Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 25, 2026Fund LettersMichael CookKAI Kadant Inc. IndustrialsIndustrial Machinery Bull New York Stock ExchangeAcquisitions, Bolt-On, Free Cash Flow, Industrials, Pricing power, recurring revenue
Feb 25, 2026Fund LettersMichael CookCSW CSW Industrials, Inc. IndustrialsBuilding Products Bull NASDAQAcquisitions, compounder, Distribution, HVAC, leverage, Pricing power
Feb 25, 2026Fund LettersMichael CookDAR Darling Ingredients Inc. Consumer StaplesFood Products Bull New York Stock Exchangecash flow, Cyclical Recovery, Regulation, Renewable diesel, Sustainability, vertical integration
Feb 25, 2026Fund LettersMichael CookAEIS Advanced Energy Industries, Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, CapEx, data centers, net cash, operating leverage, semiconductors
Feb 24, 2026SubstackToff Cap Monday MonitorDOMO Domo TechnologySoftware Neutral NASDAQ Stock MarketAI competition, business intelligence, data visualization, Domo, EBITDA, gross margins, profitability, share price, strategic alternatives, technology
Feb 24, 2026SubstackToff Cap Monday MonitorJMAT.L Johnson Matthey ChemicalsSpecialty Chemicals Bear London Stock Exchangebuybacks, capital returns, Catalyst Technologies, Honeywell, Johnson Matthey, price cut, Special dividend, specialty chemicals, strategic sale, sustainable technologies
Feb 24, 2026SubstackToff Cap Monday MonitorCARLB.CO Carlsberg BeveragesBrewers Neutral Copenhagen Stock ExchangeBeverages, brewing industry, Capital markets, Carlsberg, Emerging markets, growth prospects, India business, IPO, market share, valuation
Feb 24, 2026SubstackToff Cap Monday MonitorMDT Medtronic HealthcareMedical Devices Bull New York Stock ExchangeDiabetes unit, growth driver, healthcare, medical technology, Medtronic, MiniMed, operational efficiency, shareholder value, spin-off, strategic focus
Feb 24, 2026SubstackToff Cap Monday MonitorRHC.AX Ramsay Health Care HealthcareHospital Operators Bull Australian Securities ExchangeAustralian hospitals, European arm, healthcare, investment, KKR, M&A, Ramsay Health Care, Simplification, spin-off, valuation
Feb 24, 2026SubstackPP Invest 007SLP.L Sylvania Platinum Limited Metals & MiningPlatinum Group Metals Bull London Stock Exchangecommodity prices, Dividend Increase, financial leverage, low-cost production, market dynamics, operational excellence, Platinum Group Metals, Share Buybacks, Strategic Projects, Thaba Joint Venture
Feb 24, 2026SubstackStock PursuitACTG Acacia Research Corporation Investment ManagementDiversified Holdings Bull NASDAQ Stock MarketAcacia Research Corporation, cash flow, diversified holdings, investment management, Non-cyclical, revenue streams, shareholder focus, strategic acquisitions, undervaluation, value-oriented
Feb 24, 2026SubstackStock PursuitAOUT American Outdoor Brands Consumer GoodsOutdoor Products Bull NASDAQ Stock MarketAmerican Outdoor Brands, brand recognition, consumer goods, International Growth, outdoor products, Revenue Growth, shareholder value, Smith & Wesson spin-off, stock buybacks, valuation
Feb 24, 2026SubstackStock PursuitPLUG Plug Power Renewable EnergyHydrogen Fuel Cells Bull NASDAQ Stock Marketclean energy, data centers, Electrolyzers, Global projects, Green Hydrogen, H2 Hollandia, hydrogen fuel cells, Plug Power, Power backup, renewable energy
Feb 24, 2026SubstackStock PursuitFCEL FuelCell Energy Renewable EnergyFuel Cells Bull NASDAQ Stock Marketalternative energy, clean energy, data centers, Fuel cells, FuelCell Energy, growth potential, hyperscalers, Power generation, renewable energy, Sustainable power
Feb 24, 2026SubstackStock PursuitCRON Cronos Group CannabisCannabis Bull NASDAQ Stock Marketacquisition, balance sheet, Canada, Cannabis, Cronos Group, Gross margin, International Growth, Israel, Strategic presence, US market
Feb 24, 2026Fund LettersFred LiuSE Sea Limited Consumer DiscretionaryBroadline Retail Bull New York Stock ExchangeCompetition, e-commerce, EV/EBITDA, Logistics, margin compression, market share
Feb 24, 2026Fund LettersFred LiuEDU New Oriental Education & Technology Group Inc. Consumer DiscretionaryEducation Services Bear New York Stock Exchangecapital return, Demographics, Free Cash Flow, Regulatory risk, Share Buybacks, turnaround
Feb 23, 2026SubstackTriples InvestingPUM.DE Puma SE Consumer GoodsAthletic Apparel Bull Frankfurt Stock ExchangeAnta Sports, athletic apparel, board representation, brand turnaround, China market expansion, Fila success, premium acquisition, Puma, strategic partnership, undervaluation
Feb 23, 2026SubstackUzo CapitalSAN Sanofi HealthcarePharmaceuticals Bull Euronext ParisCEO transition, Defensive growth, Dividend Growth, low leverage, monetization, Option strategy, pharmaceuticals, Sanofi, Share Buybacks, undervalued
Feb 23, 2026Fund LettersDavid BurrowsTVE CN Tamarack Valley Energy Ltd. EnergyOil & Gas Exploration & Production Bull New York Stock Exchangecapital allocation, energy, Free Cash Flow, Heavyoil, oil, Production

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