Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 19, 2025Twitter / X@CapexAndChillUBER Uber Technologies, Inc. Software & ServicesApplication Software Bull New York Stock ExchangeAutonomousVehicles, AV, delivery, Ecosystem, marketplace, mobility, Networkeffects, Regulation, Ridehailing, Utilization
Dec 18, 2025Twitter / X@ToffCapMPAA Motorcar Parts of America, Inc. Automobile ComponentsAuto Parts & Equipment Bull NASDAQaftermarket, buyback, cashflow, deleveraging, Distribution, Inventory, Margins
Dec 17, 2025SubstackHD Capital PartnersKME.AX Kip McGrath Education Centres Limited EducationTutoring Services Bull Australian Securities ExchangeAI risks, capital allocation, cash flow, education market, franchise business, growth strategy, Market tailwinds, Regulation, trade sale, Tutoring services
Dec 17, 2025SubstackRaging Bull InvestmentsMIAX Miami International Holdings Financial ServicesSecurities Exchanges Bull NASDAQ Stock MarketBloomberg partnership, Derivatives, futures trading, insider alignment, IPO, market share growth, options market, securities exchanges, transaction fees, vertical integration
Dec 17, 2025SubstackCoughlin CapitalFOUR Shift4 Payments, Inc. Payment ProcessingPayment Processing Bull New York Stock Exchangebuyback authorization, Free Cash Flow, Global Blue acquisition, gross profit growth, historical multiples, leadership transition, market mispricing, shareholder value, Shift4 Payments, undervalued
Dec 16, 2025SubstackMindset ValueGRUSF Grown Rogue CannabisCannabis Bull Over-the-CounterCannabis, Capital Constraints, Cost control, Cultivation, growth, market dynamics, Minnesota, New Jersey, operational efficiency, regulatory changes
Dec 15, 2025SubstackToff Cap Monday MonitorCOMB Compagnie du Bois Sauvage Consumer StaplesFood Products Bull Euronext Brusselsasset sales, cocoa prices, Compagnie du Bois Sauvage, discount to NAV, diversified holding, financial position, premium chocolate, risk/reward, strategic review, Value Realization
Dec 15, 2025SubstackToff Cap Monday MonitorDHER Delivery Hero Consumer DiscretionaryInternet & Direct Marketing Retail Bull Frankfurt Stock Exchangeasset sales, Baedal Minjok, Delivery Hero, Divestments, financial performance, Korean unit, profitability, shareholder pressure, strategic review, Value Realization
Dec 15, 2025SubstackToff Cap Monday MonitorEVOK Evoke Consumer DiscretionaryGambling Neutral London Stock Exchangedebt burden, Evoke, Gambling, Italian business, regulatory challenges, sale, strategic review, tax increases, valuation, William Hill
Dec 15, 2025SubstackToff Cap Monday MonitorAGN Aegon FinancialsInsurance Bull Euronext AmsterdamAegon, capitalization, financial flexibility, Insurance, Market Capitalization, sale process, shareholder returns, strategic review, UK operations, valuation
Dec 15, 2025SubstackToff Cap Monday MonitorCIBH CIB Marine Bancshares FinancialsBanks Bull Over-the-Counter MarketsBank, capital ratios, CIB Marine Bancshares, financial position, operational results, preferred stock, sale, shareholder value, strategic opportunities, well-capitalized
Dec 15, 2025SubstackToff Cap Monday MonitorNXGL NexGel HealthcareMedical Devices Bull NASDAQ Stock Marketcommercial entry, FDA filing, growth, hydrogel technology, NexGel, NexGelRx, pharmaceutical assets, profitability, spin-off, valuation
Dec 15, 2025SubstackAlmost MongolianLODE Comstock Inc. Renewable EnergySolar Panel Recycling Bull New York Stock ExchangeComstock Inc., high-growth niche, market undervaluation, profitability potential, renewable energy, solar panel recycling, Strategic Partnerships, sustainable disposal, technology validation, zero-landfill solution
Dec 15, 2025Twitter / X@CapexAndChillUBER Uber Technologies, Inc. Ground TransportationPassenger Ground Transportation Bull New York Stock ExchangeAggregation, Autonomy, Avride, China, delivery, Insurance, Regulation, Ridehailing, robotaxi, Tesla, Utilization, Waymo
Dec 15, 2025SubstackCoughlin CapitalQXO QXO Building Products DistributionBuilding Products Distribution Bull -Acquisitions, Brad Jacobs, Building Products Distribution, consolidation, economies of scale, Fragmented Industry, market share, operational efficiency, shareholder alignment, technology implementation
Dec 15, 2025SubstackAlmost MongolianLODE Comstock Inc. Renewable Energy- Bull New York Stock Exchangeclean technology, Comstock Inc., expansion plans, high-growth niche, market undervaluation, profitability, renewable energy, silver price, solar panel recycling, Strategic Partnerships
Dec 15, 2025SubstackToff Cap Monday MonitorAGN Aegon InsuranceInsurance Bull -Aegon, capitalization, Insurance, Market Capitalization, sale process, shareholder returns, strategic review, Transaction, UK operations, valuation
Dec 15, 2025SubstackToff Cap Monday MonitorCIBH CIB Marine Bancshares BankingBanking Bull -banking, capital ratios, CIB Marine Bancshares, consolidation, financial position, operational results, sale, shareholder value, strategic opportunities, strategic review
Dec 15, 2025SubstackToff Cap Monday MonitorNXGL NexGel BiotechnologyBiotechnology Bull -FDA approval, growth, hydrogel technology, market entry, NexGel, pharmaceutical assets, profitability, spin-off, Strategic Partnerships, valuation
Dec 14, 2025Twitter / X@MikeLongTermGRAB Grab Holdings Limited SoftwareApplication Software Bull NASDAQacquisition, AIPlatform, Cashrich, delivery, DineOut, Fintech, mobility, Multipleexpansion, NetworkEffect, SEA, Superapp

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: