Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 9, 2026SubstackToff Cap Monday MonitorBRE.AX Brazilian Rare Earths MaterialsRare Earth Metals Bull Australian Securities ExchangeAlurion Resources, Amargosa project, bauxite-gallium, Brazilian Rare Earths, Rare Earths, spin-off
Jun 9, 2026SubstackToff Cap Monday MonitorREZI Resideo Technologies, Inc. TechnologyHome Security & Automation Bull New York Stock ExchangeADI Global Distribution, home security, Investor Day, Resideo Technologies, spin-off, strategic focus
Jun 9, 2026SubstackToff Cap Monday MonitorHON Honeywell International Inc. ConglomeratesIndustrial Conglomerates Bull NASDAQ Stock MarketAerospace spin-off, Honeywell, Investor Day, Reverse Stock Split, shareholder value, strategic restructuring
Jun 8, 2026SubstackEveryone Hates PoetryPAL Proficient Auto Logistics Transportation and LogisticsAuto-hauling Bull NASDAQ Stock Marketauto-hauling, demand recovery, freight market, Jack Cooper bankruptcy, Pricing power, Proficient Auto Logistics, regulatory changes, Rick O'Dell, supply cut, transportation and logistics
Jun 8, 2026SubstackPP Invest 007SRB.L Serabi Gold plc MaterialsGold Bull London Stock ExchangeCoringa Gold Project, debt-free, dividend policy, Free Cash Flow, Gold exploration, Palito Complex, Serabi Gold, Starboard Asset, Tapajós mineral belt, Undervalued Stock
Jun 7, 2026SubstackShareholders UniteHYDTF Hydreight HealthcarePharmaceuticals Bull Toronto Stock Exchangehealthcare, investment opportunity, operating leverage, proprietary products, Sequential Growth
Jun 7, 2026SubstackShareholders UniteAPPS Digital Turbine TechnologyDigital Advertising Bull NASDAQ Stock Marketcyclical market, digital advertising, Economic Strength, growth trajectory, Stock price surge
Jun 7, 2026SubstackPacific Northwest EdgeSHEL Shell plc EnergyIntegrated Oil & Gas Bull New York Stock ExchangeARC Resources acquisition, Deep-water drilling, Dividend Growth, Energy Sector, financial discipline, Global LNG portfolio, Integrated energy company, LNG operator, Share Buybacks, vertical integration
Jun 6, 2026SubstackRijnberk Invest InsightsSNPS Synopsys, Inc. TechnologyElectronic Design Automation (EDA) Software Bull Nasdaq Stock MarketAI-Driven Demand, Ansys acquisition, ARM partnership, EDA software, Intel turnaround, market share, recurring revenue, semiconductor IP, switching costs, Synopsys
Jun 6, 2026SubstackRijnberk Invest InsightsSNPS Synopsys, Inc. TechnologyElectronic Design Automation (EDA) Bull NASDAQ Stock MarketAI-driven design, Ansys acquisition, ARM collaboration, Chip complexity, duopoly, electronic design automation, high switching costs, Intel partnership, recurring revenue, semiconductor IP
Jun 5, 2026SubstackShareholders UniteBCHT Birchtech Corp. Environmental ServicesPollution & Treatment Controls Bull -Activated-carbon, environmental services, EPA regulations, Intellectual Property, mercury emissions, Patent Litigation, Pfas, SEA technology, supply chain risks, water treatment
Jun 5, 2026SubstackStock PursuitNCSM NCS Multistage Oil & Gas Equipment & ServicesOil & Gas Equipment & Services Bull -buyout offer, deep value, equity and cash, market potential, merger, NCS Multistage, oil and gas, stock valuation, strategic acquisition, Weatherford
Jun 4, 2026SubstackMindset ValueLEEEF LEEF Brands CannabisCannabis Extracts Bull Over-the-Countercannabis extracts, competitive edge, distillate production, Global Market, Gross Profit, International Growth, LEEF Brands, low-cost production, pricing premium, US market
Jun 2, 2026SubstackToff Cap Monday MonitorGETB LN GetBusy TechnologySoftware Bull London Stock ExchangeGetBusy, Growth Opportunities, insider ownership, long-term strategy, platform sale, shareholder returns, SmartVault, software platforms, strategic review
Jun 2, 2026SubstackToff Cap Monday MonitorHEXAB SS Hexagon TechnologySoftware Bull Stockholm Stock ExchangeAI intelligence, ARR growth, Hexagon, Octave Intelligence, operating margins, recurring revenue, software sector, spin-off, US listing
May 31, 2026SubstackStock PursuitNCSM NCS Multistage EnergyOil and Gas Services Bull -EBITDA guidance, NCS Multistage, net tangible assets, oil and gas services, sales guidance, stock price drop, Temporary Setback, Value Investment
May 31, 2026SubstackStock PursuitRDVT Red Violet TechnologyIdentity Verification and Fraud Prevention Bull -AI technology, cybersecurity, enterprise spend, EPS growth, Fraud prevention, Identity Verification, market innovation, Red Violet
May 31, 2026SubstackStock PursuitMPTI Mtron DefenseDefense Bull -defense sector, financial performance, growth opportunity, Institutional Coverage, investment potential, IPO, Mtron, US military spending
May 31, 2026Fund LettersJackson Peak CapitalCORZ Core Scientific Software - InfrastructureData Processing & Outsourced Services Bull NASDAQAI infrastructure, Colocation, CoreWeave, cryptocurrency mining, data centers, growth, high-performance computing, Power Infrastructure, technology
May 30, 2026SubstackRijnberk Invest InsightsSHOP Shopify Inc. TechnologyE-commerce Software Bull New York Stock ExchangeAgentic Commerce, AI integration, B2B expansion, competitive moat, e-commerce, growth drivers, market share, Merchant Solutions, Shopify Payments, subscription revenue

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