Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 11, 2026SubstackToff Cap Monday MonitorCLVT Clarivate Plc Information ServicesProfessional Information Services Neutral New York Stock ExchangeAcquisitions, AI Concerns, Clarivate, deleveraging, divestment, financial stability, Free Cash Flow, Life Sciences & Healthcare, market shifts, NYSE
Aug 11, 2026SubstackToff Cap Monday MonitorTKA.DE Thyssenkrupp AG Industrial ConglomeratesDiversified Industrials Neutral Frankfurt Stock ExchangeFrankfurt Stock Exchange, industrial conglomerate, Listing, Materials Services, revenue contribution, shareholder value, spin-off, strategic stake, ThyssenKrupp, TK Accelis
Aug 10, 2026Fund LettersCity Different Investments - Multi-Cap CoreHLNE Hamilton Lane OtherAsset Management & Custody Banks Bull -alternative investments, asset management, Evergreen Funds, financials, Institutional Investors, private equity, Private markets
Aug 10, 2026Fund LettersOrbis International Equity- BBB Foods OtherFood Retail Bull -consumer staples, discount retail, Emerging markets, high-ROIC, Mexico, negative working capital, Private-label, Recent IPO, Scale economies, store expansion, Value
Aug 10, 2026Fund LettersOrbis International EquityNBIS Nebius Group N.V. OtherIT Services Bull -AI infrastructure, autonomous driving, Cloud computing, data centers, Database Software, growth, META, Microsoft, NVIDIA, Strategic Partnerships, technology
Aug 10, 2026SubstackShareholders UniteCXDO Crexendo, Inc. TechnologyTelecommunications Bull NASDAQ Stock MarketAI integration, ARPU growth, Competitive Advantage, Crexendo, Customer service, M&A targets, NetSapiens, risk/reward, telecommunications, usage-based pricing
Aug 9, 2026SubstackScalpavelliKIGRY Kion Group Industrial MachineryForklift Manufacturing and Warehouse Robotics Bull Over-the-CounterAmazon order, competition from China, E-commerce Growth, forklift manufacturing, forward earnings, industrial machinery, intelligent automation solutions, Kion Group, risk/reward, Warehouse Robotics
Aug 9, 2026SubstackBrad MunchenSPACEX SpaceX AerospaceSpace Exploration Bear -AI sector, call options, Elon Musk, IPO, market manipulation, overvalued, short interest, Short squeeze, SpaceX, technical analysis
Aug 9, 2026SubstackShareholders UniteXMTR Xometry TechnologyManufacturing Services Bull NASDAQ Stock MarketAI initiatives, economies of scale, marketplace growth, network effects, On-Demand Manufacturing, operating leverage, Siemens partnership, technology, Xometry
Aug 9, 2026SubstackShareholders UniteSNES Senestech BiotechnologyPest Control Bull NASDAQ Stock MarketAmazon account management, biotechnology, cash burn, e-commerce strategy, pest control, Revenue Growth, SenesTech, Strategic investor, subscription model
Aug 9, 2026SubstackShareholders UniteKRMD KORU Medical Medical DevicesInfusion Systems Bull NASDAQ Stock MarketFreedom syringe, Growth Opportunities, healthcare cost savings, Ig therapies, international expansion, KORU Medical, Medical devices, positive net income, subcutaneous infusion
Aug 9, 2026SubstackShareholders UniteNUTX Nutex Health HealthcareHealthcare Facilities Bull NASDAQ Stock Marketcash generation, dilution overhang, growth initiatives, Healthcare Facilities, IDR mechanism, Independent Physician Associations, Micro-hospitals, Nutex Health, Undervalued Stock
Aug 9, 2026SubstackCoughlin CapitalFOUR Shift4 Payments, Inc. Financial ServicesPayment Processing Bull New York Stock ExchangeFX translation, Global Blue integration, guidance reduction, international expansion, long-term growth, Middle East travel disruption, payment processing, Q2 2023 performance, share repurchase, Shift4 Payments
Aug 8, 2026SubstackRijnberk Invest InsightsUBER Uber Technologies, Inc. TechnologyRide-Hailing and Delivery Services Bull New York Stock ExchangeAv Technology, Delivery Hero acquisition, financial health, gross bookings, Market expansion, Mobility and Delivery segments, Q2 2026 results, Uber One subscriptions, Uber Technologies, valuation
Aug 8, 2026SubstackAlpha Seeker 84AMD Advanced Micro Devices, Inc. SemiconductorsSemiconductor Devices Bull Nasdaq Stock MarketAI hardware, AMD, compute layer, data center revenue, de-crowding, earnings, market positioning, NVIDIA, semiconductors, Volatility
Aug 8, 2026Fund LettersCurreen CapitalVFC VF Corp OtherApparel, Accessories & Luxury Goods Bull -Apparel Brands, Balance sheet repair, capital allocation, Management Change, The North Face, timberland, turnaround, Value, Vans
Aug 8, 2026Fund LettersCurreen CapitalENR.DE Siemens Energy OtherElectrical Components & Equipment Bull -AI infrastructure, Cyclical Recovery, Electricity Transmission, energy transition, Germany, Power generation, spinoff, turnaround, Wind Turbines
Aug 8, 2026Fund LettersCurreen CapitalGETB.L GetBusy OtherApplication Software Bull -Accounting Software, Document management, Growth Investment, SaaS, spinoff, UK, unprofitable growth, US, vertical software
Aug 8, 2026Fund LettersCurreen CapitalFTDR Frontdoor OtherSpecialized Consumer Services Bull -capital allocation, Free Cash Flow, Home Services, organic growth, recurring revenue, Share Buybacks, spinoff, Warranty Provider
Aug 8, 2026Fund LettersCurreen CapitalFTRE Fortrea OtherLife Sciences Tools & Services Bull -Biotech Services, Clinical trials, Cro, life sciences, Pharmaceutical Services, spinoff, turnaround, Value

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