Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 8, 2026Fund LettersTucker BrownARM Arm Holdings plc Information TechnologySemiconductors Bear NASDAQMargins, Overhang, royalties, semiconductors, Volatility
Feb 8, 2026Fund LettersTucker BrownAVGO Broadcom Inc Information TechnologySemiconductors Bull NASDAQAI, inference, infrastructure, Margins, semiconductors
Feb 8, 2026Fund LettersTucker BrownCRM Salesforce Inc Information TechnologyApplication Software Bull New York Stock ExchangeAI, ARR, buybacks, cloud, Software
Feb 8, 2026Fund LettersTucker BrownCOO Cooper Companies Inc Health CareHealth Care Supplies Bull New York Stock Exchangecashflow, Governance, innovation, Margins, Medical devices
Feb 8, 2026Fund LettersTucker BrownGOOG Alphabet Inc Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, Margins, monetization
Feb 8, 2026Fund LettersRichard BeavenGDOT Green Dot Corporation FinancialsConsumer Finance Bull New York Stock ExchangeBanking As A Service, Interim Ceo, strategic alternatives, takeover potential, valuation arbitrage
Feb 8, 2026Fund LettersRichard BeavenAESI Atlas Energy Solutions Inc. EnergyOil & Gas Equipment & Services Bull New York Stock Exchangedata centers, Distributed Power, Frac Sand, Logistics Advantage, Low-cost producer
Feb 8, 2026Fund LettersRichard BeavenMETC Ramaco Resources, Inc. MaterialsSteel Bull New York Stock ExchangeAsset Mispricing, metallurgical coal, Preliminary Economic Assessment, production growth, Rare Earths
Feb 8, 2026SubstackModern Value InvestingNVO Novo Nordisk PharmaceuticalsBiotechnology Bull Copenhagen Stock ExchangeFDA intervention, GLP-1 market, Intellectual Property, market dominance, Novo Nordisk, pharmaceuticals, regulatory support, Revenue Growth, semaglutide, Wegovy pill
Feb 8, 2026SubstackStock PursuitTYGO Tigo Energy Alternative EnergySolar Hardware Bull NASDAQ Stock Marketalternative energy, cost-effectiveness, energy storage, Flex MLPE, growth potential, solar hardware, solar optimizer, Tigo Energy, universal compatibility, Virtual Power Plant
Feb 7, 2026SubstackRijnberk Invest InsightsUBER Uber Technologies, Inc. TechnologyRide-Hailing and Delivery Services Bull New York Stock Exchangeautonomous vehicles, cash flow, delivery, growth, market share, platform, profitability, ride-hailing, UBER, valuation
Feb 7, 2026SubstackJam Invest0596.HK Inspur Digital Enterprise Technology TechnologyEnterprise Software Bull Hong Kong Stock ExchangeChina tech self-reliance, Enterprise software, ERP systems, GS Cloud, Hong Kong stock exchange, Inspur Digital Enterprise Technology, state-owned enterprises, technology
Feb 7, 2026SubstackJam InvestHSBK.KZ Halyk Bank FinancialsBanking Bull Kazakhstan Stock Exchangebanking, dividend yield, earnings, financials, Halyk Bank, Kazakhstan Stock Exchange, stock momentum, valuation
Feb 7, 2026SubstackJam Invest0681.HK Chinese People Holdings UtilitiesCity Gas Distribution Bull Hong Kong Stock ExchangeChinese People Holdings, city gas distribution, Hong Kong stock exchange, insider buying, profit inflection, stock momentum, utilities, valuation
Feb 7, 2026SubstackJam InvestACOMO.AS Acomo FoodFood Bull Euronext AmsterdamACOMO, acquisition strategy, Currency Risk, dividend yield, Euronext Amsterdam, food industry, P/E ratio, stock momentum, valuation
Feb 6, 2026Fund LettersDaniel S. LoebSGI Somnigroup Inc Consumer DiscretionaryHome Furnishings Bull New York Stock Exchangeconsolidation, Distribution, Housing, Margins, scale
Feb 6, 2026Fund LettersDaniel S. Loeb402340 KS SK Square Co Ltd Information TechnologyTechnology Holding Companies Bull New York Stock ExchangeAI, buybacks, Governance, Memory, NAV discount
Feb 6, 2026SubstackMonopolistic InvestorGOOGL Google TechnologyInternet Content & Information Neutral NASDAQ Stock MarketAdsense, AI investment, balance sheet, Google, Hold rating, NabzdykRatings, network effect, operational efficiency, Search & Advertising, switching costs
Feb 6, 2026SubstackDB SilverfoxITRK.L Intertek Group plc Assurance, Testing, Inspection and CertificationAssurance, Testing, Inspection and Certification Bull London Stock ExchangeAssurance, Certification, Global network, Inspection, Pricing power, regulatory compliance, Supply chain verification, Testing, Total Quality Assurance, Trust infrastructure
Feb 5, 2026Fund LettersBryden TeichTIH CN Toromont Industries Ltd IndustrialsConstruction & Engineering Bull New York Stock Exchangeaftermarket, CapEx, compounding, infrastructure, machinery, Rentals, ROIC

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