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Time Author Thesis Company / ticker Signal Since call Position Source
23:07
Oct 16
ckcapitalxx
Author is fellow $MOD bull
Author self-identifies as a fellow $MOD bull, explicitly adopting the quoted bullish Modine stance. He does not disclose buying, adding, or holding shares, so this is a bare bullish call with no position.
MOD Modine Manufacturing Co Long — —
12:45
Oct 13
Outlier Capital Outlier Capital
Outlier Capital
Modine is a thermal pure-play via Airedale chillers/CDUs with data-center sales growing 73% in FY26 and Q1 FY27 +90%; a strategic customer locked >$4B of Airedale product for 2027–2029 with $165M upfr
Modine is a thermal pure-play via Airedale chillers/CDUs with data-center sales growing 73% in FY26 and Q1 FY27 +90%; a strategic customer locked >$4B of Airedale product for 2027–2029 with $165M upfront, and the Performance Technologies spin could remove a legacy multiple. The author sees 5x/10x math if capacity scales and data-center margins recover.
MOD Modine Manufacturing Co Long Position: Holding —
00:44
Oct 06
ckcapitalxx
MOD cheap vs VRT, full cooling stack
Long MOD as a cheaper relative-value play versus VRT on valuation metrics; author argues it is not just a plug-in and does the full cooling stack.
MOD Modine Manufacturing Co Long — —
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About MOD Investor Commentary

Across the available history and selected sources, Buzzberg tracks MOD (Modine Manufacturing Co) across 26 sources: 18 bullish vs 0 bearish calls from 30 authors. Historical directional balance: 28% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 65 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish, 2 other directions. Latest voices: ckcapitalxx, Outlier Capital.