Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 18, 2026SubstackTriples InvestingWW WW International Consumer ServicesWeight Management Bull -brand recognition, clinical business, GLP-1 disruption, hedge fund interest, member ecosystem, restructuring, strategic potential, weight management, Wellness, WW International
May 18, 2026SubstackTriples InvestingUZNF None FinanceInvestment Funds Bull -banking, Chemicals, diversified exposure, economic transformation, energy, reform agenda, state company privatization, telecoms, Uzbekistan, UZNF
May 18, 2026SubstackTriples InvestingSKLZ Skillz TechnologyMobile Gaming Bull -competitive dynamics, disgorgement award, false advertising, financial impact, legal victory, market position, Mobile Gaming, Papaya Gaming, settlement pressure, Skillz
May 18, 2026SubstackTriples InvestingLNSR Lensar HealthcareMedical Devices Bull -acquisition interest, Alcon, Cataract Surgery, Femtosecond Laser, FTC approval, Lensar, Medical devices, Ophthalmology, recurring revenue, strategic value
May 18, 2026SubstackTriples InvestingGRCE Grace Therapeutics BiotechnologyPharmaceuticals Bull -biotechnology, Complete Response Letter, drug reformulation, FDA, Grace Therapeutics, GTx-104, IV delivery, manufacturing issues, regulatory process, Type A meeting
May 18, 2026SubstackTriples InvestingGKP.L Gulf Keystone Petroleum EnergyOil & Gas Exploration & Production Bull London Stock ExchangeEnergy Sector, export payments, geopolitical risks, Gulf Keystone Petroleum, Iraq–Turkey pipeline, Kurdistan, NAV discount, oil and gas, production growth, Shaikan Field
May 18, 2026SubstackTriples InvestingQURE None BiotechnologyGene Therapy Bull -biotechnology, call options, CBER, epilepsy drug, EU product revenue, gene therapy, Karim Mikhail, QURE, Regulatory Risks, US regulatory environment
May 18, 2026SubstackTriples InvestingFTW Presidio Production EnergyOil & Gas Exploration & Production Bull NASDAQ Stock MarketABS financing, acquisition strategy, Cost Reduction, Dividend Growth, Energy Sector, leveraged returns, market revaluation, oil and gas, PDP assets, Presidio Production
May 17, 2026Fund LettersFirst Eagle Global FundMC.PA LVMH Moet Hennessy Louis Vuitton SE Luxury GoodsTextiles, Apparel & Luxury Goods Bull Euronext Stock ExchangeAligned Management, brand portfolio, Compelling Valuation, Equity, Luxury goods, Middle Eastern Markets, Peak Earnings, value creation
May 17, 2026Fund LettersFirst Eagle Global FundPRX.AS Prosus N.V. Internet RetailInteractive Media & Services Bull Euronext Stock ExchangeCash-Generative Businesses, Chinese Technology, discount to NAV, Equity, Portfolio Transition, private equity, Technology investment, Tencent Holdings
May 17, 2026Fund LettersFirst Eagle Global FundCRM Salesforce.com, Inc. Software - ApplicationApplication Software Bull New York Stock ExchangeAgentforce Platform, AI-Powered Enterprise, CRM Software, Equity, market dominance, operational strength, Revenue Growth, SaaS
May 17, 2026Fund LettersFirst Eagle Global FundORCL Oracle Corporation Software - InfrastructureSystems Software Bull New York Stock ExchangeAI infrastructure, Cloud computing, contract backlog, Database Software, Enterprise software, Equity, generative AI, Systems Software
May 17, 2026Fund LettersFirst Eagle Global FundWDAY Workday, Inc. Software - ApplicationApplication Software Bull NASDAQAI disruption, cash flow generation, Enterprise software, Equity, financial management, Human capital management, Mission-Critical, SaaS
May 17, 2026Fund LettersFirst Eagle Global Fund005930.KS Samsung Electronics Co., Ltd. Consumer ElectronicsSemiconductors Bull New York Stock ExchangeAI infrastructure, DRAM, Equity, hyperscalers, memory chips, Nand, semiconductors, technology
May 17, 2026Fund LettersFirst Eagle Global FundXOM Exxon Mobil Corporation Oil & Gas IntegratedIntegrated Oil & Gas Bull New York Stock ExchangeEquity, Geographic Diversification, Global Asset Base, Higher Commodity Prices, Integrated Oil & Gas, Long Duration Assets, Stable Jurisdictions
May 17, 2026Fund LettersFirst Eagle Global FundSLB SLB Limited Oil & Gas Equipment & ServicesOil & Gas Equipment & Services Bull New York Stock ExchangeDeepwater Drilling, Equity, International Energy, Offshore Markets, oilfield services, Supply Disruption, Technical Expertise
May 17, 2026Fund LettersFirst Eagle Global FundIMO.TO Imperial Oil Limited Oil & Gas IntegratedIntegrated Oil & Gas Bull New York Stock ExchangeCanadian Energy, Durable Cash Flows, Energy Value Chain, Equity, Integrated Oil & Gas, North America, strong balance sheet
May 17, 2026Fund LettersNorbury Capital- Tonies SE LeisureLeisure Products Bull New York Stock ExchangeAudio Entertainment, Children's Products, Consumer Discretionary, Geographic Expansion, Germany, growth, IP Licensing, margin expansion, Razor-Blade Model, US market
May 17, 2026SubstackShareholders UnitePESI Perma-Fix Environmental Services, Inc. Environmental ServicesWaste Management Bull NASDAQ Stock Marketcontract opportunities, environmental services, Hanford site, nuclear waste management, Perma-Fix Environmental Services, PFAS destruction, Revenue Growth, strategic positioning, USS Enterprise decommissioning, waste management
May 17, 2026SubstackThe MikrokapEVC Entravision Advertising TechnologyProgrammatic Advertising Bull New York Stock Exchangeadtech, DSP peers, Entravision, Industry dynamics, management execution, programmatic advertising, Revenue Growth, segment EBIT, Smadex, valuation

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