Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 14, 2026Fund LettersAdam PeckADEA Adeia Inc. Information TechnologySemiconductor IP Bull NASDAQHybridbonding, Ip, Licensing, royalties, semiconductors
Jan 14, 2026Fund LettersAdam PeckSNV Synovus Financial Corp. FinancialsRegional Banks Bull New York Stock ExchangeAccretion, banking, merger, rerating, valuation
Jan 14, 2026Fund LettersAdam PeckLMNR Limoneira Company Consumer StaplesAgricultural Products Bull NASDAQagriculture, Assetvalue, land, restructuring, Water
Jan 14, 2026Fund LettersAdam PeckLOPE Grand Canyon Education, Inc. Consumer DiscretionaryEducation Services Bull NASDAQcompounder, Education, Enrollment, Regulation, ROIC
Jan 14, 2026Fund LettersAdam PeckCIEN Ciena Corporation Information TechnologyCommunications Equipment Bull New York Stock ExchangeAI, backlog, datacenters, Networking, Optical
Jan 14, 2026Fund LettersAdam PeckHAE Haemonetics Corporation Health CareHealth Care Equipment Bull New York Stock Exchangegrowth, Hospitals, Medicaldevices, Plasma, recovery
Jan 14, 2026Fund LettersAdam PeckWRBY Warby Parker Inc. Consumer DiscretionarySpecialty Retail Bull New York Stock ExchangeEyewear, Margins, Omnichannel, retail, ROIC
Jan 14, 2026Fund LettersAdam PeckADEA Adeia Inc. Information TechnologySemiconductor IP Bull NASDAQIp, Licensing, litigation, royalties, semiconductors
Jan 14, 2026Fund LettersAdam PeckNPKI NPK International Inc. IndustrialsCommercial Services & Supplies Bull NASDAQElectrification, Freecashflow, infrastructure, Margins, Mats
Jan 14, 2026Fund LettersAdam PeckKGS Kodiak Gas Services, Inc. EnergyOil & Gas Equipment & Services Bull New York Stock ExchangeCompression, Contracts, Freecashflow, infrastructure, Naturalgas
Jan 14, 2026Fund LettersAdam PeckBHST BioHarvest Sciences Inc. Health CareBiotechnology Bull NASDAQbiotechnology, growth, Nutraceuticals, platform, Sustainability
Jan 14, 2026Fund LettersAdam PeckLMNR Limoneira Company Consumer StaplesAgricultural Products Bull NASDAQagriculture, Assetvalue, Avocados, Longcycle, Supply
Jan 14, 2026Fund LettersAdam PeckLOPE Grand Canyon Education, Inc. Consumer DiscretionaryEducation Services Bull NASDAQcompounder, Education, Enrollment, Regulation, ROIC
Jan 14, 2026Fund LettersAdam PeckLEU Centrus Energy Corp. EnergyNuclear Fuel Bull New York Stock ExchangeContracts, energysecurity, Enrichment, Nuclear, Policy
Jan 14, 2026Fund LettersAdam PeckCNX CNX Resources Corporation EnergyOil & Gas Exploration & Production Bull New York Stock Exchangebuybacks, energy, Freecashflow, Naturalgas, Volumes
Jan 14, 2026Fund LettersAdam PeckPLOW Douglas Dynamics, Inc. IndustrialsCommercial Services & Supplies Bull New York Stock ExchangeCyclicality, Industrials, Margins, Replacement, Weather
Jan 14, 2026Fund LettersAdam PeckNGS Natural Gas Services Group, Inc. EnergyOil & Gas Equipment & Services Bull New York Stock ExchangeCompression, Contracts, Energyservices, Margins, Naturalgas
Jan 14, 2026Fund LettersAdam PeckLMNR Limoneira Company Consumer StaplesAgricultural Products Bull NASDAQagriculture, Assetvalue, Avocados, Longcycle, Supply
Jan 14, 2026Fund LettersAdam PeckAVD American Vanguard Corporation MaterialsAgricultural Chemicals Bull New York Stock Exchangeagriculture, EBITDA, Inventory, Margins, turnaround
Jan 14, 2026Fund LettersAdam PeckIRMD IRadimed Corporation Health CareHealth Care Equipment Bull NASDAQFDA, growth, Medtech, Mri, ROIC

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