Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 7, 2026SubstackJam Invest0596.HK Inspur Digital Enterprise Technology TechnologyEnterprise Software Bull Hong Kong Stock ExchangeChina tech self-reliance, Enterprise software, ERP systems, GS Cloud, Hong Kong stock exchange, Inspur Digital Enterprise Technology, state-owned enterprises, technology
Feb 7, 2026SubstackJam InvestHSBK.KZ Halyk Bank FinancialsBanking Bull Kazakhstan Stock Exchangebanking, dividend yield, earnings, financials, Halyk Bank, Kazakhstan Stock Exchange, stock momentum, valuation
Feb 7, 2026SubstackJam Invest0681.HK Chinese People Holdings UtilitiesCity Gas Distribution Bull Hong Kong Stock ExchangeChinese People Holdings, city gas distribution, Hong Kong stock exchange, insider buying, profit inflection, stock momentum, utilities, valuation
Feb 7, 2026SubstackJam InvestACOMO.AS Acomo FoodFood Bull Euronext AmsterdamACOMO, acquisition strategy, Currency Risk, dividend yield, Euronext Amsterdam, food industry, P/E ratio, stock momentum, valuation
Feb 6, 2026Fund LettersDaniel S. LoebSGI Somnigroup Inc Consumer DiscretionaryHome Furnishings Bull New York Stock Exchangeconsolidation, Distribution, Housing, Margins, scale
Feb 6, 2026Fund LettersDaniel S. Loeb402340 KS SK Square Co Ltd Information TechnologyTechnology Holding Companies Bull New York Stock ExchangeAI, buybacks, Governance, Memory, NAV discount
Feb 6, 2026SubstackMonopolistic InvestorGOOGL Google TechnologyInternet Content & Information Neutral NASDAQ Stock MarketAdsense, AI investment, balance sheet, Google, Hold rating, NabzdykRatings, network effect, operational efficiency, Search & Advertising, switching costs
Feb 6, 2026SubstackDB SilverfoxITRK.L Intertek Group plc Assurance, Testing, Inspection and CertificationAssurance, Testing, Inspection and Certification Bull London Stock ExchangeAssurance, Certification, Global network, Inspection, Pricing power, regulatory compliance, Supply chain verification, Testing, Total Quality Assurance, Trust infrastructure
Feb 5, 2026Fund LettersBryden TeichTIH CN Toromont Industries Ltd IndustrialsConstruction & Engineering Bull New York Stock Exchangeaftermarket, CapEx, compounding, infrastructure, machinery, Rentals, ROIC
Feb 5, 2026Fund LettersAdam SchwartzLXS GR Lanxess MaterialsSpecialty Chemicals Bear Xetraasset monetization, Balance Sheet Risk, debt burden, execution risk, specialty chemicals
Feb 5, 2026Fund LettersAdam SchwartzHCC Warrior Met Coal MaterialsMetallurgical Coal Bull New York Stock ExchangeCapital Cycle, Free Cash Flow, metallurgical coal, Steel Demand, Supply Constraint
Feb 5, 2026Fund LettersAdam SchwartzFLG Flagstar Financial FinancialsRegional Banks Bull New York Stock ExchangeBank Turnaround, Management Quality, recapitalization, tangible book, valuation gap
Feb 5, 2026Fund LettersAdam SchwartzPSK CN PrairieSky Royalty EnergyOil & Gas Royalties Bull New York Stock ExchangeCapital-light, Energy Scarcity, inflation hedge, mineral rights, royalties
Feb 5, 2026Fund LettersAdam SchwartzTDW Tidewater EnergyOil & Gas Equipment & Services Bull New York Stock Exchangebuybacks, Capital Scarcity, Free Cash Flow, Offshore energy, Supply Contraction
Feb 5, 2026Fund LettersAdam SchwartzBLDR Builders FirstSource IndustrialsBuilding Products Bull New York Stock ExchangeCapital Cycle, Free Cash Flow, Housing shortage, Margins, Value Added
Feb 5, 2026SubstackPP Invest 007UCA.DE U.C.A. Aktiengesellschaft Investment ManagementPrivate Equity Bull Frankfurt Stock Exchangebuy-and-build strategy, Dividend Increase, market penetration, microcap, nursing sector, Pflegia, reverse recruiting, Skilled Trades, U.C.A. AG, Werkia
Feb 5, 2026SubstackCoughlin CapitalFOUR Shift4 Payments, Inc. Financial ServicesPayment Processing Bear New York Stock Exchangeaccounting practices, acquisition strategy, buyback authorization, Four, Free Cash Flow, Governance, insider buying, Michael Burry, Shift4 Payments, valuation
Feb 4, 2026Fund LettersAndrew CarreonSPB CN Superior Plus Corp. EnergyOil & Gas Storage & Transportation Bull New York Stock Exchangebuybacks, cashflow, consolidation, Distribution, EBITDA, energy, Logistics, Propane, turnaround
Feb 4, 2026Fund LettersPeter Cooper4478 JP freee K.K. Information TechnologyApplication Software Bull New York Stock ExchangeDemographics, Freecashflow, Margins, productivity, SaaS
Feb 4, 2026Fund LettersPeter CooperRYAN Ryan Specialty Group Holdings Inc FinancialsInsurance Brokers Bull New York Stock ExchangeBrokerage, Cyclicality, Eands, Execution, Insurance

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