Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 14, 2026Fund LettersRoss GlotzbachREGN Regeneron Pharmaceuticals, Inc. Health CareBiotechnology Bull NASDAQBiotech, buybacks, Immunology, pipeline, valuation
Jan 14, 2026Fund LettersRoss GlotzbachMAT Mattel, Inc. Consumer DiscretionaryLeisure Products Bull NASDAQbrands, buybacks, Intellectualproperty, Margins, Toys
Jan 14, 2026Fund LettersRoss GlotzbachDINO HF Sinclair Corporation EnergyOil & Gas Refining & Marketing Bull New York Stock Exchangeinfrastructure, Insiderbuying, refining, Spreads, valuation
Jan 14, 2026Fund LettersRoss GlotzbachKHC The Kraft Heinz Company Consumer StaplesPackaged Foods Bull NASDAQmanagement, Packagedfoods, Split, turnaround, valuation
Jan 14, 2026Fund LettersGraham RhodesWISE LN Wise plc FinancialsTransaction & Payment Processing Services Bull New York Stock ExchangeCompliance, compounding, Crossborder, Fintech, Payments, Platforms
Jan 14, 2026Fund LettersDavid SteinthalCRM Salesforce, Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAI, CRM, Margins, Software, valuation
Jan 14, 2026Fund LettersDavid SteinthalTSM Taiwan Semiconductor Manufacturing Company Ltd. Information TechnologySemiconductors Bull New York Stock ExchangeAI, CapEx, Foundry, scale, semiconductors
Jan 14, 2026Fund LettersDavid SteinthalAER AerCap Holdings N.V. IndustrialsAircraft Leasing Bull New York Stock ExchangeAircraft, Aviation, backlog, Capitalallocation, Leasing
Jan 14, 2026Fund LettersDavid SteinthalUBER Uber Technologies, Inc. Consumer DiscretionaryRide Sharing & Delivery Bull New York Stock ExchangeAutonomy, mobility, Networks, Platforms, Ridesharing
Jan 14, 2026Fund LettersDavid SteinthalJ Jacobs Solutions Inc. IndustrialsConstruction & Engineering Bull New York Stock ExchangeAI, backlog, Consulting, engineering, infrastructure
Jan 13, 2026SubstackToff Cap Monday MonitorHRI.L Herald Investment Trust FinancialsInvestment Management Neutral London Stock Exchangeexit liquidity, Herald Investment Trust, investment trust, media and telecommunications, NAV, Saba, shareholder composition, strategic maneuver, technology sector, tender offer
Jan 13, 2026SubstackToff Cap Monday MonitorGETB.L GetBusy plc TechnologySoftware Bull London Stock ExchangeDocument management, GetBusy, growth potential, insider buying, Market Confidence, platform strategy, productivity software, shareholder returns, SmartVault sale, software sunsets
Jan 13, 2026SubstackToff Cap Monday MonitorBSIF.L Bluefield Solar Income Fund UtilitiesRenewable Energy Bull London Stock Exchangeasset sales, Bluefield Solar, development rights, discount to NAV, dividend yield, Joint venture, renewable energy, shareholder value, solar and wind assets, sustainable energy
Jan 13, 2026SubstackToff Cap Monday MonitorJFC.PS Jollibee Foods Corporation Consumer DiscretionaryRestaurants Bull Philippine Stock ExchangeCapital markets, global fast-food, Growth Opportunities, international expansion, Jollibee Foods, Multiple arbitrage, Philippine operations, risk management, shareholder value, spin-off
Jan 13, 2026Twitter / X@undrvalueCRM Salesforce, Inc. SoftwareApplication Software Bull New York Stock ExchangeAgents, CRM, Datamoat, SaaS, Switchingcosts, Workflow
Jan 13, 2026Twitter / X@undrvalueCHWY Chewy, Inc. Internet & Direct Marketing RetailInternet & Direct Marketing Retail Bull New York Stock Exchangeautoship, Clinics, Petcare, Pets, Pharmacy, Subscription, telehealth, Veterinary
Jan 13, 2026Fund LettersMiguel NogalesMELI MercadoLibre Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQecommerce, Financial Inclusion, Fintech, Logistics, Payments
Jan 13, 2026Fund LettersSilas MyersROP Roper Technologies Inc. Application SoftwareApplication Software Bear New York Stock ExchangeAcquisitions, Moat, Organic, Saturation, Software, valuation
Jan 13, 2026Fund LettersSilas MyersEFX Equifax Inc. Professional ServicesResearch & Consulting Services Bear New York Stock ExchangeBureaus, Credit, Distribution, Housing, Mortgage, uncertainty
Jan 13, 2026Fund LettersSilas MyersNFLX Netflix Inc. Movies & EntertainmentMovies & Entertainment Bull NASDAQadvertising, Ip, scale, sports, Streaming, Subscriptions

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