Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 3, 2026SubstackPP Invest 007BLUENORD.OL BlueNord EnergyOil & Gas Exploration & Production Bull Oslo Stock ExchangeBlueNord, cash flow, Danish North Sea, dividend policy, European gas prices, hedging strategy, insider buying, low lifting costs, Regulatory Risks, Tyra field
Mar 2, 2026SubstackCoughlin CapitalFOUR Shift4 Payments, Inc. Financial ServicesPayments Bull New York Stock Exchangebuybacks, EBITDA margins, free cash flow yield, Global Blue acquisition, international expansion, Luxury Brands, market sentiment, payments industry, revenue synergies, Shift4 Payments
Mar 2, 2026SubstackTriples InvestingGRXMF GreenX Metals MiningCopper Mining Bull Australian Securities Exchangearbitration award, asymmetric investment, BHP Xplor funding, copper mining, EU critical minerals, geopolitical risk, GreenX Metals, high-grade mineralization, Tannenberg project, UNCITRAL arbitration
Feb 28, 2026SubstackRijnberk Invest InsightsMELI MercadoLibre, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull Nasdaq Stock MarketAI, Digitalization, e-commerce, Fintech, growth, investment opportunity, Latin America, market dominance, MercadoLibre, Revenue Growth
Feb 27, 2026SubstackMonopolistic InvestorBA Boeing Aerospace & DefenseAerospace Bear New York Stock ExchangeAerospace, Boeing, duopoly, Global Services, Government intervention, Negative equity, operational challenges, profitability, R&D spending, Unionized workforce
Feb 27, 2026SubstackSleepy SolDOV Dover Corporation IndustrialsIndustrial Conglomerates Bull New York Stock ExchangeAI data center cooling, Angry Kitten, CO2 refrigeration, conglomerate discount, defense industry, Dover Corporation, Electronic Warfare, Microwave Products Group, RF components, single-use biopharma
Feb 27, 2026SubstackAlpha Seeker 84APO Apollo Global Management, Inc. Financial ServicesAlternative Asset Management Bull New York Stock Exchangealternative asset management, Apollo Global Management, growth trajectory, institutional capital, insurance spread earnings, origination platform, Private Credit, retail liquidity vehicles, software exposure, valuation
Feb 27, 2026SubstackPP Invest 007DCBO Docebo Inc. SoftwareLearning Management Systems Bull NASDAQ Stock Market365Talents acquisition, AI integration, cash flow, Docebo Inc., Extended Enterprise, Learning Management Systems, public sector, Scalable Learning, Substantial Issuer Bid, undervalued
Feb 26, 2026SubstackKairos ResearchAPG APi Group Corporation Industrial ServicesFire and Life Safety Services Bull New York Stock ExchangeAPi Group, Bolt-on Acquisitions, capital allocation, EBITDA margin, Fire Safety, free cash flow conversion, inspection-first strategy, Operational Leverage, quality compounder, recurring revenue
Feb 26, 2026Fund LettersRyan O'ConnorFTAI FTAI Aviation Ltd. IndustrialsTrading Companies & Distributors Bull NASDAQAftermarket Margins, Asset Management Fees, capital-light model, Engine Exchanges, Green Time, Key Concepts Include MRO Franchise, operating leverage, PMA Parts
Feb 26, 2026Fund LettersRyan O'ConnorNBIS Nebius Group N.V. Information TechnologyData Processing & Outsourced Services Bull NASDAQAI infrastructure, Capacity Buildout, Capital Markets Access, cloud platform, contracted power, hyperscaler contracts, Inference Demand, Utilization Ramp
Feb 26, 2026Fund LettersRyan O'ConnorASTS AST SpaceMobile, Inc. Communication ServicesAlternative Carriers Bull NASDAQCommercial Agreements, Convertible Financing, defense contracts, Launch Cadence, LEO Constellation, Manufacturing Scale, Spectrum Allocation
Feb 26, 2026Fund LettersRyan O'ConnorNTDOY Nintendo Co., Ltd. Communication ServicesInteractive Home Entertainment Bull Dubai Financial MarketEcosystem Monetization, Installed base, IP Licensing, Margin Misperception, Pricing power, recurring revenue, Software Attach Rate
Feb 25, 2026SubstackAttitude Small CapsVRLAF Verallia S.A. MaterialsContainers & Packaging Bull -Beverage consumption, consumer trends, Glass packaging, Market Timing, Portfolio allocation
Feb 25, 2026SubstackAttitude Small CapsALNTF Alantra Partners S.A. Financial ServicesInvestment Banking Bull -asset valuation, cyclical downturn, investment banking, market recovery, Team restructuring
Feb 25, 2026SubstackAttitude Small CapsSHK Sun Hung Kai & Co. Limited Financial ServicesInvestment Management Bull -Fund management, High fees, Hong Kong, investment management, Market inefficiencies
Feb 25, 2026SubstackAttitude Small CapsTP Tang Palace (China) Holdings Limited Consumer ServicesRestaurants Neutral -cash reserves, consumer behavior, economic recovery, Real estate crisis, Restaurants
Feb 25, 2026SubstackAttitude Small CapsTWI Time Watch Investments Limited Consumer GoodsWatches Neutral -Book Value, cash reserves, consumer demand, Governance, Watches
Feb 25, 2026SubstackAttitude Small CapsGUD.TO Knight Therapeutics Inc. HealthcarePharmaceuticals Bear Toronto Stock Exchangegrowth strategy, mergers and acquisitions, pharmaceuticals, shareholder value, strategic direction
Feb 25, 2026SubstackAttitude Small CapsNGRRF Nagarro SE Information TechnologyIT Consulting Bear Over-the-CounterArtificial Intelligence, It consulting, Market relevance, Options trading, Technological Disruption

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