Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 14, 2026SubstackThe 10x RadarVBNK VersaBank Financial ServicesBanking/Fintech Bull Toronto Stock Exchange/NASDAQAI-driven efficiencies, B2B lending, competitive moat, Fintech, net interest margin, operating leverage, Structured Receivable Program, Tokenized deposits, US market expansion, VersaBank
Jun 13, 2026SubstackDB SilverfoxPZC.L PZ Cussons Consumer GoodsFast-Moving Consumer Goods (FMCG) Bull London Stock Exchangecurrency devaluation, deleveraging, divestment, EBIT margins, Fmcg, gross margins, long-term stability, Nigeria market, PZ Cussons, Zochonis family
Jun 12, 2026SubstackThe Finance CornerINTU Intuit Inc. SoftwareApplication Software Bull Nasdaq Stock MarketAI integration, capital allocation, data advantage, Ecosystem, financial management, High retention, Intuit, QuickBooks, TurboTax, undervalued
Jun 11, 2026SubstackMindset ValueTRLV Trulieve CannabisMedical Cannabis Bull New York Stock ExchangeCannabis, cashless transactions, consumer spending, credit cards, Illicit Market, Legal Market, NYSE, Retail Advantage, sales growth, Trulieve
Jun 10, 2026Fund LettersRGA Investment AdvisorsAMZN Amazon.com, Inc. Internet RetailInternet & Direct Marketing Retail Bull NASDAQAI platform, Amazon Bedrock, AWS, cloud infrastructure, custom chips, Enterprise Migration, Equity, high-margin, hyperscaler, Model Orchestration, recurring revenue, Token Efficiency, Trainium
Jun 10, 2026SubstackMindset ValueGRUSF Grown Rogue CannabisAdult-Use Cannabis Bull Over-the-Counteradult-use rescheduling, Capacity utilization, economies of scale, expansion, Grown Rogue, growth trajectory, Limited-license states, NASDAQ listing, pricing pressures
Jun 10, 2026SubstackMindset ValueTRLV Trulieve CannabisMedical Cannabis Bull New York Stock ExchangeInstitutional Investors, Market expansion, medical cannabis, NYSE listing, pricing pressures, regulatory changes, Schedule III, strategic acquisitions, Trulieve
Jun 9, 2026SubstackRijnberk Invest InsightsAVGO Broadcom Inc. SemiconductorsSemiconductor Devices Bull NASDAQ Stock MarketAI infrastructure, custom accelerators, diversified revenue, hyperscalers, market dominance, Multi-year Contracts, networking silicon, semiconductors, Software, technological lead
Jun 9, 2026SubstackTriples InvestingTTWO Take-Two Interactive Video GamesInteractive Entertainment Bull -financial performance, game release, Grand Theft Auto VI, Interactive Entertainment, LEAP options, market position, Microtransactions, Revenue Growth, Take-Two Interactive, Video games
Jun 9, 2026SubstackTriples InvestingFIVN Five9 TechnologyCloud Contact Center Bull -AI integration, cloud contact center, CRM platforms, Customer service, Five9, market position, Operational Leverage, Revenue Growth, Share Buyback, technology
Jun 9, 2026SubstackTriples InvestingDTIL Precision BioSciences BiotechnologyGene Editing Bull -ARCUS platform, biotechnology, chronic hepatitis B, Clinical trials, Duchenne Muscular Dystrophy, FDA Fast Track, financial stability, Gene Editing, Precision BioSciences, therapeutic development
Jun 9, 2026SubstackTriples InvestingSBM.AX St Barbara Limited MiningGold Mining Bull Australian Securities Exchangecash reserves, gold mining, Kumul Minerals, Lingbao Gold, New Simberi expansion, Nova Scotia project, Papua New Guinea, production growth, St Barbara Limited, tax issues
Jun 9, 2026SubstackTriples InvestingEWC.AX Energy World Corporation EnergyLNG and Power Project Development Bull Australian Securities ExchangeAI boom, Balance Sheet Cleanup, capital returns, debt equitization, Energy World Corporation, LNG, power projects, project execution, shareholder alignment, Siemens turbine sale
Jun 9, 2026SubstackTriples InvestingMNRO Monro Automotive ServicesAuto Service Chains Bull -activist investors, asset sales, auto service, Gabelli, Icahn, merger, Monro, poison pill, shareholder value, strategic review
Jun 9, 2026SubstackTriples InvestingJRVR James River Group Holdings Ltd. InsuranceExcess & Surplus Lines Insurance Bull -activist investor, Asset Sale, Book Value, E&S Insurance, financial restructuring, Insurance, James River Group, strategic changes, undervaluation, Zimmer Partners
Jun 9, 2026SubstackShareholders UniteUSIO Usio, Inc. Financial TechnologyPayment Processing Bull NASDAQ Stock MarketACH, Customer Management, digital payments, Fintech, payment processing, PostCredit Acquisition, Real-time Payments, recurring revenues, regulatory compliance, Usio One Strategy
Jun 9, 2026SubstackRijnberk Invest InsightsAVGO Broadcom Inc. SemiconductorsSemiconductor Devices Bull Nasdaq Stock MarketAI infrastructure, compute and networking, custom accelerators, diversified revenue, hyperscalers, Multi-year Contracts, networking silicon, Revenue Growth, semiconductors, technological lead
Jun 9, 2026SubstackStock PursuitMPTI Mtron TechnologyElectronic Components Bull New York Stock ExchangeAerospace, Defense, integrated microwave assemblies, Lockheed Martin, Oscillators, Raytheon, resonators, RF frequency control, spectrum control, vertical integration
Jun 9, 2026SubstackToff Cap Monday MonitorCSR Centerspace Real EstateResidential REITs Neutral New York Stock ExchangeCenterspace, debt reduction, property sale, Residential REIT, Special Distributions, strategic review
Jun 9, 2026SubstackToff Cap Monday MonitorPGO.AX Pacgold Limited MaterialsGold Bull Australian Securities ExchangeEmerald Resources, Gold exploration, Manda Resources, Pacgold, spin-off, White Dam

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