Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 18, 2026SubstackDB SilverfoxRAT.L Rathbones Group Plc Financial ServicesAsset Management Neutral London Stock Exchangeacquisition, client inflows, execution risk, market position, Rathbones, share issuance, strategic focus, wealth management
Aug 18, 2026SubstackDB SilverfoxVETO.PA Vetoquinol SA HealthcarePharmaceuticals Neutral Euronext ParisAnimal Health, capital allocation, conservative management, Family-owned, long-term growth, Pricing power, stability, Vetoquinol
Aug 18, 2026SubstackDB SilverfoxAFX.DE Carl Zeiss Meditec AG HealthcareMedical Devices Bull Xetraacquisition, Carl Zeiss Meditec, Governance, growth potential, innovation, market position, medical technology, price decline
Aug 18, 2026SubstackDB SilverfoxCPRT Copart, Inc. Consumer DiscretionarySpecialty Retail Bull Nasdaq Stock Marketbalance sheet, cash generation, Copart, Cyclical Pressures, growth potential, network effect, online vehicle auctions, Resilient Business
Aug 18, 2026SubstackDB SilverfoxZTS Zoetis Inc. HealthcarePharmaceuticals Bull New York Stock ExchangeAnimal Health, growth potential, industry leadership, market position, patent expirations, price recovery, Share Buybacks, Zoetis
Aug 18, 2026SubstackDB SilverfoxRBT.PA Robertet SA MaterialsSpecialty Chemicals Bull Euronext Pariscapital allocation, conservative management, fragrance and flavor, growth potential, Natural-ingredients, niche market, Robertet, undervalued
Aug 18, 2026SubstackDB SilverfoxADYEN.AS Adyen N.V. Financial ServicesPayment Processing Neutral Euronext AmsterdamAdyen, capital allocation, cash conversion, critical infrastructure, market position, organic growth, payment processing, strategic shift
Aug 18, 2026SubstackDB SilverfoxFIE.DE Fielmann Group RetailSpecialty Retail Bull Xetraconservative management, execution risk, Fielmann Group, growth potential, Online Sales, Optical retail, organic growth, US Expansion
Aug 18, 2026SubstackDB SilverfoxFPE.DE Fuchs Petrolub SE EnergyOil & Gas Refining & Marketing Neutral Xetracapital allocation, conservative management, Electrification, Fuchs Petrolub, industry volatility, long-term risk, lubricants, price recovery
Aug 18, 2026SubstackDB SilverfoxBEI.DE Beiersdorf AG Consumer GoodsPersonal Products Bull XetraBeiersdorf, Brand management, capital allocation, growth capex, long-term investment, premium segment, Skincare, undervalued
Aug 18, 2026SubstackDB SilverfoxTFF.PA TFF Group MaterialsContainers & Packaging Bear Euronext Parisbarrels, capital allocation, debt reduction, financial risk, market leader, overinvestment, spirits and wine, TFF Group
Aug 18, 2026SubstackDB SilverfoxCOLO-B.CO Coloplast HealthcareMedical Devices Neutral Nasdaq CopenhagenAcquisitions, capital allocation, Coloplast, deleveraging, financial risk, Medical devices, reimbursement reform, US market
Aug 18, 2026SubstackDB SilverfoxWKL.AS Wolters Kluwer Information ServicesProfessional Information Services Neutral Euronext AmsterdamAI threats, capital allocation, cash flow, debt reduction, financial engineering, intrinsic value, Share Buybacks, Wolters Kluwer
Aug 18, 2026SubstackDB SilverfoxRCO.PA Remy Cointreau BeveragesDistillers & Vintners Bull Euronext Pariscapital allocation, Cognac, Cyclical Recovery, debt reduction, Free Cash Flow, inventory appreciation, Rémy Cointreau, tariffs
Aug 18, 2026SubstackToff Cap Monday MonitorTHRM Gentherm Incorporated AutomotiveAuto Parts Bull NASDAQ Stock MarketAI data centers, Cooling Solutions, Gentherm, integration risks, market growth, merger, Modine, specialty chillers, Strategic Transformation, thermal management
Aug 18, 2026SubstackToff Cap Monday MonitorHMX.AX Hammer Metals Limited MiningGold Mining Neutral Australian Securities Exchangeacquisition, Austral, board support, commodity prices, Hammer Metals, Mining, post-spin dumping, share-based deal, spin-off, Western Australian gold assets
Aug 18, 2026SubstackToff Cap Monday MonitorVIVO VivoPower International PLC Renewable EnergySolar Energy Neutral NASDAQ Stock MarketADX listing, AI infrastructure, Asset Sale, Digital Asset Treasury, DOGE mining, investment, LSE listing, SPAC Merger, spin-off, Vivopower
Aug 17, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock ExchangeAI, Alibaba, China, cloud, e-commerce, growth, investment, Margins, quick commerce, technology
Aug 17, 2026SubstackCoughlin CapitalBIDU Baidu, Inc. TechnologyInternet Content & Information Neutral Nasdaq Stock MarketAI, Baidu, China, cloud, growth, investment, IPO, Kunlunxin, Margins, technology
Aug 17, 2026SubstackTriples InvestingTHX.L Thor Explorations MiningGold Mining Neutral Alternative Investment MarketAISC, Douta project, geopolitical risks, gold mining, Nigeria, production growth, Segilola, Senegal, Thor Explorations, underground mining

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