Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 12, 2026Fund LettersBrian SmoluchCA1 GR Circus SE IndustrialsIndustrial Machinery Bull XetraAI, Automation, Defense, robotics, Scalability
Jan 12, 2026Fund LettersBradford EvansBLDR Builders FirstSource, Inc. IndustrialsBuilding Products Distribution Bull New York Stock Exchangebuybacks, Cyclicality, Housing, Insiders, recovery
Jan 12, 2026Fund LettersBradford EvansWCC WESCO International, Inc. IndustrialsTrading Companies & Distributors Bull New York Stock ExchangeAutomation, Distribution, Margins, recovery, valuation
Jan 12, 2026Fund LettersBradford EvansLAMR Lamar Advertising Company Real EstateSpecialized REITs Bull New York Stock Exchangeadvertising, buybacks, dividends, Elections, REITs
Jan 12, 2026Fund LettersWill NasgovitzALEX Alexander & Baldwin, Inc. Real EstateDiversified REITs Bull New York Stock ExchangeBalance_Sheet, Patience, realestate, Takeprivate, valuation
Jan 12, 2026Fund LettersWill NasgovitzCMCO Columbus McKinnon Corporation IndustrialsIndustrial Machinery Bull NASDAQacquisition, Insiders, Integration, leverage, Margins
Jan 12, 2026Fund LettersWill NasgovitzITGR Integer Holdings Corporation Health CareHealth Care Equipment Bull New York Stock Exchangebuybacks, Execution, Margins, Medicaldevices, recovery
Jan 12, 2026Fund LettersColin McWeyKMB Kimberly-Clark Corporation Consumer StaplesHousehold Products Neutral New York Stock ExchangeAllocation, Integration, Risk, Staples, valuation
Jan 12, 2026Fund LettersColin McWeyMKTX MarketAxess Holdings Inc. FinancialsCapital Markets Bull NASDAQBonds, Electronictrading, Operatingleverage, rerating, scale
Jan 12, 2026Fund LettersColin McWeyJBHT J.B. Hunt Transport Services, Inc. IndustrialsTransportation Bull NASDAQbuybacks, Cyclicality, Freight, Intermodal, scale
Jan 12, 2026Fund LettersAndrew OskouiCGEO LN Georgia Capital PLC FinancialsDiversified Financials Bull New York Stock Exchangebuybacks, conglomerate, deleveraging, NAV, undervaluation
Jan 12, 2026Fund LettersAndrew OskouiENVA Enova International, Inc. FinancialsConsumer Finance Bull New York Stock ExchangeAccretion, buybacks, Deposits, Fintech, Margins, underwriting
Jan 12, 2026Fund LettersDan DavidowitzNFLX Netflix, Inc. Communication ServicesMovies & Entertainment Bear NASDAQacquisition, leverage, Regulation, Risk, Streaming
Jan 12, 2026Fund LettersDan DavidowitzWDAY Workday, Inc. Information TechnologyApplication Software Bear NASDAQDeceleration, HCM, Maturity, Reallocation, Software
Jan 12, 2026Fund LettersDan DavidowitzISRG Intuitive Surgical, Inc. Health CareHealth Care Equipment Bull NASDAQinnovation, Monopoly, Procedures, robotics, Surgery
Jan 12, 2026Fund LettersDan DavidowitzORCL Oracle Corporation Information TechnologyApplication Software Bull New York Stock ExchangeAI, backlog, cloud, Execution, valuation
Jan 12, 2026Fund LettersDan DavidowitzLLY Eli Lilly and Company Health CarePharmaceuticals Bull New York Stock ExchangeGlp1, growth, innovation, pharmaceuticals, Pricing
Jan 12, 2026Fund LettersBrian AngerameELF e.l.f. Beauty, Inc. Consumer StaplesPersonal Care Products Bull New York Stock ExchangeConsumption, Cosmetics, Pricing, recovery, tariffs
Jan 12, 2026Fund LettersBrian AngerameSHOP Shopify Inc. Information TechnologyInternet Services & Infrastructure Bull New York Stock Exchangeecommerce, Enterprises, Margins, monetization, Platforms
Jan 12, 2026SubstackShareholders UniteSURG SurgePays TelecommunicationsWireless Telecommunications Bull NASDAQ Stock MarketClearLine, fintech solutions, high-risk high-reward, Lifeline program, LogicsIQ, MVNE partnerships, Phone-in-a-Box, Subscriber Growth, SurgePays, telecommunications

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