Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 14, 2026Fund LettersRoss GlotzbachGLIBA GCI Liberty, Inc. Communication ServicesWireless Telecommunication Services Bull NASDAQbroadband, Freecashflow, Scarcity, Spin, Telecom
Jan 14, 2026Fund LettersRoss GlotzbachKHC The Kraft Heinz Company Consumer StaplesPackaged Foods Bull NASDAQmanagement, Packagedfoods, Split, valuation
Jan 14, 2026Fund LettersRoss GlotzbachIAC IAC Inc. Communication ServicesInteractive Media & Services Bull NASDAQbuybacks, Holdingcompany, spinoff, valuation
Jan 14, 2026Fund LettersRoss GlotzbachTIGO Millicom International Cellular S.A. Communication ServicesWireless Telecommunication Services Bull NASDAQbuybacks, deleveraging, dividends, Freecashflow, Telecom
Jan 14, 2026Fund LettersRoss GlotzbachGLB LN Glanbia plc Consumer StaplesPackaged Foods Bull New York Stock Exchangebuybacks, Capitalallocation, Margins, Nutrition, Simplification
Jan 14, 2026Fund LettersRoss GlotzbachCAN LN Canal+ S.A. Communication ServicesBroadcasting Bull New York Stock ExchangeAfrica, broadcasting, Freecashflow, Sportsrights, Subscriptions
Jan 14, 2026Fund LettersRoss GlotzbachPVH PVH Corp. Consumer DiscretionaryApparel Retail Bull New York Stock ExchangeApparel, brands, buybacks, Margins, turnaround
Jan 14, 2026Fund LettersRoss GlotzbachPYPL PayPal Holdings, Inc. FinancialsTransaction & Payment Processing Services Bull NASDAQbuybacks, Freecashflow, Margins, Networks, Payments
Jan 14, 2026Fund LettersRoss GlotzbachMGM MGM Resorts International Consumer DiscretionaryCasinos & Gaming Bull New York Stock ExchangeAssetrecycling, buybacks, cashflow, Gaming, Vegas
Jan 14, 2026Fund LettersRoss GlotzbachIAC IAC Inc. Communication ServicesInteractive Media & Services Bull NASDAQbuybacks, Holdingcompany, Simplification, spinoff, valuation
Jan 14, 2026Fund LettersRoss GlotzbachREGN Regeneron Pharmaceuticals, Inc. Health CareBiotechnology Bull NASDAQBiotech, buybacks, Immunology, pipeline, valuation
Jan 14, 2026Fund LettersRoss GlotzbachMAT Mattel, Inc. Consumer DiscretionaryLeisure Products Bull NASDAQbrands, buybacks, Intellectualproperty, Margins, Toys
Jan 14, 2026Fund LettersRoss GlotzbachDINO HF Sinclair Corporation EnergyOil & Gas Refining & Marketing Bull New York Stock Exchangeinfrastructure, Insiderbuying, refining, Spreads, valuation
Jan 14, 2026Fund LettersRoss GlotzbachKHC The Kraft Heinz Company Consumer StaplesPackaged Foods Bull NASDAQmanagement, Packagedfoods, Split, turnaround, valuation
Jan 14, 2026Fund LettersGraham RhodesWISE LN Wise plc FinancialsTransaction & Payment Processing Services Bull New York Stock ExchangeCompliance, compounding, Crossborder, Fintech, Payments, Platforms
Jan 14, 2026Fund LettersDavid SteinthalCRM Salesforce, Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAI, CRM, Margins, Software, valuation
Jan 14, 2026Fund LettersDavid SteinthalTSM Taiwan Semiconductor Manufacturing Company Ltd. Information TechnologySemiconductors Bull New York Stock ExchangeAI, CapEx, Foundry, scale, semiconductors
Jan 14, 2026Fund LettersDavid SteinthalAER AerCap Holdings N.V. IndustrialsAircraft Leasing Bull New York Stock ExchangeAircraft, Aviation, backlog, Capitalallocation, Leasing
Jan 14, 2026Fund LettersDavid SteinthalUBER Uber Technologies, Inc. Consumer DiscretionaryRide Sharing & Delivery Bull New York Stock ExchangeAutonomy, mobility, Networks, Platforms, Ridesharing
Jan 14, 2026Fund LettersDavid SteinthalJ Jacobs Solutions Inc. IndustrialsConstruction & Engineering Bull New York Stock ExchangeAI, backlog, Consulting, engineering, infrastructure

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