Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 28, 2026SubstackHD Capital PartnersQOR.AX Qoria Ltd SoftwareEducational Technology Bear Australian Securities ExchangeARR growth, balance sheet, capitalized development spend, cash flow, debt, EBITDA, educational technology, financial risk, investment strategy, Qoria Ltd
Jan 28, 2026SubstackWonderstcksRNK.L Rank Group Plc Gambling and LeisureCasinos and Bingo Bear London Stock Exchangecost discipline, Customer Acquisition, digital growth, financial flexibility, Proprietary technology, Rank Group Plc, Regulatory Risks, Spanish Enracha, transformation program, UK gambling market
Jan 28, 2026SubstackAltay Cap8066.T Mitani Corporation ConglomerateDiversified Industrial Bull Tokyo Stock Exchangecapital allocation, deep-value investment, diversified conglomerate, Dividend Increase, family ownership, gondola rentals, high-margin segments, Japanese market, net cash position, shareholder-friendly
Jan 27, 2026SubstackToff Cap Monday MonitorTIG.L Team Internet TechnologyInternet Services Bull London Stock ExchangeAsset Sale, Domains Identity & Software, growth potential, internet services, market valuation, SOTP, strategic review, Team Internet, technology, Value Realization
Jan 27, 2026SubstackToff Cap Monday MonitorOLB OLB Group Financial TechnologyCryptocurrency Neutral NASDAQ Stock Marketcapital infusion, crypto mining, cryptocurrency, Dmint, financial technology, high-risk, OLB Group, speculative investment, spin-off, Volatility
Jan 27, 2026SubstackToff Cap Monday MonitorVSNT Versant MediaBroadcasting Bull New York Stock Exchangecable networks, debt reduction, Free Cash Flow, index selling, investment recovery, market cap, media, spin-off, strategic divestment, Versant
Jan 27, 2026Fund LettersXinyu Ru8637 HK Metasurface Technologies Information TechnologySemiconductor Equipment Bull New York Stock ExchangeAI, CapEx, cash, Equipment, Pricing power, semiconductors, valuation
Jan 27, 2026Fund LettersMichael MelbyALCO Alico, Inc. Real EstateAgricultural Land Bull NASDAQassets, development, land, realestate, valuation
Jan 27, 2026Fund LettersMichael MelbyJAKK JAKKS Pacific, Inc. Consumer DiscretionaryLeisure Products Bull NASDAQLicensing, media, recovery, tariffs, Toys
Jan 27, 2026Fund LettersMichael MelbyIPI Intrepid Potash, Inc. MaterialsFertilizers Bull New York Stock Exchangeassets, Fertilizers, Lithium, Optionality, Potash
Jan 27, 2026Fund LettersMichael MelbyMOS The Mosaic Company MaterialsFertilizers Bull New York Stock Exchangeagriculture, Fertilizers, Potash, recovery, valuation
Jan 27, 2026Fund LettersMichael MelbyHTLD Heartland Express, Inc. IndustrialsTrucking Bull New York Stock ExchangeCapacity, Logistics, Rates, recovery, Trucking
Jan 27, 2026Fund LettersMichael MelbyBTU Peabody Energy Corporation EnergyThermal Coal & Metallurgical Coal Bull New York Stock Exchangecashflow, coal, dividends, energy, Power
Jan 27, 2026Fund LettersMichael MelbyEVC Entravision Communications Corporation Communication ServicesBroadcasting Bull New York Stock Exchangeadtech, advertising, Elections, Hispanic, valuation
Jan 27, 2026SubstackTriples InvestingNFE New Fortress Energy EnergyNatural Gas Infrastructure Bear NASDAQ Stock Market12% senior secured notes, Bankruptcy, Brazil assets, capital-intensive projects, debt restructuring, Emerging markets, financial distress, LNG, New Fortress Energy, Puerto Rico
Jan 27, 2026Fund LettersChristopher SmithADI Analog Devices Inc. Information TechnologySemiconductors Bull NASDAQAI, Analog, Automation, Pricing power, semiconductors
Jan 27, 2026Fund LettersChristopher SmithCAT Caterpillar Inc. IndustrialsConstruction Machinery & Heavy Transportation Equipment Bull New York Stock ExchangeCycle, data centers, Deglobalization, infrastructure, machinery
Jan 27, 2026Fund LettersJason L. WhiteMTSI MACOM Technology Solutions Holdings, Inc. Information TechnologySemiconductors Bull NASDAQBookings, data infrastructure, Margins, semiconductors, valuation
Jan 27, 2026Fund LettersJason L. WhiteIRTC iRhythm Technologies, Inc. Health CareHealth Care Equipment Bull NASDAQCardiac, cashflow, FDA, healthcare, Wearables
Jan 27, 2026Fund LettersJason L. WhiteIOT Samsara Inc. Information TechnologyApplication Software Bear New York Stock Exchangeexit, growth, IoT, Telematics, valuation

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