Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 10, 2026SubstackToff Cap Monday MonitorDSFIR.AS DSM-Firmenich ChemicalsSpecialty Chemicals Bull Euronext AmsterdamANH unit sale, bullish narrative, Catalyst, DSM-Firmenich, financial profile, growth strategy, Investor Day, market reaction, Pricing power, specialty chemicals
Feb 10, 2026Fund LettersDavid B. IbenIMP SJ Impala Platinum Holdings Ltd MaterialsDiversified Metals & Mining Bull New York Stock ExchangeIntrinsicvalue, mispricing, platinum, Reserves, Volatility
Feb 10, 2026Fund LettersDavid B. IbenVAL SJ Valterra Platinum Ltd MaterialsDiversified Metals & Mining Bull New York Stock ExchangeIntrinsicvalue, mispricing, platinum, Reserves, Volatility
Feb 10, 2026Fund LettersPaul MooreCRN LN Cairn Homes plc Consumer DiscretionaryHomebuilding Bull New York Stock Exchangegrowth, homebuilding, Housing, Ireland, valuation
Feb 10, 2026Fund LettersPaul MooreAPO Apollo Global Management, Inc. FinancialsAsset Management Bull New York Stock ExchangeAlternatives, asset management, Credit, Drawdown, fee growth
Feb 10, 2026Fund LettersPaul MooreSHL GR Siemens Healthineers AG Health CareHealth Care Equipment Bull XetraDemographics, healthcare, medical imaging, recurring revenue, spinoff
Feb 10, 2026Fund LettersPaul MooreUNP Union Pacific Corporation IndustrialsRail Transportation Bull New York Stock Exchangeinfrastructure, merger, oligopoly, productivity, railroads
Feb 10, 2026Fund LettersPaul MooreLLOY LN Lloyds Banking Group plc FinancialsDiversified Banks Bull New York Stock Exchangebanking, capital management, Margins, yield curve
Feb 10, 2026Fund LettersPaul MooreBIRG LN Bank of Ireland Group plc FinancialsDiversified Banks Bull New York Stock Exchangedividends, European banks, Netinterestmargin, valuation, yield curve
Feb 10, 2026Fund LettersPaul MooreIMI LN IMI plc IndustrialsIndustrial Machinery Bull New York Stock ExchangeAutomation, energy transition, growth, Industrial, Margins
Feb 10, 2026Fund LettersPaul MooreTECK Teck Resources Limited MaterialsCopper Bull New York Stock ExchangeCopper, merger, Mining, scale, synergies
Feb 10, 2026Fund LettersPaul MooreFCX Freeport-McMoRan Inc. MaterialsCopper Bull New York Stock ExchangeCopper, Gold, Grasberg, Production, Supply Shortage
Feb 10, 2026Fund LettersPaul MooreWDS AU Woodside Energy Group Ltd EnergyOil & Gas Exploration & Production Bear New York Stock Exchangearbitrage, commodity risk, energy, Gas, LNG
Feb 10, 2026Fund LettersPaul MooreFDV AU Frontier Digital Ventures Limited Communication ServicesInteractive Media & Services Bear New York Stock Exchangecashflow, Classifieds, emergingmarkets, restructuring
Feb 10, 2026Fund LettersPaul MooreCGF AU Challenger Limited FinancialsLife & Health Insurance Bull New York Stock ExchangeAnnuities, Demographics, Interestrates, Regulation, rerating
Feb 10, 2026Fund LettersPaul MooreSMR AU Stanmore Resources Limited MaterialsCoal & Consumable Fuels Bull New York Stock Exchangecapital discipline, coal, Commodities, Cyclicality, resilience
Feb 10, 2026Fund LettersPaul MooreCSC AU Capstone Copper Corp. MaterialsCopper Bull New York Stock ExchangeCommodities, Copper, Inventories, Mining, Supply Shortage
Feb 10, 2026Fund LettersPaul MooreNEM US Newmont Corporation MaterialsGold Bull New York Stock ExchangeCommodities, Geopolitics, Gold, inflation, Interestrates
Feb 10, 2026Fund LettersJoeFWDI Forward Industries, Inc. FinancialsDiversified Financial Services Bull NASDAQDigital Assets, discount, Mnnav, Solana, Staking, Treasury
Feb 10, 2026Fund LettersSteve ScruggsAAP Advance Auto Parts, Inc. Consumer DiscretionaryAutomotive Retail Bull New York Stock Exchangeaftermarket, Competition, Distribution, Execution, Inventory, Margins, merchandising, restructuring, turnaround

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