Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 5, 2026Fund LettersAdam SchwartzLXS GR Lanxess MaterialsSpecialty Chemicals Bear Xetraasset monetization, Balance Sheet Risk, debt burden, execution risk, specialty chemicals
Feb 5, 2026Fund LettersAdam SchwartzHCC Warrior Met Coal MaterialsMetallurgical Coal Bull New York Stock ExchangeCapital Cycle, Free Cash Flow, metallurgical coal, Steel Demand, Supply Constraint
Feb 5, 2026Fund LettersAdam SchwartzFLG Flagstar Financial FinancialsRegional Banks Bull New York Stock ExchangeBank Turnaround, Management Quality, recapitalization, tangible book, valuation gap
Feb 5, 2026Fund LettersAdam SchwartzPSK CN PrairieSky Royalty EnergyOil & Gas Royalties Bull New York Stock ExchangeCapital-light, Energy Scarcity, inflation hedge, mineral rights, royalties
Feb 5, 2026Fund LettersAdam SchwartzTDW Tidewater EnergyOil & Gas Equipment & Services Bull New York Stock Exchangebuybacks, Capital Scarcity, Free Cash Flow, Offshore energy, Supply Contraction
Feb 5, 2026Fund LettersAdam SchwartzBLDR Builders FirstSource IndustrialsBuilding Products Bull New York Stock ExchangeCapital Cycle, Free Cash Flow, Housing shortage, Margins, Value Added
Feb 5, 2026SubstackPP Invest 007UCA.DE U.C.A. Aktiengesellschaft Investment ManagementPrivate Equity Bull Frankfurt Stock Exchangebuy-and-build strategy, Dividend Increase, market penetration, microcap, nursing sector, Pflegia, reverse recruiting, Skilled Trades, U.C.A. AG, Werkia
Feb 5, 2026SubstackCoughlin CapitalFOUR Shift4 Payments, Inc. Financial ServicesPayment Processing Bear New York Stock Exchangeaccounting practices, acquisition strategy, buyback authorization, Four, Free Cash Flow, Governance, insider buying, Michael Burry, Shift4 Payments, valuation
Feb 4, 2026Fund LettersAndrew CarreonSPB CN Superior Plus Corp. EnergyOil & Gas Storage & Transportation Bull New York Stock Exchangebuybacks, cashflow, consolidation, Distribution, EBITDA, energy, Logistics, Propane, turnaround
Feb 4, 2026Fund LettersPeter Cooper4478 JP freee K.K. Information TechnologyApplication Software Bull New York Stock ExchangeDemographics, Freecashflow, Margins, productivity, SaaS
Feb 4, 2026Fund LettersPeter CooperRYAN Ryan Specialty Group Holdings Inc FinancialsInsurance Brokers Bull New York Stock ExchangeBrokerage, Cyclicality, Eands, Execution, Insurance
Feb 4, 2026Fund LettersPeter CooperTSM Taiwan Semiconductor Manufacturing Co Ltd Information TechnologySemiconductor Manufacturing Bull New York Stock ExchangeAI, Complexity, Foundry, HPC, semiconductors
Feb 4, 2026Fund LettersPeter CooperTKO TKO Group Holdings Inc Communication ServicesMovies & Entertainment Bull New York Stock ExchangeContent, media, monetization, Sports-rights, Streaming
Feb 4, 2026SubstackBiotenicGOSS Gossamer Bio, Inc. BiotechnologyPharmaceuticals Bear NASDAQ Stock Market6MWD, Clinical trials, dropout rates, Gossamer Bio, imatinib hypothesis, PVR reduction, safety concerns, seralutinib, subgroup analysis, TKI
Feb 4, 2026SubstackCompound and FireKPG.AX Kelly Partners Group Professional ServicesAccounting & Taxation Services Bull Australian Securities Exchangeaccounting services, AI disruption, decentralized network, financial resilience, growth strategy, high-value services, innovation, premium services, regulatory changes, strategic advisory
Feb 3, 2026Fund LettersMathias SaggauTCX US Tucows Inc. Communication ServicesInternet Services & Infrastructure Bull NASDAQDomains, infrastructure, recurring revenue, Telecom, valuation
Feb 3, 2026Fund LettersMathias SaggauWINE US Naked Wines plc Consumer StaplesDistillers & Vintners Bull Dubai Financial Marketecommerce, Marketing efficiency, Subscription, turnaround, valuation
Feb 3, 2026Fund LettersMathias SaggauABF LN Associated British Foods plc Consumer StaplesPackaged Foods & Meats Bull New York Stock Exchangebalance sheet, consumer staples, diversification, recovery, retail
Feb 3, 2026Fund LettersMathias SaggauDCC LN DCC plc IndustrialsIndustrial Conglomerates Bull New York Stock ExchangeAcquisitions, cashflow, diversification, resilience, valuation
Feb 3, 2026Fund LettersMathias SaggauCHG GR CHAPTERS Group AG Information TechnologyIT Consulting & Other Services Bull XetraAcquisitions, capital allocation, compounding, serial acquirer, Software

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