Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 10, 2026Fund LettersPaul MooreSHL GR Siemens Healthineers AG Health CareHealth Care Equipment Bull XetraDemographics, healthcare, medical imaging, recurring revenue, spinoff
Feb 10, 2026Fund LettersPaul MooreUNP Union Pacific Corporation IndustrialsRail Transportation Bull New York Stock Exchangeinfrastructure, merger, oligopoly, productivity, railroads
Feb 10, 2026Fund LettersPaul MooreLLOY LN Lloyds Banking Group plc FinancialsDiversified Banks Bull New York Stock Exchangebanking, capital management, Margins, yield curve
Feb 10, 2026Fund LettersPaul MooreBIRG LN Bank of Ireland Group plc FinancialsDiversified Banks Bull New York Stock Exchangedividends, European banks, Netinterestmargin, valuation, yield curve
Feb 10, 2026Fund LettersPaul MooreIMI LN IMI plc IndustrialsIndustrial Machinery Bull New York Stock ExchangeAutomation, energy transition, growth, Industrial, Margins
Feb 10, 2026Fund LettersPaul MooreTECK Teck Resources Limited MaterialsCopper Bull New York Stock ExchangeCopper, merger, Mining, scale, synergies
Feb 10, 2026Fund LettersPaul MooreFCX Freeport-McMoRan Inc. MaterialsCopper Bull New York Stock ExchangeCopper, Gold, Grasberg, Production, Supply Shortage
Feb 10, 2026Fund LettersPaul MooreWDS AU Woodside Energy Group Ltd EnergyOil & Gas Exploration & Production Bear New York Stock Exchangearbitrage, commodity risk, energy, Gas, LNG
Feb 10, 2026Fund LettersPaul MooreFDV AU Frontier Digital Ventures Limited Communication ServicesInteractive Media & Services Bear New York Stock Exchangecashflow, Classifieds, emergingmarkets, restructuring
Feb 10, 2026Fund LettersPaul MooreCGF AU Challenger Limited FinancialsLife & Health Insurance Bull New York Stock ExchangeAnnuities, Demographics, Interestrates, Regulation, rerating
Feb 10, 2026Fund LettersPaul MooreSMR AU Stanmore Resources Limited MaterialsCoal & Consumable Fuels Bull New York Stock Exchangecapital discipline, coal, Commodities, Cyclicality, resilience
Feb 10, 2026Fund LettersPaul MooreCSC AU Capstone Copper Corp. MaterialsCopper Bull New York Stock ExchangeCommodities, Copper, Inventories, Mining, Supply Shortage
Feb 10, 2026Fund LettersPaul MooreNEM US Newmont Corporation MaterialsGold Bull New York Stock ExchangeCommodities, Geopolitics, Gold, inflation, Interestrates
Feb 10, 2026Fund LettersJoeFWDI Forward Industries, Inc. FinancialsDiversified Financial Services Bull NASDAQDigital Assets, discount, Mnnav, Solana, Staking, Treasury
Feb 10, 2026Fund LettersSteve ScruggsAAP Advance Auto Parts, Inc. Consumer DiscretionaryAutomotive Retail Bull New York Stock Exchangeaftermarket, Competition, Distribution, Execution, Inventory, Margins, merchandising, restructuring, turnaround
Feb 10, 2026Fund LettersSteve ScruggsSFBS ServisFirst Bancshares, Inc. FinancialsRegional Banks Bull New York Stock Exchangebanking, Credit, Deposits, efficiency, NIM, Nonaccrual, realestate, ROE, underwriting
Feb 10, 2026Fund LettersSteve ScruggsUPBD Upbound Group, Inc. FinancialsConsumer Finance Bull NASDAQacquisition, Credit, Default, Lending, leverage, Regulation, Subprime, turnaround, Volatility
Feb 10, 2026Fund LettersSteve ScruggsPVH PVH Corp. Consumer DiscretionaryApparel, Accessories & Luxury Goods Bull New York Stock ExchangeApparel, brands, buybacks, cashflow, China, Inventory, Pricing, tariffs, valuation
Feb 10, 2026Fund LettersSteve ScruggsUGI UGI Corporation UtilitiesGas Utilities Bull New York Stock Exchangebalance sheet, cashflow, deleveraging, Eps, pipeline, Propane, Regulation, utility, yield
Feb 10, 2026Fund LettersSteve ScruggsIDCC InterDigital, Inc. Information TechnologyApplication Software Bull NASDAQautomotive, buybacks, dividend, IoT, Licensing, margin, patents, royalties, Wireless

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