Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 18, 2026Fund LettersJustin BergnerGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, CapEx, cloud, Optionality, Search
Feb 18, 2026Fund LettersLuke CummingsMYX AU Mayne Pharma Group Limited Health CarePharmaceuticals Bear New York Stock ExchangeActivism, FIRB, pharmaceuticals, Regulation, Scheme
Feb 18, 2026Fund LettersLuke CummingsXF1 AU Xref Limited Information TechnologyApplication Software Bear New York Stock ExchangeActivism, Deal Breaker, Scheme, shareholder vote, Software
Feb 18, 2026Fund LettersLuke CummingsSTO AU Santos Limited EnergyOil & Gas Exploration & Production Bear New York Stock ExchangeDealrisk, LNG, merger, Nbio, takeover
Feb 18, 2026Fund LettersJosh SaltmanNEPT Neptune Insurance Holdings Inc. FinancialsProperty & Casualty Insurance Bull New York Stock ExchangeCapital-light, Flood Insurance, Mga, Regulation, underwriting
Feb 18, 2026Fund LettersJosh SaltmanMS Morgan Stanley FinancialsInvestment Banking & Brokerage Bull New York Stock Exchangecapital return, diversification, Net Inflows, ROE, wealth management
Feb 18, 2026Fund LettersJosh SaltmanGWRE Guidewire Software, Inc. Information TechnologyApplication Software Bull New York Stock ExchangeARR, cloud migration, Insurance-software, Margins, TAM
Feb 18, 2026Fund LettersJosh SaltmanMELI MercadoLibre, Inc. Consumer DiscretionaryBroadline Retail Bull NASDAQCompetition, ecommerce, Ecosystem, Fintech, Latin America
Feb 18, 2026Fund LettersJosh SaltmanHOOD Robinhood Markets, Inc. FinancialsInvestment Banking & Brokerage Bull NASDAQCrypto, Engagement, monetization, platform, Retail trading
Feb 18, 2026Fund LettersJosh SaltmanFICO Fair Isaac Corporation Information TechnologyApplication Software Bull New York Stock Exchangeanalytics, credit scoring, Licensing, Mortgage, Pricing power
Feb 18, 2026Fund LettersJosh SaltmanJKHY Jack Henry & Associates, Inc. FinancialsTransaction & Payment Processing Services Bull NASDAQAutomation, Core banking, Margins, market share, recurring revenue
Feb 18, 2026Fund LettersJosh SaltmanSPGI S&P Global Inc. FinancialsFinancial Exchanges & Data Bull New York Stock ExchangeData, Issuance, Margins, oligopoly, Ratings
Feb 18, 2026Fund LettersPatrick O’BrienSATS EchoStar Corporation Communication ServicesAlternative Carriers Bull NASDAQEvent-driven, IPO, NAV, Satellite, spinoff
Feb 18, 2026SubstackWinter Gems7974.T Nintendo Co., Ltd. Video GamesInteractive Entertainment Bull Tokyo Stock Exchangecash reserves, gaming consoles, Mario, Nintendo, Pokémon, proprietary IP, Switch 2, valuation, Video games, Zelda
Feb 18, 2026SubstackWinter Gems9697.T Capcom Co., Ltd. Video GamesInteractive Entertainment Bull Tokyo Stock ExchangeCapcom, digital distribution, family ownership, internal R&D, Monster Hunter, operating income, Resident Evil, REXT engine, valuation, Video games
Feb 18, 2026SubstackWonderstcksJMAT.L Johnson Matthey Plc Specialty Chemicals and Sustainable TechnologiesSpecialty Chemicals and Sustainable Technologies Neutral London Stock Exchangebattery materials, capital investment, catalysis, Electric Vehicles, electrolyser manufacturing, energy transition, execution risk, hydrogen technology, PGM recycling, sustainable technologies
Feb 17, 2026SubstackToff Cap Monday MonitorAGN Aegon N.V. FinancialsInsurance Bull Euronext AmsterdamAegon N.V., capital position, Financial metrics, market conditions, portfolio optimization, potential sale, shareholder returns, strategic review, UK operations
Feb 17, 2026SubstackToff Cap Monday MonitorTNOM Talenom Oyj TechnologySoftware Bear Helsinki Stock Exchangecustomer churn, Easor, financial health, growth prospects, integration issues, operational efficiency, revenue drop, spin-off, Talenom Oyj
Feb 17, 2026SubstackToff Cap Monday MonitorHEXAB Hexagon AB TechnologyIndustrial Technology Neutral Stockholm Stock Exchangecore operations, EBIT margins, financial performance, Hexagon AB, Investor Interest, market positioning, Octave, profitability, spin-off
Feb 17, 2026SubstackToff Cap Monday MonitorXBOT Realbotix TechnologyRobotics Neutral Toronto Stock Exchangeadult robots, business separation, Investor confidence, market segments, Onconetix, operational efficiencies, Realbotix, reputational risks, spin-off

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