Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 17, 2026SubstackToff Cap Monday MonitorHEXAB Hexagon AB TechnologyIndustrial Automation Neutral Nasdaq Stockholmbusiness focus, EBIT margins, Industrial automation, spin-off, strategic goals
Feb 17, 2026SubstackToff Cap Monday MonitorXBOT Realbotix TechnologyRobotics Neutral Toronto Stock Exchangebusiness separation, growth potential, robotics, spin-off, strategic direction
Feb 17, 2026SubstackToff Cap Monday MonitorARKO Arko Corp. RetailConvenience Stores Neutral NASDAQ Stock Marketconvenience stores, debt reduction, operational efficiency, spin-off, wholesale fuel distribution
Feb 17, 2026SubstackShareholders UniteROKU Roku, Inc. TechnologyStreaming Media Bull NASDAQ Stock MarketAI personalization, digital advertising, international expansion, market leadership, neutral stance, Roku TV OS, Strategic Partnerships, streaming platform, subscription services, The Roku Channel
Feb 17, 2026SubstackRijnberk Invest InsightsADYEN.AS Adyen Financial TechnologyPayment Processing Bull Euronext AmsterdamAdyen, cash generation, Enterprise adoption, Fintech, growth dynamics, market overreaction, payment processing, Platforms segment, Unified Commerce, wallet share
Feb 16, 2026Fund LettersDaniel SmoakDR CN Medical Facilities Corporation Health CareHealth Care Facilities Bull New York Stock Exchangeasset sales, buybacks, Hospitals, shareholder yield, undervalued
Feb 16, 2026Fund LettersDaniel Smoak4441 JP Tobila Systems Inc. Information TechnologyApplication Software Bull New York Stock ExchangeFraud prevention, Free Cash Flow, Japan, Ltv/Cac, SaaS, undervalued
Feb 16, 2026SubstackPP Invest 007VME.DE Viromed Medical AG HealthcareMedical Devices Bull Frankfurt Stock Exchangeantibiotic resistance, cold plasma technology, global market expansion, healthcare innovation, intensive care units, patent moat, PulmoPlas, recurring revenue, ventilator-associated pneumonia, Viromed Medical
Feb 15, 2026SubstackCoughlin CapitalCPNG Coupang E-commerceOnline Retail Bull New York Stock Exchangecompetitive moat, Coupang, data breach, e-commerce, earnings catalyst, Logistics, market overreaction, rapid delivery, security measures, South Korea
Feb 15, 2026SubstackModern Value InvestingTEAM Atlassian Corporation Plc TechnologySoftware - Application Bear NASDAQ Stock MarketAI disruption, Atlassian, Competitive Advantage, Free Cash Flow, market correction, Revenue Growth, shareholder value, software industry, stock-based compensation, valuation
Feb 15, 2026SubstackThe Finance CornerVRSN Verisign, Inc. Information TechnologyInternet Services & Infrastructure Bull NASDAQ Stock Market.com and .net, digital infrastructure, Domain registration, ICANN, legal monopoly, operating margin, price increase, recurring revenue, renewal rate, Verisign
Feb 15, 2026SubstackCoughlin CapitalCPNG Coupang E-commerceOnline Retail Bull New York Stock Exchangecompetitive moat, Coupang, customer retention, data breach, e-commerce, earnings catalyst, Logistics, market overreaction, South Korea, stock recovery
Feb 14, 2026SubstackRijnberk Invest InsightsIFX.DE Infineon Technologies AG SemiconductorsAnalog Semiconductors Neutral Frankfurt Stock ExchangeAI, cybersecurity, Electric Vehicles, Gan, Infineon Technologies AG, IoT, Power Semiconductors, renewable energy, semiconductors, SiC
Feb 13, 2026Fund LettersMarc WerresIBKR Interactive Brokers Group, Inc. FinancialsInvestment Banking & Brokerage Bull NASDAQAccount Growth, Commissions, compounder, net interest income, Volatility
Feb 13, 2026Fund LettersRavenel B. Curry IIITSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull NASDAQAI, CapEx, Foundry, Pricing, semiconductors
Feb 13, 2026Fund LettersRavenel B. Curry IIISHEL LN Shell plc EnergyIntegrated Oil & Gas Bull New York Stock Exchangebuybacks, cashflow, dividends, energy, LNG
Feb 13, 2026Fund LettersRavenel B. Curry IIISAP GR SAP SE Information TechnologyApplication Software Bull XetraAI, cloud, ERP, Subscriptions, switching costs
Feb 13, 2026Fund LettersRavenel B. Curry IIILSEG LN London Stock Exchange Group plc FinancialsFinancial Exchanges & Data Bull New York Stock ExchangeAI, Clearing, Data, Exchanges, Subscriptions
Feb 13, 2026Fund LettersRavenel B. Curry IIIBAYN GR Bayer AG Health CarePharmaceuticals Bull Xetraagriculture, Free Cash Flow, litigation, Seeds, turnaround
Feb 13, 2026Fund LettersRavenel B. Curry IIIASML NA ASML Holding N.V. Information TechnologySemiconductor Equipment Bull Euronext Stock ExchangeAI, Euv, Lithography, Monopoly, semiconductors

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