Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 27, 2025SubstackToff Cap Monday MonitorINBK First Internet Bancorp FinancialsBanks - Regional Bull -banking industry, Book Value, First Internet Bancorp, growth challenges, investment opportunity, online banking, Share Buyback, undervaluation
Oct 27, 2025SubstackToff Cap Monday MonitorPOLX.L Polarean Imaging Health CareMedical Devices Bear -Cost Reduction, Delisting, investment risk, medical imaging, pico-cap challenges, Polarean Imaging, small-cap stock, strategic review
Oct 27, 2025SubstackToff Cap Monday MonitorGLPG.AS Galapagos Health CareBiotechnology Neutral -biotech divestment, biotechnology industry, cash reserves, cell therapy, Galapagos, Gilead involvement, investment strategy, strategic pivot
Oct 27, 2025SubstackToff Cap Monday MonitorSCLX Scilex Health CareDrug Manufacturers - General Neutral -biotech spin-off, biotechnology industry, Bitcoin exchange, Datavault AI, investment risk, Scilex, Semnur stock, strategic alternatives
Oct 27, 2025SubstackToff Cap Monday MonitorWBD Warner Bros. Discovery Communication ServicesEntertainment Neutral -asset revaluation, investment opportunity, media industry, media split, potential acquisition, strategic alternatives, streaming vs linear, Warner Bros. Discovery
Oct 27, 2025SubstackToff Cap Monday MonitorTNOM.HE Talenom IndustrialsSpecialty Business Services Bull -accounting services, Easor software, investment opportunity, software business, spin-off, strategic review, Talenom, valuation multiples
Oct 27, 2025SubstackToff Cap Monday MonitorRNA Avidity Biosciences Health CareBiotechnology Bull -Avidity Biosciences, biotech spin-off, biotechnology industry, investment opportunity, Novartis acquisition, pipeline programs, pre-revenue biotech, RNA therapies
Oct 27, 2025SubstackStock PursuitLUCY Innovative Eyewear Health CareMedical Instruments & Supplies Bull -AI integration, consumer adoption, industrial applications, international expansion, Lucyd Armor, market growth, Partnerships, smart glasses, tariff strategy, wearable technology
Oct 26, 2025Twitter / X@InvestingVisualRBRK Rubrik, Inc. Information TechnologySystems Software Bull New York Stock ExchangeBackup, cybersecurity, Data, Dive, Insurance, Modern, Rbrk, Rubrik
Oct 26, 2025Value Investors ClubCoffee capitalDY Dycom Industries, Inc. IndustrialsConstruction & Engineering Bear New York Stock ExchangeConstruction services, engineering, Fiber networks, industrial services, Operations, telecommunications infrastructure
Oct 26, 2025Value Investors Clubjacob828KSPI Kaspi.kz JSC FinancialsBanks Bull NASDAQbanking, Credit, Deposits, financial services, Interest rates, Lending
Oct 26, 2025Value Investors ClubMasonLBRT Liberty Energy, Inc. Information TechnologySoftware Bull New York Stock Exchangecloud, Digital platforms, Enterprise software, IT services, Software, technology
Oct 26, 2025SubstackPP Invest 007UCA1.DE U.C.A. AG Other- Bull -dividend yield, equity ratio, German SME market, investment exits, Medtech, niche investment, nursing recruitment, Pflegia GmbH, SaaS, U.C.A. AG
Oct 26, 2025SubstackThe Finance CornerPYPL PayPal Holdings, Inc. FinancialsCredit Services Bull -balance sheet, Fintech, market cap, online payments, PayPal, profitability, revenue increase, Strategic Partnerships, undervalued, User growth
Oct 25, 2025Twitter / X@bhidesubodh13836 AVANT GROUP CORPORATION Information TechnologyApplication Software Bull Tokyo Stock Exchange (Prime Market)Avant, BPO, Financial Reporting, Japan, Payments, Reporting, SaaS, Satellite
Oct 25, 2025Value Investors ClubanonymouscashflowFWRG First Watch Restaurant Group, Inc. Consumer DiscretionaryRestaurants Bear New York Stock ExchangeConsumer services, Daytime dining, Foodservice operations, hospitality, Restaurants
Oct 25, 2025Fund LettersAndrew MartinBEZ SP Beng Kuang Marine Ltd. EnergyMarine Bull Singapore Exchange—
Oct 25, 2025Fund LettersAndrew OskouiCGEO LN Georgia Capital FinancialsInvestment Holding Companies Bull NYSEbuybacks, conglomerate, discount, diversification, Emerging markets, NAV, valuation
Oct 25, 2025Fund LettersAndrew MartinBEZ SP Beng Kuang Marine Ltd. EnergyMarine Bull Singapore Exchange—
Oct 25, 2025Fund LettersAndrew OskouiCGEO LN Georgia Capital FinancialsInvestment Holding Companies Bull NYSEbuybacks, conglomerate, discount, diversification, Emerging markets, NAV, valuation

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