Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 9, 2026SubstackTriples InvestingGLXZ Galaxy Gaming GamingTable Games Supplier Bull NASDAQ Stock Marketacquisition, debt refinancing, Evolution, Galaxy Gaming, gaming industry, global licensing, Merger Arbitrage, Nevada Gaming Control Board, Regulatory risk, stock upside
Feb 9, 2026SubstackPP Invest 007NEO.TO Neo Performance Materials MaterialsRare Earths Bull Toronto Stock ExchangeChina, high-tech applications, market growth, materials, Neo Performance Materials, neodymium, Rare Earths, strategic positioning, supply chain diversification
Feb 9, 2026SubstackPP Invest 007AMG AMG Advanced Metallurgical Group MaterialsMetals and Mining Bull -AMG, chrome metal, Electric Vehicles, Lithium, materials, renewable energy, Usa, Vanadium, vertical integration
Feb 9, 2026SubstackPP Invest 007VNP.TO 5N Plus MaterialsSemiconductors Bull Toronto Stock Exchange5N Plus, friendshoring, Germanium, infrared optics, materials, semiconductors, space solar cells, supply chain, US Pentagon
Feb 9, 2026SubstackPP Invest 007VMD Viromed Medical Medical TechnologyCold Plasma Technology Bull -cold plasma technology, groundbreaking findings, Hannover Medical School, Institutional Investors, lung diseases, medical technology, pneumology, registered shares, Viromed Medical
Feb 8, 2026Fund LettersOlivia TreharneFBK IM FinecoBank Banca Fineco SpA FinancialsDiversified Banks Bull Borsa IstanbulBrokerage, earnings, Engagement, Keywords: Banking, Margins
Feb 8, 2026Fund LettersZach C TurnerGEV GE Vernova Inc IndustrialsHeavy Electrical Equipment Bull New York Stock Exchangebacklog, cashflow, Decarbonization, Electrification, Grid, infrastructure, Margins, services, Turbines
Feb 8, 2026Fund LettersZach C TurnerAAPL Apple Inc Information TechnologyTechnology Hardware, Storage & Peripherals Neutral NASDAQCompetition, consumer, Hardware, services, valuation
Feb 8, 2026Fund LettersZach C TurnerPAYC Paycom Software Inc IndustrialsHuman Resource & Employment Services Bull New York Stock ExchangeAI, HCM, Margins, Recurring, Software
Feb 8, 2026Fund LettersZach C Turner000660 KS SK Hynix Inc Information TechnologySemiconductors Bull New York Stock ExchangeAI, Capacity, Memory, Pricing, semiconductors
Feb 8, 2026Fund LettersZach C TurnerGOOGL Alphabet Inc Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cashflow, cloud, monetization
Feb 8, 2026Fund LettersRonald BaronRRR Red Rock Resorts, Inc. Consumer DiscretionaryCasinos & Gaming Bull NASDAQCapEx, development, Durango, EBITDA, Gaming, Locals, Margins, Roi, Visitation
Feb 8, 2026Fund LettersRonald BaronIDXX IDEXX Laboratories, Inc. Health CareHealth Care Supplies Bull NASDAQcompounding, diagnostics, franchise, growth, innovation, Margins, Pricing, Secular, Utilization
Feb 8, 2026Fund LettersRonald BaronSCHW The Charles Schwab Corporation FinancialsInvestment Banking & Brokerage Bull New York Stock ExchangeAsset flows, Brokerage, Deposits, Funding, guidance, Integration, leverage, NIM, Revisions
Feb 8, 2026Fund LettersRonald BaronFDS FactSet Research Systems Inc. FinancialsFinancial Exchanges & Data Bull New York Stock ExchangeAI, analytics, buybacks, Data, Margins, monetization, Recurring, Retention, Workflow
Feb 8, 2026Fund LettersRonald BaronIT Gartner, Inc. Information TechnologyIT Consulting & Other Services Bull New York Stock ExchangeAI, buybacks, productivity, research, Subscriptions
Feb 8, 2026Fund LettersRonald BaronGWRE Guidewire Software, Inc. Information TechnologyApplication Software Bull New York Stock ExchangeARR, cloud, Insurance, Margins, migration
Feb 8, 2026Fund LettersRonald BaronSPOT Spotify Technology S.A. Communication ServicesInteractive Media & Services Bull New York Stock ExchangeARPU, Audio, Margins, Streaming, Subscriptions
Feb 8, 2026Fund LettersRonald BaronCSGP CoStar Group, Inc. Real EstateReal Estate Management & Development Bull NASDAQMarketplaces, Optionality, productivity, Real Estate, Salesforce
Feb 8, 2026Fund LettersRonald BaronH Hyatt Hotels Corporation Consumer DiscretionaryHotels, Restaurants & Leisure Bull New York Stock ExchangeAssetLight, buybacks, Hotels, Loyalty, RevPAR

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