PitchStack: Issue 1

6th to 13th of June - 25 Substack Stock Pitches Reviewed

Welcome to the first weekly Stock Pitch Issue from PitchStack!

This week, our team curated 25 Stock Pitches from the top finance publications on Substack. Each investment idea is well worth your attention.

🧐 Curious about a pitch? Click the Company Name to read the full investment idea.

SBFC Finance (NSE: SBFC) — Zen Nivesh

🇮🇳 | ₹ 121.38 B | Finance | Growth

SBFC Finance Limited provides financing solutions, including secured MSME loans and loans against gold. The company's Assets Under Management surged from ₹3,029 crore in 2021 to ₹8,500 crore in 2025, highlighting its robust expansion and increasing market presence. Its Return on Assets improved from 2.01% to 4.01% over the same period, reflecting strengthening financial health and operational effectiveness. By focusing on India's "missing middle," SBFC Finance uniquely addresses an underserved segment, tapping into a vast customer base often overlooked by traditional banks, positioning it for sustained growth.

Sea Limited (NYSE: SE) — Global Equity Briefing

🇺🇸 | $ 91.54 B | Cons. Disc. | Growth

Sea Limited operates in digital entertainment, e-commerce, and digital financial services across Southeast Asia and beyond. The company's Shopee and Monee divisions are set to benefit from Southeast Asia's projected 5.1% annual economic growth, which is expected to boost disposable incomes and drive Shopee's GMV and Monee's transaction volumes. Monee's impressive 50% year-over-year increase in loan active users to 28 million highlights its strong market reach. Additionally, Sea Limited's strategic focus on a region with high mobile penetration and urbanisation provides a competitive edge, enhancing its ability to expand its user base.

Intuitive Surgical (NASDAQ: ISRG) — Next Gen Investors

🇺🇸 | $ 183.87 B | Healthcare | Growth

Intuitive Surgical, Inc. develops, manufactures, and markets products that enhance minimally invasive care globally. The Ion system's impressive 83% diagnostic yield for small lung nodules significantly outperforms manual methods, potentially increasing its adoption and boosting demand. With a dominant 90% market share in robotic surgery, Intuitive Surgical's competitive edge is formidable, supported by its extensive history and widespread system adoption. Furthermore, the projected 115% stock upside over five years suggests substantial growth potential, offering investors an attractive opportunity with a 17% internal rate of return.

Wise (LSE: WISE) — Cosmic Capital

🇬🇧 | £ 10.76 B | Tech | Growth

Wise plc provides cross-border money transfer services for personal and business customers globally. Wise's active customer base grew by 21%, with transaction volumes up 23%, showcasing its robust market expansion and revenue generation capabilities. The company achieved a cost to serve of just 0.23%, thanks to a mere 5% rise in sales costs, allowing Wise to reduce prices sustainably while maintaining margins. By building its own infrastructure with direct connections to domestic payment systems, Wise offers faster, cheaper transfers, solidifying its competitive edge in the digital payments landscape.

ClearPoint Neuro (NASDAQ: CLPT) — Mvc Investing

🇺🇸 | $ 341.44 M | Healthcare | Growth

ClearPoint Neuro, Inc. is a medical device company that develops platforms for minimally invasive brain surgeries using MRI guidance. The company's Q1 2025 revenue rose by 12% year-over-year to $8.2 million, driven by a 70% increase in its neurosurgery navigation and therapy segment. Additionally, its biologics and drug delivery segment grew by 9% to $4.7 million, underscoring its role as a key infrastructure provider for CNS-targeted therapies. ClearPoint's strategic shift to a subscription model enhances customer retention and aligns with hospital budgets, supporting sustainable growth.

Sigachi Industries (NSE: SIGACHI) — Equity Edge Research

🇮🇳 | ₹ 19.16 B | Healthcare | Growth

Sigachi Industries Limited manufactures microcrystalline cellulose and cellulose powder for various industries in India. The company's MCC business grew by 35.75% in FY25, reaching INR 409 crores, with capacity utilisation expected to expand by FY26. Its Operations & Maintenance service segment also increased by 17.66% in FY25, targeting INR 75 crores in FY26. Additionally, Sigachi's strategic entry into the API market and focus on innovation with 46 trademarks and 7 patents filed position it for sustained growth and resilience.

MSA Safety (NYSE: MSA) — Andvari

🇺🇸 | $ 6.48 B | Industrials | Growth

MSA Safety Incorporated develops, manufactures, and supplies safety products for various industries worldwide. The company has delivered a remarkable 100-fold return for shareholders since 1988, driven by strategic acquisitions totalling $1.1 billion, contributing to an enterprise value of $6.9 billion. MSA's products, often the leading choice in regulated markets, provide significant pricing power due to their essential nature and small cost relative to total expenses. Additionally, the integration of software with hardware products enhances their value proposition, offering real-time insights that improve safety and operational efficiency.

Apollo Micro Systems (NSE: APOLLO) — Investing In India

🇮🇳 | ₹ 56.78 B | Industrials | Growth

Apollo Micro Systems Limited designs, develops, assembles, and tests electronic and electro-mechanical solutions in India. The company is positioned for significant growth, with management projecting a 45-50% year-over-year revenue increase over the next two years, supported by an order book expected to triple by FY26. Its strategic acquisition of IDL Explosives Limited positions Apollo as a fully integrated Tier-1 defense OEM, expanding its portfolio into warheads and rocket propellants. High entry barriers in the defense sector ensure zero customer attrition, providing revenue visibility and reinforcing its reliability as a defense supplier.

New England Realty Associates (AMEX: NEN) — Gilmour Investment Research

🇺🇸 | $ 260.80 M | Real Estate | Growth

New England Realty Associates Limited Partnership acquires, develops, and manages real estate properties in the United States. The acquisition of the Hill Estates multifamily complex, which is 27% under market in rents, offers a significant opportunity to boost rental income through strategic renovations. This transformative $175 million acquisition highlights management's commitment to growth. Despite a challenging winter, net operating income could have grown by 5.2% year-over-year under normal conditions, demonstrating resilience and potential for strong financial performance at a 7.7% cap rate.

Samsara (NYSE: IOT) — Next Gen Investors

🇺🇸 | $ 23.17 B | Tech | Growth

Samsara Inc. provides solutions that connect physical operations data to its Connected Operations Cloud globally. The company is positioned for a 40.6% upside over the next five years, driven by its expanding margins within the $96.9 billion connected operations market. Gross margins have improved from 59.7% in FY2020 to 76.2% in FY2025, indicating a clear path to profitability. Samsara's integrated platform offers a competitive edge by consolidating fragmented systems, enhancing efficiency and customer retention, and leveraging a vast dataset to strengthen its AI capabilities and market leadership.

Honeywell (NASDAQ: HON) — Biz Model Mastery

🇺🇸 | $ 145.28 B | Industrials | Growth

Honeywell International Inc. operates as a diversified technology and manufacturing company worldwide. Its aerospace aftermarket services, generating $6.2 billion annually, highlight a robust cash flow potential driven by rising global flight hours. With a backlog reaching $31.8 billion at the end of 2023, Honeywell demonstrates strong future revenue prospects. The company's competitive advantage is fortified by complex, integrated offerings like UOP technology and proprietary software, creating high barriers to entry and ensuring sustained demand, positioning Honeywell as a leader in the decarbonisation space.

NVIDIA (NASDAQ: NVDA) — Sergey Cyw

🇺🇸 | $ 3.54 T | Tech | Growth

NVIDIA Corporation provides graphics, compute, and networking solutions globally. The company's Compute and Networking segment saw a remarkable 145% revenue increase to $116.1 billion in fiscal 2025, underscoring its leadership in AI and high-performance computing. NVIDIA's Data Center segment, with a 73% rise in revenue to $39 billion, is fueled by AI factory buildouts and inference demand. Its advanced GPUs, considered the gold standard for AI processing, and the extensive CUDA software ecosystem, supporting over 6 million developers, create a formidable competitive advantage in the semiconductor industry.

PayPal (NASDAQ: PYPL) — Emerging Value

🇺🇸 | $ 72.76 B | Finance | Growth

PayPal operates a technology platform that enables digital payments for merchants and consumers worldwide. PayPal's GAAP operating income surged by 31% to $1.5 billion, with a 447 basis point expansion in the operating margin to 19.6%. The Total Payment Volume for PayPal's branded checkout increased by 6%, and Venmo saw a 10% rise, highlighting growth in high-margin segments. Additionally, PayPal's transition to a comprehensive commerce platform, including credit and ads, aims to diversify revenue streams and enhance long-term growth potential.

Paxman (STO: PAX) — Long Term Pick

🇸🇪 | kr 1.50 B | Healthcare | Growth

Paxman AB develops and sells scalp cooling systems to minimise hair loss during chemotherapy globally. The company's first-quarter 2025 sales rose by 14.5% to 67.1 million SEK, highlighting growing market demand. With the scalp cooling caps market projected to increase significantly, Paxman is poised to capitalise on this expansion, offering substantial growth potential. Additionally, the acquisition of competitor Dignitana strengthens Paxman's market position, enhancing control over product development and sales, which solidifies its competitive advantage in the rapidly expanding scalp cooling industry.

Corticeira Amorim (LIS: COR.LS) — Db Silver Fox

🇪🇺 | € 1.05 B | Commodities | Value

Corticeira Amorim manufactures and sells cork and cork-related products worldwide. The company exhibits strong financial health, with net debt less than 2x EBIT and 1.6x cash flow from operations. With the global wine cork market projected to nearly double from $22.25 billion in 2024 to $42.30 billion by 2033, the company's leadership position places it in prime position to capture significant value from this growth. Founded in 1870 and still family-managed, Corticeira Amorim combines heritage with long-term vision, an advantage that reinforces its market leadership.

Secure Waste Infrastructure Corp (TSX: SES) — 310 Value

🇨🇦 | $ 3.44 B | Industrials | Value

Secure Waste Infrastructure Corp. provides energy services to upstream oil and natural gas companies in North America. The company has shown strong financial discipline by repurchasing 19% of its stock in 2024 and spending $136 million to buy back 4% of shares in 2025. Secure's stock price has risen 29.8% since April 2024, yet it trades at just 7.9 times the estimated 2025 EBITDA, indicating significant upside potential. Additionally, its high return on invested capital, nearly double that of top municipal waste peers, highlights its operational efficiency.

Procter & Gamble (NYSE: PG) — Biz Model Mastery

🇺🇸 | $ 382.58 B | Cons. Staples | Value

The Procter & Gamble Company provides branded consumer packaged goods worldwide. Its gross margin expanded by 350 basis points year-over-year to 51.4%, showcasing its ability to absorb economic shocks and maintain profitability. The Fabric & Home Care segment, representing 35% of global volume, demonstrated pricing power with a 3% price increase, 1% product mix improvement, and 1% unit volume growth. Additionally, Procter & Gamble's $2.7 billion in active patents and $19.6 billion in trademarks create a robust legal moat, establishing a competitive advantage that is difficult for competitors to replicate.

Gaztransport & Technigaz (PAR: GTT) — Sherwood Letter

🇪🇺 | € 6.06 B | Energy | Value

Gaztransport & Technigaz provides cryogenic membrane containment systems for maritime transportation and storage of liquefied gas. With an impressive return on invested capital of 93% and a return on assets of 47%, GTT demonstrates exceptional efficiency in profit generation. Its trailing PE ratio of 18x and forward PE ratio of 15x suggest undervaluation compared to high-ROIC peers, presenting a compelling investment opportunity. Dominating approximately 80-90% of its niche market, GTT's monopoly position and patented technologies create significant barriers to entry, ensuring a durable competitive advantage.

North Media (CPH: NORTHM.CO) — The Young Value Hunter

🇩🇰 | kr 749.84 M | Comm. Services | Value

North Media develops and operates platforms for transactions that bring businesses and consumers together in Denmark. The company's equity portfolio, valued at over DKK 700 million, nearly matches its market capitalisation, suggesting significant upside potential due to undervaluation. FK Distribution, its flagship business, delivers over 1.1 billion items annually to 62% of Danish households, ensuring a stable revenue stream amidst declining print media trends. Additionally, the strategic acquisition of Svensk Direktreklam is expected to become EBIT positive by FY26, potentially enhancing profitability and competitive positioning in Scandinavia.

Thermo Fisher Scientific (NYSE: TMO) — D Invests

🇺🇸 | $ 156.78 B | Healthcare | Value

Thermo Fisher Scientific Inc. provides life sciences solutions, analytical instruments, specialty diagnostics, and laboratory products and biopharma services globally. With a 10-year revenue CAGR of 10.5%, driven by strategic acquisitions and industry tailwinds, the company projects organic revenue growth of 7%-9% long-term. Its robust model, with over $42 billion in revenue and 83% from recurring sales, underscores its stability in life sciences and clinical research. Diversification across four leading segments offers a competitive edge, ensuring resilience against market fluctuations.

Semler Scientific (NASDAQ: SMLR) — Vidette Capital Research

🇺🇸 | $ 342.80 M | Healthcare | Value

Semler Scientific, Inc. provides technology solutions to improve the clinical effectiveness and efficiency of healthcare providers in the United States. Trading near the net asset value of its treasury assets, including 4,449 Bitcoin valued at approximately $487 million, the market seems to undervalue its healthcare operations. QuantaFlo, its flagship product, offers a non-invasive, point-of-care test for diagnosing peripheral arterial disease, aligning with the growing emphasis on preventive care. Additionally, its subscription-based SaaS model ensures steady cash flow, with an average of $17.96 million in free cash flow annually, highlighting its robust business potential.

Pool Corporation (NASDAQ: POOL) — Margin Of Sanity

🇺🇸 | $ 11.12 B | Industrials | Value

Pool Corporation distributes swimming pool supplies, equipment, and related leisure products globally. Its strategic expansion from 321 sales centres in 2013 to 448 by 2024 underscores its dominance in a fragmented market, enhancing its market share. With 65% of revenue derived from recurring sales of essential maintenance items, Pool Corporation enjoys a stable financial base, lessening dependency on new pool construction. Additionally, its scale purchasing power allows for competitive pricing, bolstering customer loyalty and market position. This combination of strategic growth and financial stability presents a compelling investment opportunity.

Elders (ASX: ELD.AX) — Deep Value Capital By Kyler

🇦🇺 | $ 1.20 B | Cons. Staples | Turnaround

Elders Limited provides agricultural products and services to rural and regional customers primarily in Australia. The company is set to benefit from a significant rebound in cattle prices, which have risen by 20–30¢/kg, boosting livestock commission revenue. With a projected revenue growth of 20% by FY2029, Elders aims to increase its revenue from A$3.13 billion to A$3.76 billion, potentially tripling its market cap. Its 185-year legacy and trusted relationships position Elders to capitalise on the agricultural cycle's upswing, enhancing its appeal as an investment.

IDP Education (ASX: IEL.AX) — Robin Research

🇦🇺 | $ 968.53 M | Cons. Staples | Turnaround

IDP Education Limited specialises in placing students into educational institutions across six major English-speaking countries. The company saw a 17% increase in student placement volumes in 2024, supporting 98,900 students, which underscores its strong market position and ability to meet rising international education demand. The IELTS by IDP app, with over two million downloads since May 2022, highlights successful tech integration, enhancing its competitive edge. With operations in over 60 countries and partnerships with 800+ institutions, IDP is strategically positioned to capitalise on the expanding global education market.

Advance Auto Parts (NYSE: AAP) — Fundamental Digest

🇺🇸 | $ 3.04 B | Cons. Disc. | Turnaround

Advance Auto Parts provides automotive replacement parts and accessories for a wide range of vehicles. The company is positioned for growth, with expectations of achieving a 7% adjusted operating margin by fiscal 2027, potentially boosting its stock price through a 15-20x EV/EBIT multiple. CEO Shane O’Kelly's restructuring plan, which includes a $200 million cost reduction and strategic reinvestment, aims to enhance profitability and competitiveness. Additionally, AAP's strong oligopolistic position in the U.S. market, supported by high barriers to entry, ensures pricing power and resilience against market pressures.

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