Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 8, 2025SubstackBrad MunchenTSLA Tesla, Inc. Consumer DiscretionaryAuto Manufacturers Bear -Andrew Percoco, Electric Vehicles, humanoid robot, investment rating, Morgan Stanley, Overvaluation, robotaxi, Speculative, Tesla, valuation
Dec 8, 2025SubstackSleepy SolFIVN Five9, Inc. Information TechnologySoftware - Infrastructure Neutral -cloud contact center, cloud migration, COVID-19 pandemic, Five9, growth potential, PBX systems, Stock decline, total addressable market, valuation, Zoom buyout
Dec 8, 2025SubstackToff Cap Monday MonitorALIT Alight Solutions Information TechnologySoftware - Application Bull -Alight Solutions, business services, cloud migration, deleveraging, EBITDA, efficiency gains, Free Cash Flow, insider buying, operational improvements, turnaround
Dec 8, 2025SubstackToff Cap Monday MonitorJCTC Jewett-Cameron Trading Company Ltd. MaterialsLumber & Wood Production Bull -asset sales, balance sheet, Book Value, Cost Reduction, Distribution, Jewett-Cameron, Liquidity, real estate value, Share Buybacks, strategic review
Dec 8, 2025SubstackToff Cap Monday MonitorVCIG VCI Global Limited IndustrialsConsulting Services Neutral -assets, Capital markets, financial services, Governance, liabilities, red flags, Speculative, spin-off, valuation, VCI Global
Dec 8, 2025SubstackToff Cap Monday MonitorEMBRACB.ST Embracer Group AB Other- Bull -AAA portfolio, cash generation, Coffee Stain, conglomerate discount, Embracer Group, indie games, Intellectual Property, Re-rating, spin-off, Video games
Dec 7, 2025Twitter / X@JKeynesAlphaOUST Ouster, Inc. Information TechnologyElectronic Equipment, Instruments & Components Industry Bull NASDAQLogistics, Logistics Real Estate, Oust, Ouster, Physical, robotics, Robots, Smart
Dec 6, 2025Twitter / X@marginofdangerTIPT Tiptree Inc. FinancialsMulti-line Insurance Bull NASDAQcash, Forma, Fortegra, Insurance, Pro, Pro Forma, Vote, When Cash
Dec 6, 2025SubstackRijnberk Invest InsightsCRWD CrowdStrike Holdings, Inc. Information TechnologySoftware - Infrastructure Neutral -AI-driven, ARR growth, cloud-native, CrowdStrike, cybersecurity, Digitalization, Falcon Flex, Falcon platform, market share, valuation
Dec 6, 2025SubstackPacific Northwest EdgeT AT&T Inc. Communication ServicesTelecom Services Bull -5G, AT&T, broadband, Competitive Advantage, fiber network, Fixed wireless, rural coverage, spectrum acquisition, telecom strategy, telecommunications
Dec 6, 2025SubstackJam InvestHLF Herbalife Nutrition Ltd. Consumer StaplesPackaged Foods Bull -dietary supplements, earnings per share, financial health, Herbalife, market conditions, Nutrition, regulatory environment, Share Buybacks, shareholder value
Dec 6, 2025SubstackJam InvestAEG Aegon N.V. FinancialsInsurance - Diversified Bull -Aegon, asset management, business disposals, capital management, Capital Markets Day, earnings per share, Insurance, Share Buybacks, shareholder value
Dec 5, 2025Twitter / X@akramsrazorGTLB GitLab Inc. SoftwareApplication Software Bull NASDAQAI agents, CI/CD, Developers, DevSecOps, enterprise, Government, Software Infrastructure
Dec 5, 2025Twitter / X@InvestingVisualNBIS Nebius Group N.V. Information TechnologyInteractive Media & Services Bull NASDAQCapital Raise, Inflection Point, Microsoft, Nbis, Nebius, Photonics, Sustained Triple Digit, Triple Digit
Dec 5, 2025Fund LettersRudi van NiekerkLEW SJ Lewis Group Limited Consumer DiscretionarySpecialty Stores Bull New York Stock ExchangeCredit, dividends, Margins, retail, valuation
Dec 5, 2025Fund LettersRudi van NiekerkARA SJ Astoria Investments Limited FinancialsDiversified Financial Services Bull New York Stock Exchangebuyback, Delisting, discount, Event-driven, holding company
Dec 5, 2025Fund LettersRudi van NiekerkART SJ Argent Industrial Limited IndustrialsIndustrial Conglomerates Bull New York Stock Exchangebuybacks, capital allocation, cash, conglomerate, Industrials
Dec 5, 2025Fund LettersRudi van NiekerkACS SJ Acsion Limited Real EstateReal Estate Development Bull New York Stock Exchangebuybacks, development, Insiders, Real Estate, valuation
Dec 5, 2025SubstackJam InvestHLF Herbalife Ltd. Consumer StaplesPackaged Foods Bull -debt reduction, Free Cash Flow, Global distribution, GLP-1 competition, Herbalife, Nutrition, Revenue Growth, Stephan Gratziani, Technological enhancements, turnaround
Dec 5, 2025SubstackJam InvestAEG Aegon N.V. FinancialsInsurance - Diversified Bull -Aegon, asset management, Capital Markets Day, divestment, dividend yield, Insurance, Lard Friese, Share Buybacks, Simplification, U.S. focus

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