Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Nov 19, 2025SubstackTriples InvestingFMC FMC Corporation MaterialsAgricultural Inputs Bear -asset sales, bond trading, Chemicals, dividend cuts, FMC Corporation, industry challenges, market position, risk tolerance, turnaround potential, valuation floor
Nov 19, 2025SubstackTriples InvestingLOGC ContextLogic Consumer DiscretionaryInternet Retail Bull -cash reserves, ContextLogic, e-commerce, financial position, growth potential, investment thesis, net operating loss, NOL plays, tax benefits, valuation
Nov 19, 2025SubstackTriples InvestingFWRD Forward Air IndustrialsIntegrated Freight & Logistics Bull -financial stabilization, Forward Air, Logistics, market perception, risk/reward, sale process, strategic review, transaction potential, undervalued, valuation
Nov 19, 2025SubstackTriples InvestingGENL.L Genel Energy EnergyOil & Gas E&P Bull -crude pricing, Energy Sector, Genel Energy, invoice disputes, Iraqi government, Kurdistan Pipeline, market sensitivity, pipeline access, Re-rating, valuation
Nov 19, 2025SubstackTriples InvestingEQX.AX Equatorial Resources MaterialsSteel Bull -arbitration, Equatorial Resources, legal proceedings, litigation, microcap, Panthera Resources, profit flow, risk/reward, shareholder returns, valuation
Nov 19, 2025SubstackTriples InvestingRML.V Rusoro Mining MaterialsGold Bull -asset expropriation, CITGO, convertible debt, Elliott, legal risk, litigation, Rusoro Mining, settlement, valuation, Venezuela
Nov 19, 2025SubstackMonopolistic InvestorLYB LyondellBasell Industries N.V. MaterialsSpecialty Chemicals Bear -Chemicals, commodity prices, DCF valuation, eco-friendly products, financial stability, LyondellBasell, market competition, polyolefins, Pricing power, technology segment
Nov 19, 2025SubstackRijnberk Invest InsightsDDOG Datadog, Inc. Information TechnologySoftware - Application Bull -AI adoption, cloud migration, Customer Expansion, Digital transformation, Enterprise software, Financial metrics, multi-module adoption, real-time observability, security innovation, usage-based model
Nov 18, 2025SubstackCompound and FireNVO Novo Nordisk Health CareDrug Manufacturers - General Bear -capital expenditures, diabetes treatment, Eli Lilly competition, GLP-1, market share, Novo Nordisk, Obesity drugs, patent expiration, pharmaceuticals, Pricing pressure
Nov 18, 2025Short ThesisNINGI ResearchCRML Critical Metals Corp MaterialsRare Earths Bear NASDAQ—
Nov 17, 2025Fund LettersShawn JakupiASML NA ASML Holding N.V. Information TechnologySemiconductor Equipment Bull Euronext Stock ExchangeAI, backlog, Chips, Equipment, Euv, hyperscalers, Lithography, Pricingpower, semiconductors
Nov 17, 2025Fund LettersShawn JakupiBABA US Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI, cloud, ecommerce, growth, infrastructure, Llms, Partnerships, robotics
Nov 17, 2025SubstackStock PursuitPLUG Plug Power Inc. IndustrialsElectrical Equipment & Parts Bull -AI data centers, alternative energy, Electrolyzers, global pipeline, Green Hydrogen, hydrogen fuel cells, market growth, Plug Power, Solar Energy, sustainable energy
Nov 17, 2025SubstackToff Cap Monday MonitorAPTV Aptiv Consumer DiscretionaryAuto Parts Bull -automotive technology, electrical distribution systems, growth potential, industry tailwinds, Market Uncertainties, New York Stock Exchange, operational focus, shareholder value, spin-off
Nov 17, 2025SubstackToff Cap Monday MonitorFEC.TO Fronterra EnergyOil & Gas E&P Bull -business optimization, Colombian infrastructure, earnings profile, Energy Sector, exploration and production, operational focus, shareholder returns, spin-off, Toronto Stock Exchange
Nov 17, 2025SubstackToff Cap Monday MonitorSTERV.HE Stora Enso MaterialsPaper & Paper Products Bull -asset portfolio, forest assets, Helsinki Stock Exchange, investment opportunity, packaging business, Revaluation, shareholder value, spin-off, sustainable growth
Nov 16, 2025Fund LettersAshish SinhaPOLR LN Polar Capital Holdings plc FinancialsActive fund management Bull London Stock ExchangeActive, Alpha, Asset Management & Custody Banks, AUM, dividends, Thematics
Nov 16, 2025Fund LettersAshish Sinha3110 JT Nitto Boseki Co., Ltd. MaterialsGlass fiber products Bull NYSEelectronics, Industrials, materials, oligopoly, semiconductors, Substrates
Nov 16, 2025Fund LettersJustin BergnerMSGS US Madison Square Garden Sports Corp. Communication ServicesSports Franchises & Entertainment Bull NYSEasset value, inflation hedge, Knicks, Media rights, Sports Franchises
Nov 16, 2025Fund LettersMario J. GabelliPOLR LN Polar Capital Holdings plc FinancialsAsset Management & Custody Banks Bull London Stock ExchangeActive management, AUM growth, dividend, Scalability, Thematic funds

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