Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 26, 2026Fund LettersJulien AlbertiniCHRW C.H. Robinson Worldwide, Inc. IndustrialsAir Freight & Logistics Bull NASDAQAutomation, Cyclicality, Logistics, Margins, Regulation
Jan 26, 2026Fund LettersJulien Albertini005930 KS Samsung Electronics Co., Ltd. Information TechnologySemiconductors Bull New York Stock ExchangeAI, earnings, Memory, Pricing power, Semi Conductors
Jan 26, 2026Fund LettersJulien AlbertiniGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, buybacks, cashflow, cloud, Platforms
Jan 26, 2026Fund LettersDavid HerroULVR LN Unilever PLC Consumer StaplesHousehold & Personal Products Bull New York Stock ExchangeConsumer brands, Costcuts, Margins, Staples, turnaround
Jan 26, 2026Fund LettersDavid HerroSY1 GR Symrise AG MaterialsSpecialty Chemicals Bull Xetracashflow, Flavors, Fragrances, Ingredients, Pricing power
Jan 26, 2026Fund LettersDavid HerroSAN FP Sanofi SA Health CarePharmaceuticals Bull Euronext Stock Exchangeinnovation, pharma, pipeline, vaccines, valuation
Jan 26, 2026Fund LettersDavid HerroAZN LN AstraZeneca PLC Health CarePharmaceuticals Bull New York Stock Exchangegrowth, pharma, pipeline, R_And_D, valuation
Jan 26, 2026Fund LettersDavid HerroDSY FP Dassault Systèmes SE Information TechnologyApplication Software Bear Euronext Stock Exchangegrowth slowdown, Lifecycle, Plm, Quality, Software
Jan 26, 2026Fund LettersDavid HerroCNH CNH Industrial N.V. IndustrialsAgricultural Machinery Bear New York Stock Exchangeagriculture, Cyclicality, machinery, tariffs, turnaround
Jan 26, 2026Fund LettersDavid HerroBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet Retail Bear New York Stock ExchangeAI, China, cloud, ecommerce, Investment cycle
Jan 26, 2026Fund LettersDavid Herro005930 KS Samsung Electronics Co., Ltd. Information TechnologySemiconductors Bull New York Stock ExchangeAI, Earningsrecovery, Memory, Semi Conductors, technology
Jan 26, 2026Fund LettersDavid HerroDSV DC DSV A/S IndustrialsAir Freight & Logistics Bull New York Stock Exchangeasset-light, Execution, Logistics, Margins, synergies
Jan 26, 2026Fund LettersDavid HerroBAYN GR Bayer AG Health CarePharmaceuticals Bull Xetralitigation, pharma, pipeline, Regulation, turnaround
Jan 26, 2026Fund LettersTony ConiarisTRGP Targa Resources Corp. EnergyOil & Gas Storage & Transportation Bull New York Stock ExchangeFee Based, infrastructure, midstream, NGL, valuation
Jan 26, 2026Fund LettersTony ConiarisLBRDK Liberty Broadband Corp. Communication ServicesCable & Satellite Neutral NASDAQARPU, broadband, cable, Free Cash Flow, merger
Jan 26, 2026Fund LettersTony ConiarisPAYC Paycom Software Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAI, buybacks, HCM, Software, switching costs
Jan 26, 2026Fund LettersTony ConiarisEFX Equifax Inc. IndustrialsData Processing & Outsourced Services Bull New York Stock ExchangeCompetition, Credit data, fundamentals, Pricing, valuation
Jan 26, 2026Fund LettersTony ConiarisFCNCA First Citizens BancShares Inc. FinancialsRegional Banks Bull NASDAQbalance sheet, capital returns, earnings growth, management, regional banks
Jan 26, 2026Fund LettersTony ConiarisGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, Search, Sum-of-the-Parts
Jan 26, 2026Fund LettersTony ConiarisWBD Warner Bros. Discovery Inc. Communication ServicesMedia Bull NASDAQGovernance, M&A, media, spin-off, Valuation Unlock

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