Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 27, 2026Fund LettersDavid M. PoppeKMX CarMax Inc. Consumer DiscretionaryAutomotive Retail Bull New York Stock ExchangeCyclical, Omni Channel, retail, scale, Used cars
Jan 27, 2026Fund LettersDavid M. PoppeALGN Align Technology Inc. Health CareMedical Devices Bull NASDAQclear aligners, Consumer-health, Medical devices, Orthodontics, recovery
Jan 27, 2026Fund LettersDavid M. PoppeWSO Watsco Inc IndustrialsIndustrial Distribution Bull New York Stock ExchangeDistribution, Efficiency Standards, HVAC, Margins, Replacement Cycle
Jan 27, 2026Fund LettersDavid M. PoppeKNSL Kinsale Capital Group Inc FinancialsProperty & Casualty Insurance Bull New York Stock Exchangeefficiency, Insurance, Margins, technology, underwriting
Jan 27, 2026Fund LettersDavid M. PoppeSCHW Charles Schwab Corp FinancialsInvestment Banking & Brokerage Bull New York Stock Exchangeassets, Brokerage, earnings growth, scale, wealth management
Jan 27, 2026Fund LettersDavid M. PoppeANET Arista Networks Inc. Information TechnologyNetworking Equipment Bull New York Stock ExchangeAI, data centers, hyperscalers, Networking, Software
Jan 27, 2026SubstackBrad MunchenTSLA Tesla, Inc. AutomotiveElectric Vehicles Bear NASDAQ Stock MarketChina exports, Earnings miss, Electric Vehicles, energy storage, gross margins, Q4 2025, raw material prices, robotaxis, Tesla, valuation
Jan 27, 2026SubstackDB SilverfoxRBREW.CO Royal Unibrew BeverageMulti-Beverage Bull Copenhagen Stock Exchangecapital allocation, defensive investment, European market, health-oriented categories, margin expansion, multi-beverage platform, non-alcoholic beverages, organic growth, Royal Unibrew, Vrumona acquisition
Jan 27, 2026SubstackToff Cap Monday MonitorTIG.L Team Internet TechnologyInternet Services Bull London Stock ExchangeAsset Sale, Domains Identity & Software, internet services, market value, strategic initiatives, strategic review, sum-of-the-parts valuation, Team Internet, technology, valuation
Jan 27, 2026SubstackToff Cap Monday MonitorOLB OLB Group TechnologyCryptocurrency Neutral NASDAQ Stock Marketcapital requirements, crypto mining, cryptocurrency, Dmint, high-risk, OLB Group, speculative investment, spin-off, strategic move, Volatility
Jan 27, 2026SubstackToff Cap Monday MonitorVSNT Versant MediaBroadcasting Bull NASDAQ Stock Marketcable networks, debt, Free Cash Flow, index selling, investment opportunity, long-term investment, market cap, media, S&P 500 exclusion, Versant
Jan 26, 2026Fund LettersChris DavisCB Chubb Ltd FinancialsProperty & Casualty Insurance Bull New York Stock ExchangeDefensiveness, Insurance, Pricing power, ROE, underwriting
Jan 26, 2026Fund LettersChris DavisWFC Wells Fargo & Co FinancialsDiversified Banks Bull New York Stock ExchangeAsset Cap, banking, buybacks, efficiency, tangible book
Jan 26, 2026Fund LettersChris DavisCOF Capital One Financial Corp FinancialsConsumer Finance Bull New York Stock Exchangecredit cards, Payments, ROE, synergies, valuation
Jan 26, 2026Fund LettersCarlos HardenbergKARO Karooooo Ltd Information TechnologyApplication Software Bull NASDAQARPU, Fleet Management, SaaS, Subscriptions, Telematics
Jan 26, 2026Fund LettersCarlos HardenbergMMYT MakeMyTrip Ltd Consumer DiscretionaryOnline Travel Agencies Bull NASDAQConsumer Growth, India, Online Travel, operating leverage, Platforms
Jan 26, 2026Fund LettersCarlos HardenbergRADL3 BZ Raia Drogasil SA Consumer StaplesRetail Pharmacies Bull Brasil Bolsa BalcãoBrazil, Glp1, Healthcare Consumption, Pharmacies, retail
Jan 26, 2026Fund LettersCarlos Hardenberg2383 TT Elite Material Co Ltd Information TechnologyElectronic Components Bull New York Stock ExchangeAI hardware, data centers, materials, Pcbs, semiconductors
Jan 26, 2026Fund LettersCarlos HardenbergEPAM EPAM Systems Inc. Information TechnologyIT Services & Consulting Bull New York Stock ExchangeAI, buybacks, Digital transformation, IT services, Software
Jan 26, 2026Fund LettersBrad SlingerlendISRG Intuitive Surgical Inc. Health CareHealth Care Equipment Bull NASDAQMedtech, Procedures, recurring revenue, robotics, Surgery

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