Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 2, 2026Fund LettersThe Oak BlokeFAIR LN Fair Oaks Income Limited FinancialsAsset Management Bull New York Stock Exchangebuybacks, Clo, Credit, Income, yield
Jan 2, 2026Fund LettersThe Oak BlokeANIC LN Agronomics Limited FinancialsClosed End Funds Bull New York Stock ExchangeAlternativeprotein, Biotech, Navdiscount, Optionality, Regulation
Jan 2, 2026Fund LettersThe Oak BlokeCGEO LN Georgia Capital PLC FinancialsDiversified Financials Bull New York Stock Exchangebuybacks, discount, growth, NAV, valuation
Jan 2, 2026Fund LettersMarcel Gozali3565 JP Ascentech K.K. Information TechnologyIT Services & Systems Integration Bull New York Stock ExchangeExecution, Hybridwork, Margins, Subscriptions, Vdi
Jan 2, 2026Fund LettersDavid DirankoERD NZ EROAD Ltd Information TechnologyApplication Software Bear New York Stock Exchangecapital allocation, Regulatory Exposure, Telematics, turnaround, Valuation Discipline
Jan 2, 2026SubstackCompound and FireTOI.V Topicus Inc SoftwareSoftware Bull TSX Venture ExchangeCompetitive Advantage, growth potential, market positioning, Niche markets, Revenue Growth, specialized solutions, strategic acquisitions, Topicus Inc, undervaluation, vertical market software
Jan 2, 2026SubstackCompound and FireGETB.L Getbusy plc SoftwareSoftware Bull London Stock ExchangeDigital transformation, Document management, Getbusy plc, growth potential, High returns, innovation, market demand, productivity solutions, risk tolerance, speculative investment
Jan 2, 2026SubstackCompound and FireCMG.TO Computer Modelling Group SoftwareSoftware Bull Toronto Stock Exchangecapital allocation, Computer Modelling Group, growth prospects, innovation, market position, oil and gas, shareholder value, software solutions, Strategy 4.0, technological advancements
Jan 2, 2026SubstackCompound and FireKPG.AX Kelly Partners Group Professional ServicesProfessional Services Bull Australian Securities ExchangeBrett Kelly, capital allocation, financial management, growth potential, Kelly Partners Group, long-term investment, portfolio cornerstone, professional services, shareholder value, valuation
Jan 1, 2026Fund LettersRobotti Value InvestorsHSBK.L Halyk Bank Banks - RegionalBanks Bull New York Stock Exchangebanking, Credit Penetration, dividend yield, Emerging markets, financial services, GDP growth, Kazakhstan, value creation
Jan 1, 2026Fund LettersRobotti Value InvestorsAIRA.L Air Astana OtherAirlines Bull New York Stock ExchangeAirlines, Aviation, Central Asia, Dual Listed, Government-owned, Kazakhstan, Low-Cost Carrier, Regional Hegemon, Transit Hub
Jan 1, 2026Fund LettersRobotti Value InvestorsKAP.L Kazatomprom UraniumUranium & Nuclear Energy Bull New York Stock Exchangeclean energy, Commodity Producer, Dual Listed, Government-owned, Kazakhstan, Mining, nuclear energy, uranium
Jan 1, 2026Twitter / X@weary_centurionPYPL PayPal Holdings, Inc. Financial ServicesTransaction & Payment Processing Services Bull NASDAQadvertising, Braintree, buybacks, Checkout, Headcount, Payments, SBC, UK, Venmo, Wallet
Jan 1, 2026Twitter / X@aleabitoredditTSLA Tesla, Inc. IndustrialsIndustrial Machinery & Supplies & Components Bull NASDAQAutomation, Humanoids, robotics
Jan 1, 2026SubstackTriples InvestingHBR.L Harbour Energy plc EnergyOil & Gas Exploration & Production Bull London Stock ExchangeAcquisitions, buybacks, capital discipline, dividends, Energy Sector, Free Cash Flow, Harbour Energy, oil major, oil price volatility, regulatory challenges
Jan 1, 2026SubstackTriples InvestingHYNE Hoyne Bancorp, Inc. FinancialsBanks Bull NASDAQ Stock Marketacquisition targets, capital deployment, financials, Hoyne Bancorp, interest rate sensitivity, mutual-to-stock conversion, strategic growth, tangible book value, thrift banks, valuation expansion
Jan 1, 2026SubstackTriples InvestingVST.CN Victory Square Technologies Inc. TechnologyVenture Capital Bull Canadian Securities Exchangeasset value, digital health, early-stage tech, high-growth sectors, Hydreight, portfolio concentration, public-market liquidity, speculative investment, Venture Capital, Victory Square
Jan 1, 2026SubstackTriples InvestingCRON Cronos Group Inc. CannabisCannabis Products Bull NASDAQ Stock MarketCanadian profitability, cannabis legalization, cannabis products, cash reserves, consumer spending, covered calls, Cronos Group, financial stability, regulatory uncertainty, sector re-rating
Jan 1, 2026SubstackTriples InvestingQURE uniQure N.V. BiotechnologyGene Therapy Bull NASDAQ Stock MarketAMT-130, biotechnology, Clinical trials, disease progression, gene therapy, Global Market, Huntington's Disease, neurodegeneration, Regulatory Approval, UniQure
Jan 1, 2026SubstackTriples InvestingQFIN Qifu Technology, Inc. Financial TechnologyCredit Services Bull NASDAQ Stock MarketAI-enhanced servicing, China regulations, Credit risk, credit-tech, Fintech, platform revenue, Qifu Technology, regulatory environment, SaaS, valuation dislocation

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