Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 5, 2026Fund LettersJames FellowsTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductor Foundries Bull New York Stock ExchangeAI, CapEx, Foundry, scale, semiconductors
Jan 5, 2026Fund LettersBen PirieEDG CN Endurance Gold Corp. MaterialsGold Exploration Bull Toronto Stock ExchangeCanada, Continuity, Drilling, Exploration, Gold
Jan 5, 2026Fund LettersBen PirieCAPT CN Capitan Silver Corp. MaterialsSilver Exploration Bull Toronto Stock ExchangeDrilling, Exploration, Grades, Mexico, Silver
Jan 5, 2026Fund LettersBen PirieDWS CN Diamond Estates Wines & Spirit Inc. Consumer StaplesBeverages Bull Toronto Stock ExchangeBeverages, brands, Margins, turnaround, Wine
Jan 5, 2026Fund LettersBen PirieSBIO CN Sabio Holdings Inc. Communication ServicesAdvertising Technology Bull Toronto Stock Exchangeadtech, CTV, growth, Politicalads, Programmatic
Jan 5, 2026Fund LettersBen PirieGEC CN Global Education Communities Corp. Real EstateEducation & Student Housing Bull New York Stock Exchangeassets, Occupancy, realestate, Studenthousing, Transition
Jan 5, 2026Fund LettersBen PirieDNG CN Dynacor Group Inc. MaterialsGold Bull New York Stock Exchangecashflow, expansion, Gold, Margins, Processing
Jan 5, 2026Fund LettersBen PirieDRX CN ADF Group Inc. IndustrialsConstruction & Engineering Bull New York Stock ExchangeAcquisitions, backlog, CapEx, infrastructure, Steel
Jan 5, 2026Fund LettersJeremy KokemorGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, Regulation, Search
Jan 5, 2026Fund LettersRoderick van ZuylenDAVA Endava plc Information TechnologyIT Services Bull New York Stock ExchangeAI, Itservices, Margins, turnaround, valuation
Jan 5, 2026Fund LettersRoderick van ZuylenMRX Marex Group plc FinancialsCapital Markets Bull NASDAQBrokerage, Derivatives, resilience, ROE, valuation
Jan 5, 2026SubstackUnderfollowed StocksFQT.VI Frequentis AG TechnologyAerospace & Defense Bull Vienna Stock ExchangeAerospace & Defense, Communication Solutions, Frequentis AG, Operational Performance, Project Acquisitions, Safety-Critical Applications, Stock Growth, valuation, Vienna Stock Exchange
Jan 5, 2026Fund LettersAndrew BrownAVAP LN Avation PLC IndustrialsAircraft Leasing Bull New York Stock ExchangeAircraftleasing, Aviation, buybacks, cashflow, Navdiscount
Jan 5, 2026Fund LettersAndrew BrownDIE BB D’Ieteren Group Consumer DiscretionaryAutomotive Retail Bull Shanghai Stock Exchangeautomotive, buybacks, discounts, Holdings, Sumofparts
Jan 5, 2026Fund LettersAndrew BrownHANA LN Hansa Investment Company FinancialsAsset Management Bull New York Stock Exchangebuybacks, Control, discounts, Governance, Holdingcompanies
Jan 4, 2026Twitter / X@CapexAndChillBN Brookfield Corporation Capital MarketsAsset Management & Custody Banks Bull New York Stock Exchangeasset management, Baseload, data centers, energy transition, Government partnerships, infrastructure, Nuclear, Power, Reindustrialization
Jan 4, 2026Twitter / X@YeahDrDaveSKYT SkyWater Technology, Inc. Semiconductors & Semiconductor EquipmentSemiconductor Foundries Bear NASDAQAdvanced Packaging, ASICs, defense electronics, Foundry, government contracts, Lithography, Quantum Computing, Rad Hard, semiconductors, Trusted Foundry
Jan 4, 2026Twitter / X@nitinkinvest3560.T Hobonichi Inc. -- Bull Tokyo Stock ExchangeAmazon, consumer goods, e-commerce, Inventory, Japan, Planners, Search Trends, seasonality, stationery
Jan 4, 2026Twitter / X@guo_lin99725RKLB; BWXT Rocket Lab USA, Inc.; BWX Technologies, Inc. Aerospace & DefenseAerospace & Defense Bull NASDAQ; New York Stock ExchangeDefense, Launch, Neutron, Nuclear, Policy, Procurement, Reactors, Regulation, Reusability, Spaceforce
Jan 4, 2026Twitter / X@guo_lin99725ASTS AST SpaceMobile, Inc. Wireless Telecommunication ServicesWireless Telecommunication Services Bull NASDAQAsic, AT&T, broadband, Direct To Cell, patents, Satellites, Spectrum, Starship, telecommunications, Verizon

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