Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 4, 2026SubstackThe MikrokapEVC None TechnologyAdTech Bull -AdTech growth, competitive position, digital advertising, focused strategy, market share, profitability, revenue acceleration, segment split, stock revaluation, technological advancements
Jan 4, 2026SubstackThe MikrokapALCO None AgricultureLand Management Bull -asset unlocking, cash flow, citrus farming, financial health, intrinsic value, land rezoning, management track record, operational risks, shareholder returns, stock appreciation
Jan 4, 2026SubstackThe MikrokapLDB.MI None Industrial GoodsHVAC Bull Borsa ItalianaAcquisitions, business model, financial performance, France exit, HVAC market, local businesses, market revaluation, organic growth, strategic pivot, underpenetrated market
Jan 4, 2026SubstackStock PursuitFCEL FuelCell Energy Alternative EnergyFuel Cell Technology Bull NASDAQ Stock Marketclean energy, data centers, EBITDA, expansion, FuelCell Energy, Korean market, modular fuel cells, Partnerships, Torrington facility, US power demand
Jan 3, 2026Twitter / X@MontanaMatosPATH UiPath Inc. SoftwareApplication Software Bull New York Stock ExchangeAgents, AI, Automation, Compliance, enterprise, Maestro, Orchestration, RPA, Workflow
Jan 3, 2026Twitter / X@TheLongInvestADUR Aduro Clean Technologies Inc. -- Bull NASDAQBiofuels, Bitumen, Canada, Chemolysis, Circularity, EPR, Hydrochemolysis, Plastics, polyolefins, Recycling
Jan 3, 2026SubstackBrad MunchenTSLA Tesla, Inc. AutomotiveElectric Vehicles Bear NASDAQ Stock Marketdeliveries decline, Elon Musk, EPS estimates, financial strain, Model Y discounts, negative free cash flow, Q4 2025, robotaxis, stock pressure, Tesla
Jan 3, 2026SubstackTriples InvestingGRZ.V Gold Reserve Inc. MiningGold Mining Bull Toronto Stock ExchangeCanadian company, Citgo auction, expropriation awards, financial recovery, Gold Reserve, legal victories, mining projects, political risks, Siembra Minera, Venezuela
Jan 3, 2026SubstackTriples InvestingRML.V Rusoro Mining Ltd. MiningGold Mining Bull Toronto Stock ExchangeCanadian company, Citgo sale, convertible notes, geopolitical, Liquidity, mining claims, PDVSA, Rusoro Mining, U.S. policy, Venezuela
Jan 3, 2026SubstackCoughlin CapitalBABA Alibaba Group E-commerce and Cloud ComputingE-commerce and Cloud Computing Bull New York Stock ExchangeAI-related revenue, Alibaba Group, Ant Group, Cainiao logistics, China market, Cloud computing, e-commerce, geopolitical risks, Share Buyback, valuation
Jan 3, 2026SubstackCoughlin CapitalFOUR Shift4 Payments Payments ProcessingPayments Processing Bull New York Stock Exchangefintech sector, Global Blue acquisition, high-volume venues, hospitality, international expansion, organic growth, Payments processing, Shift4 Payments, stock buyback, valuation
Jan 2, 2026Twitter / X@ManuInvestsSTNE StoneCo Ltd. Financial ServicesTransaction & Payment Processing Services Bull NASDAQAcquiring, Brazil, buybacks, Credit, divestiture, Fintech, LatAm, MSMB, Payments, ROE, turnaround
Jan 2, 2026Twitter / X@weary_centurionPATH UiPath Inc. SoftwareApplication Software Bull New York Stock ExchangeAgents, Automation, enterprise, Governance, Maestro, Orchestration, Retention, RPA, Workflow
Jan 2, 2026Fund LettersThe Oak BlokeKZG LN Kazera Global plc MaterialsPrecious Metals & Minerals Bull New York Stock ExchangeDiamonds, Lithium, Mining, Optionality, turnaround
Jan 2, 2026Fund LettersThe Oak BlokeAUGM LN Augmentum Fintech plc FinancialsVenture Capital Bull New York Stock Exchangebanking, Fintech, growth, Navdiscount, Venture
Jan 2, 2026Fund LettersThe Oak BlokeTMT LN TT Investments Ltd FinancialsAsset Management Bull New York Stock ExchangeIPO, mobility, Navdiscount, Optionality, Privateequity
Jan 2, 2026Fund LettersThe Oak BlokePOW LN Power Metal Resources plc MaterialsDiversified Metals & Mining Bull New York Stock ExchangeCopper, Optionality, rerating, royalties, uranium
Jan 2, 2026Fund LettersThe Oak BlokeIPO LN IP Group plc FinancialsCapital Markets Bull New York Stock ExchangeBiotech, buybacks, Greentech, NAV, Venture
Jan 2, 2026Fund LettersThe Oak BlokePTAL CN PetroTal Corp EnergyOil & Gas Bull New York Stock Exchangeleverage, Navdiscount, oil, Operations, turnaround
Jan 2, 2026Fund LettersThe Oak BlokeDEC LN Diversified Energy Company PLC EnergyOil & Gas Bull New York Stock Exchangebuybacks, cashflow, energy, LNG, Naturalgas

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