Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 9, 2026Twitter / X@spacanpanmanBAER Bridger Aerospace Group Holdings, Inc. Commercial Services & SuppliesSecurity & Alarm Services Bull NASDAQAerial Firefighting, Air Attack, Aircraft, EBITDA, Fire Suppression, Fleet, Government Spending, Legislation, Super Scoopers, Wildfire
Jan 9, 2026Twitter / X@bobspaysubstackTOST Toast SoftwareApplication Software Bear New York Stock ExchangeApplication Software, EBITDA margins, Fintech, Payments Software, Restaurant POS, SMB Merchants, valuation, vertical software
Jan 9, 2026Twitter / X@ReneSellmannTRN Trainline plc -- Bull LSEAggregator, B2b, Disintermediation, Europe, Gross margin, marketplace, Owner Earnings, Rail Ticketing, Travel App, UK
Jan 9, 2026Twitter / X@ZeeContrarian1PLX Protalix Biotherapeutics, Inc. BiotechnologyBiotechnology Bull New York Stock Exchange Americanbiotechnology, Enzyme Replacement, Fabry, Gaucher, Gout, Israel, Orphan drugs, pipeline, rare diseases, royalties
Jan 9, 2026Fund LettersEugene NgSE Sea Limited Consumer DiscretionaryInternet Retail Bull New York Stock Exchangedigital payments, ecommerce, Fintech, Logistics, Southeast Asia
Jan 9, 2026Fund LettersChristopher TsaiTSLA Tesla, Inc. Consumer DiscretionaryAutomobile Manufacturers Bull NASDAQAI, Autonomy, EVs, Optionality, robotics
Jan 9, 2026Fund LettersChristopher TsaiQXO QXO, Inc. IndustrialsBuilding Products Distribution Bull New York Stock Exchangeconsolidation, Execution, Housing, Margins, Rollup
Jan 9, 2026Fund LettersChristopher TsaiBN CN Brookfield Corporation FinancialsAsset Management & Custody Activities Bull New York Stock ExchangeAlternatives, Capitalallocation, compounding, Fees, infrastructure
Jan 9, 2026Fund LettersChristopher TsaiAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQbuybacks, Ecosystem, innovation, Margins, services
Jan 9, 2026Fund LettersChristopher TsaiAMZN Amazon.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQcloud, compounding, ecommerce, Reinvestment, scale
Jan 9, 2026Fund LettersWayne JonesAUB AU AUB Group Ltd FinancialsInsurance Brokers Bull New York Stock ExchangeBrokers, compounding, Insurance, Recurringrevenue, Takeout
Jan 9, 2026Fund LettersWayne JonesBVS AU Bravura Solutions Ltd Information TechnologyApplication Software Bull New York Stock Exchangecashflow, Margins, Software, Switchingcosts, Verticals
Jan 9, 2026Fund LettersWayne JonesAPE AU Eagers Automotive Ltd Consumer DiscretionaryAutomotive Retail Bull New York Stock ExchangeAcquisitions, Auto_Retail, dividends, Incentives, scale
Jan 9, 2026Fund LettersWayne JonesPWH AU PWR Holdings Ltd Consumer DiscretionaryAutomotive Parts Bull New York Stock ExchangeCapacity, Cooling, Founderled, Governance, Motorsports
Jan 9, 2026Fund LettersDaniel ShvartsmanHURC Hurco Companies, Inc. IndustrialsMachine Tools Bull NASDAQassets, Bookvalue, Cyclicality, machinery, Speculation
Jan 9, 2026Fund LettersDaniel ShvartsmanPAGS PagSeguro Digital Ltd. FinancialsTransaction & Payment Processing Services Bull New York Stock ExchangeBrazil, dividends, Fintech, Payments, valuation
Jan 9, 2026Fund LettersDaniel ShvartsmanHNI HNI Corporation IndustrialsOffice Services & Supplies Bull New York Stock ExchangeCyclicality, Integration, Officefurniture, recovery, valuation
Jan 9, 2026Fund LettersGeorge HadjiaFND Floor & Decor Holdings Inc. Consumer DiscretionarySpecialty Retail Bull New York Stock ExchangeCyclicality, Housing, Operatingleverage, Procustomers, Specialtyretail
Jan 9, 2026Fund LettersGeorge Hadjia215A JP Timee, Inc. IndustrialsHuman Resource & Employment Services Bull New York Stock Exchangegrowth, Japan, Labor, Marketplaces, Networkeffects
Jan 9, 2026Fund LettersGeorge HadjiaBCG LN Baltic Classifieds Group PLC Communication ServicesInternet Services & Infrastructure Bull New York Stock ExchangeClassifieds, Insiders, Monopoly, Networkeffects, rerating

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