Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 27, 2026Fund LettersMichael MelbyALCO Alico, Inc. Real EstateAgricultural Land Bull NASDAQassets, development, land, realestate, valuation
Jan 27, 2026Fund LettersMichael MelbyJAKK JAKKS Pacific, Inc. Consumer DiscretionaryLeisure Products Bull NASDAQLicensing, media, recovery, tariffs, Toys
Jan 27, 2026Fund LettersMichael MelbyIPI Intrepid Potash, Inc. MaterialsFertilizers Bull New York Stock Exchangeassets, Fertilizers, Lithium, Optionality, Potash
Jan 27, 2026Fund LettersMichael MelbyMOS The Mosaic Company MaterialsFertilizers Bull New York Stock Exchangeagriculture, Fertilizers, Potash, recovery, valuation
Jan 27, 2026Fund LettersMichael MelbyHTLD Heartland Express, Inc. IndustrialsTrucking Bull New York Stock ExchangeCapacity, Logistics, Rates, recovery, Trucking
Jan 27, 2026Fund LettersMichael MelbyBTU Peabody Energy Corporation EnergyThermal Coal & Metallurgical Coal Bull New York Stock Exchangecashflow, coal, dividends, energy, Power
Jan 27, 2026Fund LettersMichael MelbyEVC Entravision Communications Corporation Communication ServicesBroadcasting Bull New York Stock Exchangeadtech, advertising, Elections, Hispanic, valuation
Jan 27, 2026SubstackTriples InvestingNFE New Fortress Energy EnergyNatural Gas Infrastructure Bear NASDAQ Stock Market12% senior secured notes, Bankruptcy, Brazil assets, capital-intensive projects, debt restructuring, Emerging markets, financial distress, LNG, New Fortress Energy, Puerto Rico
Jan 27, 2026Fund LettersChristopher SmithADI Analog Devices Inc. Information TechnologySemiconductors Bull NASDAQAI, Analog, Automation, Pricing power, semiconductors
Jan 27, 2026Fund LettersChristopher SmithCAT Caterpillar Inc. IndustrialsConstruction Machinery & Heavy Transportation Equipment Bull New York Stock ExchangeCycle, data centers, Deglobalization, infrastructure, machinery
Jan 27, 2026Fund LettersJason L. WhiteMTSI MACOM Technology Solutions Holdings, Inc. Information TechnologySemiconductors Bull NASDAQBookings, data infrastructure, Margins, semiconductors, valuation
Jan 27, 2026Fund LettersJason L. WhiteIRTC iRhythm Technologies, Inc. Health CareHealth Care Equipment Bull NASDAQCardiac, cashflow, FDA, healthcare, Wearables
Jan 27, 2026Fund LettersJason L. WhiteIOT Samsara Inc. Information TechnologyApplication Software Bear New York Stock Exchangeexit, growth, IoT, Telematics, valuation
Jan 27, 2026Fund LettersJason L. WhiteNEM GR Nemetschek SE Information TechnologyApplication Software Bear XetraAec Software, execution risk, exit, Macro, Subscriptions
Jan 27, 2026Fund LettersJason L. WhiteTTAN ServiceTitan, Inc. Information TechnologyApplication Software Bull New York Stock ExchangePayments, SaaS, Trades, vertical software, Workflow
Jan 27, 2026Fund LettersJason L. WhiteSAIL SailPoint Technologies Holdings, Inc. Information TechnologyApplication Software Bull NASDAQAI, cloud, cybersecurity, Identity, Software
Jan 27, 2026Fund LettersJason L. WhiteBLD TopBuild Corp. IndustrialsBuilding Products Bull New York Stock ExchangeAcquisitions, Building materials, construction, Cyclicality, data centers
Jan 27, 2026Fund LettersJason L. WhiteTXRH Texas Roadhouse, Inc. Consumer DiscretionaryRestaurants Bull NASDAQBranding, consumer, Margins, Restaurants, Unit growth
Jan 27, 2026Fund LettersJason L. WhiteBAB LN Babcock International Group plc IndustrialsAerospace & Defense Services Bull New York Stock ExchangeDefense, Government, infrastructure, Margins, turnaround
Jan 27, 2026Fund LettersJason L. WhiteSPOT Spotify Technology S.A. Communication ServicesInteractive Media & Services Bull New York Stock ExchangeAudio, media, monetization, Streaming, Subscriptions

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