Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 7, 2026Fund LettersVision CapitalTSLA Tesla Inc Auto ManufacturersAutomobile Manufacturers Neutral NASDAQautonomous driving, Battery Storage, Electric Vehicles, Expensive Valuation, FSD, Physical AI, robotaxis, robotics
Apr 7, 2026Fund LettersVision CapitalPYPL PayPal Holdings Inc Credit ServicesData Processing & Outsourced Services Bear NASDAQBusiness Quality, CEO change, exit, Fintech, Operational Complexity, Payments, platform integration, turnaround
Apr 7, 2026SubstackTriples InvestingBCC.AX Beam Communications TechnologySatellite Communications Bull Australian Securities ExchangeA$0.14 distribution, capital return, cash generation, corporate actions, cost optimization, growth prospects, legacy operations, Satellite communications, shareholder value, strategic review
Apr 7, 2026SubstackTriples InvestingSTRS Stratus Properties Real EstateMixed-Use Development Bull -asset sales, Austin Texas, liquidating distributions, Liquidation, market demand, NAV, Real Estate, shareholder approval, timeline, Track record
Apr 7, 2026SubstackTriples InvestingOEL.AX Otto Energy EnergyOil & Gas Exploration & Production Bull Australian Securities Exchangeasset value, cash flow, cash position, dividend distribution, general and administrative expenses, geopolitical tensions, Gulf of Mexico, Market Capitalization, no financial debt, oil and gas
Apr 7, 2026SubstackTriples InvestingJIM.L Jarvis Securities Financial ServicesRetail Brokerage Bull London Stock Exchangebalance sheet, cash release, customer redress, discount to book value, equity value, FCA, independent monitor, Liquidation, Regulatory Approval, shareholder interests
Apr 7, 2026SubstackWinter GemsCELH Celsius Holdings, Inc. BeveragesEnergy Drinks Bull NASDAQ Stock MarketAlani Nu, Celsius Holdings, Energy drinks, EV/EBIT, market share, operating margin, Pepsi distribution, revenue projection, sales growth, strategic acquisition
Apr 7, 2026SubstackShareholders UniteIRIX Iridex Corporation Medical TechnologyOphthalmic Devices Bull NASDAQ Stock MarketAging Population, contract manufacturing, cost-cutting, diabetes prevalence, insider buying, Iridex Corporation, MDR certification, MicroPulse technology, ophthalmic devices, retina and glaucoma
Apr 7, 2026Fund LettersRight Tail CapitalNRP Natural Resource Partners L.P. Thermal CoalCoal & Consumable Fuels Bull New York Stock ExchangeCoal Royalties, Commodity Cycle, debt-free, Land Ownership, metallurgical coal, mineral rights, Publicly Traded Partnership, royalty company, Steel Production, Value
Apr 7, 2026Fund LettersJacob FundVIR Vir Biotechnology BiotechnologyBiotechnology Bull NASDAQbiotechnology, BiTEs, Immunotherapy, infectious diseases, Oncology, Phase 1 Data, Sanofi Partnership, T-Cell Engagers
Apr 7, 2026Fund LettersJacob FundWATT Energous Communication EquipmentTechnology Hardware & Equipment Bull NASDAQDevice Tracking, Enterprise Technology, IoT Sensors, PowerBridge Pro, Reference Customer, turnaround, Wireless Devices, Wireless Power
Apr 7, 2026Fund LettersJacob FundHOOD Robinhood Capital MarketsInvestment Banking & Brokerage Bull NASDAQcommission-free trading, crypto trading, financial services, Financial Super App, Fintech, Payment for Order Flow, prediction markets, Tokenization
Apr 7, 2026Fund LettersJacob FundRDDT Reddit Internet Content & InformationInteractive Media & Services Bull New York Stock ExchangeAd Monetization, AI Training Data, Community Platform, Conversational Data, Data licensing, LLM, social media, User-generated content
Apr 7, 2026Fund LettersJacob FundCRCL Circle Internet Group Capital MarketsFinancial Technology Bull New York Stock ExchangeBlockchain, Developer Infrastructure, Digital Currency, Fintech, Payments infrastructure, stablecoin, Tokenization, USDC
Apr 6, 2026Fund LettersDouglass WinthropAON Aon plc Insurance BrokersInsurance Brokers Bull New York Stock ExchangeCyber security, enterprise clients, financial services, insurance brokerage, professional services, recurring revenue, regulatory compliance, risk management
Apr 6, 2026Fund LettersDouglass WinthropAMZN Amazon.com Inc Internet RetailInternet & Direct Marketing Retail Bull NASDAQArtificial Intelligence, AWS, Cloud computing, data centers, e-commerce, infrastructure, market leadership, operating leverage
Apr 6, 2026Fund LettersDouglass WinthropMSFT Microsoft Corporation Software - InfrastructureSystems Software Bull NASDAQArtificial Intelligence, Azure, Cloud computing, data centers, Enterprise software, operating leverage, SaaS, technology infrastructure
Apr 6, 2026Fund LettersMinotaur Global Opportunities FundINTU Intuit Inc. Software - ApplicationSoftware Bull NASDAQAccountants, AI, network effects, platform, SMB, Software
Apr 6, 2026Fund LettersMinotaur Global Opportunities FundGTLB GitLab Inc. Software - InfrastructureSoftware Bull NASDAQAI, Coding Agents, Devops, enterprise, Governance, Software, valuation
Apr 6, 2026Fund LettersMinotaur Global Opportunities FundMU Micron Technology Inc. SemiconductorsSemiconductors & Semiconductor Equipment Bull NASDAQAI, HBM, Memory, semiconductors, supply constraints, technology, valuation

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