Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 15, 2026Fund LettersChris DaviesTME Tencent Music Entertainment Group Communication ServicesInteractive Media & Services Bull New York Stock ExchangeChina Internet, Content Monetization, Scalability, Streaming, Subscriptions
Jan 15, 2026Fund LettersJack McManus4194 JP Visional, Inc. IndustrialsHuman Resource & Employment Services Bull New York Stock ExchangeJapan, Labor, Platforms, Recruitment, valuation
Jan 15, 2026Fund LettersJack McManusTREX Trex Company, Inc. IndustrialsBuilding Products Bear New York Stock ExchangeBuilding Products, Competition, Cyclicality, Housing, Margins
Jan 15, 2026Fund LettersJack McManusAUTO LN Auto Trader Group plc Communication ServicesInteractive Media & Services Bull New York Stock ExchangeAI, Classifieds, Marketplaces, Pricing power, Sentiment
Jan 15, 2026Fund LettersJack McManusMEDP Medpace Holdings, Inc. Health CareLife Sciences Tools & Services Bull NASDAQBiotech, Bookings, Cro, Cyclicality, earnings
Jan 15, 2026Fund LettersJack McManusPTC PTC Inc. Information TechnologyApplication Software Bull NASDAQAI, Incumbency, Plm, Software, switching costs
Jan 14, 2026Fund LettersJavier RuizTCEHY Tencent Holdings Ltd Communication ServicesInteractive Media & Services Bull New York Stock Exchangecashflow, China, Gaming, platform, Regulation
Jan 14, 2026Fund LettersJavier RuizSDE CN Spartan Delta Corp. EnergyOil & Gas Exploration & Production Bull New York Stock ExchangeEnergy cycle, Execution, exit, natural gas, valuation
Jan 14, 2026Fund LettersJavier RuizPLX FP Pluxee SA FinancialsTransaction & Payment Processing Services Bear Euronext Stock ExchangeBrazil, Margins, Payments, Regulation, uncertainty
Jan 14, 2026Fund LettersJavier RuizZEG LN Zegona Communications plc Communication ServicesTelecom Services Neutral New York Stock Exchangebuybacks, dividends, restructuring, Special situations, Telecom
Jan 14, 2026Fund LettersJavier RuizZIG LN Zigup plc IndustrialsRental & Leasing Services Bull New York Stock Exchangecapital discipline, Cost synergies, Incentives, undervaluation, Vehicle leasing
Jan 14, 2026Fund LettersJavier RuizNPSNY Naspers Ltd. Communication ServicesInternet Content & Information Bull New York Stock Exchangebuybacks, capital allocation, discount, holding company, Sentiment
Jan 14, 2026Fund LettersJavier RuizAER AerCap Holdings N.V. IndustrialsAsset Management & Custody Banks Bull New York Stock ExchangeAircraftleasing, Assetvalue, buybacks, capital allocation, undervaluation
Jan 14, 2026Twitter / X@InvestSpecialHAYPP Haypp Group AB (publ) TobaccoTobacco Bull NASDAQ Stockholmcashflow, consumer, Distribution, ecommerce, Nicotine, Pouches, Recurring, Regulation, SEO, Sweden
Jan 14, 2026Fund LettersJohn KhabbazINTR Inter & Co., Inc. FinancialsDiversified Financial Services Bull NASDAQBrazil, digital banking, Fintech, platform, ROE
Jan 14, 2026Fund LettersThomas KüpferTCEHY Tencent Holdings Ltd Communication ServicesInteractive Media & Services Bull New York Stock Exchangecashflow, China Tech, Gaming, Platforms, Regulation
Jan 14, 2026Fund LettersThomas KüpferNVDA NVIDIA Corp. Information TechnologySemiconductors Bull NASDAQAI, data centers, Gpu, inference, semiconductors
Jan 14, 2026Fund LettersThomas KüpferORCL Oracle Corp. Information TechnologyApplication Software Bull New York Stock ExchangeAI infrastructure, CapEx, cloud, Enterprise software, valuation
Jan 14, 2026Fund LettersThomas KüpferFTNT Fortinet Inc. Information TechnologyCybersecurity Bull NASDAQconsolidation, cybersecurity, SMB, switching costs, valuation
Jan 14, 2026Fund LettersThomas KüpferAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI infrastructure, Asic, hyperscalers, Networking, semiconductors

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: