Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 11, 2026Fund LettersAlex UmanskySHOP Shopify Inc. Information TechnologyIT Services Bull New York Stock ExchangeCheckout, Commerce, Ecosystem, efficiency, innovation, Lending, monetization, Payments, platform
Feb 11, 2026Fund LettersAlex UmanskyNVDA NVIDIA Corporation Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAI, Cadence, CapEx, Competition, Ecosystem, GPUs, infrastructure, Margins, semiconductors
Feb 11, 2026Fund LettersAlex UmanskyMPWR Monolithic Power Systems, Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAI, Analog, Asp, Content, data centers, Electrification, growth, Power, semiconductors
Feb 11, 2026Fund LettersAlex UmanskyAVGO Broadcom Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQaccelerators, AI, backlog, diversification, hyperscalers, infrastructure, Margins, semiconductors, Software
Feb 11, 2026Fund LettersAlex UmanskyGOOGL Alphabet Inc. Interactive Media & ServicesInteractive Media & Services Bull NASDAQadvertising, AI, Autonomous, backlog, cloud, Gemini, monetization, platform, Search
Feb 11, 2026Fund LettersBill AckmanCMG Chipotle Mexican Grill, Inc. Consumer DiscretionaryRestaurants Bear New York Stock ExchangeComps, exit, leadership, Margins, valuation
Feb 11, 2026Fund LettersBill AckmanHHH Howard Hughes Holdings Inc. Real EstateReal Estate Development Bull New York Stock Exchangecashflow, diversification, holding_company, real_estate, transformation
Feb 11, 2026Fund LettersBill AckmanQSR Restaurant Brands International Inc. Consumer DiscretionaryRestaurants Bull New York Stock ExchangeComps, Franchising, growth, Margins, valuation
Feb 11, 2026Fund LettersBill AckmanHTZ Hertz Global Holdings, Inc. IndustrialsPassenger Ground Transportation Bull NASDAQAutonomous, EBITDA, Fleet, turnaround, Utilization
Feb 11, 2026Fund LettersBill AckmanFNMA Federal National Mortgage Association FinancialsMortgage Finance Bull Dubai Financial MarketConservatorship, Housing, Privatization, recapitalization, warrants
Feb 11, 2026Fund LettersBill AckmanMETA Meta Platforms, Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, Engagement, monetization, scale
Feb 11, 2026Fund LettersBill AckmanGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, cloud, monetization, scale, Search
Feb 11, 2026Fund LettersBill AckmanAMZN Amazon.com, Inc. Consumer DiscretionaryBroadline Retail Bull NASDAQadvertising, AI, cloud, ecommerce, hyperscale
Feb 11, 2026Fund LettersBill AckmanUBER Uber Technologies, Inc. IndustrialsPassenger Ground Transportation Bull New York Stock ExchangeAutonomous, Bookings, mobility, Operating_Leverage, platform
Feb 11, 2026Fund LettersBill AckmanBN Brookfield Corporation FinancialsAsset Management & Custody Banks Bull New York Stock ExchangeAlternatives, carried_interest, compounding, infrastructure, Wealth
Feb 11, 2026SubstackWonderstcksBEZ.L Beazley Plc InsuranceSpecialty Insurance and Reinsurance Neutral London Stock Exchangecapital agility, cyber insurance, cycle leadership, data-driven approach, market volatility, product innovation, regulatory changes, risk management, specialty insurance, underwriting
Feb 11, 2026SubstackTriples InvestingSEI.V Sintana Energy EnergyOil & Gas Exploration & Production Bull TSX Venture ExchangeCarried interest, Challenger Energy, Chevron, Galp, Mopane discovery, Namibia, Oil exploration, PEL 83, Sintana Energy, Uruguay
Feb 11, 2026SubstackThe Finance CornerCHWY Chewy, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock ExchangeChewy, Inc., Customer service, market share, online retail, operational independence, pandemic impact, pet market, PetSmart acquisition, profitability, Revenue Growth
Feb 11, 2026SubstackCoughlin CapitalDDL DingDong E-commerceInstant Commerce Bull New York Stock Exchange30-minute delivery, acquisition, Alibaba, China market, consolidation, DingDong, instant commerce, JD, market share, Meituan
Feb 10, 2026SubstackToff Cap Monday MonitorFMC FMC Corporation ChemicalsAgricultural Chemicals Neutral New York Stock Exchangeagricultural chemicals, asset sales, debt reduction, financial challenges, FMC Corporation, legacy portfolio, market recovery, new active ingredients, opportunity, strategic review

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