Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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
May 29, 2026SubstackPound the Rock InvestingPBI Pitney Bowes Mail and ShippingPostage Meters and Mailing Technology Bull New York Stock Exchangecapital allocation, Free Cash Flow, infrastructure-like business, mail and shipping, managed decline, Pitney Bowes, Presort Services, Pricing power, Share Buybacks, strategic review
May 28, 2026SubstackAlpha Seeker 84SNOW Snowflake Inc. TechnologyCloud Computing Bull New York Stock ExchangeAI revenue, AWS deal, Cloud computing, Cortex Code, Data Warehousing, growth acceleration, NRR, operating leverage, Snowflake, valuation re-rating
May 28, 2026SubstackShareholders UniteAPPS Digital Turbine TechnologyMobile Software & Services Bull NASDAQ Stock MarketAlternative App Stores, App Distribution, debt reduction, Digital Turbine, First Party Data, growth potential, Ignite, Mobile Advertising, regulatory changes, SingleTap
May 28, 2026Fund LettersVoss Value Offshore FundSRE Sempra Energy OtherMulti-Utilities Bull -California, Corporate Restructuring, Distribution, Electric, infrastructure, natural gas, rate base growth, Regulated, spin-off, Texas, Transmission, utilities, value unlock
May 28, 2026Fund LettersVoss Value FundSRE Sempra Energy OtherMulti-Utilities Bull -California, Distribution, Electric, growth, infrastructure, natural gas, Rate Base, Regulated, spin-off, Texas, Transmission, utilities, value unlock, Wildfire
May 27, 2026SubstackMindset ValueLEEF LEEF Brands CannabisCannabis Production Bull -biomass production, Cannabis, cash flow, enterprise value, Exports, interstate commerce, LEEF Brands, microcap, Mindset Capital, vape distillate
May 27, 2026SubstackAlpha Seeker 84ZS Zscaler, Inc. TechnologyCybersecurity Bear Nasdaq Stock MarketAI Security, ARR growth, CapEx Inflation, cybersecurity, growth deceleration, market reaction, Metered Usage, Sales Leadership, Zero trust, Zscaler
May 26, 2026SubstackTriples InvestingGETY Getty Images MediaStock Photography Bull New York Stock ExchangeAI competition, cash flow positive, defensive play, Getty Images, high implied volatility, market consolidation, merger, Options Strategy, Shutterstock, Stock Photography
May 26, 2026SubstackToff Cap Monday MonitorSLV Selvita BiotechnologyPharmaceuticals Bull Warsaw Stock Exchangebiotechnology, divestiture, drug development, Drug Discovery, growth, rerating, Selvita, strategic review, value unlock
May 26, 2026SubstackToff Cap Monday MonitorTKA Thyssenkrupp Industrial ConglomeratesDiversified Industrials Bull Frankfurt Stock Exchangeasset disposals, Diversified Industrials, financial performance, Marine Systems, materials trading unit, restructuring, shareholder value, spin-off, Thyssenkrupp transformation
May 26, 2026SubstackToff Cap Monday MonitorNVRI Enviri Environmental ServicesWaste Management Bull New York Stock Exchangecash flow, Clean Earth sale, earnings improvement, Environmental and Rail businesses, market valuation, spin-off, strategic alternatives, sum-of-the-parts value, Veolia
May 26, 2026SubstackToff Cap Monday MonitorSPGI S&P Global Financial ServicesFinancial Data & Stock Exchanges Bull New York Stock ExchangeEBITDA growth, financial services, market valuation, Mobility division, organic revenue growth, S&P Global, SaaSPocalypse, spin-off, value unlock
May 25, 2026SubstackScalpavelliNGS Natural Gas Services Group, Inc. EnergyOil & Gas Equipment & Services Neutral New York Stock ExchangeCompression Services, energy, Fair value, market dynamics, Natural Gas Services Group, neutral outlook, technological advancements
May 25, 2026SubstackScalpavelliLMT Lockheed Martin Corporation IndustrialsAerospace & Defense Neutral New York Stock ExchangeAerospace, AI-driven analysis, Defense, geopolitical influences, Government Spending, Lockheed Martin, neutral outlook
May 25, 2026SubstackScalpavelliNRP Natural Resource Partners L.P. EnergyCoal and Consumable Fuels Bull New York Stock Exchangebullish outlook, commodity prices, energy, Long-term Value, mineral properties, Natural Resource Partners, soda ash prices
May 25, 2026SubstackScalpavelliTAP Molson Coors Beverage Company Consumer StaplesBeverages Neutral New York Stock Exchangeanalyst estimates, Beverages, Competitive industry, Market Expectations, Molson Coors, neutral outlook, strategic initiatives

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