Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 14, 2026Fund LettersCassandra A. HardmanLLY Eli Lilly and Company Health CarePharmaceuticals Bull New York Stock ExchangeAccess, Diabetes, Glp1, Launch, Obesity, Prescriptions, tariffs
Jan 14, 2026Fund LettersCassandra A. HardmanMELI MercadoLibre Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQadvertising, Competition, Ecosystem, Fintech, Logistics, Margins, Reinvestment
Jan 14, 2026Fund LettersCassandra A. HardmanUBER Uber Technologies Inc. IndustrialsPassenger Ground Transportation Bull New York Stock ExchangeAutonomy, Freecashflow, mobility, Networks, platform, profitability
Jan 14, 2026Fund LettersCassandra A. HardmanRHM GR Rheinmetall AG IndustrialsAerospace & Defense Bull New York Stock Exchangebacklog, Defense, growth, Procurement, Rearmament, visibility
Jan 14, 2026Fund LettersCassandra A. HardmanEL Estée Lauder Companies Inc. Consumer StaplesPersonal Products Bull New York Stock ExchangeDemand, Luxury, Margins, Stabilization, Travel, turnaround
Jan 14, 2026Fund LettersCassandra A. HardmanC Citigroup Inc. FinancialsDiversified Banks Bull New York Stock Exchangebuybacks, Discipline, Regulation, rerating, transformation, Volatility
Jan 14, 2026Fund LettersGerard FergusonRTX RTX Corporation IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, aftermarket, backlog, Defense, Rearmament, visibility
Jan 14, 2026Fund LettersDonny BuchananCGS AU Cogstate Limited Health CareHealth Care Technology Bull New York Stock Exchangebacklog, Clinicaltrials, Cognition, growth, Healthcaretechnology
Jan 14, 2026Fund LettersDonny BuchananMFG AU Magellan Financial Group Ltd FinancialsAsset Management Bull New York Stock ExchangeAssetmanagement, buybacks, Capital, Sumofparts, valuation
Jan 14, 2026Fund LettersGreg DeanBUR LN Burford Capital Limited FinancialsSpecialty Finance Bull New York Stock ExchangeCashrealization, diversification, Litigationfinance, Optionality, valuation
Jan 14, 2026Fund LettersGreg DeanWOSG LN Watches of Switzerland Group plc Consumer DiscretionarySpecialty Retail Bull New York Stock Exchangecompounding, Inventory, Luxury, Margins, retail, ROIC
Jan 14, 2026Fund LettersGreg DeanYETI YETI Holdings, Inc. Consumer DiscretionaryLeisure Products Bull New York Stock ExchangeBranding, Directtoconsumer, Freecashflow, Inventory, Margins, Outdoor
Jan 14, 2026Fund LettersRoss GlotzbachPK Park Hotels & Resorts Inc. Real EstateHotel & Resort REIT Bear New York Stock ExchangeAssetsales, Hotels, Leisure, Macro, Travel
Jan 14, 2026Fund LettersRoss GlotzbachALX Alexander’s, Inc. Real EstateRetail REIT Bull New York Stock ExchangeAssetvalue, Leasing, Office, realestate, valuation
Jan 14, 2026Fund LettersRoss GlotzbachESRT Empire State Realty Trust, Inc. Real EstateOffice REIT Bull New York Stock ExchangeAssetsales, Leasing, Office, realestate, valuation
Jan 14, 2026Fund LettersRoss GlotzbachCLW Clearwater Paper Corporation MaterialsPaper & Forest Products Bull New York Stock Exchangebuybacks, Cyclicality, Freecashflow, Packaging, valuation
Jan 14, 2026Fund LettersRoss GlotzbachSAM Boston Beer Company, Inc. Consumer StaplesBrewers Bear New York Stock ExchangeAlcohol, Beverages, buybacks, innovation, Pricing
Jan 14, 2026Fund LettersRoss GlotzbachOSCR Oscar Health, Inc. Health CareManaged Health Care Bull New York Stock ExchangeHealthinsurance, Membership, Regulation, valuation
Jan 14, 2026Fund LettersRoss GlotzbachMAT Mattel, Inc. Consumer DiscretionaryLeisure Products Bull NASDAQbrands, buybacks, Intellectualproperty, Margins, Toys
Jan 14, 2026Fund LettersRoss GlotzbachGHC Graham Holdings Company Consumer DiscretionaryEducation Services Bull New York Stock ExchangeBalancesheet, conglomerate, Education, healthcare, media

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