Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 3, 2026SubstackCoughlin CapitalFOUR Shift4 Payments Payments ProcessingPayments Processing Bull New York Stock Exchangefintech sector, Global Blue acquisition, high-volume venues, hospitality, international expansion, organic growth, Payments processing, Shift4 Payments, stock buyback, valuation
Jan 2, 2026Twitter / X@ManuInvestsSTNE StoneCo Ltd. Financial ServicesTransaction & Payment Processing Services Bull NASDAQAcquiring, Brazil, buybacks, Credit, divestiture, Fintech, LatAm, MSMB, Payments, ROE, turnaround
Jan 2, 2026Twitter / X@weary_centurionPATH UiPath Inc. SoftwareApplication Software Bull New York Stock ExchangeAgents, Automation, enterprise, Governance, Maestro, Orchestration, Retention, RPA, Workflow
Jan 2, 2026Fund LettersThe Oak BlokeKZG LN Kazera Global plc MaterialsPrecious Metals & Minerals Bull New York Stock ExchangeDiamonds, Lithium, Mining, Optionality, turnaround
Jan 2, 2026Fund LettersThe Oak BlokeAUGM LN Augmentum Fintech plc FinancialsVenture Capital Bull New York Stock Exchangebanking, Fintech, growth, Navdiscount, Venture
Jan 2, 2026Fund LettersThe Oak BlokeTMT LN TT Investments Ltd FinancialsAsset Management Bull New York Stock ExchangeIPO, mobility, Navdiscount, Optionality, Privateequity
Jan 2, 2026Fund LettersThe Oak BlokePOW LN Power Metal Resources plc MaterialsDiversified Metals & Mining Bull New York Stock ExchangeCopper, Optionality, rerating, royalties, uranium
Jan 2, 2026Fund LettersThe Oak BlokeIPO LN IP Group plc FinancialsCapital Markets Bull New York Stock ExchangeBiotech, buybacks, Greentech, NAV, Venture
Jan 2, 2026Fund LettersThe Oak BlokePTAL CN PetroTal Corp EnergyOil & Gas Bull New York Stock Exchangeleverage, Navdiscount, oil, Operations, turnaround
Jan 2, 2026Fund LettersThe Oak BlokeDEC LN Diversified Energy Company PLC EnergyOil & Gas Bull New York Stock Exchangebuybacks, cashflow, energy, LNG, Naturalgas
Jan 2, 2026Fund LettersThe Oak BlokeFAIR LN Fair Oaks Income Limited FinancialsAsset Management Bull New York Stock Exchangebuybacks, Clo, Credit, Income, yield
Jan 2, 2026Fund LettersThe Oak BlokeANIC LN Agronomics Limited FinancialsClosed End Funds Bull New York Stock ExchangeAlternativeprotein, Biotech, Navdiscount, Optionality, Regulation
Jan 2, 2026Fund LettersThe Oak BlokeCGEO LN Georgia Capital PLC FinancialsDiversified Financials Bull New York Stock Exchangebuybacks, discount, growth, NAV, valuation
Jan 2, 2026Fund LettersMarcel Gozali3565 JP Ascentech K.K. Information TechnologyIT Services & Systems Integration Bull New York Stock ExchangeExecution, Hybridwork, Margins, Subscriptions, Vdi
Jan 2, 2026Fund LettersDavid DirankoERD NZ EROAD Ltd Information TechnologyApplication Software Bear New York Stock Exchangecapital allocation, Regulatory Exposure, Telematics, turnaround, Valuation Discipline
Jan 2, 2026SubstackCompound and FireTOI.V Topicus Inc SoftwareSoftware Bull TSX Venture ExchangeCompetitive Advantage, growth potential, market positioning, Niche markets, Revenue Growth, specialized solutions, strategic acquisitions, Topicus Inc, undervaluation, vertical market software
Jan 2, 2026SubstackCompound and FireGETB.L Getbusy plc SoftwareSoftware Bull London Stock ExchangeDigital transformation, Document management, Getbusy plc, growth potential, High returns, innovation, market demand, productivity solutions, risk tolerance, speculative investment
Jan 2, 2026SubstackCompound and FireCMG.TO Computer Modelling Group SoftwareSoftware Bull Toronto Stock Exchangecapital allocation, Computer Modelling Group, growth prospects, innovation, market position, oil and gas, shareholder value, software solutions, Strategy 4.0, technological advancements
Jan 2, 2026SubstackCompound and FireKPG.AX Kelly Partners Group Professional ServicesProfessional Services Bull Australian Securities ExchangeBrett Kelly, capital allocation, financial management, growth potential, Kelly Partners Group, long-term investment, portfolio cornerstone, professional services, shareholder value, valuation
Jan 1, 2026Twitter / X@weary_centurionPYPL PayPal Holdings, Inc. Financial ServicesTransaction & Payment Processing Services Bull NASDAQadvertising, Braintree, buybacks, Checkout, Headcount, Payments, SBC, UK, Venmo, Wallet

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