Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 4, 2026Fund LettersPeter CooperTSM Taiwan Semiconductor Manufacturing Co Ltd Information TechnologySemiconductor Manufacturing Bull New York Stock ExchangeAI, Complexity, Foundry, HPC, semiconductors
Feb 4, 2026Fund LettersPeter CooperTKO TKO Group Holdings Inc Communication ServicesMovies & Entertainment Bull New York Stock ExchangeContent, media, monetization, Sports-rights, Streaming
Feb 4, 2026SubstackBiotenicGOSS Gossamer Bio, Inc. BiotechnologyPharmaceuticals Bear NASDAQ Stock Market6MWD, Clinical trials, dropout rates, Gossamer Bio, imatinib hypothesis, PVR reduction, safety concerns, seralutinib, subgroup analysis, TKI
Feb 4, 2026SubstackCompound and FireKPG.AX Kelly Partners Group Professional ServicesAccounting & Taxation Services Bull Australian Securities Exchangeaccounting services, AI disruption, decentralized network, financial resilience, growth strategy, high-value services, innovation, premium services, regulatory changes, strategic advisory
Feb 3, 2026Fund LettersMathias SaggauTCX US Tucows Inc. Communication ServicesInternet Services & Infrastructure Bull NASDAQDomains, infrastructure, recurring revenue, Telecom, valuation
Feb 3, 2026Fund LettersMathias SaggauWINE US Naked Wines plc Consumer StaplesDistillers & Vintners Bull Dubai Financial Marketecommerce, Marketing efficiency, Subscription, turnaround, valuation
Feb 3, 2026Fund LettersMathias SaggauABF LN Associated British Foods plc Consumer StaplesPackaged Foods & Meats Bull New York Stock Exchangebalance sheet, consumer staples, diversification, recovery, retail
Feb 3, 2026Fund LettersMathias SaggauDCC LN DCC plc IndustrialsIndustrial Conglomerates Bull New York Stock ExchangeAcquisitions, cashflow, diversification, resilience, valuation
Feb 3, 2026Fund LettersMathias SaggauCHG GR CHAPTERS Group AG Information TechnologyIT Consulting & Other Services Bull XetraAcquisitions, capital allocation, compounding, serial acquirer, Software
Feb 3, 2026Fund LettersMathias SaggauVINO LN Virgin Wines UK plc Consumer StaplesDistillers & Vintners Bull New York Stock Exchangeecommerce, operating leverage, recurring revenue, Subscription, valuation
Feb 3, 2026Fund LettersShilpa Marda MehraIDXX IDEXX Laboratories Inc Health CareHealth Care Equipment Neutral NASDAQCompetition, diagnostics, growth, Sustainability, valuation
Feb 3, 2026Fund LettersShilpa Marda MehraAXON Axon Enterprise Inc IndustrialsAerospace & Defense Neutral NASDAQAI, law enforcement, Margins, Software, Volatility
Feb 3, 2026Fund LettersShilpa Marda MehraLITE Lumentum Holdings Inc Information TechnologyCommunications Equipment Bull NASDAQAI, cloud, data centers, Networking, Photonics
Feb 3, 2026Fund LettersShilpa Marda MehraATI ATI Inc IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, Defense, earnings, growth, Margins
Feb 3, 2026Fund LettersShilpa Marda MehraCOHR Coherent Corp Information TechnologyElectronic Components Bull NASDAQAI, CapEx, Margins, Optics, semiconductors
Feb 3, 2026Fund LettersBob RobottiTDW Tidewater Inc. EnergyOil & Gas Equipment & Services Bull New York Stock Exchangebuybacks, consolidation, Cyclicality, Free Cash Flow, Supply
Feb 3, 2026Fund LettersHarris "Kuppy" KuppermanMRX Marex Group plc FinancialsInvestment Banking & Brokerage Bull NASDAQBrokerage, consolidation, Derivatives, Hedging, Volatility
Feb 3, 2026Fund LettersHarris "Kuppy" KuppermanJOE St. Joe Company Real EstateReal Estate Operating Companies Bull New York Stock ExchangeAFFO, inflation, land, migration, Rea lestate
Feb 3, 2026Fund LettersJoost van der MandeleJXN Jackson Financial Inc. FinancialsLife & Health Insurance Bull New York Stock ExchangeAnnuities, Insurance, Margins, Partnerships, valuation
Feb 3, 2026Fund LettersJoost van der MandeleGRVY Gravity Co., Ltd. Communication ServicesInteractive Media & Services Bull New York Stock ExchangeActivism, cashflow, dividends, Gaming, Governance

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