Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 13, 2026Fund LettersDavid G. HerroIT Gartner, Inc. Information TechnologyIT Consulting & Other Services Bull New York Stock ExchangeAI, cashflow, research, Subscriptions, valuation
Jan 13, 2026Fund LettersDavid G. HerroBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Neutral New York Stock ExchangeAI, cloud, ecommerce, Margins, Subsidies
Jan 13, 2026Fund LettersDavid G. Herro005930 KS Samsung Electronics Co., Ltd. Information TechnologySemiconductors Bull New York Stock ExchangeAI, Margins, Memory, recovery, semiconductors
Jan 13, 2026Fund LettersDavid G. Herro4194 JP Visional, Inc. IndustrialsHuman Resource & Employment Services Bull New York Stock Exchangegrowth, Hrtech, Platforms, Recruitment, valuation
Jan 13, 2026Fund LettersDavid G. HerroTMV GR TeamViewer AG Information TechnologyApplication Software Bear XetraARR, Execution, Integration, Software, valuation
Jan 13, 2026Fund LettersDavid G. HerroKCR FH Konecranes Oyj IndustrialsIndustrial Machinery Bull NASDAQguidance, Industrials, Margins, Orders, services
Jan 13, 2026Fund LettersSilas MyersROP Roper Technologies, Inc. Information TechnologyApplication Software Neutral NASDAQOrganicgrowth, Reinvestment, SaaS, Saturation, valuation
Jan 13, 2026Fund LettersSilas MyersEFX Equifax Inc. IndustrialsResearch & Consulting Services Neutral New York Stock ExchangeCreditscores, disruption, Distribution, Housing, Mortgage
Jan 13, 2026Fund LettersSilas MyersNFLX Netflix, Inc. Communication ServicesMovies & Entertainment Bull NASDAQadvertising, Content, scale, sports, Streaming
Jan 13, 2026Fund LettersSilas MyersTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull New York Stock ExchangeAI, CapEx, Foundry, Moat, semiconductors
Jan 13, 2026Fund LettersSilas MyersLIN Linde plc MaterialsIndustrial Gases Bull New York Stock Exchangebacklog, Cycle, electronics, Hydrogen, Industrialgases
Jan 13, 2026Fund LettersSilas MyersMSFT Microsoft Corp. Information TechnologySystems Software Bull NASDAQAI, Azure, CapEx, Copilot, enterprise
Jan 13, 2026Fund LettersSilas MyersORCL Oracle Corp. Information TechnologyApplication Software Bear New York Stock ExchangeAI, CapEx, Concentration, infrastructure, ROIC
Jan 13, 2026Fund LettersSilas MyersDHR Danaher Corp. Health CareLife Sciences Tools & Services Bull New York Stock ExchangeAcquisitions, Bioprocessing, Cyclicality, diagnostics, leverage
Jan 13, 2026Fund LettersSilas MyersJNJ Johnson & Johnson Health CarePharmaceuticals Bull New York Stock ExchangeDefensiveness, Generics, Medtech, pharma, pipeline
Jan 13, 2026Fund LettersSilas MyersGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, backlog, cloud, leverage
Jan 13, 2026Fund LettersMatthew SweeneyVTY LN Vistry Group PLC Consumer DiscretionaryHomebuilding Bull New York Stock Exchangebuybacks, homebuilding, Housing, recovery, valuation
Jan 13, 2026Fund LettersMatthew SweeneySES CN Secure Waste Infrastructure Corp. IndustrialsEnvironmental Services Bull New York Stock Exchangebuybacks, cashflow, energy, mispricing, waste
Jan 13, 2026Fund LettersMatthew SweeneyNN NextNav Inc. Communication ServicesWireless Telecommunications Bull NASDAQGps, Nationalsecurity, Optionality, Regulation, Spectrum
Jan 13, 2026Fund LettersMatthew SweeneyLQDA Liquidia Corporation Health CareBiotechnology Bull NASDAQAdoption, Approvals, Biotech, litigation, Pah

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