Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 12, 2026Fund LettersShreekkanth ViswanathanKNSL Kinsale Capital Group, Inc. FinancialsProperty & Casualty Insurance Bull New York Stock Exchangebuybacks, Discipline, Float, Insurance, underwriting
Jan 12, 2026Fund LettersShreekkanth ViswanathanCPRT Copart, Inc. IndustrialsSpecialty Business Services Bull NASDAQMarketplaces, Moat, Networkeffects, Salvage, Vehicles
Jan 12, 2026Fund LettersShreekkanth ViswanathanTRIV IN Triveni Turbine Limited IndustrialsIndustrial Machinery Bull New York Stock Exchangebacklog, Exports, Industrial, ROIC, Turbines
Jan 12, 2026Fund LettersShreekkanth ViswanathanBAF IN Bajaj Finance Limited FinancialsConsumer Finance Bull New York Stock ExchangeAI, compounding, India, Lending, underwriting
Jan 12, 2026Fund LettersAndrew SummersCCSI Consensus Cloud Solutions Inc. Information TechnologyApplication Software Bull NASDAQbuybacks, deleveraging, Healthcareit, rerating, spin-off
Jan 12, 2026Fund LettersRichard StaveleyFSJ LN James Fisher & Sons plc IndustrialsCommercial Services & Supplies Bull New York Stock ExchangeDefence, deleveraging, Margins, turnaround, valuation
Jan 12, 2026Fund LettersMathew HermaryTPZ CN Topaz Energy Corp. EnergyOil & Gas Royalties Bull New York Stock Exchangecashflow, dividends, energy, Optionality, Production, royalties, valuation
Jan 12, 2026Fund LettersMathew HermaryFTT CN Finning International Inc. IndustrialsTrading Companies & Distributors Bull New York Stock ExchangeAI, CapEx, Cyclicality, Equipment, infrastructure, rerating, valuation
Jan 12, 2026Fund LettersMathew HermaryDG Dollar General Corporation Consumer StaplesDiscount Stores Bull New York Stock ExchangeDiscountretail, Margins, recovery, turnaround, valuation
Jan 12, 2026Fund LettersMathew Hermary005930 KS Samsung Electronics Co., Ltd. Information TechnologySemiconductors & Electronic Equipment Bull New York Stock ExchangeAI, Memory, rerating, semiconductors, valuation
Jan 12, 2026Fund LettersMohnish PabraiTAVHL TI TAV Havalimanları Holding A.Ş. (TAV Airports) IndustrialsAirports & Air Services Bull Borsa IstanbulAcquisitions, Airtravel, cashflow, Currency, infrastructure, Operatingleverage, Passenger, valuation
Jan 12, 2026Fund LettersOddbjørn DybvadCSU CN Constellation Software Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAutomation, Integration, Missioncritical, Pricingpower, Recurringrevenue, Regulation, Switchingcosts, Verticalsoftware
Jan 12, 2026Fund LettersOddbjørn DybvadBRO Brown & Brown, Inc. FinancialsInsurance Brokers Bull New York Stock ExchangeAcquisitions, Brokerage, cashflow, dividends, Insurance
Jan 12, 2026Fund LettersAlyx WoodMICC LN Magnum Ice Cream Company Consumer StaplesFood Products Bull New York Stock Exchangebrands, Distribution, Margins, turnaround, valuation
Jan 12, 2026Fund LettersAlyx WoodFRMI LN Fermi plc Information TechnologyData Center Infrastructure Neutral New York Stock ExchangeAI, CapEx, datacenters, Hype, Shortselling
Jan 12, 2026Fund LettersOddbjørn DybvadJDG LN Judges Scientific plc IndustrialsScientific & Technical Instruments Bull New York Stock ExchangeAcquisitions, Decentralization, dividends, Researchfunding, Scientificinstruments
Jan 12, 2026Fund LettersAlyx WoodCARD LN Card Factory plc Consumer DiscretionarySpecialty Retail Neutral New York Stock ExchangeCompetition, Footfall, Profits, retail, uncertainty
Jan 12, 2026Fund LettersAlyx WoodKIST LN Kistos plc EnergyOil & Gas Exploration & Production Bull New York Stock Exchangeacquisition, contrarian, Oilprice, Production, valuation
Jan 12, 2026Fund LettersAlyx WoodSTB LN Secure Trust Bank PLC FinancialsSpecialty Finance Bull New York Stock ExchangeBookvalue, Capital, Insiderbuying, Lending, rerating
Jan 12, 2026Fund LettersBrian SmoluchC79 AU Chrysos Corporation Limited Information TechnologyElectronic Equipment & Instruments Bull New York Stock ExchangeAdoption, Instrumentation, Margins, Miningtechnology, Recurringrevenue

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