Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 11, 2026SubstackRijnberk Invest InsightsAVGO Broadcom Inc. TechnologySemiconductors Bull Nasdaq Stock MarketAI infrastructure, AI silicon, Broadcom, custom semiconductors, Free Cash Flow, Google, hyperscalers, market share, META, Networking
Mar 10, 2026SubstackToff Cap Monday MonitorDSFIR DSM-Firmenich AG MaterialsSpecialty Chemicals Bull Euronext AmsterdamANH unit divestment, DSM-Firmenich, financial profile, growth strategy, investment catalyst, Investor Day, market opportunities, Pricing power, shareholder value, specialty chemicals
Mar 10, 2026SubstackToff Cap Monday MonitorROOT Roots Corp. Consumer DiscretionaryApparel Retail Neutral Toronto Stock ExchangeApparel Retail, brand value, debt management, EBITDA margins, Free Cash Flow, investment risk, JPMorgan, Roots Corp., sale, strategic review
Mar 10, 2026SubstackToff Cap Monday MonitorMMED MiniMed Group, Inc. HealthcareMedical Devices Bull NASDAQ Stock Marketgrowth driver, healthcare, innovation, investment opportunity, market cap, Medical devices, Medtronic, MiniMed Group, shareholder value, spin-off
Mar 9, 2026SubstackTriples InvestingFTW Presidio Production Company EnergyOil & Gas Exploration & Production Bull New York Stock ExchangeAnadarko Basin, arbitrage, cost reductions, dividend yield, FTW, oil market, Presidio Production Company, SPAC, U.S.–Iran conflict, warrants
Mar 9, 2026SubstackStock PursuitCDIO Cardio Diagnostics HealthcareMedical Diagnostics & Research Bull NASDAQ Stock MarketAI, buyout potential, Cardio Diagnostics, cardiovascular disease, CMS reimbursement, cost savings, Epi+Gen CHD, epigenetics, Partnership, PrecisionCHD
Mar 7, 2026SubstackCoughlin CapitalCPNG Coupang, Inc. E-commerceOnline Retail Bull New York Stock ExchangeCoupang, cybersecurity, data breach, e-commerce, growth, investment thesis, market recovery, operational efficiency, Revenue, South Korea
Mar 7, 2026SubstackRijnberk Invest InsightsEBAY eBay Inc. E-commerceOnline Marketplace Bull NASDAQ Stock Marketadvertising revenue, authentication services, Depop acquisition, eBay, focus categories, Free Cash Flow, high-margin, online marketplace, resale economy, shareholder returns
Mar 6, 2026SubstackBrad MunchenTSLA Tesla, Inc. AutomotiveElectric Vehicles Bear Nasdaq Stock Marketautonomous driving, crash data, Cybercab, FSD, Level 4 autonomy, market cap, regulatory scrutiny, robotaxi, Tesla, valuation
Mar 5, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited TechnologyInternet Retail Bull New York Stock ExchangeAI investment, Alibaba, Cloud computing, competitive edge, geopolitical tensions, infrastructure, margin expansion, open-source strategy, oversold, valuation
Mar 5, 2026SubstackVoss CapitalCHH Choice Hotels Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull New York Stock Exchangeasset-light, Choice Hotels, cyclical headwinds, extended stay, growth initiatives, high-margin operations, hospitality sector, international expansion, Share Buybacks, valuation
Mar 5, 2026SubstackVoss CapitalFLYW Flywire Financial ServicesInformation Technology Services Bull NASDAQ Stock MarketEducation, Flywire, global payment capabilities, growth trajectory, healthcare, payments industry, processing fees, switching costs, Travel, valuation
Mar 5, 2026SubstackVoss CapitalCLBT Cellebrite TechnologySoftware - Infrastructure Bull NASDAQ Stock MarketAI functionality, Cellebrite, digital forensics, exploit library, Financial metrics, growth potential, Guardian Investigate, hardware-enabled software, law enforcement, market position
Mar 5, 2026SubstackVoss CapitalPAR PAR Technology TechnologySoftware - Application Bull New York Stock ExchangeAI integration, Competitive Advantage, economic benefits, market competition, Papa John's, PAR Technology, product velocity, Restaurant POS, software industry, total addressable market
Mar 4, 2026SubstackAlpha Seeker 84GTLB GitLab Inc. SoftwareApplication Software Bull Nasdaq Stock MarketAI usage credits, AI-driven software development, Compliance, DevSecOps, enterprise standardization, Gitlab, Governance, hybrid-pricing model, large enterprise customers, Revenue Growth
Mar 4, 2026SubstackShareholders UniteHIMS Hims & Hers Health, Inc. HealthcareTelehealth Neutral New York Stock Exchangedigital health, Eucalyptus acquisition, international expansion, Menopause treatment, Personalized healthcare, regulatory challenges, subscription model, telehealth, Testosterone support, weight management
Mar 3, 2026SubstackToff Cap Monday MonitorASPN Aspen Aerogels MaterialsSpecialty Chemicals Neutral New York Stock ExchangeAspen Aerogels, Cost Reduction, Electric Vehicles, Intellectual Property, market adaptation, net cash position, regulatory changes, revenue decline, strategic review, thermal insulation
Mar 3, 2026SubstackToff Cap Monday MonitorRNA Atrium Therapeutics Health CareBiotechnology Neutral NASDAQ Stock MarketAtrium Therapeutics, balance sheet, Biotech, clinical milestones, investor sentiment, market conditions, precision cardiology, R&D investment, rare genetic diseases, spin-off
Mar 3, 2026SubstackToff Cap Monday MonitorTNOM.HE Talenom Oyj Financial ServicesAccounting & Software Bear Helsinki Stock Exchangecustomer churn, Easor spin-off, Euro equities, financial services, Inorganic Growth, integration issues, leverage, market volatility, Talenom, valuation multiples
Mar 3, 2026SubstackToff Cap Monday MonitorHEXAB.ST Hexagon AB TechnologySoftware Bull Stockholm Stock ExchangeAI intelligence, digital reality solutions, Hexagon, Investor Interest, market visibility, Octave spin-off, operating margins, recurring revenues, strategic divestment, US listing

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