Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 8, 2026SubstackWinter GemsCUERF Jose Cuervo BeveragesDistillers & Vintners Bull Over-the-Counteralcoholic beverages, Jose Cuervo, long-term growth, market share, profitability, Supreme Court, tariff, tequila, trade environment, US market
Jan 8, 2026SubstackWinter GemsTAKUF Takeuchi Manufacturing Co., Ltd. MachineryConstruction Machinery & Heavy Trucks Bull Over-the-Counterconstruction machinery, Japan, operating margin, profitability, short-term boost, Supreme Court, Takeuchi, tariff, trade barriers, US market
Jan 8, 2026SubstackWinter GemsBBD-B.TO Bombardier Inc. Aerospace & DefenseAerospace Bull Toronto Stock ExchangeAerospace, Bombardier, business jets, Canada, long-term outlook, rail transport, Supreme Court, tariff, Trump, USMCA
Jan 8, 2026SubstackAttitude Small Caps2219.HK Chaoju Eye Care HealthcareHealthcare Facilities Bull Hong Kong Stock Exchangecataract operations, Chaoju Eye Care, China consumption crisis, defensive business, demographic trends, dividend yield, Healthcare Facilities, Ophthalmology, refractive surgery, Share Buybacks
Jan 8, 2026SubstackAttitude Small CapsSEMA.LS Semapa ConglomeratesIndustrial Conglomerates Bull Euronext Lisbonacquisition strategy, Cementos Molins, divestment, extraordinary dividend, industrial conglomerate, Navigator, Semapa, shareholder value, Undervalued Assets, value creation
Jan 7, 2026Twitter / X@InvestSpecial7734.T Riken Keiki Co., Ltd. Electronic Equipment, Instruments & ComponentsElectronic Equipment & Instruments Bull Tokyo Stock ExchangeAI capex, Calibration, Gas Detection, Industrial Safety, Instrumentation, Japan, Maintenance Contracts, Semiconductor Fabs, Sensors
Jan 7, 2026Twitter / X@realrosecelineUBER Uber Technologies, Inc. Passenger Ground TransportationPassenger Ground Transportation Bear New York Stock ExchangeAutonomy, Cities, London, Lyft, mobility, Pricing, Ridesharing, robotaxi, TakeRate, Waymo
Jan 7, 2026Twitter / X@aleabitoredditOSS One Stop Systems, Inc. Aerospace & DefenseAerospace & Defense Bull NASDAQAI, Autonomous, Defense, Drones, Edge AI, Hardware, Kinetic Defense, Military, Navy, Rugged computing, SOCOM, Surveillance, USVs
Jan 7, 2026Twitter / X@KerrisdaleCapTDS Telephone and Data Systems, Inc. Diversified Telecommunication ServicesIntegrated Telecommunication Services Bull New York Stock Exchangebroadband, cashflow, dividends, Fcc, Fiber, ILEC, infrastructure, M&A, Rural, Spectrum, Subsidies, Telecom, Tenancy, Towers, valuation
Jan 7, 2026Twitter / X@Investors___XBABA Alibaba Group Holding Limited Internet & Direct Marketing RetailInternet & Direct Marketing Retail Bull New York Stock ExchangeAlipay, China, Compliance, conglomerate, Fintech, Insurance, IPO, Lending, Optionality, Payments, Regulation, Sum-of-parts, valuation, Wealth
Jan 7, 2026Twitter / X@RihardJarcAMZN Amazon.com, Inc. Broadline RetailInternet & Direct Marketing Retail Bull NASDAQadvertising, AIInfrastructure, cloud, ecommerce, hyperscalers, Logistics, semiconductors, Trainium
Jan 7, 2026Twitter / X@LucasSacerdote_EOSE Eos Energy Enterprises, Inc. Electrical Equipment, Appliances & ComponentsElectrical Equipment & Parts Bull NASDAQBattery, Cost leadership, electrical equipment, energy storage, Grid Storage, manufacturing, Production Efficiency, vertical integration, Zinc-BESS
Jan 7, 2026Twitter / X@DutchInvestorsTOI Topicus.com Inc. SoftwareApplication Software Bull TSX Venture ExchangeAcquisitions, Application Software, Canada, cashflow, compounding, Europe, M&A, vertical software
Jan 7, 2026Twitter / X@HoppingfreightsADUR Aduro Clean Technologies Inc -- Bull NASDAQCanada, chemical recycling, patents, Plastics, Process Engineering, refining, Shell, Steam Cracking, Supercritical Water, Upcycling
Jan 7, 2026Twitter / X@nitinkinvestXPOF Xponential Fitness, Inc. Hotels, Restaurants & LeisureLeisure Facilities Neutral New York Stock ExchangeAlternative Data, Capacity constraints, consumer trends, Fitness Franchising, franchise model, Instructor Quality, Leisure Facilities, Pilates, Reformer Pilates, Wellness
Jan 7, 2026Twitter / X@blondesnmoneyKSPI Kaspi.kz AO FinancialsConsumer Finance Bull NASDAQbuybacks, consumer finance, Digital Wallet, dividends, Emerging markets, Fintech, Kazakhstan, Lending, Payments, Superapp
Jan 7, 2026Fund LettersWilly PackerCA FP Carrefour S.A. Consumer StaplesFood Retail Bull Euronext Stock Exchangedividends, retail, turnaround, valuation
Jan 7, 2026Fund LettersAnthonyMAY AU Mayne Pharma Group Limited Health CarePharmaceuticals Bear New York Stock ExchangeDealrisk, Downside, FIRB, Mergerarb, Regulation
Jan 7, 2026Fund LettersAnthonyCPH CN Cipher Pharmaceuticals Inc. Health CarePharmaceuticals Bull New York Stock Exchangecashflow, deleveraging, litigation, pharma, royalties
Jan 7, 2026Fund LettersAnthonyEDU AU EDU Holdings Limited Consumer DiscretionaryEducation Services Bull New York Stock Exchangebuybacks, Education, growth, Insiderbuying, rerating

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