Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 27, 2026Fund LettersJason L. WhiteSE Sea Limited Communication ServicesInternet Services & Infrastructure Bull New York Stock Exchangeecommerce, Internet, Margins, Platforms, Southeast Asia
Jan 27, 2026Fund LettersJason L. WhiteFROG JFrog Ltd. Information TechnologyApplication Software Bull NASDAQAI, cloud, Devops, Security, Software
Jan 27, 2026Fund LettersJason L. WhiteINSM Insmed Incorporated Health CareBiotechnology Bull NASDAQbiotechnology, Drug launch, growth, healthcare, Pulmonology
Jan 27, 2026Fund LettersJason L. WhiteCOHR Coherent Corp. Information TechnologyOptoelectronic Equipment Bull New York Stock ExchangeAI, data centers, Margins, Photonics, semiconductors
Jan 27, 2026Fund LettersMichael KassNU Nu Holdings Ltd FinancialsConsumer Finance Bull New York Stock ExchangeCredit, digital banking, Fintech, growth, Latin America
Jan 27, 2026Fund LettersMichael KassFSR SJ FirstRand Limited FinancialsDiversified Banks Bull New York Stock Exchangebanking, diversification, Margins, Returns, South Africa
Jan 27, 2026Fund LettersMichael KassABG SJ Absa Group Limited FinancialsDiversified Banks Bull New York Stock Exchangebanking, Credit cycle, Margins, South Africa, valuation
Jan 27, 2026Fund LettersMichael KassBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet Retail Bull New York Stock ExchangeAI, China, cloud, ecommerce, Platforms
Jan 27, 2026Fund LettersMichael Kass005930 KS Samsung Electronics Co Ltd Information TechnologySemiconductors Bull New York Stock ExchangeAI, Foundry, HBM, Memory, semiconductors
Jan 27, 2026Fund LettersMichael Kass000660 KS SK hynix Inc Information TechnologySemiconductors Bull New York Stock ExchangeAI, HBM, Memory, Pricing, semiconductors
Jan 27, 2026Fund LettersMichael KassTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull New York Stock ExchangeAI, Foundry, Pricing power, scale, semiconductors
Jan 27, 2026Fund LettersChris WelchINVH Invitation Homes Inc Real EstateSingle-Family Rental REIT Bull New York Stock ExchangeDemographics, Housing, REITs, Rent growth, single-family rentals
Jan 27, 2026Fund LettersChris WelchARE Alexandria Real Estate Equities Inc Real EstateOffice REIT Bull New York Stock Exchangelife sciences, Real Estate, recovery, REITs, valuation
Jan 27, 2026Fund LettersChris WelchBAH Booz Allen Hamilton Holding Corp. IndustrialsIT Consulting & Other Services Bull New York Stock ExchangeAI, cybersecurity, Defense Services, Government Spending, valuation
Jan 27, 2026Fund LettersChris WelchSBAC SBA Communications Corp. Real EstateWireless Tower REIT Bull NASDAQ5G, cashflow, infrastructure, REITs, Wireless Towers
Jan 27, 2026Fund LettersChris WelchCUBE CubeSmart Real EstateSelf-Storage REIT Bear New York Stock ExchangeHousing, Occupancy, REITs, scale, Self-storage
Jan 27, 2026Fund LettersChris WelchGTES Gates Industrial Corp plc IndustrialsIndustrial Machinery Bear New York Stock ExchangeAutomation, Industrial Cyclical, infrastructure, Margins, recovery
Jan 27, 2026Fund LettersChris WelchHII Huntington Ingalls Industries Inc IndustrialsAerospace & Defense Bull New York Stock Exchangebacklog, Defense, Execution, Margins, Shipbuilding
Jan 27, 2026Fund LettersChris WelchWCC WESCO International Inc IndustrialsIndustrial Distribution Bull New York Stock Exchangedata centers, Distribution, Electrification, infrastructure, Margins
Jan 27, 2026Fund LettersChris WelchCIEN Ciena Corp Information TechnologyCommunications Equipment Bull New York Stock ExchangeAI, Bandwidth, cloud, hyperscalers, optical networking

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