Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 25, 2026Fund LettersBaron FinTech FundAER AerCap Holdings N.V. Rental & Leasing ServicesSpecialized Finance Bull New York Stock ExchangeAI-Proof, Aircraft Leasing, Aviation, capital allocation, Equity, Hard assets, return on equity, secular growth, Share Buyback, Specialized Finance, Value
Aug 25, 2026Fund LettersBaron FinTech FundTW Tradeweb Markets Inc. Capital MarketsFinancial Exchanges & Data Bull NASDAQBlockchain Competition, Capital markets, Electronic Trading, Electronification, Equity, fixed income, Institutional Trading, market volatility, network effects
Aug 25, 2026Fund LettersBaron FinTech FundCME CME Group, Inc. Financial Data & Stock ExchangesFinancial Exchanges & Data Bull NASDAQCEO Succession, Competitive advantages, Crypto Competition, Derivatives Exchange, Equity, Futures, Institutional Trading, market volatility, Options
Aug 25, 2026Fund LettersBaron FinTech FundINTU Intuit Inc. Software - ApplicationApplication Software Neutral NASDAQAI disruption, Competition, Equity, financial software, Market Share Loss, Small Business Software, tax preparation, TurboTax, workforce reduction
Aug 25, 2026Fund LettersOld West Investment ManagementAR Antero Resources Corporation Oil & Gas E&POil & Gas Exploration & Production Bull New York Stock ExchangeAI data centers, Appalachian Basin, Cyclical, electricity generation, Equity, LNG Exports, natural gas, Natural gas liquids, Value
Aug 25, 2026Fund LettersBaron FinTech FundV Visa Inc. Credit ServicesTransaction & Payment Processing Services Bull New York Stock ExchangeCompetitive advantages, Equity, Global Payments, Payment Network, Payment Volume Growth, Regulatory risk, Revenue Growth, Transaction Processing
Aug 25, 2026Fund LettersOld West Investment ManagementCNR Core Natural Resources Inc. Thermal CoalCoal & Consumable Fuels Bull New York Stock ExchangeAI data centers, coal, electricity demand, Equity, Export Terminals, metallurgical coal, Power generation, Thermal Coal, Value
Aug 25, 2026Fund LettersBaron FinTech FundMS Morgan Stanley Capital MarketsInvestment Banking & Brokerage Bull New York Stock ExchangeAI infrastructure, Capital markets, Dividend Growth, Equity, fee-based revenue, investment banking, return on equity, Share Buyback, wealth management
Aug 25, 2026Fund LettersOld West Investment ManagementTDW Tidewater Inc. Oil & Gas Equipment & ServicesOil & Gas Equipment & Services Bull New York Stock ExchangeCyclical, energy, Equity, Marine Vessels, Offshore services, Oil & Gas Services, Supply Constrained
Aug 25, 2026Fund LettersBaron FinTech FundIBKR Interactive Brokers Group, Inc. Capital MarketsInvestment Banking & Brokerage Bull NASDAQAutomated Trading Platform, Capital markets, Electronic Brokerage, Equity, Margin Lending, market share gains, operating leverage, prediction markets, Retail trading
Aug 25, 2026Fund LettersOld West Investment ManagementNOK Nokia Corporation Communication EquipmentCommunications Equipment Bull New York Stock ExchangeAI infrastructure, data centers, Equity, Europe, Legacy Tech, Networking, Optical networks, Telecom Equipment, turnaround
Aug 25, 2026Fund LettersOld West Investment ManagementBRKR Bruker Biosciences Corp. Medical DevicesLife Sciences Tools & Services Bull NASDAQAI applications, biopharma, Equity, Life Sciences Tools, Mass Spectrometry, scientific instruments, semiconductor equipment, turnaround
Aug 25, 2026Fund LettersOld West Investment ManagementNVTS Navitas Semiconductor Corporation SemiconductorsSemiconductors Bull NASDAQAI infrastructure, data centers, Electrification, energy efficiency, Equity, Gan, Power Semiconductors, semiconductors, Silicon Carbide
Aug 25, 2026SubstackThe Finance CornerRBLX Roblox Corporation Interactive Media & ServicesOnline Gaming Bear New York Stock Exchangeadvertising, child safety, competitive landscape, Deferred revenue, operating margin, restructuring, Roblox, User growth, viral content, virtual currency
Aug 25, 2026SubstackToff Cap Monday MonitorBANQ.BR Banqup TechnologyDigital Services Bear Euronext BrusselsBanqup, business split, digital services, divestment, group sale, negative EBITDA, operational efficiency, Revenue Growth, Strategic simplification, traditional communications
Aug 25, 2026SubstackToff Cap Monday MonitorRIME Algorhythm Holdings TechnologyEnergy Infrastructure Neutral NASDAQ Stock Marketacquisition, AI-Driven Demand, Algorhythm Holdings, data centers, energy infrastructure, growth strategy, hyperscale, Market expansion, reverse takeover, strategic review
Aug 25, 2026SubstackToff Cap Monday MonitorENR.DE Siemens Energy EnergyIndustrial Equipment Bull Frankfurt Stock ExchangeAsset Sale, Compressors, private equity, profitability, Revenue Growth, Siemens Energy, spin-off, Steam Turbines, strategic divestment, Transformation of Industry
Aug 24, 2026Fund LettersMacro opsFCG First Trust Natural Gas ETF OtherOil & Gas Exploration & Production Bull -Breakout, Bull Rally, Commodities, Compression, energy, ETF, natural gas, Technical Setup
Aug 24, 2026SubstackTriples InvestingHHS Harte-Hanks Marketing ServicesDirect Marketing Bull Nasdaq Stock Marketboard support, debt financing, Direct Marketing, Liquidity, Merger Arbitrage, net operating losses, preferred stock, risk management, strategic acquisition, Tax Strategy
Aug 23, 2026SubstackScalpavelliGPS The Gap, Inc. RetailApparel Retail Bull New York Stock ExchangeApparel Retail, balance sheet, brand recognition, Consumer Preferences, digital presence, economic uncertainties, market share, operational improvements, The Gap, valuation

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: