Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 13, 2026SubstackToff Cap Monday MonitorHRI.L Herald Investment Trust FinancialsInvestment Management Neutral London Stock Exchangeexit liquidity, Herald Investment Trust, investment trust, media and telecommunications, NAV, Saba, shareholder composition, strategic maneuver, technology sector, tender offer
Jan 13, 2026SubstackToff Cap Monday MonitorGETB.L GetBusy plc TechnologySoftware Bull London Stock ExchangeDocument management, GetBusy, growth potential, insider buying, Market Confidence, platform strategy, productivity software, shareholder returns, SmartVault sale, software sunsets
Jan 13, 2026SubstackToff Cap Monday MonitorBSIF.L Bluefield Solar Income Fund UtilitiesRenewable Energy Bull London Stock Exchangeasset sales, Bluefield Solar, development rights, discount to NAV, dividend yield, Joint venture, renewable energy, shareholder value, solar and wind assets, sustainable energy
Jan 13, 2026SubstackToff Cap Monday MonitorJFC.PS Jollibee Foods Corporation Consumer DiscretionaryRestaurants Bull Philippine Stock ExchangeCapital markets, global fast-food, Growth Opportunities, international expansion, Jollibee Foods, Multiple arbitrage, Philippine operations, risk management, shareholder value, spin-off
Jan 13, 2026Twitter / X@undrvalueCRM Salesforce, Inc. SoftwareApplication Software Bull New York Stock ExchangeAgents, CRM, Datamoat, SaaS, Switchingcosts, Workflow
Jan 13, 2026Twitter / X@undrvalueCHWY Chewy, Inc. Internet & Direct Marketing RetailInternet & Direct Marketing Retail Bull New York Stock Exchangeautoship, Clinics, Petcare, Pets, Pharmacy, Subscription, telehealth, Veterinary
Jan 13, 2026Fund LettersMiguel NogalesMELI MercadoLibre Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQecommerce, Financial Inclusion, Fintech, Logistics, Payments
Jan 13, 2026Fund LettersSilas MyersROP Roper Technologies Inc. Application SoftwareApplication Software Bear New York Stock ExchangeAcquisitions, Moat, Organic, Saturation, Software, valuation
Jan 13, 2026Fund LettersSilas MyersEFX Equifax Inc. Professional ServicesResearch & Consulting Services Bear New York Stock ExchangeBureaus, Credit, Distribution, Housing, Mortgage, uncertainty
Jan 13, 2026Fund LettersSilas MyersNFLX Netflix Inc. Movies & EntertainmentMovies & Entertainment Bull NASDAQadvertising, Ip, scale, sports, Streaming, Subscriptions
Jan 13, 2026Fund LettersSilas MyersTSM Taiwan Semiconductor Manufacturing Co., Ltd. SemiconductorsSemiconductors Bull New York Stock ExchangeAI, CapEx, Foundry, Nodes, ROIC, semiconductors
Jan 13, 2026Fund LettersSilas MyersMSFT Microsoft Corp. Systems SoftwareSystems Software Bull NASDAQAI, Azure, CapEx, cloud, Copilot, enterprise
Jan 13, 2026Fund LettersSilas MyersMETA Meta Platforms Inc. Interactive Media & ServicesInteractive Media & Services Bull NASDAQadvertising, AI, CapEx, Engagement, Pricing, Recommendations
Jan 13, 2026Fund LettersSilas MyersORCL Oracle Corp. Systems SoftwareSystems Software Bull New York Stock ExchangeAI, cloud, Contracts, Databases, hyperscale, infrastructure
Jan 13, 2026Fund LettersSilas MyersAAPL Apple Inc. Technology Hardware, Storage & PeripheralsTechnology Hardware, Storage & Peripherals Bull NASDAQChina, Devices, Ecosystem, iPhone, Margins, services
Jan 13, 2026Fund LettersSilas MyersMTD Mettler-Toledo International Inc. Life Sciences Tools & ServicesLife Sciences Tools & Services Bull New York Stock ExchangeAutomation, Instrumentation, Labs, Nearshoring, Pricing, tariffs
Jan 13, 2026Fund LettersSilas MyersGOOG Alphabet Inc. Interactive Media & ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, leverage, Margins, Search
Jan 13, 2026Fund LettersGeorge K. LivadasHSIC Henry Schein, Inc. Health CareHealth Care Supplies Bull NASDAQDentistry, Distribution, efficiency, Margins, Privateequity
Jan 13, 2026Fund LettersGeorge K. Livadas6954 JP FANUC Corporation IndustrialsIndustrial Machinery Bull New York Stock ExchangeAutomation, CNC, Cyclicality, Reshoring, robotics
Jan 13, 2026Fund LettersGeorge K. LivadasCCK Crown Holdings, Inc. MaterialsAluminum Bull New York Stock Exchangebuybacks, defensive, EBITDA, leverage, Packaging

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