Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 16, 2026SubstackRijnberk Invest InsightsNOW ServiceNow SoftwareEnterprise Software Bull New York Stock ExchangeAI disruption, customer retention, Enterprise software, Fortune 500, hybrid-pricing model, long-term investment, orchestration layer, Revenue Growth, ServiceNow, workflow automation
May 15, 2026Fund LettersMassif Capital- Allied Critical Metals OtherDiversified Metals & Mining Bull New York Stock ExchangeCritical Minerals, Defense, Equity, geopolitical risk, Mining Development, Portugal, strategic materials, supply chain, Tungsten, Western Supply
May 15, 2026SubstackTriples InvestingAAU.TO Almaden Minerals MiningSilver Mining Neutral Toronto Stock ExchangeAlmaden Minerals, investment strategy, legal claim, Legal risks, litigation, Mexico, Mining Operations, retroactive rule changes, silver mining, Silverbull
May 15, 2026SubstackTriples InvestingEML.L Emmerson plc MiningPotash Mining Bull London Stock Exchangedamages, Emmerson plc, investment opportunity, legal arbitration, legal claim, mining sector, Morocco, permit denial, potash mining, settlement
May 15, 2026SubstackTriples InvestingPAT.L Panthera Resources MiningGold Mining Bull London Stock Exchangearbitration claim, gold mining, gold prices, India, investment opportunity, investor update, legal dispute, Panthera Resources, potential damages, Transparency
May 15, 2026SubstackTriples InvestingGRXMF GreenX Metals MiningCopper Mining Bull Over-the-Counterarbitration award, copper mining, Greenland project, GreenX Metals, investor mismatch, legal proceedings, Poland, resource base, upside potential, valuation
May 14, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited TechnologyCloud Computing Bull New York Stock ExchangeAI revenue, Alibaba, capex plan, Chinese cloud market, Cloud computing, Compute Demand Growth, custom silicon, MaaS, Pricing power, profitability
May 13, 2026SubstackBrad MunchenTSLA Tesla, Inc. AutomotiveElectric Vehicles Bear Nasdaq Stock Marketautonomous vehicles, Full Self-Driving, market valuation, NHTSA investigation, regulatory hurdles, robotaxi, safety concerns, Tesla, UBER, Waymo
May 13, 2026SubstackStock PursuitFRVO Fervo Energy EnergyGeothermal Energy Bull -AI-assisted science, clean energy, Cost Reduction, Drilling Technology, Energy demand, Geothermal Energy, Google partnership, hyperscalers, Modular GeoClusters, Strategic Partnerships
May 13, 2026SubstackWonderstcksGKP.L Gulf Keystone Petroleum EnergyOil and Gas Exploration and Production Bear London Stock ExchangeBrent crude discount, capital allocation, export payments, geopolitical risk, Gulf Keystone Petroleum, infrastructure volatility, Kurdistan Region, oil production, regional security, Shaikan Field
May 13, 2026SubstackAltay Cap5458.T Takasago Tekko SteelSpecialty Steel Processing Bull Tokyo Stock Exchangedividend yield, Itabashi Factory Land, Mitsui, Net-Net, Nippon Steel, real estate valuation, Steel Processing, Takasago Tekko, Tokyo logistics hub, Undervalued Assets
May 13, 2026Fund LettersMatrix Large Cap Value StrategyPG Procter & Gamble Co. Household & Personal ProductsPersonal Products Bull New York Stock ExchangeConsumer products, consumer staples, defensive, dividend aristocrat, Global, inflation impact, innovation
May 13, 2026Fund LettersMatrix Large Cap Value StrategyADP Automatic Data Processing Inc. Software - ApplicationData Processing & Outsourced Services Bull NASDAQAI disruption, business services, Client Retention, defensive, dividend aristocrat, HR Administration, Payroll Services
May 13, 2026Fund LettersMatrix Large Cap Value StrategyNKE Nike Inc. Footwear & AccessoriesFootwear Bull New York Stock ExchangeApparel, Athletic Footwear, Brand, China, direct-to-consumer, insider buying, turnaround, Wholesale
May 13, 2026Fund LettersMatrix Large Cap Value StrategyINTU Intuit Inc. Software - ApplicationApplication Software Bull NASDAQAI disruption, Ecosystem, financial technology, SaaS, small business, Software, tax preparation, Value
May 13, 2026Fund LettersMatrix Dividend IncomePG Procter & Gamble Co. Household & Personal ProductsPersonal Products Bull New York Stock ExchangeConsumer products, consumer staples, defensive, dividend aristocrat, Global Brands, Inflation Pressure, innovation
May 13, 2026Fund LettersMatrix Dividend IncomeADP Automatic Data Processing Inc. Software - ApplicationData Processing & Outsourced Services Bull NASDAQAI disruption, business services, dividend aristocrat, High retention, Human Resources, Mission-Critical, Payroll Services
May 13, 2026Fund LettersMatrix Dividend IncomeNKE Nike Inc. Footwear & AccessoriesFootwear Bull New York Stock ExchangeAthletic Footwear, Brand, China, direct-to-consumer, insider buying, Sports apparel, turnaround, Wholesale
May 13, 2026Fund LettersMatrix Dividend IncomeINTU Intuit Inc. Software - ApplicationApplication Software Bull NASDAQAI disruption, Ecosystem, financial technology, SaaS, small business, Software, tax preparation, Value
May 13, 2026Fund LettersAMG Yacktman Focused FundUHAL U-Haul Holding Company Rental & Leasing ServicesRoad & Rail Bull NASDAQAsset Recognition, Hidden-Assets, Owner operator, REITs, Self-storage, Sum-of-parts, Transportation, Truck Rental, value unlock

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