Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 13, 2026Fund LettersMatthew SweeneyLFCR Lifecore Biomedical, Inc. Health CareLife Sciences Tools & Services Bull NASDAQCapacity, CDMO, Injectables, Margins, Utilization
Jan 13, 2026Fund LettersRyan JacobSNOW Snowflake Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAI, cloud, Data, hyperscalers, infrastructure
Jan 13, 2026Fund LettersRyan ReevesDUOL Duolingo, Inc. Consumer DiscretionaryEducation Technology Bull NASDAQAI, Edtech, Engagement, growth, Subscriptions
Jan 13, 2026Fund LettersRyan ReevesMELI MercadoLibre, Inc. Consumer DiscretionaryE-Commerce Bull NASDAQecommerce, Flywheel, Logistics, Payments, scale
Jan 13, 2026Fund LettersRyan ReevesTMDX TransMedics Group, Inc. Health CareMedical Devices Bull NASDAQhealthcare, innovation, Logistics, scale, Transplants
Jan 13, 2026Fund LettersRyan ReevesNU Nu Holdings Ltd. FinancialsDigital Banks Bull New York Stock ExchangeDigitalbanking, Fintech, scale, Superapp, underwriting
Jan 13, 2026Fund LettersMargaret WebbR3NK GR Renk Group AG IndustrialsIndustrial Machinery Bear XetraAnd Valuations Detached From Fundamentals In Favour Of Narrative – We Think We Could Have Positioned Ourselves Better For This Theme On Both Sides Of The Book., In The Case Of Renk Group Ag, We Were Slow To React When The Defence Industry Continued To Rally
Jan 13, 2026Fund LettersMargaret WebbSTO3 GR STO SE & Co. KGaA MaterialsBuilding Materials Bull XetraBuildingmaterials, Energyefficiency, Insulation, Margins, valuation
Jan 13, 2026Fund LettersMargaret WebbSFQ GR SAF-Holland SE IndustrialsCommercial Vehicle Parts Bull Xetraaftermarket, buybacks, Cyclicality, dividends, Trucking
Jan 13, 2026Fund LettersMargaret WebbDWNI GR Deutsche Wohnen SE Real EstateResidential REIT Bull XetraHousing, NAV, realestate, takeover, yield
Jan 13, 2026Fund LettersMargaret WebbTRI FP Trigano SA Consumer DiscretionaryLeisure Vehicles Bull Euronext Stock Exchangecashflow, Cyclicality, Leisure, Margins, Vehicles
Jan 13, 2026Fund LettersMargaret WebbEVS BB EVS Broadcast Equipment SA Information TechnologyBroadcasting Equipment Bull Shanghai Stock ExchangeAI, broadcasting, Margins, robotics, valuation
Jan 13, 2026Fund LettersMargaret WebbSIKA SW Sika AG MaterialsConstruction Chemicals Bull Swiss ExchangeChemicals, construction, Freecashflow, infrastructure, Pricingpower
Jan 13, 2026Fund LettersMargaret WebbSTB LN Secure Trust Bank Plc FinancialsSpecialty Finance Bull New York Stock Exchangebanking, buybacks, Capital, Regulation, valuation
Jan 13, 2026Fund LettersLarry PitkowskyMKL Markel Group Inc. FinancialsProperty & Casualty Insurance Bull New York Stock ExchangeCapitalallocation, compounding, Float, Insurance, underwriting
Jan 13, 2026Fund LettersJohn FoxFAST Fastenal Company IndustrialsIndustrial Distribution Bull NASDAQIndustrialdistribution, Logistics, Margins, scale, Vending
Jan 13, 2026Fund LettersJohn FoxAZO AutoZone, Inc. Consumer DiscretionaryAutomotive Retail Bull New York Stock ExchangeAutoparts, buybacks, cashflow, Defensiveness, Margins
Jan 13, 2026Fund LettersJohn FoxBRO Brown & Brown, Inc. FinancialsInsurance Brokers Bull New York Stock ExchangeAcquisitions, cashflow, compounding, Insurancebrokerage, Pricing
Jan 13, 2026Fund LettersJohn FoxAPH Amphenol Corporation Information TechnologyElectronic Components Bull New York Stock ExchangeAcquisitions, AI, cashflow, Connectors, datacenters
Jan 13, 2026Fund LettersJohn FoxMKL Markel Group Inc. FinancialsProperty & Casualty Insurance Bull New York Stock ExchangeCapitalallocation, compounding, Insurance, investments, underwriting

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