Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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
Jan 7, 2026Fund LettersPeter BourbeauSBUX Starbucks Corporation Consumer DiscretionaryRestaurants Bear NASDAQconsumer, Execution, Restaurants, turnaround, Unit_economics
Jan 7, 2026Fund LettersPeter BourbeauUNH UnitedHealth Group Incorporated Health CareManaged Health Care Bear New York Stock ExchangeDisclosure, Execution, Regulation, Sentiment, turnaround
Jan 7, 2026Fund LettersPeter BourbeauPLTR Palantir Technologies Inc. Information TechnologyApplication Software Bear NASDAQAI, Expectations, Momentum, Software, valuation
Jan 7, 2026Fund LettersJohn BaldiAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, ASICs, Capitaldiscipline, Margins, semiconductors
Jan 7, 2026Fund LettersJohn BaldiORCL Oracle Corporation Information TechnologyApplication Software Bull New York Stock ExchangeAI, CapEx, cloud, Margins, Risk
Jan 7, 2026SubstackRijnberk Invest InsightsMU Micron Technology, Inc. SemiconductorsMemory Chips Bull Nasdaq Stock MarketAI infrastructure, Capex discipline, DRAM, Geopolitical Alignment, High-Bandwidth Memory, long-term contracts, Memory Demand, Micron Technology, semiconductors, technological leadership
Jan 7, 2026SubstackAlluvialVPK.AS Koninklijke Vopak N.V. EnergyOil & Gas Storage & Transportation Bull Euronext AmsterdamAegis Vopak Terminals, energy transition, global supply chains, IPO, liquid storage, low-carbon fuels, natural gas, share repurchase, valuation, Vopak
Jan 7, 2026SubstackAlluvialSSPG.L SSP Group Plc Consumer ServicesRestaurants and Bars Neutral London Stock Exchangeconcessionaire, cost-cutting, India, IPO, Market Capitalization, Restaurants, SSP Group, subsidiary, Travel Food Services, turnaround
Jan 7, 2026SubstackAlluvialFILA.MI Fabbrica Italiana Lapis ed Affini Consumer GoodsStationery and Office Supplies Bear Borsa ItalianaAcquisitions, consumer goods, debt, DOMS Industries, FILA, India, IPO, market strategy, stationery, valuation
Jan 7, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited E-commerce- Bull New York Stock ExchangeAI revenue, Alibaba, Chinese Equities, Cloud computing, geopolitical tailwind, Lunar New Year, multi-year re-rating, tariff reduction, tax-loss selling, valuation
Jan 6, 2026SubstackToff Cap Monday MonitorENR Energizer Consumer GoodsBatteries Neutral New York Stock ExchangeBatteries, consumer goods, Energizer, industry challenges, insider buying, investment opportunity, margin expansion, recovery
Jan 6, 2026SubstackToff Cap Monday MonitorRPD Rapid7 TechnologyCybersecurity Neutral NASDAQ Stock Marketcost-cutting, cybersecurity, investment opportunity, private equity, profitability, Rapid7, security solutions, strategic changes
Jan 6, 2026SubstackToff Cap Monday MonitorCPA Copa Airlines TransportationAirlines Bull New York Stock ExchangeAirlines, Copa Airlines, economic changes, growth potential, hub and spoke model, investment opportunity, travel patterns, Venezuela
Jan 6, 2026SubstackToff Cap Monday MonitorSCIB.ST SciBase HealthcareMedical Devices Neutral Stockholm Stock Exchangegrowth potential, healthcare solutions, investment opportunity, Medical devices, operating profitability, recurring revenues, Rights Issue, SciBase
Jan 6, 2026SubstackToff Cap Monday MonitorITMSF Intermap Technologies TechnologyGeospatial Solutions Bull OTC Markets Groupcontract deferrals, geospatial solutions, government contracts, growth potential, industry trends, Intermap Technologies, investment opportunity, restructuring
Jan 6, 2026SubstackToff Cap Monday MonitorCVR Chicago Rivet & Machine ManufacturingIndustrial Machinery Neutral New York Stock Exchangeactivist interest, Chicago Rivet & Machine, communication, Galloway, industrial machinery, investment opportunity, strategic changes, Value Realization
Jan 6, 2026SubstackToff Cap Monday MonitorMYO Myomo HealthcareMedical Devices Bull New York Stock Exchangeactivist interest, Governance, Horton Capital, investment opportunity, Medical devices, Myomo, operating leverage, Value Realization
Jan 6, 2026SubstackToff Cap Monday MonitorWSR Whitestone REIT Real EstateREIT Neutral New York Stock Exchangeactivist action, capital allocation, Emmett IM, Governance, investment opportunity, Real Estate, strategic changes, Whitestone REIT

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: