Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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
Jan 29, 2026Fund LettersMatt BarnesMSFT Microsoft Corp. Information TechnologySystems Software Bull NASDAQAI, cloud, Enterprise software, productivity, recurring revenue
Jan 29, 2026Fund LettersMatt BarnesV Visa Inc. FinancialsTransaction & Payment Processing Services Bull New York Stock Exchangedigital payments, Fintech, Margins, network effects, transaction growth
Jan 29, 2026Fund LettersMatt BarnesMCO Moody’s Corp. FinancialsCapital Markets Bull New York Stock Exchangebuybacks, cash flow, credit ratings, Debt Markets, Regulatory Moat
Jan 29, 2026Fund LettersMatt BarnesHEI HEICO Corp. IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, aftermarket, Decentralization, Free Cash Flow, Pricing power
Jan 29, 2026Fund LettersMatt BarnesAMZN Amazon.com Inc. Consumer DiscretionaryBroadline Retail Bull NASDAQadvertising, AWS, cloud, ecommerce, infrastructure
Jan 29, 2026Fund LettersWilhelm Hertzog6586 JP Makita Corporation IndustrialsPower Tools Neutral New York Stock ExchangeCyclicals, Industrials, Inventory, Margins, Mean Reversion
Jan 29, 2026Fund LettersWilhelm HertzogAENA SM Aena S.M., S.A. IndustrialsAirport Operators Neutral Brasil Bolsa BalcãoAirports, Cove Recovery, infrastructure, Regulation, valuation
Jan 29, 2026Fund LettersWilhelm HertzogTBS SJ Tiger Brands Ltd Consumer StaplesPackaged Foods Bull New York Stock ExchangeExecution, Food, management, South Africa, turnaround
Jan 29, 2026Fund LettersWilhelm HertzogBAYN GR Bayer AG Health CarePharmaceuticals Bull Xetralitigation, pharmaceuticals, pipeline, rerating, turnaround
Jan 29, 2026Fund LettersChristopher ColarikCORT Corcept Therapeutics Incorporated Health CareBiotechnology Bear NASDAQbiotechnology, drug approval, Pipeline Uncertainty, Regulatory risk
Jan 29, 2026Fund LettersDaniel BellehsenTOI CN Topicus.com Inc. Information TechnologyApplication Software Bull Euronext Stock ExchangeAcquisitions, European Software, growth, recurring revenue, VMS
Jan 29, 2026Fund LettersDaniel BellehsenCSU CN Constellation Software Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAcquisitions, compounding, Decentralization, Free Cash Flow, vertical software

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