Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 16, 2026Fund LettersDaniel SmoakDR CN Medical Facilities Corporation Health CareHealth Care Facilities Bull New York Stock Exchangeasset sales, buybacks, Hospitals, shareholder yield, undervalued
Feb 16, 2026Fund LettersDaniel Smoak4441 JP Tobila Systems Inc. Information TechnologyApplication Software Bull New York Stock ExchangeFraud prevention, Free Cash Flow, Japan, Ltv/Cac, SaaS, undervalued
Feb 16, 2026SubstackPP Invest 007VME.DE Viromed Medical AG HealthcareMedical Devices Bull Frankfurt Stock Exchangeantibiotic resistance, cold plasma technology, global market expansion, healthcare innovation, intensive care units, patent moat, PulmoPlas, recurring revenue, ventilator-associated pneumonia, Viromed Medical
Feb 15, 2026SubstackCoughlin CapitalCPNG Coupang E-commerceOnline Retail Bull New York Stock Exchangecompetitive moat, Coupang, data breach, e-commerce, earnings catalyst, Logistics, market overreaction, rapid delivery, security measures, South Korea
Feb 15, 2026SubstackModern Value InvestingTEAM Atlassian Corporation Plc TechnologySoftware - Application Bear NASDAQ Stock MarketAI disruption, Atlassian, Competitive Advantage, Free Cash Flow, market correction, Revenue Growth, shareholder value, software industry, stock-based compensation, valuation
Feb 15, 2026SubstackThe Finance CornerVRSN Verisign, Inc. Information TechnologyInternet Services & Infrastructure Bull NASDAQ Stock Market.com and .net, digital infrastructure, Domain registration, ICANN, legal monopoly, operating margin, price increase, recurring revenue, renewal rate, Verisign
Feb 15, 2026SubstackCoughlin CapitalCPNG Coupang E-commerceOnline Retail Bull New York Stock Exchangecompetitive moat, Coupang, customer retention, data breach, e-commerce, earnings catalyst, Logistics, market overreaction, South Korea, stock recovery
Feb 14, 2026SubstackRijnberk Invest InsightsIFX.DE Infineon Technologies AG SemiconductorsAnalog Semiconductors Neutral Frankfurt Stock ExchangeAI, cybersecurity, Electric Vehicles, Gan, Infineon Technologies AG, IoT, Power Semiconductors, renewable energy, semiconductors, SiC
Feb 13, 2026Fund LettersMarc WerresIBKR Interactive Brokers Group, Inc. FinancialsInvestment Banking & Brokerage Bull NASDAQAccount Growth, Commissions, compounder, net interest income, Volatility
Feb 13, 2026Fund LettersRavenel B. Curry IIITSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull NASDAQAI, CapEx, Foundry, Pricing, semiconductors
Feb 13, 2026Fund LettersRavenel B. Curry IIISHEL LN Shell plc EnergyIntegrated Oil & Gas Bull New York Stock Exchangebuybacks, cashflow, dividends, energy, LNG
Feb 13, 2026Fund LettersRavenel B. Curry IIISAP GR SAP SE Information TechnologyApplication Software Bull XetraAI, cloud, ERP, Subscriptions, switching costs
Feb 13, 2026Fund LettersRavenel B. Curry IIILSEG LN London Stock Exchange Group plc FinancialsFinancial Exchanges & Data Bull New York Stock ExchangeAI, Clearing, Data, Exchanges, Subscriptions
Feb 13, 2026Fund LettersRavenel B. Curry IIIBAYN GR Bayer AG Health CarePharmaceuticals Bull Xetraagriculture, Free Cash Flow, litigation, Seeds, turnaround
Feb 13, 2026Fund LettersRavenel B. Curry IIIASML NA ASML Holding N.V. Information TechnologySemiconductor Equipment Bull Euronext Stock ExchangeAI, Euv, Lithography, Monopoly, semiconductors
Feb 13, 2026SubstackMonopolistic InvestorCOUR Coursera, Inc. ServicesPrepackaged Software Bear New York Stock ExchangeCapital-light, CEO sales strategy, Coursera, educational platform, financial uncertainty, NabzdykRatings, online learning, professional certificates, revenue volatility, Udemy acquisition
Feb 12, 2026Fund LettersRobert J. HarrisETN Eaton Corporation plc IndustrialsElectrical Components & Equipment Bull New York Stock ExchangeAI, datacenters, Electrification, Grid, Margins, ROIC
Feb 12, 2026Fund LettersRobert J. HarrisSEE Sealed Air Corporation MaterialsPackaging & Containers Bull New York Stock Exchangecashflow, Margins, Packaging, ROIC, takeover, turnaround
Feb 12, 2026Fund LettersAndrew A. DavisDLR Digital Realty Trust, Inc. Real EstateData Center REITs Bull New York Stock ExchangeAI, datacenters, hyperscale, Power, valuation
Feb 12, 2026Fund LettersAndrew A. DavisEQIX Equinix, Inc. Real EstateData Center REITs Bull New York Stock ExchangeAI, Colocation, datacenters, Leasing, Power

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