Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 26, 2026Fund LettersTony ConiarisTRGP Targa Resources Corp. EnergyOil & Gas Storage & Transportation Bull New York Stock ExchangeFee Based, infrastructure, midstream, NGL, valuation
Jan 26, 2026Fund LettersTony ConiarisLBRDK Liberty Broadband Corp. Communication ServicesCable & Satellite Neutral NASDAQARPU, broadband, cable, Free Cash Flow, merger
Jan 26, 2026Fund LettersTony ConiarisPAYC Paycom Software Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAI, buybacks, HCM, Software, switching costs
Jan 26, 2026Fund LettersTony ConiarisEFX Equifax Inc. IndustrialsData Processing & Outsourced Services Bull New York Stock ExchangeCompetition, Credit data, fundamentals, Pricing, valuation
Jan 26, 2026Fund LettersTony ConiarisFCNCA First Citizens BancShares Inc. FinancialsRegional Banks Bull NASDAQbalance sheet, capital returns, earnings growth, management, regional banks
Jan 26, 2026Fund LettersTony ConiarisGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, Search, Sum-of-the-Parts
Jan 26, 2026Fund LettersTony ConiarisWBD Warner Bros. Discovery Inc. Communication ServicesMedia Bull NASDAQGovernance, M&A, media, spin-off, Valuation Unlock
Jan 26, 2026Fund LettersScott LaBrecheGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bear NASDAQadvertising, AI, cloud, profitability, Search
Jan 26, 2026Fund LettersScott LaBrecheZTS Zoetis Inc. Health CarePharmaceuticals Bear New York Stock ExchangeAnimal Health, Competition, earnings visibility, pharmaceuticals, pipeline
Jan 26, 2026Fund LettersScott LaBrecheORCL Oracle Corp. Information TechnologySystems Software Bear New York Stock ExchangeAI infrastructure, CapEx, cloud, debt, Enterprise software
Jan 26, 2026Fund LettersScott LaBrecheMRK Merck & Co. Inc. Health CarePharmaceuticals Bull New York Stock ExchangeImmunology, Oncology, pharmaceuticals, pipeline, resilience
Jan 26, 2026Fund LettersScott LaBrecheAMD Advanced Micro Devices Inc. Information TechnologySemiconductors Bull NASDAQAI, data centers, GPUs, hyperscalers, semiconductors
Jan 26, 2026Fund LettersScott LaBrecheLLY Eli Lilly and Company Health CarePharmaceuticals Bull New York Stock ExchangeGLP-1, Healthcare Access, Obesity, pharmaceuticals, Policy
Jan 26, 2026Fund LettersNelson WuPTON Peloton Interactive, Inc. Consumer DiscretionaryLeisure Products Bull NASDAQFitness, Freecashflow, Refinancing, Subscriptions, turnaround
Jan 26, 2026Fund LettersNelson WuOXY Occidental Petroleum Corporation EnergyOil & Gas Exploration & Production Bull New York Stock ExchangeBalance_Sheet, consolidation, Freecashflow, Mna, oil
Jan 26, 2026SubstackScalpavelliMHGU Meritage Hospitality Group Inc. Consumer DiscretionaryRestaurants Bull United States Stock Exchangedebt default, financial recovery, long-term investment, Meritage Hospitality Group, microcap stock, operational challenges, restaurant industry, tax-loss selling, turnaround story, Wendy's franchisee
Jan 26, 2026SubstackTriples InvestingROK ROK Resources Inc. EnergyOil & Gas Exploration & Production Neutral Toronto Stock Exchangedeal uncertainty, financing challenges, going-private transaction, lithium asset spinoff, market conditions, microcap oil company, premium offer, reserves valuation
Jan 26, 2026SubstackTriples InvestingASPI ASP Isotopes Inc. MaterialsSpecialty Chemicals Bull NASDAQ Stock Marketenriched isotopes, helium production, medical isotopes, modular facility design, Quantum Leap Energy, semiconductors, spin-off, Trump network
Jan 26, 2026SubstackTriples InvestingJMIA Jumia Technologies AG Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock ExchangeAfrica, cash-on-delivery, direct supplier relationships, e-commerce, market growth, pickup stations, profitability target, strategic pivot
Jan 26, 2026SubstackTriples InvestingDDI DoubleDown Interactive Co., Ltd. Consumer DiscretionaryCasinos & Gaming Neutral NASDAQ Stock MarketEBITDA, litigation risk, net cash position, regulatory challenges, shareholder exit, Sin Stock, social casino gaming, virtual currency

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