Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 5, 2026Fund LettersBarometer Capital ManagementCAT Caterpillar Inc. OtherConstruction Machinery & Heavy Trucks Bull -AI infrastructure, Construction Equipment, Cyclical, Data-Center Power, energy infrastructure, Gensets, Industrials, Mining equipment, Resource Cycle
Aug 4, 2026SubstackPP Invest 007GRVY GRAVITY Co., Ltd. GamingOnline and Mobile Games Bull Nasdaq Stock Marketactivist investor, cash reserves, Chinese market, EV/EBITDA Multiple, gaming industry, Intellectual Property, interim dividend, Ragnarok M: Eternal Love 2, undervaluation, XD Inc.
Aug 4, 2026Fund LettersHennessy Equity and Income FundD Dominion Energy OtherElectric Utilities Bull -AI, balance sheet improvement, data centers, defensive, dividend, Electric, natural gas, North Carolina, Predictable Cash Flow, Regulated, South Carolina, utilities, Virginia
Aug 4, 2026Fund LettersHennessy Equity and Income FundENTG Entegris OtherSemiconductor Materials & Equipment Bull -Advanced Node, AI infrastructure, Equipment, Fab Utilization, Free Cash Flow, high barriers to entry, Logic, margin expansion, market share gains, materials, Memory, semiconductors
Aug 4, 2026Fund LettersSmoak Capital Management041830.KQ InBody OtherHealth Care Equipment Bull -BIA technology, Body composition, Data Moat, Direct sales model, Equity, Geographic Expansion, GLP-1 beneficiary, growth, Healthcare Equipment, Medical devices, net cash, operating leverage, South Korea
Aug 4, 2026Fund LettersSmoak Capital Management3661.T M-up Holdings OtherInteractive Media & Services Bull -capital allocation, digital platform, e-commerce, E-ticketing, entertainment, Equity, Fan club operator, high-ROIC, Japan, net cash, Share Buybacks, Two-Sided Marketplace, Value
Aug 4, 2026SubstackPP Invest 007GRVY GRAVITY Co., Ltd. GamingOnline and Mobile Games Bull Nasdaq Stock Marketactivist investor, Chinese gaming market, enterprise value, interim dividend, Operational Leverage, Ragnarok IP rights, Ragnarok M: Eternal Love 2, TapTap, undervaluation, XD Inc.
Aug 4, 2026SubstackModern Value Investing000660.KS SK hynix Inc. TechnologySemiconductors Bull Korea ExchangeAI infrastructure, competitive edge, cyclical industry, High-Bandwidth Memory, innovation, long-term prospects, R&D efforts, semiconductors, SK Hynix, technological bottlenecks
Aug 4, 2026SubstackModern Value InvestingMETA Meta Platforms, Inc. Communication ServicesInteractive Media & Services Bull NASDAQ Stock MarketConsumer Preferences, digital advertising, Family of Apps, margin compression, Meta Platforms, Regulatory Risks, resilience, social media, strategic foresight, user base
Aug 4, 2026SubstackModern Value InvestingWW WW International, Inc. Consumer ServicesPersonal Services Bull NASDAQ Stock Marketbehavioral subscribers, execution risks, growth opportunity, legacy business, marketing strategy, pivot strategy, Subscriber Growth, weight-loss medication, Wellness, WW International
Aug 4, 2026SubstackModern Value InvestingBMBL Bumble Inc. Communication ServicesInteractive Media & Services Neutral NASDAQ Stock MarketBumble, cash flow generation, competitive landscape, future growth, growth metrics, high conviction, innovation, platform redesign, social networking, user engagement
Aug 4, 2026SubstackModern Value InvestingHFG.DE HelloFresh SE Consumer ServicesFood Delivery Bear Frankfurt Stock Exchangecapital requirements, competitive position, earnings trajectory, execution risks, Factor segment, HelloFresh, M&A strategy, management priorities, Meal Kit Delivery, Share Buybacks
Aug 4, 2026SubstackModern Value InvestingVIH1.DE VIB Vermögen AG Real EstateReal Estate Development Bear Frankfurt Stock Exchangeasset quality, Branicks Group, control issues, financing source, Governance, minority shareholders, Real Estate, shareholder alignment, valuation, VIB Vermögen
Aug 4, 2026SubstackShareholders UniteWATT Energous Corporation TechnologySemiconductors Bull NASDAQ Stock MarketAirFuel RF standard, ambient energy, battery-free IoT, EU Battery Regulation, IoT, patent portfolio, regulatory approvals, RF-based charging, supply chain visibility, Wireless Power Network
Aug 4, 2026SubstackRijnberk Invest InsightsLRCX Lam Research Corporation Semiconductors & Semiconductor EquipmentSemiconductor Equipment Bull NASDAQ Stock Market3D architectures, Advanced Packaging, capital allocation, deposition and etching, Lam Research, market share, NAND growth, Revenue Growth, semiconductor equipment, Wafer Fabrication
Aug 4, 2026SubstackToff Cap Monday MonitorSMHI Seacor Marine Marine TransportationOffshore Support Vessels Bull New York Stock Exchangeactivist investors, asset sales, Fleet utilization, Marine Transportation, NAV, Offshore Cycle, Seacor Marine, strategic review, valuation disconnect, value-maximizing transactions
Aug 4, 2026SubstackToff Cap Monday MonitorASPO Aspo LogisticsDiversified Logistics Bull Helsinki Stock ExchangeAspo, asset disposals, enterprise value, equity appreciation, ESL Shipping, Logistics, profitable growth, restructuring, spin-off, Telko Group
Aug 4, 2026SubstackToff Cap Monday MonitorLBTYA Liberty Global TelecommunicationsCable and Satellite Neutral NASDAQ Stock Marketasset disposals, Benelux telecom, debt reduction, Dividend compounder, financial separation, Free Cash Flow, Liberty Global, regional telecom, spin-off, VodafoneZiggo
Aug 3, 2026SubstackTriples InvestingCUB Lionheart Holdings EnergyOil & Gas Exploration & Production Bull NASDAQ Stock MarketEnergy Sector, investment opportunity, KEO Energy, Lionheart Holdings, Maracaibo Basin, NASDAQ listing, oil production, PetroUrdaneta, SPAC, Venezuela
Aug 3, 2026SubstackTriples InvestingEWC.AX Energy World Corporation EnergyLNG Bull Australian Securities Exchangecapital return, cash reserves, debt-free, Energy World, financial prudence, Hallador Energy, LNG developer, Philippines terminal, turbine sale, turnaround

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