Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Nov 3, 2025SubstackWinter GemsMC.PA LVMH Moët Hennessy Louis Vuitton Consumer DiscretionaryLuxury Goods Bull -Euronext Paris, fashion, investment strategy, Luxury goods, LVMH
Nov 3, 2025SubstackWinter GemsGOOGL Alphabet Inc. Communication ServicesInternet Content & Information Bull -Alphabet, digital advertising, Google, NASDAQ, technology
Nov 3, 2025SubstackWinter GemsBBD-B.TO Bombardier Inc. IndustrialsAerospace & Defense Bull -Aerospace, Bombardier, innovation, investment strategy, Toronto Stock Exchange
Nov 3, 2025SubstackAlmost MongolianLIB.V LibertyStream MaterialsOther Industrial Metals & Mining Bull -Critical Minerals, DOE funding, Domestic lithium supply, Geopolitical climate, Lithium extraction, market share, North Dakota grants, Oilfield brine, Permian Basin, Proprietary technology
Nov 3, 2025SubstackDB SilverfoxAZK Azkoyen Other- Bull -Azkoyen, Diversified Business, dividends, financial health, growth potential, intrinsic value, investment opportunity, payment technologies, profitability, Spanish small cap
Nov 3, 2025SubstackToff Cap Monday MonitorDAM.DE Data Modul Information TechnologyElectronic Components Bull -Arrow Electronics, Data Modul, electronics industry, gross margin pressures, market optimism, order growth, sale scenario, shareholder value, strategic options
Nov 3, 2025SubstackToff Cap Monday MonitorSNSE Sensei Biotherapeutics Health CareBiotechnology Bear -biotech sector, financial challenges, net cash, operational challenges, R&D cessation, Sensei Biotherapeutics, shareholder value, strategic alternatives, workforce reduction
Nov 3, 2025SubstackToff Cap Monday MonitorAQZ.AX Alliance Aviation Services IndustrialsAirports & Air Services Bull -acquisition target, Alliance Aviation, aviation sector, earnings normalization, fleet-expansion, shareholder value, strategic review, takeover talks, valuation
Nov 3, 2025SubstackToff Cap Monday MonitorDD DuPont MaterialsSpecialty Chemicals Bull -DuPont, EBITDA margins, growth targets, industry trends, Qnity, S&P 500, semiconductors, spin-off, valuation
Nov 3, 2025SubstackToff Cap Monday MonitorVRAR The Glimpse Group Information TechnologySoftware - Infrastructure Bull -AI-driven solutions, Brightline Interactive, cloud simulation, enterprise demand, growth, profitability, spatial computing, spin-off, virtual reality
Nov 3, 2025SubstackToff Cap Monday MonitorKOG.OL Kongsberg Gruppen IndustrialsAerospace & Defense Bull -Aerospace, consolidation, Defense stocks, European market, intrinsic value, Kongsberg Maritime, share correction, spin-off, valuation
Nov 2, 2025Value Investors Clubseb1991BME B&M European Value Retail S.A. Consumer DiscretionarySpecialty Retail Bull New York Stock ExchangeBranding, Consumer products, e-commerce, Marketing, merchandising, retail
Nov 2, 2025SubstackPacific Northwest EdgeWRB W.R. Berkley Corp. FinancialsInsurance - Property & Casualty Bull -A.M. Best rating, bond portfolio, combined ratio, decentralized structure, excess and surplus lines, financial strength, Niche markets, property and casualty insurance, stock portfolio, underwriting
Nov 1, 2025Twitter / X@killapabkaiNVCT Nuvectis Pharma, Inc. Health CareBiotechnology – Oncology(BTKI) Bull NASDAQEfficacy, Nvct, Oncology, process control, Safety, Src, Tagrisso, TAM
Nov 1, 2025SubstackRijnberk Invest InsightsMNDY Monday.com Ltd. Information TechnologySoftware - Application Bear -AI-driven automation, competitive positioning, customer base expansion, Enterprise software, financial health, market consolidation, product innovation, Revenue Growth, SaaS, Work Operating System
Nov 1, 2025SubstackStock PursuitJVA Coffee Holding Company Consumer StaplesPackaged Foods Bull -coffee futures, Coffee Holding Company, cost savings, facility closure, hedging losses, inventory management, NTAV, sales growth, trading range, uptrend
Nov 1, 2025SubstackCompound and FireGETB.L GetBusy Information TechnologySoftware - Application Bull -asymmetric upside, GetBusy, growth potential, investment choice, recurring revenue, SmartVault, Software, strategic initiatives, U.S. expansion, workflow solutions
Nov 1, 2025SubstackCompound and FireCSU.TO Constellation Software Information TechnologySoftware - Application Bull -acquisition, CAGR, Constellation Software, growth potential, investment choice, market position, serial acquirer, Software, strategic capabilities, vertical market
Nov 1, 2025SubstackCompound and FireCCOI Cogent Communications Holdings Communication ServicesTelecom Services Bull -Cogent Communications, dividend yield, growth potential, internet services, investment choice, market presence, share price increase, strategic initiatives, telecom sector, telecommunications
Nov 1, 2025SubstackCompound and FireMC.PA LVMH Moët Hennessy Louis Vuitton Consumer DiscretionaryLuxury Goods Bull -Brand moat, brand portfolio, China recovery, growth potential, investment choice, Luxury goods, LVMH, market dominance, Q3 earnings, strategic focus

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