Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 13, 2026Fund LettersJohn FoxTT Trane Technologies plc IndustrialsBuilding Products Bull New York Stock Exchangebacklog, datacenters, HVAC, refrigerants, Thermal
Jan 13, 2026Fund LettersJohn FoxAPH Amphenol Corporation Information TechnologyElectronic Components Bull New York Stock ExchangeAcquisitions, AI, datacenters, Interconnect, semiconductors
Jan 13, 2026Fund LettersJohn FoxJKHY Jack Henry & Associates, Inc. Information TechnologyApplication Software Bull NASDAQFintech, Margins, marketshare, Rfp, Software
Jan 13, 2026Fund LettersJohn FoxROST Ross Stores, Inc. Consumer DiscretionaryApparel Retail Bull NASDAQComps, discounts, Offprice, traffic, Value
Jan 13, 2026Fund LettersJ.P. DonvilleZDC Zedcor Inc IndustrialsSecurity Services Bull New York Stock Exchangecashflow, growth, Operatingleverage, Security, Surveillance
Jan 13, 2026Fund LettersJ.P. DonvilleVHI VitalHub Corp Health CareHealth Care Technology Bull New York Stock ExchangeHealthtech, Margins, Mna, Software, valuation
Jan 13, 2026Fund LettersJ.P. DonvilleE Enterprise Group Inc EnergyOil & Gas Equipment & Services Bull New York Stock Exchangecashflow, Energyservices, infrastructure, LNG, recovery
Jan 13, 2026Fund LettersJ.P. DonvillePRL Propel Holdings Inc FinancialsConsumer Finance Bull New York Stock ExchangeFintech, growth, Lending, ROE, valuation
Jan 13, 2026Fund LettersJ.P. DonvilleGSY goeasy Ltd FinancialsConsumer Finance Bull New York Stock Exchangecompounding, Consumerfinance, Nonprime, ROE, valuation
Jan 13, 2026Fund LettersJoe Bauernfreund028260 KS Samsung C&T Corporation IndustrialsIndustrial Conglomerates Bull New York Stock Exchangebiologics, Governance, Holdingcompany, semiconductors, Sumofparts
Jan 13, 2026Fund LettersJoe BauernfreundCHRY LN Chrysalis Investments Limited FinancialsClosed-End Funds Bull New York Stock ExchangeActivism, discount, Governance, NAV, Realisation
Jan 13, 2026SubstackToff Cap Monday MonitorHRI.L Herald Investment Trust FinancialsInvestment Trusts Neutral London Stock Exchangecontingency plan, Control, investment trust, Liquidity, NAV, Saba, shareholder dynamics, strategic maneuvers, takeover, tender offer
Jan 13, 2026SubstackToff Cap Monday MonitorGETB.L GetBusy Plc TechnologySoftware Bull London Stock Exchangegrowth, insider buying, insider ownership, investment opportunity, market cap, shareholder value, SmartVault, Software, software sunsets, Workiro
Jan 13, 2026SubstackToff Cap Monday MonitorBSIF.L Bluefield Solar Income Fund FinancialsRenewable Energy Funds Bull London Stock ExchangeAsset Sale, development rights, discount to NAV, dividend yield, investment opportunity, Joint venture, renewable energy, solar and wind assets, sustainable energy, UK market
Jan 13, 2026SubstackToff Cap Monday MonitorJFC.PH Jollibee Foods Corporation Consumer ServicesRestaurants Bull Philippine Stock ExchangeCapital markets, cash flow, growth, international expansion, Margins, Multiple arbitrage, Philippines, spin-off, US listing, valuation
Jan 13, 2026SubstackKairos ResearchLOGC ContextLogic Inc Financial ServicesInvestment Management & Fund Operators Bull Over-the-Counteracquisition platform, Berkshire Hathaway, capital allocation, ContextLogic, Free Cash Flow Growth, investment strategy, NOLs, owner-run compounder, tax efficiency, US Salt
Jan 12, 2026Fund LettersNick GriffinCIEN Ciena Corporation Information TechnologyCommunications Equipment Bull New York Stock ExchangeAI, Connectivity, datacenters, growth, hyperscalers, Optics
Jan 12, 2026Fund LettersNick GriffinGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, cloud, Monetisation, Optionality, Search, semiconductors
Jan 12, 2026Fund LettersShreekkanth ViswanathanHEI HEICO Corporation IndustrialsAerospace & Defense Bull New York Stock ExchangeAcquisitions, Aerospace, aftermarket, compounding, Margins
Jan 12, 2026Fund LettersShreekkanth ViswanathanKKR KKR & Co. Inc. FinancialsAsset Management & Custody Activities Bull New York Stock ExchangeAlternatives, Assetmanagement, compounding, Fees, Insurance

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