Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 25, 2026SubstackScalpavelliMHGU Meritage Hospitality Group Inc. Consumer DiscretionaryRestaurants Bear Over-the-Counterbearish outlook, CEO communication, Competitive industry, financial transparency, Investor confidence, Meritage Hospitality Group, Restaurants
May 25, 2026SubstackScalpavelliVHI Valhi, Inc. ChemicalsSpecialty Chemicals Bear New York Stock Exchangebearish outlook, China, Competition, market pressure, profitability, specialty chemicals, Titanium Dioxide, Valhi, Inc.
May 25, 2026SubstackScalpavelliNL NL Industries, Inc. ChemicalsSpecialty Chemicals Bear New York Stock Exchangebearish outlook, China, Competition, market pressure, NL Industries, profitability, specialty chemicals, Titanium Dioxide
May 25, 2026SubstackModern Value InvestingNVDA NVIDIA Corporation SemiconductorsGraphics & Multimedia Bull Nasdaq Stock MarketAI, China, data center, earnings, growth, hyperscalers, NVIDIA, PE ratio, semiconductors, valuation
May 25, 2026SubstackShareholders UniteTEM Tempus AI Health TechnologyPrecision Medicine Bull -AI-driven insights, biopharma partnerships, competitive moat, data applications, data library, genomic diagnostics, healthcare ecosystem, Oncology, Precision-medicine, reimbursement rates
May 24, 2026SubstackStock PursuitFRVO Fervo Energy EnergyGeothermal Energy Bull -Baseload Power, clean energy, Drilling Technology, EGS deployment, energy innovation, Enhanced Geothermal Systems, Fervo Energy, grid shortfalls, Supply Chain Risk, U.S. electricity demand
May 23, 2026SubstackCoughlin CapitalBIDU Baidu, Inc. TechnologyInternet Content & Information Bull NASDAQ Stock MarketAI chips, AI growth, Baidu, China, domestic demand, geopolitical impact, IPO, Kunlunxin, net cash, technology
May 23, 2026Fund LettersZenoPAX Patria Investments Asset ManagementAsset Management & Custody Banks Bull NASDAQalternative investments, asset management, Brazil, Credit, founder-led, infrastructure, Latin America, private equity, Real Estate
May 23, 2026Fund LettersZenoVIST Vista Energy Oil & Gas E&POil & Gas Exploration & Production Bull New York Stock ExchangeArgentina, Emerging markets, energy, founder-led, Free Cash Flow, oil production, Shale Oil, Vaca Muerta, Value
May 23, 2026Fund LettersZenoRENT3.SA Localiza Rental & Leasing ServicesSpecialized Consumer Services Bull Brasil Bolsa BalcãoBrazil, Car Rental, economies of scale, Emerging markets, Fleet Management, founder-led, market leader, Value, vertical integration
May 23, 2026SubstackRijnberk Invest InsightsDDOG Datadog, Inc. Information TechnologyApplication Software Bull Nasdaq Stock MarketAI adoption, AI Agent Monitoring, cloud-native environments, customer retention, Datadog, digital operations, IT Complexity, IT observability, land-and-expand strategy, multi-product adoption
May 23, 2026SubstackCoughlin CapitalBIDU Baidu, Inc. TechnologyInternet Content & Information Bull NASDAQ Stock MarketAI chips, AI growth, Baidu, China technology, domestic compute, financial health, IPO, Kunlunxin, market position, Nvidia restrictions
May 22, 2026Fund LettersCrossroads CapitalFTAI FTAI Aviation Aerospace & DefenseAerospace & Defense Bull NASDAQAviation MRO, CFM56 engines, Engine Leasing, FTAI Power, Gas turbines, Module Manufacturing, PMA Parts, Strategic Capital Initiative
May 22, 2026Fund LettersCrossroads CapitalNBIS Nebius Group Internet Content & InformationIT Services Bull NASDAQAI infrastructure, Cloud computing, data centers, GPU computing, Meta Contract, Nvidia partnership, Power Capacity, Software Stack
May 22, 2026Fund LettersCrossroads CapitalASTS AST SpaceMobile Communication EquipmentWireless Telecommunication Services Bull NASDAQDirect-to-Device, government contracts, Manufacturing Scale, satellite constellation, Space-Based Cellular, Spectrum Rights, telecommunications
May 22, 2026Fund LettersCrossroads CapitalMRLN Merlin Labs Aerospace & DefenseAerospace & Defense Bull NASDAQAerospace, AI-powered systems, arbitrage, Autonomous Aviation, SPAC, Special Situation, technology
May 22, 2026SubstackKairos ResearchTIC None Engineering and ConsultingEngineering and Consulting Bull -capital allocation, Consulting Engineering, diversification, Free Cash Flow, Geospatial, leverage target, M&A strategy, Margin Improvement, organic growth, performance framework
May 22, 2026SubstackMonopolistic InvestorMNST Monster Beverage Corp BeveragesSoft Drinks Bull Nasdaq Stock Market2008 financial crisis, Coca-Cola partnership, Energy drinks, Free Cash Flow, gross margins, health scare, insider ownership, Long-term compounder, Monster Beverage Corp, operational efficiency
May 21, 2026Fund LettersMacro opsWCH.XTE Wacker Chemie OtherSpecialty Chemicals Bull -China decoupling, Cyclical, Energy security, geopolitical, Polysilicon, semiconductors, Solar, specialty chemicals, strategic asset, US Manufacturing, Value
May 21, 2026Fund LettersHinde GroupBDX Becton, Dickinson and Company Medical Instruments & SuppliesHealth Care Equipment Bull New York Stock ExchangeFree Cash Flow, Healthcare Equipment, margin expansion, Medical devices, Reverse Morris Trust, Share Buybacks, spin-off, Value

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