Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 8, 2026Fund LettersMarc-Lennart BräutigamNA9 GR Nagarro SE Information TechnologyIT Services Bull New York Stock ExchangeEventdriven, Mna, Software, Specialsituations, valuation
Jan 8, 2026Fund LettersScott GoodwinNVDA NVIDIA Corporation Information TechnologySemiconductors Bear NASDAQCapEx, GPUs, Productcycle, scaling, semiconductors
Jan 8, 2026Fund LettersScott GoodwinSATS EchoStar Corporation Communication ServicesCable & Satellite Bull NASDAQinference, monetization, Regulation, Spectrum, Sumofparts
Jan 8, 2026Fund LettersScott GoodwinORCL Oracle Corporation Information TechnologyApplication Software Bull New York Stock Exchangecloud, Database, Financing, infrastructure, Issuance
Jan 8, 2026SubstackWinter GemsRI.PA Pernod Ricard SA BeveragesDistillers & Vintners Bull Euronext ParisAbsolut, competitive position, france, Jameson, Pernod Ricard, Spirits, Supreme Court, tariff, trade environment, US market
Jan 8, 2026SubstackWinter GemsDEO Diageo plc BeveragesDistillers & Vintners Bull London Stock Exchangecompetitive position, Diageo, Guinness, Johnnie Walker, Spirits, Supreme Court, tariff, trade environment, UK, US market
Jan 8, 2026SubstackWinter GemsNTDOY Nintendo Co., Ltd. Communication ServicesInteractive Home Entertainment Bull Over-the-Countercompetitive position, Japan, Nintendo, profitability, Supreme Court, Switch2, tariff, trade environment, US market, Video games
Jan 8, 2026SubstackWinter GemsHML.DE Hermle AG MachineryIndustrial Machinery Bull Frankfurt Stock Exchangecompetitive position, Germany, Hermle, machine tools, profitability, short-term growth, Supreme Court, tariff, trade environment, US market
Jan 8, 2026SubstackWinter GemsAMZN Amazon.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Neutral NASDAQ Stock MarketAmazon, China, Competition, e-commerce, innovation, market leadership, operating margin, Supreme Court, tariff, US market
Jan 8, 2026SubstackWinter GemsDBOXF D-Box Technologies Inc. TechnologyElectronic Equipment & Instruments Bull Over-the-Countercompetitive position, D-Box Technologies, long-term growth, Market expansion, motion systems, Supreme Court, tariff, technology, trade environment, US market
Jan 8, 2026SubstackWinter GemsCUERF Jose Cuervo BeveragesDistillers & Vintners Bull Over-the-Counteralcoholic beverages, Jose Cuervo, long-term growth, market share, profitability, Supreme Court, tariff, tequila, trade environment, US market
Jan 8, 2026SubstackWinter GemsTAKUF Takeuchi Manufacturing Co., Ltd. MachineryConstruction Machinery & Heavy Trucks Bull Over-the-Counterconstruction machinery, Japan, operating margin, profitability, short-term boost, Supreme Court, Takeuchi, tariff, trade barriers, US market
Jan 8, 2026SubstackWinter GemsBBD-B.TO Bombardier Inc. Aerospace & DefenseAerospace Bull Toronto Stock ExchangeAerospace, Bombardier, business jets, Canada, long-term outlook, rail transport, Supreme Court, tariff, Trump, USMCA
Jan 8, 2026SubstackAttitude Small Caps2219.HK Chaoju Eye Care HealthcareHealthcare Facilities Bull Hong Kong Stock Exchangecataract operations, Chaoju Eye Care, China consumption crisis, defensive business, demographic trends, dividend yield, Healthcare Facilities, Ophthalmology, refractive surgery, Share Buybacks
Jan 8, 2026SubstackAttitude Small CapsSEMA.LS Semapa ConglomeratesIndustrial Conglomerates Bull Euronext Lisbonacquisition strategy, Cementos Molins, divestment, extraordinary dividend, industrial conglomerate, Navigator, Semapa, shareholder value, Undervalued Assets, value creation
Jan 7, 2026Twitter / X@InvestSpecial7734.T Riken Keiki Co., Ltd. Electronic Equipment, Instruments & ComponentsElectronic Equipment & Instruments Bull Tokyo Stock ExchangeAI capex, Calibration, Gas Detection, Industrial Safety, Instrumentation, Japan, Maintenance Contracts, Semiconductor Fabs, Sensors
Jan 7, 2026Twitter / X@realrosecelineUBER Uber Technologies, Inc. Passenger Ground TransportationPassenger Ground Transportation Bear New York Stock ExchangeAutonomy, Cities, London, Lyft, mobility, Pricing, Ridesharing, robotaxi, TakeRate, Waymo
Jan 7, 2026Twitter / X@aleabitoredditOSS One Stop Systems, Inc. Aerospace & DefenseAerospace & Defense Bull NASDAQAI, Autonomous, Defense, Drones, Edge AI, Hardware, Kinetic Defense, Military, Navy, Rugged computing, SOCOM, Surveillance, USVs
Jan 7, 2026Twitter / X@KerrisdaleCapTDS Telephone and Data Systems, Inc. Diversified Telecommunication ServicesIntegrated Telecommunication Services Bull New York Stock Exchangebroadband, cashflow, dividends, Fcc, Fiber, ILEC, infrastructure, M&A, Rural, Spectrum, Subsidies, Telecom, Tenancy, Towers, valuation
Jan 7, 2026Twitter / X@Investors___XBABA Alibaba Group Holding Limited Internet & Direct Marketing RetailInternet & Direct Marketing Retail Bull New York Stock ExchangeAlipay, China, Compliance, conglomerate, Fintech, Insurance, IPO, Lending, Optionality, Payments, Regulation, Sum-of-parts, valuation, Wealth

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