Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 21, 2026Fund LettersRahul NarangNOW ServiceNow, Inc. Information TechnologyApplication Software Bear New York Stock ExchangeAcquisitions, AI, Software, valuation, Workflow
Jan 21, 2026Fund LettersRahul NarangMU Micron Technology, Inc. Information TechnologySemiconductors Bull NASDAQAI, datacenters, Margins, Memory, Supplydiscipline
Jan 21, 2026Fund LettersRahul NarangTSM Taiwan Semiconductor Manufacturing Company Information TechnologySemiconductor Foundries Bull New York Stock ExchangeAI, CapEx, Foundry, semiconductors, Technologyleadership
Jan 21, 2026Fund LettersRahul NarangGOOGL Alphabet Inc. Information TechnologyInteractive Media & Services Bull NASDAQadvertising, AI, cloud, monetization, Search
Jan 21, 2026Fund LettersCharles P. MurphyTHRY Thryv Holdings, Inc. Information TechnologyApplication Software Bear NASDAQCompetition, growth, Retention, SaaS, SMB
Jan 21, 2026Fund LettersCharles P. MurphyARQ Arq, Inc. IndustrialsEnvironmental Services Bear NASDAQCapacity, Carbon, Delays, Executionrisk, guidance
Jan 21, 2026Fund LettersCharles P. MurphyXMTR Xometry, Inc. IndustrialsIndustrial Distribution Bull NASDAQgrowth, manufacturing, marketplace, Networkeffects, platform
Jan 21, 2026Fund LettersCharles P. MurphyMEC Mayville Engineering Company IndustrialsMetal Fabrication Bull New York Stock ExchangeAcquisitions, datacenters, infrastructure, Margins, Metalfabrication
Jan 21, 2026Fund LettersCharles P. MurphyBELFB Bel Fuse Inc. Class B Information TechnologyElectronic Components Bull NASDAQAerospace, Components, Defense, Networking, Operatingleverage
Jan 21, 2026Fund LettersDamon FicklinSPOT Spotify Technology S.A. Communication ServicesMovies & Entertainment Bull New York Stock ExchangeEngagement, Freecashflow, monetization, network, Streaming
Jan 21, 2026Fund LettersDamon Ficklin0700 HK Tencent Holdings Limited Communication ServicesInteractive Media & Services Bull New York Stock Exchangeadvertising, AI, China, Gaming, Payments
Jan 21, 2026Fund LettersDamon FicklinORCL Oracle Corporation Information TechnologyApplication Software Bull New York Stock ExchangeAI, backlog, cloud, Execution, valuation
Jan 21, 2026Fund LettersDamon FicklinLLY Eli Lilly and Company Health CarePharmaceuticals Bull New York Stock ExchangeGlp1, growth, innovation, pharmaceuticals, Pricing
Jan 21, 2026Fund LettersCristiano SouzaDHR Danaher Corporation Health CareLife Sciences Tools & Services Bull New York Stock ExchangeCapitalallocation, compounding, Governance, Ownership, Spinoffs
Jan 21, 2026SubstackWonderstcksFNX.L Fonix Mobile Plc Financial TechnologyMobile Payments Neutral London Stock Exchangecarrier billing, charity donations, Competition, digital payment landscape, Fintech, international expansion, Mobile payments, Product Diversification, regulatory compliance, UK mobile operators
Jan 21, 2026SubstackPP Invest 007IMP.TO Intermap Technologies Corporation Geospatial TechnologyRemote Sensing and Mapping Bull Toronto Stock Exchange3D structural data, geospatial intelligence, government contracts, IFSAR technology, Indonesia ILASPP, insurance business, Intermap Technologies, PT Pratama Persada Airborne, remote sensing, World Bank procurement
Jan 20, 2026SubstackToff Cap Monday MonitorWEST Westrock Coffee Company Consumer StaplesBeverages Bull NASDAQ Stock Marketbeverage market, cash flow generation, consumer staples, earnings growth, growth potential, insider buying, market opportunities, operational efficiencies, valuation, Westrock Coffee
Jan 20, 2026SubstackToff Cap Monday MonitorMATW Matthews International Corporation IndustrialsCommercial Services & Supplies Neutral NASDAQ Stock Marketactivist investors, asset sales, financial performance, market valuation, Matthews International, operational efficiency, restructuring, SGK Brand Solutions, shareholder value, strategic alternatives
Jan 20, 2026SubstackToff Cap Monday MonitorSBGI Sinclair Broadcast Group MediaBroadcasting Neutral NASDAQ Stock MarketBroadcast business, EQ Scripps, insider purchases, market conditions, media industry, shareholder value, Sinclair Broadcast Group, strategic review, valuation, Ventures business
Jan 20, 2026SubstackToff Cap Monday MonitorGDOT Green Dot Corporation Financial ServicesConsumer Finance Bull New York Stock Exchangebanking, Business-as-a-Service, CommerceOne, Fintech, Green Dot Corporation, market share, Smith Ventures, spin-off, Strategic Transformation, valuation

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