Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 23, 2026SubstackToff Cap Monday MonitorNNDM Nano Dimension Ltd. Technology3D Printing Neutral NASDAQ Stock Market3D printing, Additive Manufacturing, cash burn, governance challenges, Infinite Epigenetics, Nano Dimension, operating expenses, Shareholder activism, Strategic Partnerships, strategic review
Jun 23, 2026SubstackToff Cap Monday MonitorLODE Comstock Mining Inc. Basic MaterialsMining Bull New York Stock ExchangeAsset Sale, clean energy, Comstock Mining, insider purchases, Mackay, profitability, recycling platform, Royalty, sustainable resource management, transformation
Jun 23, 2026SubstackToff Cap Monday MonitorGDOT Green Dot Corporation Financial ServicesFintech Bull New York Stock Exchangebank holding company, Banking Services, Business-aaS market, financial services, Fintech, Green Dot Corporation, prepaid debit cards, Smith Ventures, strategic split, valuation upside
Jun 23, 2026SubstackToff Cap Monday MonitorMIDD Middleby Corporation Industrial GoodsFood Processing Equipment Bull NASDAQ Stock MarketAcquisitions, Commercial Foodservice, Food processing equipment, growth potential, industrial goods, Margin Improvement, Middleby Corporation, Midera Food Processing, spin-off, tariff impact
Jun 22, 2026SubstackBrad MunchenTSLA Tesla, Inc. AutomotiveElectric Vehicles Neutral Nasdaq Stock MarketElectric Vehicles, Incentives, input costs, Model Y, profitability, Q2 2025 deliveries, Shanghai Factory, SpaceX acquisition, Subsidies, Tesla
Jun 20, 2026SubstackMonopolistic InvestorQTX.L Quartix Technologies Plc TechnologySoftware - Application Bull London Stock ExchangeARR growth, Free Cash Flow, operating leverage, Quartix Technologies, ROIC, small-cap stocks, subscription-based revenue, value creator, vehicle tracking software, WACC
Jun 20, 2026SubstackRijnberk Invest InsightsVEEV Veeva Systems SoftwareCloud Software Bull New York Stock ExchangeAI Opportunity, Compliance software, CRM migration, growth drivers, life sciences, pharmaceutical industry, R&D Cloud, regulatory compliance, SaaS, Veeva Systems
Jun 20, 2026SubstackCoughlin CapitalMKL Markel Corporation Financial ServicesInsurance Bull New York Stock ExchangeBook Value, capital allocation, investment portfolio, long-term investment, Markel Corporation, Markel Ventures, premium growth, specialty insurance, stock repurchase, underwriting discipline
Jun 19, 2026Fund LettersBaumann Capital- MTU Aero Engines OtherAerospace & Defense Bull Xetra (Frankfurt Stock Exchange Deutsche Borse)Aerospace, aftermarket services, Aircraft Engine Components, Contractual Revenue, Equity, Germany, high barriers to entry, Installed base, Maintenance Repair Overhaul, Regulatory Moat, Revenue Sharing Partnership, turnaround, Value
Jun 17, 2026SubstackJam InvestLPRO Open Lending Financial ServicesCredit Services Bear NASDAQ Stock MarketAmTrust, automotive lenders, credit services, financial services, merger agreement, NASDAQ, Open Lending, Revenue Growth, shareholder approval, takeover offer
Jun 17, 2026SubstackWonderstcksAVAP.L Avation Plc Financial ServicesAircraft Leasing Neutral London Stock ExchangeAircraft Leasing, ATR 72-600, capital-intensive, Cyclical Risks, debt refinancing, Fleet utilization, market conditions, Regional Turboprop, shareholder returns, takeover target
Jun 16, 2026SubstackToff Cap Monday MonitorBHR Braemer Hotels & Resorts Real EstateREIT - Hotel & Motel Bear New York Stock ExchangeAshford, Braemer Hotels & Resorts, Cost efficiency, Governance, Hotel industry, luxury portfolio, Real Estate, self-managed REIT, strategic review, termination fee
Jun 16, 2026SubstackToff Cap Monday MonitorBANQ.BB Banqup TechnologySoftware - Infrastructure Neutral Brussels Stock ExchangeBanqup, business unit split, Divestments, e-invoicing, group sale, market challenges, profitability, Regulatory tailwinds, Strategic simplification, technology industry
Jun 16, 2026SubstackToff Cap Monday MonitorCXO.AX Core Lithium MaterialsMetals & Mining Bull Australian Securities ExchangeAxiant Resources, Core Lithium, electric vehicle market, gold-exploration spin-off, lithium production, market demand, materials industry, Mining, revenue ramp-up, strategic focus
Jun 16, 2026SubstackToff Cap Monday MonitorADPT Adaptive Biotechnologies BiotechnologyDiagnostics & Research Bull Nasdaq Stock MarketAdaptive Biotechnologies, biotechnology, business focus, convertible-notes offering, growth initiatives, immune medicine, market position, MRD diagnostics, shareholder value, strategic separation
Jun 16, 2026SubstackShareholders UniteMOD Modine Manufacturing Company Industrial GoodsThermal Management Solutions Bull New York Stock ExchangeAcquisitions, component shortages, data center cooling, HVAC technologies, Performance Technologies spin-off, Revenue Growth, secular mega-trends, Strategic Transformation, thermal management, TurboChill 3+MW
Jun 15, 2026SubstackPP Invest 007TRIP Tripadvisor Travel ServicesOnline Travel Agencies Bull NASDAQ Stock Marketdebt repayment, experiences market, Liquidity, Online Travel, Share Buyback, Short squeeze, TheFork sale, Tripadvisor, undervaluation, Viator
Jun 15, 2026SubstackTriples InvestingANAB AnaptysBio BiotechnologyPharmaceuticals Bull NASDAQ Stock MarketAnaptysBio, biotechnology, cancer drug, GlaxoSmithKline lawsuit, investment opportunity, Jemperli, pharmaceuticals, psoriasis drug, Royalty Streams, Sagard loan
Jun 15, 2026SubstackHD Capital PartnersRDY.AX ReadyTech Ltd SoftwareVertical Market Software Bull Australian Securities ExchangeANZ expansion, Constellation Software, high retention ARR, Pemba, ReadyTech, strategic acquisition, takeover target, TSS, undervaluation, vertical market software
Jun 14, 2026SubstackThe 10x RadarSNDK SanDisk Corporation TechnologySemiconductors Bull Nasdaq Stock Marketall-time highs, forward-looking market, investment strategy, IPO breakout, market leaders, Sandisk Corporation, semiconductors, Stock performance, thematic growth, young companies

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