Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 29, 2026Fund LettersDaniel BellehsenRH RH Consumer DiscretionaryHome Furnishings Bull New York Stock Exchangecapital allocation, Experiential Retail, founder-led, Luxury Brand, Margins
Jan 29, 2026Fund LettersDaniel BellehsenHEI HEICO Corporation IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace Aftermarket, Antifragile, compounding, Decentralization, ROIC
Jan 29, 2026Fund LettersDaniel BellehsenWBD Warner Bros. Discovery, Inc. Communication ServicesMedia & Entertainment Bull NASDAQFree Cash Flow, Incentives, Media Deleveraging, rerating, Special Situation
Jan 29, 2026Fund LettersDan RollerTPB Turning Point Brands, Inc. Consumer StaplesTobacco Bull New York Stock Exchangecash flow, growth inflection, market share, Nicotine pouches, Re-rating
Jan 29, 2026Fund LettersDan RollerPCYO Pure Cycle Corporation Real EstateReal Estate Development Bull NASDAQinflation, Land value, Optionality, Real assets, Water Rights
Jan 29, 2026Fund LettersDan RollerHKHC Horizon Kinetics Holding Corporation FinancialsAsset Management Bull NASDAQasset management, Incentive Fees, Inflation beneficiary, Optionality, valuation
Jan 29, 2026Fund LettersDan RollerCLAR Clarus Corporation Consumer DiscretionaryLeisure Products Bull NASDAQBrand Assets, Catalysts, net cash, Sum-of-the-Parts, undervaluation
Jan 29, 2026Fund LettersMordechai YavnehBUR Burford Capital Ltd FinancialsSpecialty Finance Bull New York Stock ExchangeCatalysts, Legal, Litigation Finance, Special situations, valuation
Jan 29, 2026Fund LettersMordechai YavnehVLE CN Valeura Energy Inc EnergyOil & Gas Exploration & Production Bull New York Stock Exchangecashflow, energy, Offshore, oil, valuation
Jan 29, 2026Fund LettersMordechai YavnehSIMO Silicon Motion Technology Corp. Information TechnologySemiconductors Bull NASDAQAI, Controllers, Margins, Nand, semiconductors
Jan 29, 2026Fund LettersMordechai YavnehKCN AU Kingsgate Consolidated Ltd MaterialsGold Mining Bull New York Stock Exchangecashflow, Commodities, Gold, Mining, valuation
Jan 29, 2026SubstackSleepy SolNOW ServiceNow, Inc. SoftwareEnterprise Software Neutral New York Stock Exchangedividends, enterprise cloud computing, EPS growth, management strategy, market correction, Revenue Growth, ServiceNow, Share Buybacks, shareholder returns, software industry
Jan 29, 2026SubstackBrad MunchenTSLA Tesla, Inc. AutomotiveElectric Vehicles Bear Nasdaq Stock Marketautonomous driving, CapEx, Electric Vehicles, energy storage, FSD, market valuation, production costs, profitability, Tesla, xAI
Jan 29, 2026SubstackRijnberk Invest InsightsASML ASML Holding N.V. SemiconductorsSemiconductor Equipment & Materials Bull NASDAQ Stock Marketadvanced nodes, AI-Driven Demand, capacity expansion, EUV lithography, financial health, geopolitical risk, order intake, Pricing power, R&D investment, semiconductor equipment
Jan 29, 2026SubstackMindset ValueHQI HireQuest Staffing & Employment ServicesTemporary Staffing Bull NASDAQ Stock Marketcash flow, franchise model, HireQuest, industry recovery, market position, minimal debt, share repurchase, tax-loss selling, temporary staffing, TrueBlue acquisition
Jan 29, 2026SubstackMindset ValueARA.MX Consorcio Ara Real EstateHomebuilding Bull Bolsa Mexicana de ValoresBook Value, Consorcio Ara, Housing shortage, industry tailwinds, Leadership Change, Mexican government, Mexican home builder, return on equity, Revaluation, Value trap
Jan 29, 2026SubstackMindset ValueGRUSF Grown Rogue CannabisIndoor Craft Flower Bull Over-the-CounterCannabis, capital efficiency, Cost advantage, Distressed assets, Growth Opportunities, Indoor Craft Flower, Market expansion, profitability, Reinvestment, Supply-Constrained Markets
Jan 29, 2026SubstackDB SilverfoxINWI.ST Inwido AB Building ProductsWindows and Doors Bull Stockholm Stock Exchangeconsumer-driven channels, decentralized model, energy efficiency, financial resilience, local brands, M&A strategy, market leader, procurement advantages, renovation market, supply-risk management
Jan 28, 2026Fund LettersSteven WoodJACK Jack in the Box Inc. Consumer DiscretionaryRestaurants Bull NASDAQActivism, Governance, Real Estate, Restaurants, turnaround
Jan 28, 2026Fund LettersSteven WoodUHR SW Swatch Group AG Consumer DiscretionaryLuxury Goods Bull Swiss Exchangebalance sheet, brands, Governance, Luxury, turnaround

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