Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 26, 2026Fund LettersKEN STUZIUBER Uber Technologies Inc. IndustrialsRoad & Rail Transportation Bull New York Stock ExchangeAutonomy, delivery, mobility, Platforms, Subscriptions
Jan 26, 2026Fund LettersKEN STUZINVDA NVIDIA Corp. Information TechnologySemiconductors Bull NASDAQAI, data centers, GPUs, Roadmap, semiconductors
Jan 26, 2026Fund LettersKEN STUZIAMZN Amazon.com Inc. Consumer DiscretionaryInternet Retail Bull NASDAQadvertising, AI, cloud, ecommerce, scale
Jan 26, 2026Fund LettersKEN STUZIFICO Fair Isaac Corp. Information TechnologyApplication Software Bull New York Stock Exchangeanalytics, credit scoring, Pricing power, Regulation, Software
Jan 26, 2026Fund LettersKEN STUZIHLT Hilton Worldwide Holdings Inc. Consumer DiscretionaryHotels & Resorts Bull New York Stock Exchangeasset-light, cash flow, Franchising, Hotels, Travel
Jan 26, 2026Fund LettersKEN STUZIISRG Intuitive Surgical Inc. Health CareHealth Care Equipment Bull NASDAQMedtech, Procedures, recurring revenue, robotics, Surgery
Jan 26, 2026Fund LettersKEN STUZIGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, Margins, Search
Jan 26, 2026Fund LettersBrian AngerameCPAY Corpay, Inc. FinancialsTransaction & Payment Processing Services Bull New York Stock ExchangeAutomation, cashflow, Margins, Payments, recurring revenue
Jan 26, 2026Fund LettersBrian AngerameCWST Casella Waste Systems, Inc. IndustrialsEnvironmental & Facilities Services Bull NASDAQcashflow, consolidation, Defensiveness, Pricingpower, Wastemanagement
Jan 26, 2026Fund LettersBrian AngerameARE Alexandria Real Estate Equities, Inc. Real EstateOffice REITs Neutral New York Stock Exchangedividends, headwinds, Leasing, lifesciences, realestate
Jan 26, 2026Fund LettersBrian AngerameCHDN Churchill Downs Incorporated Consumer DiscretionaryCasinos & Gaming Bull NASDAQassets, cashflow, entertainment, Gaming, Normalization
Jan 26, 2026Fund LettersBrian AngerameEXPE Expedia Group, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQconsumer, Execution, Margins, Platforms, Travel
Jan 26, 2026Fund LettersBrian AngerameLNWO Light & Wonder, Inc. Consumer DiscretionaryCasinos & Gaming Bull NASDAQentertainment, Gaming, recurring revenue, Technicals, valuation
Jan 26, 2026Fund LettersChris DavisWCC Wesco International Inc. IndustrialsElectrical Components & Equipment Distribution Bull New York Stock Exchangecompounding, Distribution, Execution, Industrials, supply chain
Jan 26, 2026Fund LettersChris DavisCOF Capital One Financial Corp. FinancialsConsumer Finance Bull New York Stock ExchangeAI, consumer finance, Deposits, earnings yield, rerating
Jan 26, 2026Fund LettersChris DavisUNH UnitedHealth Group Inc. Health CareManaged Health Care Bull New York Stock ExchangeCost Normalization, Healthcare services, managed care, Margins, valuation
Jan 26, 2026Fund LettersJulien AlbertiniBA LN BAE Systems plc IndustrialsAerospace & Defense Bear New York Stock Exchangebacklog, Cyclicality, Defense, Geopolitics, Government
Jan 26, 2026Fund LettersJulien AlbertiniBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet Retail Bear New York Stock ExchangeAI, capital returns, China, cloud, ecommerce
Jan 26, 2026Fund LettersJulien AlbertiniMETA Meta Platforms, Inc. Communication ServicesInteractive Media & Services Bear NASDAQadvertising, AI, CapEx, Margins, Platforms
Jan 26, 2026Fund LettersJulien AlbertiniORCL Oracle Corporation Information TechnologyApplication Software Bear New York Stock ExchangeAI, CapEx, cloud, leverage, Software

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