.P. (NRP) on Substack by Pound the Rock Investing.

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March 28 - News, Stock Analysis

Comstock Holding Companies, Inc. (CHCI): A Bull Case Theory

We came across a bullish thesis on Comstock Holding Companies, Inc. (CHCI) on Substack by Thomas Niel. In this article, we will summarize the bulls’ thesis on CHCI.

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March 28 - News, Stock Analysis

Gogo Inc. (GOGO): A Bull Case Theory

We came across a bullish thesis on Gogo Inc. (GOGO) on Substack by Pound the Rock Investing. In this article, we will summarize the bulls’ thesis on GOGO. Gogo Inc.

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March 28 - News, Stock Analysis

SentinelOne, Inc. (S): A Bull Case Theory

We came across a bullish thesis on SentinelOne, Inc. (S) on Substack by Matthew | Sycamore Capital. In this article, we will summarize the bulls’ thesis on S.

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March 28 - News, Stock Analysis

Viemed Healthcare, Inc. (VMD): A Bull Case Theory

We came across a bullish thesis on Viemed Healthcare, Inc. (VMD) on Substack by Petty Cash. In this article, we will summarize the bulls’ thesis on VMD.

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March 28 - News, Stock Analysis

Booking Holdings Inc. (BKNG): A Bull Case Theory

We came across a bullish thesis on Booking Holdings Inc. (BKNG) on Substack by Global Equity Briefing. In this article, we will summarize the bulls’ thesis on BKNG.

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March 27 - News, Stock Analysis

Oklo Inc. (OKLO): A Bear Case Theory

We came across a bearish thesis on Oklo Inc. (OKLO) on Twitter by Clay Montgomery. In this article, we will summarize the bears’ thesis on OKLO. Oklo Inc.

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March 27 - News, Stock Analysis

High Tide Inc. (HITI): A Bull Case Theory

We came across a bullish thesis on High Tide Inc. (HITI) on Substack by Ray Myers. In this article, we will summarize the bulls’ thesis on HITI. High Tide Inc.

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March 27 - News, Stock Analysis

Dollar Tree, Inc. (DLTR): A Bull Case Theory

We came across a bullish thesis on Dollar Tree, Inc. (DLTR) on Substack by Acid Investments. In this article, we will summarize the bulls’ thesis on DLTR.

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March 27 - News, Stock Analysis

Kohl’s Corporation (KSS): A Bull Case Theory

We came across a bullish thesis on Kohl’s Corporation (KSS) on Substack by Hugo Navarro. In this article, we will summarize the bulls’ thesis on KSS.

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March 27 - News, Stock Analysis

Hyster-Yale, Inc. (HY): A Bull Case Theory

We came across a bullish thesis on Hyster-Yale, Inc. (HY) on Substack by Unemployed Value Degen. In this article, we will summarize the bulls’ thesis on HY.

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March 26 - News, Stock Analysis

Franklin Covey Co. (FC): A Bull Case Theory

We came across a bullish thesis on Franklin Covey Co. (FC) on Substack by YZ. In this article, we will summarize the bulls’ thesis on FC. Franklin Covey Co.

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March 26 - News, Stock Analysis

AST SpaceMobile, Inc. (ASTS): A Bull Case Theory

We came across a bullish thesis on AST SpaceMobile, Inc. (ASTS) on Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on ASTS.

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March 26 - News, Stock Analysis

Bragg Gaming Group Inc. (BRAG): A Bull Case Theory

We came across a bullish thesis on Bragg Gaming Group Inc. (BRAG) on Substack by Inflexio Research. In this article, we will summarize the bulls’ thesis on BRAG.

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March 26 - News, Stock Analysis

Xponential Fitness, Inc. (XPOF): A Bull Case Theory

We came across a bullish thesis on Xponential Fitness, Inc. (XPOF) on Substack by Inflexio Research. In this article, we will summarize the bulls’ thesis on XPOF.

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March 26 - News, Stock Analysis

Uber Technologies, Inc. (UBER): A Bull Case Theory

We came across a bullish thesis on Uber Technologies, Inc. (UBER) on Substack by Quality Equities. In this article, we will summarize the bulls’ thesis on UBER.

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March 26 - News, Stock Analysis

Amazon.com, Inc. (AMZN): A Bull Case Theory

We came across a bullish thesis on Amazon.com, Inc. (AMZN) on Substack by Quality Equities. In this article, we will summarize the bulls’ thesis on AMZN. Amazon.com, Inc.

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March 26 - News, Stock Analysis

Genworth Financial, Inc. (GNW): A Bull Case Theory

We came across a bullish thesis on Genworth Financial, Inc. (GNW) on Substack by Taylor Nichols. In this article, we will summarize the bulls’ thesis on GNW.

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March 25 - News, Stock Analysis

Paysign, Inc. (PAYS): A Bull Case Theory

We came across a bullish thesis on Paysign, Inc. (PAYS) on Substack by Taylor Nichols. In this article, we will summarize the bulls’ thesis on PAYS. Paysign, Inc.

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March 25 - News, Stock Analysis

Tesla, Inc. (TSLA): A Bear Case Theory

We came across a bearish thesis on Tesla, Inc. (TSLA) on Value Investing Subreddit Page by kumaratein. In this article, we will summarize the bears’ thesis on TSLA.

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March 25 - News, Stock Analysis

Amentum Holdings, Inc. (AMTM): A Bull Case Theory

We came across a bullish thesis on Amentum Holdings, Inc. (AMTM) on Substack by Acid Investments. In this article, we will summarize the bulls’ thesis on AMTM.

Keep Reading →

March 25 - News, Stock Analysis

Gartner, Inc. (IT): A Bull Case Theory

We came across a bullish thesis on Gartner, Inc. (IT) on Substack by Bulls On Parade. In this article, we will summarize the bulls’ thesis on IT. Gartner, Inc.

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March 25 - News, Stock Analysis

The Trade Desk, Inc. (TTD): A Bull Case Theory

We came across a bullish thesis on The Trade Desk, Inc. (TTD) on Substack by Francesco Ferrari. In this article, we will summarize the bulls’ thesis on TTD.

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March 25 - News, Stock Analysis

Unity Software Inc. (U): A Bull Case Theory

We came across a bullish thesis on Unity Software Inc. (U) on Twitter by Sigma Zero Capital. In this article, we will summarize the bulls’ thesis on U. Unity Software Inc.

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March 24 - News, Stock Analysis

Net Lease Office Properties (NLOP): A Bull Case Theory

We came across a bullish thesis on Net Lease Office Properties (NLOP) on Substack by OppCost. In this article, we will summarize the bulls’ thesis on NLOP.

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March 24 - News, Stock Analysis

Constellation Brands, Inc. (STZ): A Bull Case Theory

We came across a bullish thesis on Constellation Brands, Inc. (STZ) on Value Investing Subreddit Page by RepresentativeAd4940.

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March 24 - News, Stock Analysis

Alibaba Group Holding Limited (BABA): A Bull Case Theory

We came across a bullish thesis on Alibaba Group Holding Limited (BABA) on Substack by Kontra Investments. In this article, we will summarize the bulls’ thesis on BABA.

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March 24 - News, Stock Analysis

NIKE, Inc. (NKE): A Bear Case Theory

We came across a bearish thesis on NIKE, Inc. (NKE) on Substack by Kontra Investments. In this article, we will summarize the bears’ thesis on NKE. NIKE, Inc.

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March 24 - News, Stock Analysis

Palo Alto Networks, Inc. (PANW): A Bear Case Theory

We came across a bearish thesis on Palo Alto Networks, Inc. (PANW) on Substack by Magnus Ofstad. In this article, we will summarize the bears’ thesis on PANW.

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March 24 - News, Stock Analysis

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