Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 14, 2026Fund LettersMarcus BurnsPAYC Paycom Software, Inc. Information TechnologyHuman Capital Management Software Bear New York Stock ExchangeHCM, Jobs, Payroll, Software, valuation
Jan 14, 2026Fund LettersMarcus BurnsJKHY Jack Henry & Associates, Inc. Information TechnologyApplication Software Bull NASDAQbanking, cloud, Moat, Recurring, Software
Jan 14, 2026Fund LettersDavid A. RolfeTSCO Tractor Supply Company Consumer DiscretionarySpecialty Retail Bull NASDAQLoyalty, Margins, recovery, retail, Rural
Jan 14, 2026Fund LettersDavid A. RolfeURI United Rentals Inc. IndustrialsTrading Companies & Distributors Bull New York Stock Exchangeconstruction, Cyclicality, infrastructure, Rentals, scale
Jan 14, 2026Fund LettersDavid A. RolfeMSI Motorola Solutions Inc. Information TechnologyCommunications Equipment Bull New York Stock ExchangeCommunications, growth, Public safety, Software, valuation
Jan 14, 2026Fund LettersDavid A. RolfeMETA Meta Platforms Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, Data, Engagement, social media
Jan 14, 2026Fund LettersDavid A. RolfeEW Edwards Lifesciences Corp. Health CareHealth Care Equipment Bull New York Stock ExchangeCardiology, growth, innovation, Margins, Medical devices
Jan 14, 2026Fund LettersDavid A. RolfeODFL Old Dominion Freight Line, Inc. IndustrialsCargo Ground Transportation Bull NASDAQCyclicality, efficiency, Freight, Logistics, Pricing
Jan 14, 2026Fund LettersDavid A. RolfeAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQEcosystem, Hardware, Margins, services, Upgrades
Jan 14, 2026Fund LettersDavid A. RolfeTSM Taiwan Semiconductor Manufacturing Company Ltd. Information TechnologySemiconductors Bull New York Stock ExchangeAI, Foundry, HPC, Pricing, semiconductors
Jan 14, 2026Fund LettersDavid A. RolfeGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, scale, Search
Jan 14, 2026Fund LettersDavid A. RolfeCB Chubb Limited FinancialsProperty & Casualty Insurance Bull New York Stock Exchangecompounding, Insurance, premiums, profitability, underwriting
Jan 14, 2026Fund LettersDavid A. RolfeAMZN Amazon.com, Inc. Consumer DiscretionaryBroadline Retail Bull NASDAQadvertising, cloud, ecommerce, Margins, valuation
Jan 14, 2026Fund LettersJoe Bauernfreund4347 JP Broadmedia Corporation Communication ServicesMedia & Entertainment Bull New York Stock ExchangeCapital, Engagement, Governance, Tender
Jan 14, 2026Fund LettersJoe Bauernfreund3963 JP Synchro Food Co., Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock Exchangecashflow, Engagement, Governance, Marketplaces, Platforms
Jan 14, 2026Fund LettersKayode O. AjeTEMN SW Temenos Group AG Information TechnologyApplication Software Bull Swiss ExchangeCorebanking, Margins, Modernization, SaaS, Subscriptions
Jan 14, 2026Fund LettersKayode O. AjeHUB AU Hub24 Ltd. FinancialsAsset Management & Custody Bull New York Stock Exchangeconsolidation, Inflows, Margins, Platforms, Wealthmanagement
Jan 14, 2026Fund LettersKayode O. AjeXRO AU Xero Limited Information TechnologyApplication Software Bull New York Stock ExchangeAccounting, AI, Payments, SaaS, Subscriptions
Jan 14, 2026Fund LettersKayode O. AjeSHOP Shopify Inc. Information TechnologyApplication Software Bull New York Stock Exchangeecommerce, Margins, Merchants, Payments, Software
Jan 14, 2026Fund LettersKayode O. AjeFLTR LN Flutter Entertainment plc Consumer DiscretionaryGambling Bull New York Stock ExchangeGambling, innovation, Regulation, scale, Sportsbooks

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