Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 3, 2026SubstackTriples InvestingSBM.AX St Barbara Limited MaterialsGold Bull Australian Securities Exchangecash reserves, expansion, gold producer, government stake, multi-bagger, New Simbari, Nova Scotia, St Barbara, Tax dispute, undervalued
Aug 3, 2026Fund LettersMcIntyre PartnershipsSTHO Star Holdings OtherReal Estate Management & Development Bull -asset monetization, capital return, Equity, ground leases, holding company, Liquidation, NAV discount, Real Estate, Special Situation, Sum-of-the-Parts, Value
Aug 3, 2026Fund LettersSaltlight CapitalCSU.TO Constellation Software Inc. OtherApplication Software Bull -AI Enhancement, Defensive Moat, Enterprise software, Mission-critical systems, Niche markets, Software Consolidation, switching costs, System of Record, vertical market software
Aug 3, 2026Fund LettersMcIntyre PartnershipsSHC Sotera Health Company OtherHealth Care Services Bull -CEO transition, Equity, growth, Health Care Services, Litigation Overhang, Medical Device Services, post-COVID recovery, Private Equity Overhang, Sterilization, Value
Aug 3, 2026Fund LettersMcIntyre PartnershipsQDEL QuidelOrtho Corporation OtherHealth Care Equipment Bull -China Regulatory, deleveraging, diagnostics, divestiture, Equity, Health Care Equipment, Private Equity Target, Special Situation, Sum-of-the-Parts, Value
Aug 3, 2026SubstackTriples InvestingEWC.AX Energy World Corporation Ltd EnergyLNG Bull Australian Securities ExchangeAsset Sale, cash position, debt elimination, Halidor Energy, Indonesia project, LNG developer, Philippines terminal, shareholder returns, Strategic Transformation, turnaround
Aug 3, 2026SubstackTriples InvestingSBM.AX St Barbara Limited MaterialsGold Bull Australian Securities Exchangecash reserves, expansion, geopolitical risks, gold producer, Kumal Minerals, Lingbao, Nova Scotia, Simbari asset, Tax dispute, undervalued
Aug 3, 2026SubstackTriples InvestingCUB Lionheart Holdings EnergyOil & Gas Exploration & Production Bull NASDAQ Stock MarketCapital Raise, geopolitical risk, Joint venture, KEO Energy, Lionheart Holdings, Maracaibo Basin, oil production, PetroUrdaneta, SPAC, Venezuela
Aug 3, 2026SubstackDB SilverfoxZTS Zoetis PharmaceuticalsAnimal Health Neutral New York Stock ExchangeAggressive Strategy, Animal Health, financial engineering, high leverage, market volatility, Share Buybacks, Short-term Gains, speculative investment, U.S. market, Zoetis
Aug 3, 2026SubstackDB SilverfoxVETO.PA Vetoquinol PharmaceuticalsAnimal Health Bull Euronext ParisAnimal Health, capital allocation, Conservative strategy, debt reduction, European market, family ownership, long-term investment, Prudent Management, sustainable growth, Vetoquinol
Aug 2, 2026SubstackJam Invest0480.HK HKR International Real EstateReal Estate Development Bull Hong Kong Stock Exchangeasset monetization, catalyst timing, financial assets, HKR International, Hong Kong market, investment potential, property development, Real Estate, shareholder value, value unlocking
Aug 1, 2026Fund LettersRowan Street CapitalCSU.TO Constellation Software Software - ApplicationApplication Software Bull Toronto Stock Exchangecapital allocation, Decentralized operations, Education software, financial services, Founder Transition, government software, healthcare software, M&A, Mission-Critical Software, Software Acquirer, utilities, Value, vertical market software
Aug 1, 2026Fund LettersRowan Street CapitalTOI.TO Topicus OtherApplication Software Bull Toronto Stock Exchangecapital allocation, Constellation Spin-off, Europe, financial services, government software, healthcare software, M&A, Mission-Critical Software, Software Acquirer, Value, vertical market software
Aug 1, 2026Fund LettersRowan Street CapitalSHOP Shopify Software - ApplicationApplication Software Bull New York Stock ExchangeAI Shopping Agents, B2B Commerce, commerce platform, e-commerce, Gmv Growth, growth, Merchant Services, SaaS, Shop Pay, Universal Commerce Protocol
Aug 1, 2026Fund LettersRowan Street CapitalTSLA Tesla Auto ManufacturersAutomobile Manufacturers Bull NASDAQArtificial Intelligence, autonomous driving, Electric Vehicles, energy storage, Full Self-Driving, growth, humanoid robots, manufacturing, Optimus, robotaxi, vertical integration
Aug 1, 2026Fund LettersRowan Street CapitalMETA Meta Platforms Internet Content & InformationInteractive Media & Services Bull NASDAQAd Tech, Advantage+, AI infrastructure, Artificial Intelligence, digital advertising, Family of Apps, founder-led, growth, social media, user engagement
Aug 1, 2026SubstackKairos ResearchFTAI FTAI Aviation Ltd. TransportationAerospace & Defense Bull NASDAQ Stock MarketAerospace, EBITDA growth, FTAI Aviation, Major airline customers, margin compression, market share, Power systems, revenue mix shift, strategic pivot, undervaluation
Aug 1, 2026SubstackRijnberk Invest InsightsSAP.DE SAP SE SoftwareEnterprise Software Bull Frankfurt Stock ExchangeAI agents, AI disruption, cloud revenue, data sovereignty, Enterprise software, ERP, financial health, investment opportunity, SAP SE, stock valuation
Jul 31, 2026Fund LettersGreen Ash PartnersIBRX ImmunityBio, Inc. BiotechnologyBiotechnology Bull NASDAQbiotechnology, cancer treatment, Equity, growth, Immunotherapy, manufacturing capacity, pipeline, Regulatory Approval, US
Jul 31, 2026Fund LettersGreen Ash PartnersFTC.L Filtronic plc Communication EquipmentElectronic Components Bull London Stock ExchangeAerospace Supplier, Equity, growth, manufacturing capacity, Monopolistic, net cash, RF components, SpaceX Supplier, UK

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