Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 29, 2026Fund LettersAaron SallenBELFB Bel Fuse Inc. Class B Information TechnologyElectronic Components Bull NASDAQarbitrage, capital structure, Dual-Class, electronics, valuation
Jan 29, 2026Fund LettersAaron SallenJHG Janus Henderson Group plc FinancialsAsset Management Bull New York Stock Exchangeasset management, Event-driven, IRR, Merger Arbitrage, Takeout
Jan 29, 2026Fund LettersAnkur ShahDIS The Walt Disney Company Communication ServicesMedia & Entertainment Bull New York Stock Exchangecashflow, Intellectual_Property, media, Parks, Streaming
Jan 29, 2026Fund LettersAnkur ShahAMD Advanced Micro Devices, Inc. Information TechnologySemiconductors Bull NASDAQAI, data centers, Execution, semiconductors, Share_Gains
Jan 29, 2026Fund LettersAnkur ShahMU Micron Technology, Inc. Information TechnologySemiconductors Bull NASDAQAI, Free_cash_flow, Memory, Pricing_Discipline, semiconductors
Jan 29, 2026Fund LettersWally WeitzBRK.B Berkshire Hathaway Inc. FinancialsMulti-Sector Holdings Bull New York Stock Exchangecapital allocation, conglomerate, Defensiveness, Insurance, Succession
Jan 29, 2026Fund LettersWally WeitzPRM Perimeter Solutions SA IndustrialsSpecialty Chemicals Bull New York Stock Exchangegovernment contracts, infrastructure, Pricing, Volatility-Reduction, Wildfire
Jan 29, 2026Fund LettersWally WeitzCHTR Charter Communications Inc. Communication ServicesCable & Satellite Bull New York Stock Exchangebroadband, buybacks, CapEx cycle, Connectivity, Free Cash Flow
Jan 29, 2026Fund LettersWally WeitzKMX CarMax Inc. Consumer DiscretionaryAutomotive Retail Neutral New York Stock ExchangeCompetition, Execution, Margins, retail, Used cars
Jan 29, 2026Fund LettersWally WeitzGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, scale, Search
Jan 29, 2026Fund LettersWally WeitzCHTR Charter Communications Inc. Communication ServicesCable & Satellite Bull New York Stock Exchangebroadband, buybacks, CapEx cycle, Free Cash Flow
Jan 29, 2026Fund LettersWally WeitzKMX CarMax Inc. Consumer DiscretionaryAutomotive Retail Bear New York Stock ExchangeCompetition, Execution, Margins, Used cars
Jan 29, 2026Fund LettersWally WeitzPRM Perimeter Solutions SA IndustrialsSpecialty Chemicals Bull New York Stock Exchangegovernment contracts, Pricing, Volatility-Reduction, Wildfire
Jan 29, 2026Fund LettersRakesh BordiaVALE VALE S.A. MaterialsMetals & Mining Bull Brasil Bolsa BalcãoCommodities, ESG, Ironore, Mining, valuation
Jan 29, 2026Fund LettersRakesh BordiaACN Accenture plc Information TechnologyIT Consulting & Other Services Bull New York Stock ExchangeAI, Consulting, Digital, growth, Margins
Jan 29, 2026Fund LettersRakesh Bordia6326 JP Kubota Corporation IndustrialsConstruction Machinery & Heavy Trucks Bull New York Stock Exchangeagriculture, Cyclicality, machinery, Margins, valuation
Jan 29, 2026Fund LettersEvan D. FoxWGO Winnebago Industries, Inc. Consumer DiscretionaryRecreational Vehicles Bull New York Stock Exchangeconsolidation, Cyclicals, Normalization, Recreational Vehicles, valuation
Jan 29, 2026Fund LettersDaniel L. BabkesKNX Knight-Swift Transportation Holdings Inc. IndustrialsRoad & Rail Transportation Bull New York Stock ExchangeCyclicals, Freight, Logistics, operating leverage, Trucking
Jan 29, 2026Fund LettersMatt BarnesBRK.B Berkshire Hathaway Inc. FinancialsMulti-Sector Holdings Bull New York Stock Exchangecapital allocation, cash flow, conglomerate, diversification, Insurance
Jan 29, 2026Fund LettersMatt BarnesAON Aon PLC FinancialsInsurance Brokers Bull New York Stock Exchangebuybacks, financial services, insurance brokerage, recurring revenue, risk management

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