Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 11, 2026Twitter / X@realrosecelineUBER Uber Technologies, Inc. TransportationPassenger Ground Transportation Bear New York Stock Exchangeautonomous vehicles, Fleet Ownership, Mobility Platforms, Ridesharing, robotaxi, Transportation Software
Jan 11, 2026Fund LettersSamuel ZiffUHR SW Swatch Group AG Consumer DiscretionaryLuxury Goods Bull Swiss Exchangeassets, Luxury, Operatingleverage, recovery, Valuereserve
Jan 11, 2026Fund LettersSamuel Ziff9988 HK Alibaba Group Holding Ltd Consumer DiscretionaryBroadline Retail Bear New York Stock ExchangeCapEx, cashflow, cloud, earnings, exit
Jan 11, 2026Fund LettersMatt GeigerELE CN Elemental Royalty Corp. MaterialsDiversified Metals & Mining Bull Toronto Stock ExchangeAllocation, diversification, Liquidity, mergers, Optionality, rerating, royalties
Jan 11, 2026Fund LettersMatt GeigerBRVO CN Bravo Mining Corp. MaterialsPrecious Metals & Minerals Bull Toronto Stock ExchangeCapEx, Catalysts, Derisking, development, Financing, Permitting, Torque
Jan 11, 2026Fund LettersMatt GeigerKLD CN Kenorland Minerals Ltd. MaterialsGold Bull Toronto Stock ExchangeDilution, Discovery, Exploration, Gold, Optionality, Partnerships, pipeline
Jan 11, 2026Fund LettersMatt GeigerALS CN Altius Minerals Ltd. MaterialsDiversified Metals & Mining Bull New York Stock ExchangeAllocation, cashflow, Catalysts, Commodities, Optionality, rerating, royalties
Jan 11, 2026Fund LettersVincent LoVICR Vicor Corporation Information TechnologyPower Management Integrated Circuits Bull NASDAQAI, Hvdc, Licensing, Margins, Powerdelivery, semiconductors
Jan 11, 2026Fund LettersMurray StahlLB LandBridge Company LLC EnergyOil & Gas Exploration & Production Bull New York Stock Exchangeinfrastructure, land, Optionality, Permian, Scarcity
Jan 11, 2026Fund LettersMurray StahlWBI WaterBridge Infrastructure LLC EnergyOil & Gas Equipment & Services Bull New York Stock Exchangeinfrastructure, Permian, royalties, Tollbooth, Water
Jan 11, 2026Fund LettersMurray StahlICE Intercontinental Exchange Inc. FinancialsFinancial Exchanges Bull New York Stock Exchangecompounding, consolidation, Exchanges, scale, Tollbooth
Jan 11, 2026Fund LettersMurray StahlMIAX Miami International Holdings Inc. FinancialsFinancial Exchanges Bull New York Stock ExchangeClearing, Exchanges, infrastructure, Optionality, scale
Jan 11, 2026Fund LettersJonathan T. BloomSMIN LN Smiths Group plc IndustrialsIndustrial Conglomerates Bull New York Stock ExchangeBreakup, conglomerate, divestment, efficiency, Margins
Jan 11, 2026Fund LettersJonathan T. BloomACN Accenture plc Information TechnologyIT Consulting & Other Services Bull New York Stock ExchangeAI, Consulting, Digitaltransformation, Partnerships, valuation
Jan 11, 2026Fund LettersJonathan T. BloomHAYW Hayward Holdings, Inc. IndustrialsBuilding Products Bull New York Stock ExchangeCyclicality, Installedbase, Margins, Pricingpower, recovery
Jan 11, 2026SubstackEveryone Hates PoetryCTM Castellum Inc TechnologyCybersecurity and Electronic Warfare Bull NYSE AmericanContract Win, cybersecurity, defense sector, Electronic Warfare, Federal Government, financial stability, Growth Opportunities, market presence, Technology Solutions
Jan 11, 2026SubstackEveryone Hates PoetryNPK National Presto Industries DefenseAmmunition Manufacturing Bull New York Stock ExchangeAmmunition, Contract Award, Defense, Defense spending, geopolitical tensions, growth potential, market dynamics, Military Supplier, U.S. Army
Jan 11, 2026SubstackEveryone Hates PoetryOPTT Ocean Power Technologies Ocean TechnologyMaritime Surveillance Bull NYSE AmericanContract Award, defense sector, growth potential, innovation, Maritime Surveillance, national security, Ocean Technology, PowerBuoy, Technological capabilities
Jan 11, 2026SubstackEveryone Hates PoetrySMXT SolarMax Technology Renewable EnergyBattery Energy Storage Systems Bull NASDAQ Stock MarketBattery Storage, Competitive Advantage, Contract Win, Energy Sector, market positioning, operational improvements, renewable energy, Revenue Growth, sustainable energy
Jan 10, 2026Twitter / X@PronkDanielMELI MercadoLibre, Inc. Broadline RetailInternet & Direct Marketing Retail Bull NASDAQadvertising, Credit, ecommerce, Fintech, LatinAmerica, Payments

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