Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 16, 2026Fund LettersGlenn D. SurowiecRIVN Rivian Automotive Inc. Consumer DiscretionaryAutomobile Manufacturers Bull NASDAQAutonomy Platform, Electric Vehicles, Manufacturing Scale, Partnerships, Software Stack, vertical integration
Jan 16, 2026Fund LettersGlenn D. SurowiecTREX Trex Company Inc. IndustrialsBuilding Products Bull New York Stock Exchangebalance sheet, buybacks, composite decking, housing cycle, market share, ROIC
Jan 16, 2026Fund LettersGlenn D. SurowiecAMZN Amazon.com Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAWS, capital expenditure, Cloud computing, diversification, Logistics Automation, operating leverage
Jan 16, 2026Fund LettersGlenn D. SurowiecGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI Enhancement, cloud, competitive moat, Search Dominance, YouTube
Jan 16, 2026Twitter / X@FundaBottomAXTI AXT, Inc. Semiconductors & Semiconductor EquipmentSemiconductor Materials & Equipment Bull NASDAQ Global MarketChina, datacenters, Epitaxy, ExportControls, Indium, IndiumPhosphide, Lasers, MOCVD, OpticalCommunications, Substrates
Jan 16, 2026Twitter / X@stock_loggingMOB Mobilicom Aerospace & DefenseAerospace & Defense Bull NASDAQcybersecurity, Defense, Drones, EdgeSecurity, MilitaryContracts, OperatingSystems, ProgramsOfRecord, Regulation, robotics, SoftwareMargins, Zerotrust
Jan 16, 2026Twitter / X@SJCapitalInvestSKYT SkyWater Technology, Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQATS, CEO, Defense, Execution, Fab25, Foundry, Integration, Margins, semiconductors, TaaS, Texas, TrustedFoundry
Jan 16, 2026Twitter / X@weary_centurionODD ODDITY Tech Ltd. Personal Care ProductsPersonal Care Products Bull NASDAQBeauty, compounder, Cosmetics, Data, Directtoconsumer, ecommerce, Founderled, Moat, Personalization, RuleOf40, valuation, Wellness
Jan 16, 2026Fund LettersBrad HathawayTHRY Thryv Holdings, Inc. Information TechnologySMB Software Bear NASDAQChurn, execution risk, exit, Retention, SaaS
Jan 16, 2026Fund LettersBrad HathawayTRST LN Trustpilot Group plc Communication ServicesOnline Reviews Platform Bull New York Stock ExchangeInsiders, network effects, Platforms, Reviews, short interest
Jan 16, 2026Fund LettersBrad HathawayCRTA LN Cirata plc Information TechnologyData Integration Software Bull New York Stock ExchangeBookings, Data software, enterprise, Inflection, turnaround
Jan 16, 2026Fund LettersBrad HathawayWEW GR Westwing Group SE Consumer DiscretionaryInternet Retail Bull Xetraecommerce, guidance, Margins, profitability, turnaround
Jan 16, 2026Fund LettersMargaret WebbBCG LN Baltic Classifieds Group plc Communication ServicesDigital Marketplaces Bull New York Stock ExchangeAi Risk, cashflow, Classifieds, network effects, valuation
Jan 16, 2026Fund LettersMargaret WebbAUTO LN Auto Trader Group plc Communication ServicesDigital Marketplaces Bull New York Stock ExchangeAutos, buybacks, Classifieds, Marketplaces, valuation
Jan 16, 2026Fund LettersMargaret WebbSPI LN Spirax Group plc IndustrialsIndustrial Machinery Bull New York Stock ExchangeChina, industrial machinery, Margins, recovery, semiconductors
Jan 16, 2026Fund LettersMargaret WebbPDX SS Paradox Interactive AB FinancialsAsset Management Bull NASDAQDigital Entertainment, Franchises, Free Cash Flow, Gaming, valuation
Jan 16, 2026Fund LettersMargaret WebbWISE LN Wise plc FinancialsTransaction & Payment Processing Services Bull New York Stock Exchangebanking, Global, Money, payment processing, platform
Jan 16, 2026Fund LettersWill ThomsonGLO CN Global Atomic Corporation MaterialsMetals & Mining Bull New York Stock Exchangeconstruction, Geopolitics, Permitting, Scarcity, uranium
Jan 16, 2026Fund LettersWill ThomsonLAR Lithium Argentina AG MaterialsMetals & Mining Bull New York Stock ExchangeBrines, Elections, Governance, Lithium, Scarcity
Jan 16, 2026Fund LettersWill ThomsonLUN CN Lundin Mining Corporation MaterialsCopper Bull New York Stock ExchangeCapitalallocation, Copper, Electrification, Reserves, Scarcity

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