Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 20, 2026Twitter / X@alc2022KRKNF Kraken Robotics Inc. Aerospace & DefenseAerospace & Defense Bull OTCQBAUV, Batteries, Canada, Defense, DigitalTwin, M&A, Mapping, Oceanography, Sonar, Subsea
Jan 20, 2026Twitter / X@aleabitoredditDPRO Draganfly Inc. Aerospace & DefenseDefense Electronics Bull NASDAQCounter-UAS, Defense Manufacturing, Embedded Production, Military Drones, NATO, Onshoring, Reconnaissance
Jan 20, 2026Twitter / X@crux_capital_LASR nLIGHT, Inc. Electronic Equipment, Instruments & ComponentsElectronic Manufacturing Services Bull NASDAQAerospace, Defense, DirectedEnergy, Lasers, manufacturing, OpticalComponents, Photonics
Jan 20, 2026Fund LettersCamilla AndersonRTW LN RTW Biotech Opportunities Ltd FinancialsClosed-End Funds Bull New York Stock ExchangeBiotech, Closed-End Funds, innovation, Mna, NAV discount
Jan 20, 2026Fund LettersCamilla AndersonDAN IM Danieli & C. Officine Meccaniche S.p.A. IndustrialsIndustrial Machinery Bull Borsa IstanbulDecarbonization, machinery, Orderbook, Steel, valuation
Jan 20, 2026Fund LettersCamilla AndersonVIG AV Vienna Insurance Group AG FinancialsInsurance Bull New York Stock ExchangeCee, growth, Insurance, underwriting, valuation
Jan 20, 2026Fund LettersCamilla AndersonSTAN LN Standard Chartered PLC FinancialsDiversified Banks Bull New York Stock Exchangebanking, Capital, Emerging markets, turnaround, valuation
Jan 20, 2026Fund LettersDesmond KinchMMYT MakeMyTrip Ltd. Consumer DiscretionaryOnline Travel Agencies Bull NASDAQConsumption, Emerging markets, income growth, S Curve, Travel
Jan 20, 2026Fund LettersDesmond KingsfordRYAAY Ryanair Holdings plc IndustrialsAirlines Bull NASDAQAirlines, cashflow, Cyclicality, Low cost, market share
Jan 20, 2026Fund LettersDesmond KingsfordFEVR LN Fever-Tree Drinks plc Consumer StaplesBeverages Bull New York Stock ExchangeBrand Power, Joint venture, Margin recovery, Premium Beverages, rerating
Jan 20, 2026Fund LettersDesmond KingsfordGETB LN GetBusy plc Information TechnologyApplication Software Bull New York Stock Exchangemonetization, operating leverage, productivity software, small-cap, Special Situation
Jan 20, 2026Fund LettersDesmond KingsfordBORR NO Borr Drilling Ltd EnergyOil & Gas Drilling Bull New York Stock ExchangeCapital Cycle, offshore drilling, Rig Rates, Supply Constraint, turnaround
Jan 20, 2026Fund LettersDesmond KingsfordBUR LN Burford Capital Ltd FinancialsAsset Management & Custody Bull New York Stock ExchangeBook Value, Catalysts, Litigation Finance, mispricing, Special situations
Jan 20, 2026Fund LettersVivian Y. ChenPAY Paymentus Holdings, Inc. FinancialsTransaction & Payment Processing Services Bull New York Stock ExchangeBillpay, compounding, Fintech, Founderled, Freecashflow
Jan 20, 2026Fund LettersVivian Y. ChenFOUR Shift4 Payments, Inc. FinancialsTransaction & Payment Processing Services Bull New York Stock ExchangeFintech, Founderled, Freecashflow, growth, Payments
Jan 20, 2026Fund LettersVivian Y. ChenPYPL PayPal Holdings, Inc. FinancialsTransaction & Payment Processing Services Bull NASDAQFintech, Freecashflow, Payments, turnaround, valuation
Jan 20, 2026Fund LettersVivian Y. ChenPAA Plains All American Pipeline, L.P. EnergyMidstream Energy Bull NASDAQcashflow, energy, infrastructure, midstream, yield
Jan 20, 2026Fund LettersVivian Y. ChenOKE ONEOK, Inc. EnergyMidstream Energy Bull New York Stock Exchangecashflow, Distributions, Energyinfrastructure, inflation, midstream
Jan 20, 2026Fund LettersDavid EinhornCNR Core Natural Resources, Inc. EnergyCoal & Consumable Fuels Bull New York Stock Exchangebuybacks, coal, Freecashflow, metallurgical, spinoff
Jan 20, 2026Fund LettersDavid EinhornSPB Spectrum Brands Holdings, Inc. Consumer DiscretionaryHousehold Products Bull New York Stock Exchangebuybacks, consumer, divestiture, Sum-of-parts, Value

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