Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 23, 2026SubstackScalpavelliBBW Build-A-Bear Workshop, Inc. RetailSpecialty Retail Bull New York Stock ExchangeBuild-A-Bear Workshop, CEO departure, Customer Engagement, customization, experiential retailing, niche market, product quality, Specialty retail, strategic initiatives, value creation
Aug 23, 2026SubstackScalpavelliBABA Alibaba Group Holding Limited E-commerceE-commerce Bear New York Stock ExchangeAlibaba, capital expenditure, Chinese economy, e-commerce, Equity raise, financial strategy, Investor confidence, Management Credibility, Regulatory landscape, Volatility
Aug 23, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited TechnologyInternet Retail Bull New York Stock ExchangeAI expansion, Alibaba, Cloud computing, e-commerce, EBITA margin, investment strategy, long-term growth, management trust, Revenue Growth, share placement
Aug 22, 2026SubstackPP Invest 007HYDTF Hydreight Technologies HealthcareTelemedicine Bull Over-the-CounterB2B model, EBITDA margin, Hydreight Technologies, market cooling, operating leverage, profit-sharing, sales growth, telemedicine, Victory Square Technologies, VSDHOne platform
Aug 22, 2026SubstackRijnberk Invest InsightsSPGI S&P Global Inc. Financial ServicesFinancial Data & Stock Exchanges Bull New York Stock ExchangeAI disruption, Commodity Benchmarks, credit ratings, debt issuance, Financial Intelligence, indices, market intelligence, Moat, Operational Momentum, passive investing
Aug 21, 2026SubstackThe Finance CornerZM Zoom Video Communications, Inc. TechnologySoftware - Application Bull Nasdaq Stock MarketAnthropic, financial growth, Free Cash Flow, investment thesis, marketable securities, operating profit, software application, strategic investments, technology sector, Zoom Video Communications
Aug 21, 2026SubstackScalpavelliNGS Natural Gas Services EnergyOil & Gas Equipment & Services Bull New York Stock Exchangecompression demand, Compressors, EBITDA growth, Energy Sector, infrastructure, long-term contracts, M&A potential, market undervaluation, Natural Gas Services, oil and gas
Aug 20, 2026SubstackDavid VerlanderAERG Applied Energetics DefenseDirected Energy Weapons Bull Over-the-CounterAir National Guard, Counter-Drone, defense contracts, directed energy weapons, Laser Systems, Military Applications, PLAID Product, Prototype Development, Revenue Generation, STRATFI Funding
Aug 20, 2026SubstackStock PursuitCRON Cronos Group CannabisCannabis Products Bull NASDAQ Stock Marketbalance sheet, CanAdelaar acquisition, Cannabis, Cronos Group, Gross margin, Market expansion, Net revenue growth, operational efficiency, Q2 results, Spinach brand
Aug 19, 2026SubstackKairos ResearchLOGC ContextLogic Holdings ChemicalsSpecialty Chemicals Bull -acquisition strategy, barriers to entry, Competitive Advantage, ContextLogic Holdings, David Abrams, DMSO, gChem, pharmaceutical-grade salt, specialty chemicals, US Salt
Aug 19, 2026SubstackShareholders UniteJD JD.com E-commerceOnline Retail Bull Nasdaq Stock MarketAI integration, Competitive Differentiation, e-commerce, Logistics, Luxury partnerships, marketplace services, Omni-channel retail, profitability, Retail as a Service, shareholder returns
Aug 18, 2026SubstackShareholders UniteMGNI Magnite Digital AdvertisingConnected TV (CTV) Advertising Bull NASDAQ Stock MarketAI-driven advertising, Competitive Advantage, CTV Advertising, digital advertising, EU regulations, Google dominance, Magnite, market growth, programmatic advertising, SpringServe
Aug 18, 2026Fund LettersRGA Investment AdvisorsMIPS.ST Mips AB OtherLeisure Products Bull -Consumer Discretionary, E-bikes, growth, Ingredient Brand, IP Licensing, Oem Partnerships, Safety Technology, Sporting goods, Sweden
Aug 18, 2026Fund LettersRGA Investment AdvisorsADYEN.AS Adyen OtherData Processing & Outsourced Services Bull -Europe, Fintech, growth, infrastructure, Merchant Acquirer, net cash, payment processing, Payments, Value
Aug 18, 2026Fund LettersRGA Investment AdvisorsADBE Adobe OtherApplication Software Bull -AI Workflows, Application Software, creative software, deep value, Free Cash Flow, SaaS, share repurchase, turnaround, Value
Aug 18, 2026Fund LettersRGA Investment AdvisorsGTLB GitLab OtherApplication Software Bull -AI infrastructure, Application Software, Consumption-based Pricing, DevSecOps, Enterprise software, Free Cash Flow, High-teens Growth, SaaS, Value
Aug 18, 2026SubstackTriples InvestingJMIA Jumia Technologies AG E-commerceOnline Retail Bull New York Stock Exchangeadjusted EBITDA, Africa, Capital Raise, cash burn, e-commerce, International Finance Corporation, Jumia, marketplace model, operational efficiency, profitability
Aug 18, 2026SubstackStock PursuitJVA Coffee Holding Company Consumer StaplesPackaged Foods & Meats Bull NASDAQ Stock MarketCafe Caribe, coffee industry, commodity price volatility, deep value, dividends, financial flexibility, net tangible asset value, profitability, trading range, value investing
Aug 18, 2026SubstackDB SilverfoxBUCN.SW Bucher Industries AG IndustrialsMachinery Bull SIX Swiss ExchangeBucher Industries, capital allocation, cyclical industry, Family-owned, growth potential, innovation, machinery, market position
Aug 18, 2026SubstackDB SilverfoxSTO3.DE Sto SE & Co. KGaA MaterialsBuilding Products Bull XetraBuilding Products, capital allocation, cyclical industry, energy-efficient solutions, facade insulation, growth potential, market position, Sto

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