Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 6, 2026Fund LettersJesse FloresSE Sea Limited Communication ServicesInternet Services & Infrastructure Bear New York Stock ExchangeCompetition, ecommerce, growth, Logistics, Margins
Jan 6, 2026Fund LettersJesse FloresMU Micron Technology Inc. Information TechnologySemiconductors Bull NASDAQAI, DRAM, Memory, Nand, Pricing
Jan 6, 2026Fund LettersJesse FloresTEMN SW Temenos AG Information TechnologyApplication Software Bull Swiss Exchangebanking, guidance, Pipelines, rerating, Software
Jan 6, 2026Fund LettersJesse Flores6954 JP Fanuc Corporation IndustrialsIndustrial Machinery Bull New York Stock ExchangeAI, Automation, Reshoring, robotics, Utilization
Jan 6, 2026Fund LettersDaniel GladišCPAY Corpay Inc FinancialsTransaction & Payment Processing Bull New York Stock Exchangecashflow, FX, Payments, Recurringrevenue, scale
Jan 6, 2026Fund LettersDavid PintadoSFM Sprouts Farmers Market Inc Consumer StaplesFood Retail Bull NASDAQbuybacks, cashflow, expansion, grocery, Margins
Jan 6, 2026Fund LettersJack BeiroCLX The Clorox Company Consumer StaplesHousehold Products Bull New York Stock Exchangebrands, dividends, Staples, turnaround, valuation
Jan 6, 2026Fund LettersJack BeiroBABA Alibaba Group Holding Ltd Consumer DiscretionaryInternet Retail Bull New York Stock ExchangeAI, cashflow, cloud, ecommerce, valuation
Jan 6, 2026Fund LettersShomik GhoshWIX Wix.com Ltd Information TechnologyApplication Software Bear NASDAQAI, Margins, Options, Software, valuation
Jan 6, 2026Fund LettersShomik GhoshKSI CN kneat.com inc Information TechnologyApplication Software Bull New York Stock ExchangeARR, Retention, SaaS, Software, undervaluation
Jan 6, 2026Pratik KodialPratik KodialCVNA Carvana Co. Consumer DiscretionaryAutomotive Retail Bull New York Stock Exchange19413, 21288, 21334, 21539, 36660
Jan 6, 2026Fund LettersPratik KodialCMG Chipotle Mexican Grill Inc. Consumer DiscretionaryRestaurants Bull New York Stock ExchangeBrand, expansion, Margins, Restaurants, Unit_economics
Jan 6, 2026Fund LettersPratik KodialBLDR Builder FirstSource Inc. IndustrialsBuilding Products Bull New York Stock ExchangeBuildingmaterials, buybacks, Capitalallocation, Fragmentation, Housing
Jan 6, 2026Fund LettersPratik KodialLULU Lululemon Athletica Inc. Consumer DiscretionaryApparel Retail Bull NASDAQApparel, Brand, China, Execution, Internationalgrowth
Jan 6, 2026Fund LettersPratik KodialGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, Moats, Regulation
Jan 6, 2026Fund LettersBrian FrankGTX Garrett Motion Inc. Consumer DiscretionaryAuto Parts & Equipment Bull NASDAQcashflow, deleveraging, Meanreversion, Shareholder_Yield, valuation
Jan 6, 2026Fund LettersJayme WigginsHTLD Heartland Express, Inc. IndustrialsTrucking Bull NASDAQCapacity, CapEx, deleveraging, Freight, Rates, Regulations, Trucking
Jan 6, 2026Fund LettersJayme WigginsFLO Flowers Foods, Inc. Consumer StaplesPackaged Foods & Meats Bull New York Stock Exchangecashflow, deleveraging, dividends, innovation, Margins, Staples
Jan 6, 2026Fund LettersJayme WigginsINGR Ingredion Incorporated Consumer StaplesFood Ingredients Bull New York Stock Exchangecashflow, dividends, Ingredients, Specialtyproducts, valuation
Jan 6, 2026Fund LettersJayme WigginsUTZ Utz Brands, Inc. Consumer StaplesPackaged Foods Bull New York Stock Exchangebrands, Consumerstaples, deleveraging, Freecashflow, Snacks

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