Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 24, 2026Fund LettersAvram FisherNRC NRC Health, Inc. Health CareHealth Care Technology Bull NASDAQDeferred revenue, healthcare, Margins, Owner operator, valuation
Jan 24, 2026Fund LettersAvram FisherCCRN Cross Country Healthcare, Inc. Health CareHealth Care Services Bull NASDAQbalance sheet, healthcare, Margins, Nursestaffing, turnaround
Jan 24, 2026Fund LettersAdam WilkFOUR Shift4 Payments Inc Information TechnologyData Processing & Outsourced Services Bull New York Stock Exchangebuybacks, Margins, Payments, Platforms, scale
Jan 24, 2026Fund LettersAdam WilkDR CN Medical Facilities Corporation Health CareHealth Care Facilities Bull New York Stock Exchangebuybacks, cashflow, Demographics, Hospitals, valuation
Jan 24, 2026Fund LettersAdam WilkAPG APi Group Corporation IndustrialsSecurity & Alarm Services Bull New York Stock Exchangecashflow, Fire Safety, infrastructure, recurring revenue, resilience
Jan 24, 2026Fund LettersAdam WilkKITS CN KITS Eyecare Ltd Consumer DiscretionarySpecialty Retail Bull New York Stock Exchangeecommerce, Eyewear, growth, Margins, Unit economics
Jan 24, 2026Fund LettersAdam WilkNRP Natural Resource Partners LP EnergyCoal & Consumable Fuels Bull New York Stock Exchangebalance sheet, coal, Distributions, Freecashflow, royalties
Jan 24, 2026Fund LettersYaron NaymarkLMB Limbach Holdings, Inc. IndustrialsCommercial & Professional Services Bull NASDAQAcquisitions, Buildingsystems, Freecashflow, infrastructure, Margins, Ownerdirect
Jan 24, 2026SubstackRijnberk Invest InsightsCAT Caterpillar Inc. IndustrialsHeavy Machinery Bull New York Stock ExchangeAutomation, Caterpillar, Competitive Advantage, Electrification, global dealer network, heavy machinery, Industrial, infrastructure spending, mining capex, services revenue
Jan 24, 2026SubstackWonderstcksKITW.L Kitwave Group WholesaleFoodservice Distribution Bear London Stock Exchange295p bid, buy-and-build strategy, Creed Foodservice, cyclical low, Delisting, dividend leakage, Kitwave Group, Management alignment, OEP Capital, undervalued
Jan 23, 2026Twitter / X@retail_mourinhoONDS Ondas Inc. Communications EquipmentCommunications Equipment Bull NASDAQAcquisitions, Autonomy, backlog, Communications, CounterUAS, Defense, Drones, Surveillance
Jan 23, 2026Twitter / X@inversorBeticoDMX District Metals Corp. Metals & MiningDiversified Metals & Mining Bull Toronto Venture Stock ExchangeCriticalMetals, energysecurity, MiningDevelopment, RareEarths, Sweden, uranium
Jan 23, 2026Twitter / X@yianiszEOSE Eos Energy Enterprises, Inc. Electrical EquipmentElectrical Components & Equipment Bull NASDAQBatteries, Borrow, Energystorage, GridStorage, Microgrids, Sentiment, Shortinterest, Technicals, WebTraffic, Zinc
Jan 23, 2026Twitter / X@retail_mourinhoNBIS Nebius Group N.V. IT ServicesInternet Services & Infrastructure Bull NASDAQAI, Capacity, cloud, Compute, datacenters, Europe, GPUs, hyperscalers, META, Microsoft
Jan 23, 2026Twitter / X@BlackPantherCapTE T1 Energy Inc. Electrical EquipmentElectrical Components & Equipment Bull New York Stock Exchange45X, CleanEnergy, Contracts, manufacturing, Margins, Solar, SolarCells, SolarModules, TaxCredits, Texas
Jan 23, 2026Twitter / X@crux_capital_POET POET Technologies Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAIInterconnects, CopackagedOptics, datacenters, OpticalEngines, SiliconPhotonics, WaferScaleManufacturing
Jan 23, 2026Twitter / X@retail_mourinhoKRKNF Kraken Robotics Inc. Aerospace & DefenseAerospace & Defense Bull OTC Markets (OTCQB)Anduril, Batteries, Defense, Margins, NATO, pipeline, robotics, Sonar, Subsea, uplisting
Jan 23, 2026Twitter / X@AtlasCapitalxxKRKNF Kraken Robotics Inc. Aerospace & DefenseAerospace & Defense Bull OTC Markets (OTCQB)Autonomy, AUV, Batteries, DefenseInfrastructure, NATO, scaling, Solesource, Sonar, Undersea
Jan 23, 2026Twitter / X@SmallCapScienceLAC Lithium Americas Corp. Metals & MiningDiversified Metals & Mining Bull New York Stock ExchangeBatteryMaterials, Breakout, CriticalMinerals, Energystorage, Lithium, Mining, Options, refining, ThackerPass
Jan 23, 2026Twitter / X@AtlasCapitalxxKRKNF Kraken Robotics Inc. Aerospace & DefenseAerospace & Defense Bull OTC Markets (OTCQB)Anduril, Autonomy, Batteries, Canada, Defense, NATO, Sonar, Undersea, UUV

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