Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 25, 2026SubstackWonderstcksCOA.L Coats Group Plc Textiles and Industrial ComponentsTextiles and Industrial Components Neutral London Stock Exchangecapital discipline, carbon neutrality, cyclical volatility, Growth & Returns plan, industrial thread, macroeconomic uncertainties, OrthoLite acquisition, Performance Materials, sustainable products, technical innovation
Feb 25, 2026Fund LettersJeremy GranthamHUBS HubSpot, Inc. Information TechnologyApplication Software Neutral New York Stock ExchangeExpectations, Multiple compression, Revenue Growth, SaaS, Sentiment, valuation
Feb 25, 2026Fund LettersMichael CookTREX Trex Company, Inc. IndustrialsBuilding Products Bear New York Stock ExchangeBrand moat, competitive dynamics, Distribution, Outdoor Living, Pricing pressure, risk/reward
Feb 25, 2026Fund LettersMichael CookTKR Timken Company IndustrialsIndustrial Machinery Bear New York Stock ExchangeCapital Redeployment, CEO transition, execution risk, Industrial Bearings, M&A Skepticism, strategy
Feb 25, 2026Fund LettersMichael CookDY Dycom Industries, Inc. IndustrialsConstruction & Engineering Bear New York Stock ExchangeAcquisition Risk, AI Exuberance, capital allocation, data centers, Fiber Deployment, valuation expansion
Feb 25, 2026Fund LettersMichael CookEXTR Extreme Networks Inc. Information TechnologyCommunications Equipment Bull NASDAQEnterprise Networking, IT Spending, market share, Product Differentiation, recurring revenue, valuation
Feb 25, 2026Fund LettersMichael CookLOB Live Oak Bancshares Inc. FinancialsRegional Banks Bull NASDAQAI automation, Credit cycle, deposit growth, Fintech Integration, SBA lending, underwriting discipline
Feb 25, 2026Fund LettersMichael CookOSK Oshkosh Corporation IndustrialsConstruction Machinery & Heavy Transportation Equipment Bull New York Stock Exchangebacklog, defense contracts, Fleet Replacement, Mission-Critical, Rental Recovery, valuation discount
Feb 25, 2026Fund LettersMichael CookGNRC Generac Holdings Inc. IndustrialsElectrical Components & Equipment Bull New York Stock ExchangeAutomation, backup power, cyclical demand, data centers, Margins, market leadership
Feb 25, 2026Fund LettersMichael CookCXT Crane NXT Co. IndustrialsElectronic Equipment & Instruments Bull New York Stock Exchangeacquisition, Authentication, Free Cash Flow, Margin Resilience, Payment Innovation, Traceability
Feb 25, 2026Fund LettersMichael CookAPG APi Group Corporation IndustrialsBuilding Products Bull New York Stock Exchangebacklog, Bolt-on Acquisitions, Inspection Growth, leverage, margin expansion, recurring revenue
Feb 25, 2026Fund LettersMichael CookDAR Darling Ingredients Inc. IndustrialsAgricultural Products & Services Bull New York Stock Exchangecash flow, Cyclical Recovery, Margin Inflection, regulatory support, Renewable diesel, vertical integration
Feb 25, 2026Fund LettersMichael CookTKR Timken Company IndustrialsIndustrial Machinery Bear New York Stock ExchangeAcquisitions, Bearings, Execution, Governance, Industrial Motion, ROIC
Feb 25, 2026Fund LettersMichael CookDY Dycom Industries, Inc. IndustrialsConstruction & Engineering Bear New York Stock ExchangeAcquisitions, capital allocation, Fiber, Integration, Telecom, valuation
Feb 25, 2026Fund LettersMichael CookDORM Dorman Products, Inc. Consumer DiscretionaryAutomotive Parts & Equipment Bull NASDAQaftermarket, Execution, Margins, Mix, Pricing, Vehicle Fleet
Feb 25, 2026Fund LettersMichael CookKAI Kadant Inc. IndustrialsIndustrial Machinery Bull New York Stock ExchangeAcquisitions, Bolt-On, Free Cash Flow, Industrials, Pricing power, recurring revenue
Feb 25, 2026Fund LettersMichael CookCSW CSW Industrials, Inc. IndustrialsBuilding Products Bull NASDAQAcquisitions, compounder, Distribution, HVAC, leverage, Pricing power
Feb 25, 2026Fund LettersMichael CookDAR Darling Ingredients Inc. Consumer StaplesFood Products Bull New York Stock Exchangecash flow, Cyclical Recovery, Regulation, Renewable diesel, Sustainability, vertical integration
Feb 25, 2026Fund LettersMichael CookAEIS Advanced Energy Industries, Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, CapEx, data centers, net cash, operating leverage, semiconductors
Feb 24, 2026SubstackToff Cap Monday MonitorDOMO Domo TechnologySoftware Neutral NASDAQ Stock MarketAI competition, business intelligence, data visualization, Domo, EBITDA, gross margins, profitability, share price, strategic alternatives, technology

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