Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 7, 2026SubstackRijnberk Invest InsightsEBAY eBay Inc. E-commerceOnline Marketplace Bull NASDAQ Stock Marketadvertising revenue, authentication services, Depop acquisition, eBay, focus categories, Free Cash Flow, high-margin, online marketplace, resale economy, shareholder returns
Mar 6, 2026SubstackBrad MunchenTSLA Tesla, Inc. AutomotiveElectric Vehicles Bear Nasdaq Stock Marketautonomous driving, crash data, Cybercab, FSD, Level 4 autonomy, market cap, regulatory scrutiny, robotaxi, Tesla, valuation
Mar 5, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited TechnologyInternet Retail Bull New York Stock ExchangeAI investment, Alibaba, Cloud computing, competitive edge, geopolitical tensions, infrastructure, margin expansion, open-source strategy, oversold, valuation
Mar 5, 2026SubstackVoss CapitalCHH Choice Hotels Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull New York Stock Exchangeasset-light, Choice Hotels, cyclical headwinds, extended stay, growth initiatives, high-margin operations, hospitality sector, international expansion, Share Buybacks, valuation
Mar 5, 2026SubstackVoss CapitalFLYW Flywire Financial ServicesInformation Technology Services Bull NASDAQ Stock MarketEducation, Flywire, global payment capabilities, growth trajectory, healthcare, payments industry, processing fees, switching costs, Travel, valuation
Mar 5, 2026SubstackVoss CapitalCLBT Cellebrite TechnologySoftware - Infrastructure Bull NASDAQ Stock MarketAI functionality, Cellebrite, digital forensics, exploit library, Financial metrics, growth potential, Guardian Investigate, hardware-enabled software, law enforcement, market position
Mar 5, 2026SubstackVoss CapitalPAR PAR Technology TechnologySoftware - Application Bull New York Stock ExchangeAI integration, Competitive Advantage, economic benefits, market competition, Papa John's, PAR Technology, product velocity, Restaurant POS, software industry, total addressable market
Mar 4, 2026SubstackWonderstcksSTAF.L Staffline Group Plc Recruitment and Employment ServicesStaffing and Outsourcing Services Neutral London Stock Exchangeblue-collar staffing, cyclical economic shifts, Digital transformation, Henry Spain, Managed services, recruitment platform, Share Buyback, Staffline Group Plc, UK macroeconomic uncertainty, wage inflation
Mar 4, 2026SubstackAlpha Seeker 84GTLB GitLab Inc. SoftwareApplication Software Bull Nasdaq Stock MarketAI usage credits, AI-driven software development, Compliance, DevSecOps, enterprise standardization, Gitlab, Governance, hybrid-pricing model, large enterprise customers, Revenue Growth
Mar 4, 2026SubstackShareholders UniteHIMS Hims & Hers Health, Inc. HealthcareTelehealth Neutral New York Stock Exchangedigital health, Eucalyptus acquisition, international expansion, Menopause treatment, Personalized healthcare, regulatory challenges, subscription model, telehealth, Testosterone support, weight management
Mar 3, 2026SubstackToff Cap Monday MonitorASPN Aspen Aerogels MaterialsSpecialty Chemicals Neutral New York Stock ExchangeAspen Aerogels, Cost Reduction, Electric Vehicles, Intellectual Property, market adaptation, net cash position, regulatory changes, revenue decline, strategic review, thermal insulation
Mar 3, 2026SubstackToff Cap Monday MonitorRNA Atrium Therapeutics Health CareBiotechnology Neutral NASDAQ Stock MarketAtrium Therapeutics, balance sheet, Biotech, clinical milestones, investor sentiment, market conditions, precision cardiology, R&D investment, rare genetic diseases, spin-off
Mar 3, 2026SubstackToff Cap Monday MonitorTNOM.HE Talenom Oyj Financial ServicesAccounting & Software Bear Helsinki Stock Exchangecustomer churn, Easor spin-off, Euro equities, financial services, Inorganic Growth, integration issues, leverage, market volatility, Talenom, valuation multiples
Mar 3, 2026SubstackToff Cap Monday MonitorHEXAB.ST Hexagon AB TechnologySoftware Bull Stockholm Stock ExchangeAI intelligence, digital reality solutions, Hexagon, Investor Interest, market visibility, Octave spin-off, operating margins, recurring revenues, strategic divestment, US listing
Mar 3, 2026SubstackPP Invest 007BLUENORD.OL BlueNord EnergyOil & Gas Exploration & Production Bull Oslo Stock ExchangeBlueNord, cash flow, Danish North Sea, dividend policy, European gas prices, hedging strategy, insider buying, low lifting costs, Regulatory Risks, Tyra field
Mar 2, 2026Fund LettersQuercus Fund- Braskem Idesa OtherCommodity Chemicals Bull Deutsche Börse / Frankfurt Stock Exchangeasymmetric opportunity, Bond, Carlos Slim, Chapter 11, Distressed debt, Ethane, Liquidity crisis, Mexico, Petrochemicals, polyolefins, restructuring, Special situations, turnaround
Mar 2, 2026SubstackCoughlin CapitalFOUR Shift4 Payments, Inc. Financial ServicesPayments Bull New York Stock Exchangebuybacks, EBITDA margins, free cash flow yield, Global Blue acquisition, international expansion, Luxury Brands, market sentiment, payments industry, revenue synergies, Shift4 Payments
Mar 2, 2026SubstackTriples InvestingGRXMF GreenX Metals MiningCopper Mining Bull Australian Securities Exchangearbitration award, asymmetric investment, BHP Xplor funding, copper mining, EU critical minerals, geopolitical risk, GreenX Metals, high-grade mineralization, Tannenberg project, UNCITRAL arbitration
Feb 28, 2026SubstackRijnberk Invest InsightsMELI MercadoLibre, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull Nasdaq Stock MarketAI, Digitalization, e-commerce, Fintech, growth, investment opportunity, Latin America, market dominance, MercadoLibre, Revenue Growth
Feb 27, 2026SubstackMonopolistic InvestorBA Boeing Aerospace & DefenseAerospace Bear New York Stock ExchangeAerospace, Boeing, duopoly, Global Services, Government intervention, Negative equity, operational challenges, profitability, R&D spending, Unionized workforce

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