Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 23, 2026Fund LettersChristian OlesenMN Manning & Napier Inc. FinancialsAsset Management & Custody Banks Bull New York Stock Exchangebuybacks, cash, Liquidation, mispricing, turnaround
Jan 23, 2026Fund LettersSean WestroppSNWV Sanuwave Health, Inc. Health CareHealth Care Equipment Bull NASDAQgrowth, Margins, Medtech, Reimbursement, Ultrasound, Woundcare
Jan 23, 2026Fund LettersStephen AboudDBI AU Dalrymple Bay Infrastructure Ltd IndustrialsTransportation Infrastructure Bull New York Stock Exchangecash flow, Contracts, inflation, infrastructure, Trading
Jan 23, 2026Fund LettersStephen AboudPME AU Pro Medicus Ltd Health CareHealth Care Technology Bull New York Stock ExchangeAI, healthcare, market share, medical imaging, Software
Jan 23, 2026Fund LettersStephen AboudHUB AU HUB24 Ltd FinancialsCapital Markets Bull New York Stock ExchangeAdvisers, cash flow, operating leverage, Platforms, Wealth
Jan 23, 2026Fund LettersStephen AboudMAF AU MA Financial Group Ltd FinancialsAsset Management & Custody Activities Bull New York Stock Exchangeasset management, AUM, compounding, Margins, operating leverage
Jan 23, 2026SubstackTriples InvestingIMMR Immersion Corporation TechnologyHaptic Technology Bull Nasdaq Stock Marketactivist investor, Barnes & Noble Education, cash reserves, First Day Complete, haptic technology, Immersion Corporation, inclusive access model, patent portfolio, strategic change, sum-of-the-parts valuation
Jan 23, 2026SubstackMonopolistic InvestorSNX TD Synnex TechnologyIT Distribution Bear New York Stock ExchangeAPI integration, bearish outlook, Hyve Solutions, negative cash position, OEM dependency, stagnant growth, sticky revenue, TD SYNNEX, technology distribution, zombie company
Jan 23, 2026SubstackCoughlin CapitalCSU.TO Constellation Software Inc. SoftwareVertical Market Software Bull Toronto Stock ExchangeAI disruption, Constellation Software, diversification, High retention, Mission-critical systems, Niche markets, Software Acquisition, Toronto Stock Exchange, valuation, vertical market software
Jan 22, 2026Twitter / X@CapexAndChillMELI MercadoLibre, Inc. Broadline RetailBroadline Retail Bull NASDAQadvertising, Brazil, Consumer credit, digital payments, ecommerce, Fintech, Latin America, Logistics
Jan 22, 2026Twitter / X@Silver__SantaKUYA.CN Kuya Silver Corporation -- Bull Canadian Securities ExchangeConcentrates, Financing, Flotation, Mining, Peru, Polymetallic, Silver, Underground, Verticalintegration
Jan 22, 2026Twitter / X@Silver__SantaCERT.V Cerrado Gold Inc. Metals & MiningGold Bull TSX Venture ExchangeArgentina, Exploration, FeasibilityStudies, Gold, Ironore, Mining, Portugal, Productiongrowth, UndergroundMining
Jan 22, 2026Twitter / X@justfactstruthAEVA Aeva Technologies Inc Electronic Equipment, Instruments & ComponentsElectronic Components Bull New York Stock ExchangeAutonomy, datacenters, Defense, Lidar, NVIDIA, OpticalAmplifiers, Photonics, semiconductors, Sensors
Jan 22, 2026Twitter / X@Agrippa_InvNUAI Nu Holdings Ltd. Diversified Financial ServicesInvestment Banking & Brokerage Bull New York Stock Exchangedatacenters, hyperscalers, Naturalgas, OnSiteGeneration, Partnerships, PermianBasin, PowerInfrastructure, StrategicLand
Jan 22, 2026Fund LettersTyler HardtGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bear NASDAQAI, cloud, Discipline, Search, valuation
Jan 22, 2026Fund LettersTyler HardtONON ON Semiconductor Corporation Information TechnologySemiconductors Bear NASDAQCyclicality, Demand, EV, Risk, semiconductors
Jan 22, 2026Fund LettersTyler HardtZTS Zoetis Inc. Health CareAnimal Health Bull New York Stock ExchangeAnimal Health, compounding, Margins, pharmaceuticals, pipeline
Jan 22, 2026Fund LettersTyler HardtFDS FactSet Research Systems Inc. FinancialsFinancial Data & Exchanges Bull New York Stock Exchangecompounder, Data, Margins, Subscriptions, valuation
Jan 22, 2026Fund LettersTyler HardtACM AECOM IndustrialsEngineering & Construction Bull New York Stock Exchangebacklog, infrastructure, Margins, transformation, valuation
Jan 22, 2026Fund LettersFrank M. SandsPWR Quanta Services Inc. IndustrialsConstruction & Engineering Bull New York Stock Exchangebacklog, Electrification, Energy_Transition, Grid, infrastructure, Labor, utilities

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