Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 2, 2026SubstackDB SilverfoxBEI.DE Beiersdorf AG Consumer StaplesPersonal Products Bull Frankfurt Stock ExchangeBeiersdorf, brand trust, consumer staples, Derma segment, distribution advantage, Governance, market challenges, Maxingvest, R&D, stewardship
Feb 1, 2026SubstackThe Finance CornerNFLX Netflix, Inc. EntertainmentBroadcasting & Cable TV Bull Nasdaq Stock MarketAI in content creation, Competitive Advantage, Digital transformation, entertainment industry, operating margin expansion, Original Content, Pricing power, streaming service, Subscriber Growth, Warner Bros. Discovery acquisition
Feb 1, 2026Twitter / X@SJCapitalInvestAMPX Amprius Technologies, Inc. IndustrialsElectrical Components & Equipment Bull NYSEAerospace, Batteries, Contractmanufacturing, Defense, Drones, EV, eVTOL, HAPS, Korea, NDAA, robotics, SiliconAnode, SiliconNanowire, UAS, Wearables
Feb 1, 2026Twitter / X@MegatrendGlobalOSS One Stop Systems, Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull Nasdaq (NASDAQ-CM)Australia, Defense, divestiture, EdgeAI, FiveEyes, Germany, mergers, PrimeContractor, RuggedComputing, SensorProcessing
Feb 1, 2026Twitter / X@FredKostersBTG B2Gold Corp. MaterialsGold Bull NYSE AmericanBalancesheet, buybacks, Canada, cashflow, Derivatives, dividends, Gold, Goose, Mining, Prepay
Feb 1, 2026Twitter / X@MegatrendGlobalOSS One Stop Systems, Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NasdaqAI, cash, DefenseTech, DesignWins, divestiture, EdgeAI, Evsales, Margins, Military, RuggedComputing
Feb 1, 2026Twitter / X@stock_loggingELS.AX Elsight Limited Information TechnologyElectronic Equipment & Instruments Bull Australian Securities Exchange (ASX)5G, BVLOS, Certification, Connectivity, Defense, Drones, Hardware, robotics, Satellite, Software
Feb 1, 2026Twitter / X@crux_capital_LTRX Lantronix, Inc. Information TechnologyElectronic Equipment & Instruments Bull NASDAQAutonomousSystems, BlueUAS, DefenseTechnology, Drones, EdgeAI, Edgecomputing, SystemOnModule
Jan 31, 2026Fund LettersAndrew MackenKKR KKR & Co. Inc. FinancialsAsset Management & Custody Banks Bull New York Stock ExchangeAlternatives, Carry, Fundraising, M&A, Private Credit, Realizations
Jan 31, 2026Fund LettersAndrew MackenBX The Blackstone Inc. FinancialsAsset Management & Custody Banks Bull New York Stock ExchangeAlternatives, Fees, Fundraising, M&A, Private Credit, Realizations
Jan 31, 2026Fund LettersAndrew MackenNOW ServiceNow, Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAgentic, Automation, enterprise, Subscriptions, switching costs, Workflow
Jan 31, 2026Fund LettersAndrew MackenFND Floor & Decor Holdings, Inc. Consumer DiscretionarySpecialty Retail Bull New York Stock ExchangeFlooring, Housing, operating leverage, Specialty retail, valuation
Jan 31, 2026Fund LettersAndrew MackenALB Albemarle Corporation MaterialsSpecialty Chemicals Bull New York Stock ExchangeBatteries, Commodities, energy storage, Lithium, renewables, Supply Shortage
Jan 31, 2026Twitter / X@asym_investorIREN IREN Limited UtilitiesRenewable Electricity Bull NasdaqAIInfrastructure, BitcoinMining, datacenters, energy, GPUs, HPC, NorthAmerica, RenewablePower
Jan 31, 2026Twitter / X@SJCapitalInvestAMPX Amprius Technologies, Inc. IndustrialsElectrical Components & Equipment Bull NYSEAutonomousSystems, DefenseTechnology, DroneBatteries, EnergyDensity, LithiumIonBatteries, MilitaryDrones, SiliconAnode
Jan 31, 2026Twitter / X@realrosecelineMETA Meta Platforms, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAdTargeting, AIAds, DigitalAdvertising, MachineLearning, monetization, PerformanceMarketing, Socialmedia
Jan 31, 2026Twitter / X@CapexAndChillBN Brookfield Corporation FinancialsAsset Management & Custody Banks Bull NYSEAIInfrastructure, BehindTheMeter, datacenters, GridConstraints, InfrastructureInvesting, Naturalgas, Powergeneration
Jan 31, 2026Twitter / X@undrvalueMETA Meta Platforms, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAdTargeting, AIAds, DigitalAdvertising, MachineLearning, monetization, PerformanceMarketing, Socialmedia
Jan 31, 2026Twitter / X@undrvalueDOCU DocuSign, Inc. Information TechnologyApplication Software Bull NASDAQAIContracts, ContractLifecycle, EnterpriseSoftware, ESignatures, Identity, SaaS, WorkflowAutomation
Jan 31, 2026Twitter / X@thexcapitalistSOFI SoFi Technologies, Inc. FinancialsConsumer Finance Bull NASDAQConsumerfinance, Deposits, Digitalbanking, FinancialPlatform, Fintech, PersonalLoans

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: