Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 24, 2026SubstackToff Cap Monday MonitorDHER.DE Delivery Hero Consumer ServicesInternet & Direct Marketing Retail Bull Frankfurt Stock Exchangeasset sales, Delivery Hero, financial performance, Foodpanda, operational efficiency, share price appreciation, shareholder pressure, strategic review, Taiwan, value creation
Mar 24, 2026SubstackToff Cap Monday MonitorFMC FMC Corporation ChemicalsAgricultural Chemicals Neutral New York Stock Exchangeasset divestitures, debt reduction, financial stability, FMC Corporation, innovation, market challenges, new active ingredients, post-patent decline, strategic review, value creation
Mar 24, 2026SubstackToff Cap Monday MonitorFEC.TO Fronterra Energy EnergyOil & Gas Exploration & Production Bull Toronto Stock Exchangecapital return, cash flow generation, Colombian infrastructure, divestment, exploration and production, Fronterra Energy, operational efficiency, Parex, shareholder value, strategic separation
Mar 24, 2026SubstackToff Cap Monday MonitorNVRI Enviri Environmental ServicesWaste Management Bull New York Stock ExchangeAsset Sale, Clean Earth business, Enviri, financial performance, market valuation, New Enviri, spin-off, strategic alternatives, sum-of-the-parts value, Veolia
Mar 23, 2026SubstackTriples InvestingSATS EchoStar TelecommunicationsSatellite Communication Bull -buybacks, dividends, EchoStar, holding company, IPO, net cash, SpaceX, Spectrum monetization, valuation discount
Mar 23, 2026SubstackTriples InvestingTIPT Tiptree Financial ServicesSpecialty Finance Bull -asset sales, Book Value, capital allocation, discount, execution risk, financial engineering, management track record, Regulatory risk, Tiptree
Mar 23, 2026SubstackEveryone Hates PoetryASRT Assertio Holdings, Inc. PharmaceuticalsBiotechnology Bull NASDAQ Stock MarketAcquisitions, Assertio, EBITDA growth, Intellectual Property, legal resolution, Management Change, market undervaluation, Oncology, pharmaceuticals, Rolvedon
Mar 22, 2026SubstackPacific Northwest EdgeTOTZF Total Energy Services, Inc. EnergyOil & Gas Equipment & Services Bull Toronto Stock ExchangeCanadian energy stocks, crude oil transportation, debt reduction, East Asia exports, export capacity, Free Cash Flow, oil and gas services, shareholder returns, Total Energy Services, Trans Mountain Expansion
Mar 21, 2026SubstackRijnberk Invest InsightsGOOGL Alphabet Inc. TechnologyInternet Content & Information Bull Nasdaq Stock Marketadvertising revenue, AI integration, Alphabet Inc., Anthropic, Google Cloud, Google Search, SpaceX, technology conglomerate, Waymo, YouTube
Mar 20, 2026SubstackMonopolistic InvestorADSK Autodesk, Inc. SoftwareApplication Software Neutral Nasdaq Stock Market3D design software, Autodesk, Cost management, debt expansion, economic cycles, Free Cash Flow, Interest rates, ROIC, stock-based compensation, WACC
Mar 20, 2026SubstackMonopolistic InvestorADBE Adobe Inc. SoftwareApplication Software Bull Nasdaq Stock MarketAdobe, Competitive Advantage, creative software, deepening moat, Free Cash Flow, NOPAT growth, profitability, ROIC, stock-based compensation, WACC
Mar 20, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited TechnologyE-commerce Bull New York Stock ExchangeAI-driven shopping, Alibaba, cloud services, divestitures, e-commerce, Lunar New Year, market share, quick commerce, Revenue Growth, technology
Mar 19, 2026SubstackKairos ResearchTIC TIC Solutions Engineering ServicesInspection and Consulting Services Neutral -competitive pressures, data centers, EBITDA margin, Engineering services, inspection services, NV5 merger, organic growth, post-merger integration, SG&A reduction, TIC Solutions
Mar 19, 2026SubstackMindset ValueVREOF Vireo CannabisCannabis Bull Over-the-CounterAcquisitions, balance sheet, Cannabis, ETF Rebalancing, growth, Investor Participation, Minnesota Facility, Revenue Growth, Tier 1 MSOs, undervalued
Mar 18, 2026SubstackTriples InvestingNFE New Fortress Energy EnergyLNG Infrastructure Bull NASDAQ Stock MarketBrazil terminals, BrazilCo, conversion risk, debt reduction, Energy Sector, LNG infrastructure, New Fortress Energy, New NFE, Preferred equity, restructuring
Mar 17, 2026SubstackToff Cap Monday MonitorAEMD Aethlon Medical HealthcareBiotechnology Neutral United StatesAcquisitions, Aethlon Medical, biotechnology, Clinical research, Intellectual Property, market skepticism, Oncology, Partnerships, regulatory hurdles, strategic options
Mar 17, 2026SubstackToff Cap Monday MonitorDOC Healthpeak Properties Real EstateREIT - Healthcare Facilities Bull United Statesdemographic trends, financial flexibility, Healthpeak Properties, Janus Living, market volatility, occupancy rates, Real Estate, REIT, senior housing, spin-off
Mar 17, 2026SubstackToff Cap Monday MonitorMMED MiniMed HealthcareMedical Devices Neutral United StatesAutonomy, growth driver, Healthcare Sector, innovation, market skepticism, Medical devices, Medtronic, profitability, spin-off, strategic goals
Mar 17, 2026SubstackToff Cap Monday MonitorFNUC Frontier Nuclear and Minerals EnergyNuclear Energy Bull United Statesclean energy, Energy Sector, Enrichment, nuclear energy, regulatory challenges, small modular reactors, spin-off, strategic shift, uranium projects, US nuclear fuel
Mar 17, 2026SubstackModern Value InvestingWW WeightWatchers Health and WellnessWeight Management Services Bull NASDAQ Stock MarketBehavioral business, clinical subscribers, GLP-1 medications, health and wellness, marketing strategy, Med+ positioning, New Year’s resolutions, revenue per user, Subscriber Growth, WeightWatchers

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