Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 29, 2026SubstackRijnberk Invest InsightsASML ASML Holding N.V. SemiconductorsSemiconductor Equipment & Materials Bull NASDAQ Stock Marketadvanced nodes, AI-Driven Demand, capacity expansion, EUV lithography, financial health, geopolitical risk, order intake, Pricing power, R&D investment, semiconductor equipment
Jan 29, 2026SubstackMindset ValueHQI HireQuest Staffing & Employment ServicesTemporary Staffing Bull NASDAQ Stock Marketcash flow, franchise model, HireQuest, industry recovery, market position, minimal debt, share repurchase, tax-loss selling, temporary staffing, TrueBlue acquisition
Jan 29, 2026SubstackMindset ValueARA.MX Consorcio Ara Real EstateHomebuilding Bull Bolsa Mexicana de ValoresBook Value, Consorcio Ara, Housing shortage, industry tailwinds, Leadership Change, Mexican government, Mexican home builder, return on equity, Revaluation, Value trap
Jan 29, 2026SubstackMindset ValueGRUSF Grown Rogue CannabisIndoor Craft Flower Bull Over-the-CounterCannabis, capital efficiency, Cost advantage, Distressed assets, Growth Opportunities, Indoor Craft Flower, Market expansion, profitability, Reinvestment, Supply-Constrained Markets
Jan 29, 2026SubstackDB SilverfoxINWI.ST Inwido AB Building ProductsWindows and Doors Bull Stockholm Stock Exchangeconsumer-driven channels, decentralized model, energy efficiency, financial resilience, local brands, M&A strategy, market leader, procurement advantages, renovation market, supply-risk management
Jan 28, 2026Fund LettersSteven WoodJACK Jack in the Box Inc. Consumer DiscretionaryRestaurants Bull NASDAQActivism, Governance, Real Estate, Restaurants, turnaround
Jan 28, 2026Fund LettersSteven WoodUHR SW Swatch Group AG Consumer DiscretionaryLuxury Goods Bull Swiss Exchangebalance sheet, brands, Governance, Luxury, turnaround
Jan 28, 2026Fund LettersSteven WoodGNS LN Genus plc Health CareAgricultural Biotechnology Bull New York Stock ExchangeBiotech, China, Gene Editing, Genetics, royalties
Jan 28, 2026Fund LettersSteven WoodIPCO CN International Petroleum Corp EnergyOil & Gas Exploration & Production Bull New York Stock Exchangebuybacks, capital allocation, NAV, oil, Oil sands
Jan 28, 2026Fund LettersSteven WoodNXE NexGen Energy Ltd EnergyUranium Bull New York Stock Exchangeenergy transition, Mining, Nuclear, Permitting, uranium
Jan 28, 2026Fund LettersRon ShamgarSYL AU Symal Group Limited IndustrialsConstruction & Engineering Bull New York Stock ExchangeAcquisitions, balance sheet, construction, EBITDA growth, infrastructure
Jan 28, 2026Fund LettersRon ShamgarPGC AU Paragon Care Limited Health CareHealth Care Distributors Bull New York Stock ExchangeAcquisitions, Asia expansion, Earnings Accretion, healthcare, Medical devices
Jan 28, 2026Fund LettersRon ShamgarHUM AU Humm Group Ltd FinancialsConsumer Finance Bull New York Stock ExchangeActivism, consumer finance, Governance, Special situations, takeover
Jan 28, 2026Fund LettersRon ShamgarEDU AU EDU Holdings Limited Consumer DiscretionaryEducation Services Bull New York Stock Exchangebuybacks, Education, Enrolments, operating leverage, turnaround
Jan 28, 2026Fund LettersRon ShamgarCCL AU Cuscal Limited FinancialsTransaction & Payment Processing Services Bull New York Stock ExchangeEps accretion, Fintech, infrastructure, Payments, synergies
Jan 28, 2026Fund LettersRon ShamgarCCG AU Comms Group Limited Communication ServicesTelecommunications Services Bull New York Stock ExchangeAcquisitions, balance sheet, Integration, Refinancing, Telecom
Jan 28, 2026Fund LettersRon ShamgarCAF AU Centrepoint Alliance Limited FinancialsInvestment Banking & Brokerage Bull New York Stock ExchangeAdvisers, operating leverage, platform, Regulation, wealth management
Jan 28, 2026Fund LettersRodrigo BenedettiEMO CN Emerita Resources Corp. MaterialsPrecious Metals Exploration Bear Toronto Stock Exchangelitigation, Mining, Retail Investors, Short, Speculation
Jan 28, 2026Fund LettersRodrigo BenedettiKITS CN Kits Eyecare Ltd. Consumer DiscretionarySpecialty Retail Bull New York Stock Exchangeecommerce, eyecare, Founderled, Margins, vertical integration
Jan 28, 2026SubstackPP Invest 007QBY.DE q.beyond AG Information TechnologyIT Services Bull Frankfurt Stock Exchangeasset-light model, capital reduction, Competitive Advantage, Digital transformation, German SMEs, IT services, q.beyond AG, restructuring, Share Buybacks, sovereign cloud

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