Tractor Supply Company (TSCO): A Bull Case Theory
We came across a bullish thesis on Tractor Supply Company on Matt McClintock Retail/Consumer Research - M Squared Capital ’s Substack by Matthew McClintock.
Insider Monkey Blog
Acuren Corporation (TIC): A Bull Case Theory
We came across a bullish thesis on Acuren Corporation on Pound the Rock Investing’s Substack. In this article, we will summarize the bulls’ thesis on TIC.
Veris Residential, Inc. (VRE): A Bull Case Theory
We came across a bullish thesis on Veris Residential, Inc. on Real Assets, Real Value’s Substack by Real Assets Value.
YETI Holdings, Inc. (YETI): A Bull Case Theory
We came across a bullish thesis on YETI Holdings, Inc. on TickerTrends Research’s Substack by TickerTrends. In this article, we will summarize the bulls’ thesis on YETI.
Cellebrite DI Ltd. (CLBT): A Bull Case Theory
We came across a bullish thesis on Cellebrite DI Ltd. on topsecretstocks’s Substack. In this article, we will summarize the bulls’ thesis on CLBT.
Carvana Co. (CVNA): A Bear Case Theory
We came across a bearish thesis on Carvana Co. on Nemonomics’s Substack by Nick Nemeth. In this article, we will summarize the bulls’ thesis on CVNA.
Fox Corporation (FOXA): A Bull Case Theory
We came across a bullish thesis on Fox Corporation on Accrued Interest’s Substack by Simeon McMillan. In this article, we will summarize the bulls’ thesis on FOXA.
Joby Aviation, Inc. (JOBY): A Bull Case Theory
We came across a bullish thesis on Joby Aviation, Inc. on Hunterbrook’s. In this article, we will summarize the bulls’ thesis on JOBY.
Acushnet Holdings Corp. (GOLF): A Bull Case Theory
We came across a bullish thesis on Acushnet Holdings Corp. on Valueinvesting subreddit by jdyr1729. In this article, we will summarize the bulls’ thesis on GOLF.
Howard Hughes Holdings Inc. (HHH): A Bull Case Theory
We came across a bullish thesis on Howard Hughes Holdings Inc. on Valueinvesting subreddit by ComfortableCarry4504.
lululemon athletica inc. (LULU): A Bull Case Theory
We came across a bullish thesis on lululemon athletica inc. on Valueinvesting subreddit by OneTarget9322. In this article, we will summarize the bulls’ thesis on LULU.
Super Micro Computer, Inc. (SMCI): A Bull Case Theory
We came across a bullish thesis on Super Micro Computer, Inc. on Valueinvesting subreddit by LostChampionship7.
United Natural Foods, Inc. (UNFI): A Bull Case Theory
We came across a bullish thesis on United Natural Foods, Inc. on Value Don’t Lie’s Substack. In this article, we will summarize the bulls’ thesis on UNFI.
Wix.com Ltd. (WIX): A Bull Case Theory
We came across a bullish thesis on Wix.com Ltd. on valueinvesting subreddit by SniperPearl. In this article, we will summarize the bulls’ thesis on WIX. Wix.com Ltd.
The Kraft Heinz Company (KHC): A Bull Case Theory
We came across a bullish thesis on The Kraft Heinz Company on Waterboy’s Substack by Waterboy. In this article, we will summarize the bulls’ thesis on KHC.
LKQ Corporation (LKQ): A Bull Case Theory
We came across a bullish thesis on LKQ Corporation on Waterboy’s Substack by Waterboy. In this article, we will summarize the bulls’ thesis on LKQ.
NMI Holdings, Inc. (NMIH): A Bull Case Theory
We came across a bullish thesis on NMI Holdings, Inc. on Capital Curiosity’s Substack by Taylor Nichols. In this article, we will summarize the bulls’ thesis on NMIH.
Olin Corporation (OLN): A Bull Case Theory
We came across a bullish thesis on Olin Corporation Waterboy’s Substack by Waterboy. In this article, we will summarize the bulls’ thesis on OLN.
RELX PLC (RELX): A Bull Case Theory
We came across a bullish thesis on RELX PLC on Hidden Market Gems’s Substack. In this article, we will summarize the bulls’ thesis on RELX.
SoFi Technologies, Inc. (SOFI): A Bull Case Theory
We came across a bullish thesis on SoFi Technologies, Inc. on Daniel Romero’s Substack. In this article, we will summarize the bulls’ thesis on SOFI.
Constellation Brands, Inc. (STZ): A Bull Case Theory
We came across a bullish thesis on Constellation Brands, Inc. on Valueinvesting subreddit by raytoei. In this article, we will summarize the bulls’ thesis on STZ.
WPP plc (WPP): A Bull Case Theory
We came across a bullish thesis on WPP plc on Waterboy’s Substack by Waterboy. In this article, we will summarize the bulls’ thesis on WPP.
Banco BBVA Argentina S.A. (BBAR): A Bull Case Theory
We came across a bullish thesis on Banco BBVA Argentina S.A. on Jeremie Boyer’s Substack. In this article, we will summarize the bulls’ thesis on BBAR.
Banco Macro S.A. (BMA): A Bull Case Theory
We came across a bullish thesis on Banco Macro S.A. on Jeremie Boyer’s Substack. In this article, we will summarize the bulls’ thesis on BMA.
Burford Capital Limited (BUR): A Bull Case Theory
We came across a bullish thesis on Burford Capital Limited on Coughlin Capital’s Substack by Brian Coughlin. In this article, we will summarize the bulls’ thesis on BUR.
Lithia Motors, Inc. (LAD): A Bull Case Theory
We came across a bullish thesis on Lithia Motors, Inc. on Valueinvesting subreddit by Yo_Biff. In this article, we will summarize the bulls’ thesis on LAD.
Limbach Holdings, Inc. (LMB): A Bull Case Theory
We came across a bullish thesis on Limbach Holdings, Inc. on Brian’s Substack by Brian Flasker. In this article, we will summarize the bulls’ thesis on LMB.
Novo Nordisk A/S (NVO): A Bull Case Theory
We came across a bullish thesis on Novo Nordisk A/S on Valueinvesting subreddit by Menu-Quirky. In this article, we will summarize the bulls’ thesis on NVO.
Albemarle Corporation (ALB): A Bull Case Theory
We came across a bullish thesis on Albemarle Corporation on The Musings of Ozz’s Substack by Christopher De Ozz.
Compañía Cervecerías Unidas S.A. (CCU): A Bull Case Theory
We came across a bullish thesis on Compañía Cervecerías Unidas S.A. on Cayucos Capital’s Substack. In this article, we will summarize the bulls’ thesis on CCU.
Hims & Hers Health, Inc. (HIMS): A Bull Case Theory
We came across a bullish thesis on Hims & Hers Health, Inc. on The Musings of Ozz’s substack by Christopher De Ozz.
Opendoor Technologies Inc. (OPEN): A Bull Case Theory
We came across a bullish thesis on Opendoor Technologies Inc. on Darius Dark Investing’s Substack. In this article, we will summarize the bulls’ thesis on OPEN.
Ultragenyx Pharmaceutical Inc. (RARE): A Bull Case Theory
We came across a bullish thesis on Ultragenyx Pharmaceutical Inc. on Valueinvesting subreddit by bluespacecolombo.
Smith Douglas Homes Corp. (SDHC): A Bear Case Theory
We came across a bearish thesis on Smith Douglas Homes Corp. on Darius Dark Investing’s Substack. In this article, we will summarize the bulls’ thesis on SDHC.
Shake Shack Inc. (SHAK): A Bear Case Theory
We came across a bearish thesis on Shake Shack Inc. on Valueinvesting subreddit by stressed_senior110. In this article, we will summarize the bulls’ thesis on SHAK.
Symbotic Inc. (SYM): A Bull Case Theory
We came across a bullish thesis on Symbotic Inc. on Valueinvesting subreddit by jackandjillonthehill. In this article, we will summarize the bulls’ thesis on SYM.
Builders FirstSource, Inc. (BLDR): A Bull Case Theory
We came across a bullish thesis on Builders FirstSource, Inc. on Darius Dark Investing’s Substack. In this article, we will summarize the bulls’ thesis on BLDR.
Brookfield Corporation (BN): A Bull Case Theory
We came across a bullish thesis on Brookfield Corporation on Capitalist Letters’s Substack by Oguz Erkan. In this article, we will summarize the bulls’ thesis on BN.
Hedge Fund and Insider Trading News: Ray Dalio, Warren Buffett, Jim Cramer, Elliott Management, Marshall Wace, Alden Global Capital, Schonfeld Strategic Advisors, First Business Financial Services Inc (FBIZ), Tofutti Brands Inc (TOFB), and More
You may be concerned about the recent declines in AI stocks such as NVDA.
Robinhood Markets, Inc. (HOOD): A Bear Case Theory
We came across a bearish thesis on Robinhood Markets, Inc. on SixSigmaCapital: Navigating the Financial Markets’s Substack by SixSigmaCapital.
IDT Corporation (IDT): A Bull Case Theory
We came across a bullish thesis on IDT Corporation on Polymath Investor’s Substack by Polymath Investor and James Emanuel.
Kohl’s Corporation (KSS): A Bull Case Theory
We came across a bullish thesis on Kohl’s Corporation on Valueinvesting subreddit by Friendly-Excuse400. In this article, we will summarize the bulls’ thesis on KSS.
LyondellBasell Industries N.V. (LYB): A Bull Case Theory
We came across a bullish thesis on LyondellBasell Industries N.V. on DeepValue Capital’s Substack. In this article, we will summarize the bulls’ thesis on LYB.
Thermo Fisher Scientific Inc. (TMO): A Bull Case Theory
We came across a bullish thesis on Thermo Fisher Scientific Inc. on Rijnberk InvestInsights’s Substack by Daan | InvestInsights.
Dave Inc. (DAVE): A Bull Case Theory
We came across a bullish thesis on Dave Inc. on Komodo Capital’s Substack. In this article, we will summarize the bulls’ thesis on DAVE.
Bumble Inc. (BMBL): A Bull Case Theory
We came across a bullish thesis on Bumble Inc. Valueinvesting subreddit by HaywardUCuddleme. In this article, we will summarize the bulls’ thesis on BMBL.
Clarivate Plc (CLVT): A Bull Case Theory
We came across a bullish thesis on Clarivate Plc on Valueinvestorsclub.com by sediment. In this article, we will summarize the bulls’ thesis on CLVT.
Grab Holdings Limited (GRAB): A Bull Case Theory
We came across a bullish thesis on Grab Holdings Limited on Chit Chat Stock’s Substack by Ryan Henderson. In this article, we will summarize the bulls’ thesis on GRAB.
IES Holdings, Inc. (IESC): A Bull Case Theory
We came across a bullish thesis on IES Holdings, Inc. on Valueinvestorsclub.com by BSCM753. In this article, we will summarize the bulls’ thesis on IESC.
JPMorgan Chase & Co. (JPM): A Bull Case Theory
We came across a bullish thesis on JPMorgan Chase & Co. on Long-term Investing’s Substack by Sanjiv. In this article, we will summarize the bulls’ thesis on JPM.
Hedge Fund Resource Center
