Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 12, 2026Fund LettersAndrew OskouiCGEO LN Georgia Capital PLC FinancialsDiversified Financials Bull New York Stock Exchangebuybacks, conglomerate, deleveraging, NAV, undervaluation
Jan 12, 2026Fund LettersAndrew OskouiENVA Enova International, Inc. FinancialsConsumer Finance Bull New York Stock ExchangeAccretion, buybacks, Deposits, Fintech, Margins, underwriting
Jan 12, 2026Fund LettersDan DavidowitzNFLX Netflix, Inc. Communication ServicesMovies & Entertainment Bear NASDAQacquisition, leverage, Regulation, Risk, Streaming
Jan 12, 2026Fund LettersDan DavidowitzWDAY Workday, Inc. Information TechnologyApplication Software Bear NASDAQDeceleration, HCM, Maturity, Reallocation, Software
Jan 12, 2026Fund LettersDan DavidowitzISRG Intuitive Surgical, Inc. Health CareHealth Care Equipment Bull NASDAQinnovation, Monopoly, Procedures, robotics, Surgery
Jan 12, 2026Fund LettersDan DavidowitzORCL Oracle Corporation Information TechnologyApplication Software Bull New York Stock ExchangeAI, backlog, cloud, Execution, valuation
Jan 12, 2026Fund LettersDan DavidowitzLLY Eli Lilly and Company Health CarePharmaceuticals Bull New York Stock ExchangeGlp1, growth, innovation, pharmaceuticals, Pricing
Jan 12, 2026Fund LettersBrian AngerameELF e.l.f. Beauty, Inc. Consumer StaplesPersonal Care Products Bull New York Stock ExchangeConsumption, Cosmetics, Pricing, recovery, tariffs
Jan 12, 2026Fund LettersBrian AngerameSHOP Shopify Inc. Information TechnologyInternet Services & Infrastructure Bull New York Stock Exchangeecommerce, Enterprises, Margins, monetization, Platforms
Jan 12, 2026SubstackShareholders UniteSURG SurgePays TelecommunicationsWireless Telecommunications Bull NASDAQ Stock MarketClearLine, fintech solutions, high-risk high-reward, Lifeline program, LogicsIQ, MVNE partnerships, Phone-in-a-Box, Subscriber Growth, SurgePays, telecommunications
Jan 11, 2026Twitter / X@realrosecelineUBER Uber Technologies, Inc. TransportationPassenger Ground Transportation Bear New York Stock Exchangeautonomous vehicles, Fleet Ownership, Mobility Platforms, Ridesharing, robotaxi, Transportation Software
Jan 11, 2026Fund LettersSamuel ZiffUHR SW Swatch Group AG Consumer DiscretionaryLuxury Goods Bull Swiss Exchangeassets, Luxury, Operatingleverage, recovery, Valuereserve
Jan 11, 2026Fund LettersSamuel Ziff9988 HK Alibaba Group Holding Ltd Consumer DiscretionaryBroadline Retail Bear New York Stock ExchangeCapEx, cashflow, cloud, earnings, exit
Jan 11, 2026Fund LettersMatt GeigerELE CN Elemental Royalty Corp. MaterialsDiversified Metals & Mining Bull Toronto Stock ExchangeAllocation, diversification, Liquidity, mergers, Optionality, rerating, royalties
Jan 11, 2026Fund LettersMatt GeigerBRVO CN Bravo Mining Corp. MaterialsPrecious Metals & Minerals Bull Toronto Stock ExchangeCapEx, Catalysts, Derisking, development, Financing, Permitting, Torque
Jan 11, 2026Fund LettersMatt GeigerKLD CN Kenorland Minerals Ltd. MaterialsGold Bull Toronto Stock ExchangeDilution, Discovery, Exploration, Gold, Optionality, Partnerships, pipeline
Jan 11, 2026Fund LettersMatt GeigerALS CN Altius Minerals Ltd. MaterialsDiversified Metals & Mining Bull New York Stock ExchangeAllocation, cashflow, Catalysts, Commodities, Optionality, rerating, royalties
Jan 11, 2026Fund LettersVincent LoVICR Vicor Corporation Information TechnologyPower Management Integrated Circuits Bull NASDAQAI, Hvdc, Licensing, Margins, Powerdelivery, semiconductors
Jan 11, 2026Fund LettersMurray StahlLB LandBridge Company LLC EnergyOil & Gas Exploration & Production Bull New York Stock Exchangeinfrastructure, land, Optionality, Permian, Scarcity
Jan 11, 2026Fund LettersMurray StahlWBI WaterBridge Infrastructure LLC EnergyOil & Gas Equipment & Services Bull New York Stock Exchangeinfrastructure, Permian, royalties, Tollbooth, Water

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