Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 16, 2026SubstackScalpavelliLZB La-Z-Boy Consumer GoodsFurniture Neutral -balance sheet, capital allocation, entry point, furniture, La-Z-Boy, market position, Middle Income, quality products, valuation
Aug 16, 2026SubstackScalpavelliAUNA Auna HealthcareHospitals & Clinics Bear -Auna, Clinics, Colombia, debt, healthcare, Hospitals, Insurance, Mexico, Peru, Value trap
Aug 16, 2026Fund LettersMerchant WestPPC.JO PPC Ltd OtherConstruction Materials Bull -Cement, construction materials, Event-driven, M&A Arbitrage, South Africa, Special Situation, takeover target, turnaround
Aug 16, 2026Fund LettersMerchant WestRNI.JO Reinet Investments OtherMulti-Sector Holdings Bull -arbitrage, Currency Hedge, discount to NAV, Euro Cash, Hard Currency Exposure, Investment Holding Company, Special Situation
Aug 16, 2026Fund LettersMerchant WestKIO.JO Kumba Iron Ore OtherSteel Bull -capital expenditure, contrarian, high-ROIC, Iron ore, mine life extension, Mining, South Africa, UHDMS Technology, Value
Aug 16, 2026Fund LettersMerchant WestBID.JO Bid Corporation OtherFood Distributors Bull -Australasia, compounder, Currency Hedge, Europe, Food Distributor, Foodservice, Hard Currency Exposure, Offshore Earnings, United Kingdom
Aug 16, 2026SubstackScalpavelliDNOPY Dino RetailDiscount Stores Bear United StatesDino, Discount Stores, growth challenges, Poland, valuation
Aug 16, 2026SubstackScalpavelliNESRF Northern Star MiningGold Neutral United Statescommodity prices, Gold, market presence, Mining, Northern Star
Aug 16, 2026SubstackScalpavelliCABGY Carlsberg Consumer GoodsBeverages Neutral United StatesBeverages, brands, brewing, Carlsberg, debt
Aug 16, 2026SubstackScalpavelliCLPBY Coloplast HealthcareMedical Devices Bull United StatesColoplast, Competition, guidance, innovation, Medical devices
Aug 16, 2026SubstackScalpavelliMHGVY Mowi FoodSeafood Neutral United Statesmarket position, Mowi, salmon, Seafood, valuation
Aug 16, 2026SubstackAltay Cap6875.T MegaChips Corp SemiconductorsFabless Semiconductor Bull Tokyo Stock ExchangeASICs, capital efficiency, growth investments, MegaChips Corp, Nintendo, semiconductors, SiTime, stock buyback, Tokyo Stock Exchange, valuation
Aug 15, 2026SubstackRijnberk Invest InsightsCAT Caterpillar Inc. Industrial GoodsHeavy Machinery Bull New York Stock ExchangeAI infrastructure, backlog, Caterpillar, Construction Equipment, cyclical markets, Gas turbines, Mining, Oil & Gas, reciprocating engines, shareholder returns
Aug 14, 2026SubstackThe Finance CornerTTD The Trade Desk Advertising TechnologyProgrammatic Advertising Bear NASDAQ Stock Marketcapital allocation, CFO turnover, Connected tv, data neutrality, Google/Amazon competition, objectivity, programmatic advertising, revenue growth slowdown, Share Buybacks, The Trade Desk
Aug 14, 2026Fund LettersSigil Core Fund- Zcash OtherSystems Software Bull -contrarian, cryptocurrency, Cypherpunk, post-quantum cryptography, Privacy, Store-Of-Value, turnaround, Zero-Knowledge Cryptography
Aug 14, 2026Fund LettersSigil Core FundLIT Lighter OtherFinancial Exchanges & Data Bull -contrarian, Crypto, Decentralized Exchange, DeFi, growth, Perpetual DEX, Secular Trend
Aug 14, 2026Fund LettersSigil Core FundHYPE Hyperliquid OtherFinancial Exchanges & Data Bull -Crypto, Decentralized Exchange, DeFi, growth, Perpetual DEX, Pre-IPO Markets, Real World Assets, Secular Trend, Stock Perpetuals
Aug 14, 2026SubstackThe Finance CornerTTD The Trade Desk Advertising TechnologyProgrammatic Advertising Bear Nasdaq Stock MarketAmazon DSP, capital allocation, CFO turnover, Connected tv, Customer concentration, Google competition, market pressure, programmatic advertising, revenue decline, The Trade Desk
Aug 13, 2026Fund LettersBonsai PartnersWISE.L Wise OtherTransaction & Payment Processing Services Bull -Automation, Capability stack, Cost leadership, Cross Border Payments, Fintech, Hidden moat, network infrastructure, Non-bank provider, payment processing, Scale economies, stablecoins, vertical integration
Aug 13, 2026Fund LettersGreenWood InvestorsUHR.SW The Swatch Group AG OtherLuxury Goods Bull -China recovery, family-controlled, Gen Z Demographics, Governance Activism, high short interest, Luxury goods, margin expansion, Operational Leverage, secular growth, Swiss Watches

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