Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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
Jan 1, 2026Twitter / X@aleabitoredditTSLA Tesla, Inc. IndustrialsIndustrial Machinery & Supplies & Components Bull NASDAQAutomation, Humanoids, robotics
Jan 1, 2026SubstackTriples InvestingHBR.L Harbour Energy plc EnergyOil & Gas Exploration & Production Bull London Stock ExchangeAcquisitions, buybacks, capital discipline, dividends, Energy Sector, Free Cash Flow, Harbour Energy, oil major, oil price volatility, regulatory challenges
Jan 1, 2026SubstackTriples InvestingHYNE Hoyne Bancorp, Inc. FinancialsBanks Bull NASDAQ Stock Marketacquisition targets, capital deployment, financials, Hoyne Bancorp, interest rate sensitivity, mutual-to-stock conversion, strategic growth, tangible book value, thrift banks, valuation expansion
Jan 1, 2026SubstackTriples InvestingVST.CN Victory Square Technologies Inc. TechnologyVenture Capital Bull Canadian Securities Exchangeasset value, digital health, early-stage tech, high-growth sectors, Hydreight, portfolio concentration, public-market liquidity, speculative investment, Venture Capital, Victory Square
Jan 1, 2026SubstackTriples InvestingCRON Cronos Group Inc. CannabisCannabis Products Bull NASDAQ Stock MarketCanadian profitability, cannabis legalization, cannabis products, cash reserves, consumer spending, covered calls, Cronos Group, financial stability, regulatory uncertainty, sector re-rating
Jan 1, 2026SubstackTriples InvestingQURE uniQure N.V. BiotechnologyGene Therapy Bull NASDAQ Stock MarketAMT-130, biotechnology, Clinical trials, disease progression, gene therapy, Global Market, Huntington's Disease, neurodegeneration, Regulatory Approval, UniQure
Jan 1, 2026SubstackTriples InvestingQFIN Qifu Technology, Inc. Financial TechnologyCredit Services Bull NASDAQ Stock MarketAI-enhanced servicing, China regulations, Credit risk, credit-tech, Fintech, platform revenue, Qifu Technology, regulatory environment, SaaS, valuation dislocation
Jan 1, 2026SubstackTriples InvestingCODI Compass Diversified Holdings FinancialsDiversified Financial Services Bull New York Stock Exchangecash flow, Compass Diversified, deconsolidation, distressed valuation, diversified holdings, financial services, fraud incident, Lugano Diamonds, Portfolio Management, RemainCo
Jan 1, 2026SubstackTriples InvestingGLXZ Galaxy Gaming, Inc. GamingCasino Equipment & Services Bull Over-the-Counteracquisition, arbitrage spread, casino equipment, Evolution Malta, Galaxy Gaming, gaming industry, Merger Arbitrage, Regulatory Approval, Regulatory risk, US gaming exposure
Jan 1, 2026SubstackTriples InvestingVTY.L Vistry Group PLC ConstructionHomebuilding Bull London Stock Exchangeaffordable housing, business transformation, capital-light strategy, government relationships, homebuilding, housing associations, modular construction, Partnerships model, UK housing shortage, Vistry Group
Jan 1, 2026SubstackTriples InvestingRGL.L Regional REIT Limited Real EstateReal Estate Investment Trusts (REITs) Bull London Stock Exchangeasset value, dividend yield, income stream, market sentiment, net asset value, property portfolio, real estate investment, Regional REIT, REIT, UK commercial property
Jan 1, 2026SubstackTriples InvestingMDNA.TO Medicenna Therapeutics Corp. BiotechnologyBiopharmaceuticals Bull Toronto Stock Exchangebiopharmaceuticals, biotechnology, Clinical trials, IL-2 immunotherapy, immune system, market mispricing, Medicenna Therapeutics, NEO-CYT trial, Oncology, solid tumors
Jan 1, 2026SubstackWinter GemsASML ASML Holding SemiconductorsSemiconductor Equipment Bear NASDAQ Stock MarketAI CAPEX boom, ASML, China, EUV lithography, growth projection, market dominance, risk mitigation, semiconductors, valuation
Jan 1, 2026SubstackWinter GemsAMZN Amazon E-commerceOnline Retail Bear NASDAQ Stock MarketAI CAPEX boom, Amazon, AWS, Cloud computing, e-commerce, growth sustainability, margin compression, risk mitigation, valuation
Jan 1, 2026SubstackWinter GemsNTDOY Nintendo Video GamesGame Development Bull Over-the-Counter Marketbuying opportunity, cyclical issue, earnings growth, Franchises, gaming consoles, memory pricing, Nintendo, valuation, Video games
Jan 1, 2026SubstackWinter GemsMELI Mercado Libre E-commerceOnline Marketplace Bull NASDAQ Stock Marketbuying opportunity, e-commerce, Latin America, market leadership, Mercado Libre, online marketplace, PEG ratio, steady growth, valuation
Jan 1, 2026SubstackWinter GemsCDR.WA CD Projekt Video GamesGame Development Bull Warsaw Stock Exchangecatalog sales, CD Projekt, Cyberpunk 2077, Franchises, game development, operating income, valuation appreciation, Video games, Witcher 3
Jan 1, 2026SubstackWinter GemsCPNG Coupang E-commerceOnline Retail Bull New York Stock Exchangebuying opportunity, Coupang, data breach, e-commerce, growth prospects, margin expansion, online retail, PEG ratio, South Korea

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