Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 2, 2026Fund LettersHawkins EntrekinQURE uniQure N.V. Health CareBiotechnology Bull NASDAQBiotech, clinical data, gene therapy, Optionality, Regulation
Feb 2, 2026Fund LettersHawkins EntrekinPLTR Palantir Technologies Inc. Information TechnologyApplication Software Bear New York Stock ExchangeAI, Downside, Hedge, Software, valuation
Feb 2, 2026Fund LettersHawkins EntrekinARE Alexandria Real Estate Equities, Inc. Real EstateHealth Care REITs Bull New York Stock ExchangeBiotech, Caprates, Life-science, Oversupply, REITs
Feb 2, 2026Fund LettersDave WatersMCDIF McDermott International Ltd. IndustrialsEngineering & Construction Bull Dubai Financial Marketbacklog growth, energy infrastructure, operating leverage, Refinancing, turnaround
Feb 2, 2026Fund LettersHawkins EntrekinMTN Vail Resorts, Inc. Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull New York Stock Exchangeassets, Ski, Tourism, valuation, Weather
Feb 2, 2026Fund LettersDave WatersSLVM Sylvamo Corporation MaterialsPaper & Forest Products Bull New York Stock ExchangeCapacity-Reduction, Cyclicals, Free Cash Flow, industry consolidation, Paper
Feb 2, 2026Fund LettersDave WatersNLOP Net Lease Office Properties Real EstateOffice REITs Bull New York Stock ExchangeCap rates, capital returns, Liquidation, NAV discount, Property-Dispositions
Feb 2, 2026Fund LettersDave WatersMCB LN McBride plc Consumer StaplesHousehold Products Bull New York Stock Exchangebalance sheet, buybacks, consumer staples, dividends, valuation gap
Feb 2, 2026Fund LettersDave WatersGTX Garrett Motion Inc. Consumer DiscretionaryAuto Parts Bull NASDAQAuto parts, buybacks, capital allocation, Ev-Transition, Free Cash Flow
Feb 2, 2026Fund LettersDave WatersCRAWA Crawford United Corporation IndustrialsIndustrial Conglomerates Bull New York Stock Exchangeconglomerate discount, Hidden-Assets, Industrials, M&A, valuation upside
Feb 2, 2026Fund LettersDave WatersZEG LN Zegona Communications plc Communication ServicesTelecom Services Bull New York Stock Exchangeasset sales, buybacks, capital returns, deleveraging, Telecom-Turnaround
Feb 2, 2026SubstackDB SilverfoxBEI.DE Beiersdorf AG Consumer StaplesPersonal Products Bull Frankfurt Stock ExchangeBeiersdorf, brand trust, consumer staples, Derma segment, distribution advantage, Governance, market challenges, Maxingvest, R&D, stewardship
Feb 1, 2026SubstackThe Finance CornerNFLX Netflix, Inc. EntertainmentBroadcasting & Cable TV Bull Nasdaq Stock MarketAI in content creation, Competitive Advantage, Digital transformation, entertainment industry, operating margin expansion, Original Content, Pricing power, streaming service, Subscriber Growth, Warner Bros. Discovery acquisition
Feb 1, 2026Twitter / X@SJCapitalInvestAMPX Amprius Technologies, Inc. IndustrialsElectrical Components & Equipment Bull NYSEAerospace, Batteries, Contractmanufacturing, Defense, Drones, EV, eVTOL, HAPS, Korea, NDAA, robotics, SiliconAnode, SiliconNanowire, UAS, Wearables
Feb 1, 2026Twitter / X@MegatrendGlobalOSS One Stop Systems, Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull Nasdaq (NASDAQ-CM)Australia, Defense, divestiture, EdgeAI, FiveEyes, Germany, mergers, PrimeContractor, RuggedComputing, SensorProcessing
Feb 1, 2026Twitter / X@FredKostersBTG B2Gold Corp. MaterialsGold Bull NYSE AmericanBalancesheet, buybacks, Canada, cashflow, Derivatives, dividends, Gold, Goose, Mining, Prepay
Feb 1, 2026Twitter / X@MegatrendGlobalOSS One Stop Systems, Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NasdaqAI, cash, DefenseTech, DesignWins, divestiture, EdgeAI, Evsales, Margins, Military, RuggedComputing
Feb 1, 2026Twitter / X@stock_loggingELS.AX Elsight Limited Information TechnologyElectronic Equipment & Instruments Bull Australian Securities Exchange (ASX)5G, BVLOS, Certification, Connectivity, Defense, Drones, Hardware, robotics, Satellite, Software
Feb 1, 2026Twitter / X@crux_capital_LTRX Lantronix, Inc. Information TechnologyElectronic Equipment & Instruments Bull NASDAQAutonomousSystems, BlueUAS, DefenseTechnology, Drones, EdgeAI, Edgecomputing, SystemOnModule
Jan 31, 2026Fund LettersAndrew MackenKKR KKR & Co. Inc. FinancialsAsset Management & Custody Banks Bull New York Stock ExchangeAlternatives, Carry, Fundraising, M&A, Private Credit, Realizations

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