Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 13, 2026Fund LettersGeorge K. LivadasBAH Booz Allen Hamilton Holding Corporation IndustrialsResearch & Consulting Services Bull New York Stock ExchangeAI, Consulting, cybersecurity, Defense, valuation
Jan 13, 2026Fund LettersDavid BarrGRID CN Tantalus Systems Holding Inc. Information TechnologyApplication Software Bull New York Stock ExchangeElectrification, Grid, Smartmeters, Software, utilities
Jan 13, 2026Fund LettersDavid BarrVNP CN 5N Plus Inc. MaterialsSemiconductors Bull New York Stock ExchangeDefense, Energytransition, materials, semiconductors, Solar
Jan 13, 2026Fund LettersWilliam NygrenTRGP Targa Resources Corp. EnergyOil & Gas Midstream Bull New York Stock ExchangeBarriers, cashflow, infrastructure, midstream, valuation
Jan 13, 2026Fund LettersWilliam NygrenPAYC Paycom Software, Inc. Information TechnologyApplication Software Neutral New York Stock ExchangeAI, buybacks, HR, Software, valuation
Jan 13, 2026Fund LettersWilliam NygrenWBD Warner Bros. Discovery, Inc. Communication ServicesMedia Bull NASDAQmedia, mergers, spin-off, Streaming, valuation
Jan 13, 2026Fund LettersWilliam C. NygrenSAN FP Sanofi S.A. Health CarePharmaceuticals Bull Euronext Stock Exchangebiologics, pharma, pipeline, vaccines, valuation
Jan 13, 2026Fund LettersWilliam C. NygrenBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Neutral New York Stock ExchangeAI, cloud, ecommerce, Margins, Subsidies
Jan 13, 2026Fund LettersWilliam C. NygrenBAYN GR Bayer AG Health CarePharmaceuticals Bull Xetralitigation, pharmaceuticals, pipeline, turnaround, valuation
Jan 13, 2026Fund LettersDavid G. HerroMDLZ Mondelēz International, Inc. Consumer StaplesPackaged Foods Bull NASDAQbrands, inflation, Margins, Pricing, Snacking
Jan 13, 2026Fund LettersDavid G. HerroIT Gartner, Inc. Information TechnologyIT Consulting & Other Services Bull New York Stock ExchangeAI, cashflow, research, Subscriptions, valuation
Jan 13, 2026Fund LettersDavid G. HerroBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Neutral New York Stock ExchangeAI, cloud, ecommerce, Margins, Subsidies
Jan 13, 2026Fund LettersDavid G. Herro005930 KS Samsung Electronics Co., Ltd. Information TechnologySemiconductors Bull New York Stock ExchangeAI, Margins, Memory, recovery, semiconductors
Jan 13, 2026Fund LettersDavid G. Herro4194 JP Visional, Inc. IndustrialsHuman Resource & Employment Services Bull New York Stock Exchangegrowth, Hrtech, Platforms, Recruitment, valuation
Jan 13, 2026Fund LettersDavid G. HerroTMV GR TeamViewer AG Information TechnologyApplication Software Bear XetraARR, Execution, Integration, Software, valuation
Jan 13, 2026Fund LettersDavid G. HerroKCR FH Konecranes Oyj IndustrialsIndustrial Machinery Bull NASDAQguidance, Industrials, Margins, Orders, services
Jan 13, 2026Fund LettersSilas MyersROP Roper Technologies, Inc. Information TechnologyApplication Software Neutral NASDAQOrganicgrowth, Reinvestment, SaaS, Saturation, valuation
Jan 13, 2026Fund LettersSilas MyersEFX Equifax Inc. IndustrialsResearch & Consulting Services Neutral New York Stock ExchangeCreditscores, disruption, Distribution, Housing, Mortgage
Jan 13, 2026Fund LettersSilas MyersNFLX Netflix, Inc. Communication ServicesMovies & Entertainment Bull NASDAQadvertising, Content, scale, sports, Streaming
Jan 13, 2026Fund LettersSilas MyersTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull New York Stock ExchangeAI, CapEx, Foundry, Moat, semiconductors

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