Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 13, 2026Fund LettersJoe BauernfreundCHRY LN Chrysalis Investments Limited FinancialsClosed-End Funds Bull New York Stock ExchangeActivism, discount, Governance, NAV, Realisation
Jan 13, 2026SubstackToff Cap Monday MonitorHRI.L Herald Investment Trust FinancialsInvestment Trusts Neutral London Stock Exchangecontingency plan, Control, investment trust, Liquidity, NAV, Saba, shareholder dynamics, strategic maneuvers, takeover, tender offer
Jan 13, 2026SubstackToff Cap Monday MonitorGETB.L GetBusy Plc TechnologySoftware Bull London Stock Exchangegrowth, insider buying, insider ownership, investment opportunity, market cap, shareholder value, SmartVault, Software, software sunsets, Workiro
Jan 13, 2026SubstackToff Cap Monday MonitorBSIF.L Bluefield Solar Income Fund FinancialsRenewable Energy Funds Bull London Stock ExchangeAsset Sale, development rights, discount to NAV, dividend yield, investment opportunity, Joint venture, renewable energy, solar and wind assets, sustainable energy, UK market
Jan 13, 2026SubstackToff Cap Monday MonitorJFC.PH Jollibee Foods Corporation Consumer ServicesRestaurants Bull Philippine Stock ExchangeCapital markets, cash flow, growth, international expansion, Margins, Multiple arbitrage, Philippines, spin-off, US listing, valuation
Jan 13, 2026SubstackKairos ResearchLOGC ContextLogic Inc Financial ServicesInvestment Management & Fund Operators Bull Over-the-Counteracquisition platform, Berkshire Hathaway, capital allocation, ContextLogic, Free Cash Flow Growth, investment strategy, NOLs, owner-run compounder, tax efficiency, US Salt
Jan 12, 2026Fund LettersNick GriffinCIEN Ciena Corporation Information TechnologyCommunications Equipment Bull New York Stock ExchangeAI, Connectivity, datacenters, growth, hyperscalers, Optics
Jan 12, 2026Fund LettersNick GriffinGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, cloud, Monetisation, Optionality, Search, semiconductors
Jan 12, 2026Fund LettersShreekkanth ViswanathanHEI HEICO Corporation IndustrialsAerospace & Defense Bull New York Stock ExchangeAcquisitions, Aerospace, aftermarket, compounding, Margins
Jan 12, 2026Fund LettersShreekkanth ViswanathanKKR KKR & Co. Inc. FinancialsAsset Management & Custody Activities Bull New York Stock ExchangeAlternatives, Assetmanagement, compounding, Fees, Insurance
Jan 12, 2026Fund LettersShreekkanth ViswanathanKNSL Kinsale Capital Group, Inc. FinancialsProperty & Casualty Insurance Bull New York Stock Exchangebuybacks, Discipline, Float, Insurance, underwriting
Jan 12, 2026Fund LettersShreekkanth ViswanathanCPRT Copart, Inc. IndustrialsSpecialty Business Services Bull NASDAQMarketplaces, Moat, Networkeffects, Salvage, Vehicles
Jan 12, 2026Fund LettersShreekkanth ViswanathanTRIV IN Triveni Turbine Limited IndustrialsIndustrial Machinery Bull New York Stock Exchangebacklog, Exports, Industrial, ROIC, Turbines
Jan 12, 2026Fund LettersShreekkanth ViswanathanBAF IN Bajaj Finance Limited FinancialsConsumer Finance Bull New York Stock ExchangeAI, compounding, India, Lending, underwriting
Jan 12, 2026Fund LettersAndrew SummersCCSI Consensus Cloud Solutions Inc. Information TechnologyApplication Software Bull NASDAQbuybacks, deleveraging, Healthcareit, rerating, spin-off
Jan 12, 2026Fund LettersRichard StaveleyFSJ LN James Fisher & Sons plc IndustrialsCommercial Services & Supplies Bull New York Stock ExchangeDefence, deleveraging, Margins, turnaround, valuation
Jan 12, 2026Fund LettersMathew HermaryTPZ CN Topaz Energy Corp. EnergyOil & Gas Royalties Bull New York Stock Exchangecashflow, dividends, energy, Optionality, Production, royalties, valuation
Jan 12, 2026Fund LettersMathew HermaryFTT CN Finning International Inc. IndustrialsTrading Companies & Distributors Bull New York Stock ExchangeAI, CapEx, Cyclicality, Equipment, infrastructure, rerating, valuation
Jan 12, 2026Fund LettersMathew HermaryDG Dollar General Corporation Consumer StaplesDiscount Stores Bull New York Stock ExchangeDiscountretail, Margins, recovery, turnaround, valuation
Jan 12, 2026Fund LettersMathew Hermary005930 KS Samsung Electronics Co., Ltd. Information TechnologySemiconductors & Electronic Equipment Bull New York Stock ExchangeAI, Memory, rerating, semiconductors, valuation

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