Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 18, 2026SubstackDB SilverfoxBEI.DE Beiersdorf AG Consumer GoodsPersonal Products Bull XetraBeiersdorf, Brand management, capital allocation, growth capex, long-term investment, premium segment, Skincare, undervalued
Aug 18, 2026SubstackDB SilverfoxTFF.PA TFF Group MaterialsContainers & Packaging Bear Euronext Parisbarrels, capital allocation, debt reduction, financial risk, market leader, overinvestment, spirits and wine, TFF Group
Aug 18, 2026SubstackDB SilverfoxCOLO-B.CO Coloplast HealthcareMedical Devices Neutral Nasdaq CopenhagenAcquisitions, capital allocation, Coloplast, deleveraging, financial risk, Medical devices, reimbursement reform, US market
Aug 18, 2026SubstackDB SilverfoxWKL.AS Wolters Kluwer Information ServicesProfessional Information Services Neutral Euronext AmsterdamAI threats, capital allocation, cash flow, debt reduction, financial engineering, intrinsic value, Share Buybacks, Wolters Kluwer
Aug 18, 2026SubstackDB SilverfoxRCO.PA Remy Cointreau BeveragesDistillers & Vintners Bull Euronext Pariscapital allocation, Cognac, Cyclical Recovery, debt reduction, Free Cash Flow, inventory appreciation, Rémy Cointreau, tariffs
Aug 18, 2026SubstackToff Cap Monday MonitorTHRM Gentherm Incorporated AutomotiveAuto Parts Bull NASDAQ Stock MarketAI data centers, Cooling Solutions, Gentherm, integration risks, market growth, merger, Modine, specialty chillers, Strategic Transformation, thermal management
Aug 18, 2026SubstackToff Cap Monday MonitorHMX.AX Hammer Metals Limited MiningGold Mining Neutral Australian Securities Exchangeacquisition, Austral, board support, commodity prices, Hammer Metals, Mining, post-spin dumping, share-based deal, spin-off, Western Australian gold assets
Aug 18, 2026SubstackToff Cap Monday MonitorVIVO VivoPower International PLC Renewable EnergySolar Energy Neutral NASDAQ Stock MarketADX listing, AI infrastructure, Asset Sale, Digital Asset Treasury, DOGE mining, investment, LSE listing, SPAC Merger, spin-off, Vivopower
Aug 17, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock ExchangeAI, Alibaba, China, cloud, e-commerce, growth, investment, Margins, quick commerce, technology
Aug 17, 2026SubstackCoughlin CapitalBIDU Baidu, Inc. TechnologyInternet Content & Information Neutral Nasdaq Stock MarketAI, Baidu, China, cloud, growth, investment, IPO, Kunlunxin, Margins, technology
Aug 17, 2026SubstackTriples InvestingTHX.L Thor Explorations MiningGold Mining Neutral Alternative Investment MarketAISC, Douta project, geopolitical risks, gold mining, Nigeria, production growth, Segilola, Senegal, Thor Explorations, underground mining
Aug 17, 2026SubstackTriples InvestingMOLY.TO Greenland Resources MiningMolybdenum Bull Toronto Stock ExchangeChina, critical metals, Europe, feasibility study, financial backing, Greenland Resources, Malmbjerg, Molybdenum, Offtake Agreements, Strategic importance
Aug 17, 2026SubstackTriples InvestingINTR Inter & Co Financial ServicesDigital Banking Bull NASDAQ Stock MarketBDR program, Brazil, digital banking, entry point, growth prospects, Inter & Co., Market dislocation, profitability, Retail Investors, Undervalued Stock
Aug 17, 2026SubstackTriples InvestingMNRO Monro AutomotiveAuto Parts & Services Bear NASDAQ Stock MarketAutomotive Services, conflict of interest, declining sales, Gabelli, Icahn, Industry Competition, Monro, Pep Boys, poison pill, strategic review
Aug 17, 2026SubstackTriples InvestingSSP E.W. Scripps MediaBroadcasting Bear NASDAQ Stock Marketbroadcasting, debt burden, deleveraging, E.W. Scripps, financial risk, insider buying, media industry, merger proposal, poison pill, Sinclair
Aug 17, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock ExchangeAlibaba, cloud, e-commerce, growth, investment, Margins, Price War, profitability, quick commerce, valuation
Aug 17, 2026SubstackCoughlin CapitalBIDU Baidu, Inc. TechnologyInternet Content & Information Neutral Nasdaq Stock MarketAI, Baidu, cloud, growth, investment, Kunlunxin, Margins, Online Marketing, spinoff, valuation
Aug 16, 2026SubstackScalpavelliDNOPY Dino Polska RetailDiscount Stores Bear United StatesDino Polska, Discount Retailer, Dollar General, earnings consensus, growth runway, market position, Poland, retail sector, valuation
Aug 16, 2026SubstackScalpavelliCABGY Carlsberg BeveragesBrewing Neutral United Statesbeverage sector, brand portfolio, brewing, Carlsberg, Danish company, debt load, earnings consensus, operational strengths, valuation
Aug 16, 2026SubstackScalpavelliCLPBY Coloplast HealthcareMedical Devices Bull United StatesChinese competitors, Coloplast, Competition, forward earnings, guidance, market share, Medical devices, Product Portfolio, Re-rating

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