Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 27, 2026SubstackSleepy SolDOV Dover Corporation IndustrialsIndustrial Conglomerates Bull New York Stock ExchangeAI data center cooling, Angry Kitten, CO2 refrigeration, conglomerate discount, defense industry, Dover Corporation, Electronic Warfare, Microwave Products Group, RF components, single-use biopharma
Feb 27, 2026SubstackAlpha Seeker 84APO Apollo Global Management, Inc. Financial ServicesAlternative Asset Management Bull New York Stock Exchangealternative asset management, Apollo Global Management, growth trajectory, institutional capital, insurance spread earnings, origination platform, Private Credit, retail liquidity vehicles, software exposure, valuation
Feb 27, 2026SubstackPP Invest 007DCBO Docebo Inc. SoftwareLearning Management Systems Bull NASDAQ Stock Market365Talents acquisition, AI integration, cash flow, Docebo Inc., Extended Enterprise, Learning Management Systems, public sector, Scalable Learning, Substantial Issuer Bid, undervalued
Feb 26, 2026SubstackKairos ResearchAPG APi Group Corporation Industrial ServicesFire and Life Safety Services Bull New York Stock ExchangeAPi Group, Bolt-on Acquisitions, capital allocation, EBITDA margin, Fire Safety, free cash flow conversion, inspection-first strategy, Operational Leverage, quality compounder, recurring revenue
Feb 26, 2026Fund LettersRyan O'ConnorFTAI FTAI Aviation Ltd. IndustrialsTrading Companies & Distributors Bull NASDAQAftermarket Margins, Asset Management Fees, capital-light model, Engine Exchanges, Green Time, Key Concepts Include MRO Franchise, operating leverage, PMA Parts
Feb 26, 2026Fund LettersRyan O'ConnorNBIS Nebius Group N.V. Information TechnologyData Processing & Outsourced Services Bull NASDAQAI infrastructure, Capacity Buildout, Capital Markets Access, cloud platform, contracted power, hyperscaler contracts, Inference Demand, Utilization Ramp
Feb 26, 2026Fund LettersRyan O'ConnorASTS AST SpaceMobile, Inc. Communication ServicesAlternative Carriers Bull NASDAQCommercial Agreements, Convertible Financing, defense contracts, Launch Cadence, LEO Constellation, Manufacturing Scale, Spectrum Allocation
Feb 26, 2026Fund LettersRyan O'ConnorNTDOY Nintendo Co., Ltd. Communication ServicesInteractive Home Entertainment Bull Dubai Financial MarketEcosystem Monetization, Installed base, IP Licensing, Margin Misperception, Pricing power, recurring revenue, Software Attach Rate
Feb 25, 2026SubstackAttitude Small CapsVRLAF Verallia S.A. MaterialsContainers & Packaging Bull -Beverage consumption, consumer trends, Glass packaging, Market Timing, Portfolio allocation
Feb 25, 2026SubstackAttitude Small CapsALNTF Alantra Partners S.A. Financial ServicesInvestment Banking Bull -asset valuation, cyclical downturn, investment banking, market recovery, Team restructuring
Feb 25, 2026SubstackAttitude Small CapsSHK Sun Hung Kai & Co. Limited Financial ServicesInvestment Management Bull -Fund management, High fees, Hong Kong, investment management, Market inefficiencies
Feb 25, 2026SubstackAttitude Small CapsTP Tang Palace (China) Holdings Limited Consumer ServicesRestaurants Neutral -cash reserves, consumer behavior, economic recovery, Real estate crisis, Restaurants
Feb 25, 2026SubstackAttitude Small CapsTWI Time Watch Investments Limited Consumer GoodsWatches Neutral -Book Value, cash reserves, consumer demand, Governance, Watches
Feb 25, 2026SubstackAttitude Small CapsGUD.TO Knight Therapeutics Inc. HealthcarePharmaceuticals Bear Toronto Stock Exchangegrowth strategy, mergers and acquisitions, pharmaceuticals, shareholder value, strategic direction
Feb 25, 2026SubstackAttitude Small CapsNGRRF Nagarro SE Information TechnologyIT Consulting Bear Over-the-CounterArtificial Intelligence, It consulting, Market relevance, Options trading, Technological Disruption
Feb 25, 2026SubstackAttitude Small CapsPAXGF PAX Global Technology Limited TechnologyPayment Technology Bear Over-the-CounterConsumption crisis, cyclical industry, Investment exit, Low-cost competition, Payment terminals
Feb 25, 2026SubstackAttitude Small CapsGCO.MC Catalana Occidente S.A. Financial ServicesInsurance Bull Bolsa de Madridbuyout, Insurance, market downturn, Portfolio Management, Value recognition
Feb 25, 2026SubstackAttitude Small CapsVST Vistra Corp. UtilitiesElectric Utilities Bull New York Stock Exchangecapital allocation, Electric Utilities, free cash flow yield, Share Buyback, Value trap
Feb 25, 2026SubstackAttitude Small CapsAER AerCap Holdings N.V. Financial ServicesLeasing Bull New York Stock ExchangeAircraft Leasing, aviation sector, Fleet Management, Lease prices, market revaluation
Feb 25, 2026SubstackRijnberk Invest InsightsBKNG Booking Holdings Inc. Consumer DiscretionaryOnline Travel Services Bull NASDAQ Stock MarketAI disruption, Booking Holdings, Connected Trip, financial performance, global infrastructure, investment opportunity, loyalty program, market share, Online Travel, travel demand

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