Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 16, 2026Fund LettersBrad HathawayWEW GR Westwing Group SE Consumer DiscretionaryInternet Retail Bull Xetraecommerce, guidance, Margins, profitability, turnaround
Jan 16, 2026Fund LettersMargaret WebbBCG LN Baltic Classifieds Group plc Communication ServicesDigital Marketplaces Bull New York Stock ExchangeAi Risk, cashflow, Classifieds, network effects, valuation
Jan 16, 2026Fund LettersMargaret WebbAUTO LN Auto Trader Group plc Communication ServicesDigital Marketplaces Bull New York Stock ExchangeAutos, buybacks, Classifieds, Marketplaces, valuation
Jan 16, 2026Fund LettersMargaret WebbSPI LN Spirax Group plc IndustrialsIndustrial Machinery Bull New York Stock ExchangeChina, industrial machinery, Margins, recovery, semiconductors
Jan 16, 2026Fund LettersMargaret WebbPDX SS Paradox Interactive AB FinancialsAsset Management Bull NASDAQDigital Entertainment, Franchises, Free Cash Flow, Gaming, valuation
Jan 16, 2026Fund LettersMargaret WebbWISE LN Wise plc FinancialsTransaction & Payment Processing Services Bull New York Stock Exchangebanking, Global, Money, payment processing, platform
Jan 16, 2026Fund LettersWill ThomsonGLO CN Global Atomic Corporation MaterialsMetals & Mining Bull New York Stock Exchangeconstruction, Geopolitics, Permitting, Scarcity, uranium
Jan 16, 2026Fund LettersWill ThomsonLAR Lithium Argentina AG MaterialsMetals & Mining Bull New York Stock ExchangeBrines, Elections, Governance, Lithium, Scarcity
Jan 16, 2026Fund LettersWill ThomsonLUN CN Lundin Mining Corporation MaterialsCopper Bull New York Stock ExchangeCapitalallocation, Copper, Electrification, Reserves, Scarcity
Jan 16, 2026Fund LettersWill ThomsonMMA CN Midnight Sun Mining Corp. MaterialsMetals & Mining Bull Toronto Stock ExchangeCopper, Dilution, Exploration, Optionality, Partnerships
Jan 16, 2026Fund LettersWill ThomsonEQNR NO Equinor ASA EnergyIntegrated Oil & Gas Bull New York Stock ExchangeBalancesheet, cashflow, Integratedenergy, Offshore, stability
Jan 16, 2026Fund LettersWill ThomsonHBR LN Harbour Energy plc EnergyOil & Gas Exploration & Production Bull New York Stock ExchangeAcquisitions, Balancesheet, Discipline, Freecashflow, oil
Jan 16, 2026Fund LettersWill ThomsonVAR NO Vår Energi ASA EnergyOil & Gas Exploration & Production Bull New York Stock Exchangedividends, Freecashflow, oil, Production, resilience
Jan 16, 2026Fund LettersWill ThomsonGMIN CN G Mining Ventures Corp. MaterialsGold Bull New York Stock ExchangeBeta, construction, Discipline, Executionrisk, Gold
Jan 16, 2026Fund LettersWill ThomsonEQX CN Equinox Gold Corp. MaterialsGold Bull New York Stock Exchangebuybacks, deleveraging, dividends, Freecashflow, Gold
Jan 16, 2026Fund LettersNick SchommerMDGL Madrigal Pharmaceuticals, Inc. Health CareBiotechnology Bull NASDAQAdoption, Biotech, Druglaunch, Liverdisease, MASH
Jan 16, 2026Fund LettersNick SchommerLLY Eli Lilly and Company Health CarePharmaceuticals Bull New York Stock ExchangeDiabetes, Glp1, Obesity, pharmaceuticals, pipeline
Jan 16, 2026Fund LettersNick SchommerETN Eaton Corporation plc IndustrialsElectrical Equipment Bull New York Stock ExchangeAI, datacenters, Electrification, Margins, Power
Jan 16, 2026Fund LettersNick SchommerORCL Oracle Corporation Information TechnologyApplication Software Bull New York Stock ExchangeAI, cloud, hyperscale, infrastructure, Rpo
Jan 16, 2026Fund LettersAaron J. SaundersIBKR Interactive Brokers Group, Inc. FinancialsInvestment Banking & Brokerage Bear NASDAQBrokerage, Compliance, Marketaccess, Platformrisk, Restrictions

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