Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 13, 2026Fund LettersSilas MyersLIN Linde plc MaterialsIndustrial Gases Bull New York Stock Exchangebacklog, Cycle, electronics, Hydrogen, Industrialgases
Jan 13, 2026Fund LettersSilas MyersMSFT Microsoft Corp. Information TechnologySystems Software Bull NASDAQAI, Azure, CapEx, Copilot, enterprise
Jan 13, 2026Fund LettersSilas MyersORCL Oracle Corp. Information TechnologyApplication Software Bear New York Stock ExchangeAI, CapEx, Concentration, infrastructure, ROIC
Jan 13, 2026Fund LettersSilas MyersDHR Danaher Corp. Health CareLife Sciences Tools & Services Bull New York Stock ExchangeAcquisitions, Bioprocessing, Cyclicality, diagnostics, leverage
Jan 13, 2026Fund LettersSilas MyersJNJ Johnson & Johnson Health CarePharmaceuticals Bull New York Stock ExchangeDefensiveness, Generics, Medtech, pharma, pipeline
Jan 13, 2026Fund LettersSilas MyersGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, backlog, cloud, leverage
Jan 13, 2026Fund LettersMatthew SweeneyVTY LN Vistry Group PLC Consumer DiscretionaryHomebuilding Bull New York Stock Exchangebuybacks, homebuilding, Housing, recovery, valuation
Jan 13, 2026Fund LettersMatthew SweeneySES CN Secure Waste Infrastructure Corp. IndustrialsEnvironmental Services Bull New York Stock Exchangebuybacks, cashflow, energy, mispricing, waste
Jan 13, 2026Fund LettersMatthew SweeneyNN NextNav Inc. Communication ServicesWireless Telecommunications Bull NASDAQGps, Nationalsecurity, Optionality, Regulation, Spectrum
Jan 13, 2026Fund LettersMatthew SweeneyLQDA Liquidia Corporation Health CareBiotechnology Bull NASDAQAdoption, Approvals, Biotech, litigation, Pah
Jan 13, 2026Fund LettersMatthew SweeneyLFCR Lifecore Biomedical, Inc. Health CareLife Sciences Tools & Services Bull NASDAQCapacity, CDMO, Injectables, Margins, Utilization
Jan 13, 2026Fund LettersRyan JacobSNOW Snowflake Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAI, cloud, Data, hyperscalers, infrastructure
Jan 13, 2026Fund LettersRyan ReevesDUOL Duolingo, Inc. Consumer DiscretionaryEducation Technology Bull NASDAQAI, Edtech, Engagement, growth, Subscriptions
Jan 13, 2026Fund LettersRyan ReevesMELI MercadoLibre, Inc. Consumer DiscretionaryE-Commerce Bull NASDAQecommerce, Flywheel, Logistics, Payments, scale
Jan 13, 2026Fund LettersRyan ReevesTMDX TransMedics Group, Inc. Health CareMedical Devices Bull NASDAQhealthcare, innovation, Logistics, scale, Transplants
Jan 13, 2026Fund LettersRyan ReevesNU Nu Holdings Ltd. FinancialsDigital Banks Bull New York Stock ExchangeDigitalbanking, Fintech, scale, Superapp, underwriting
Jan 13, 2026Fund LettersMargaret WebbR3NK GR Renk Group AG IndustrialsIndustrial Machinery Bear XetraAnd Valuations Detached From Fundamentals In Favour Of Narrative – We Think We Could Have Positioned Ourselves Better For This Theme On Both Sides Of The Book., In The Case Of Renk Group Ag, We Were Slow To React When The Defence Industry Continued To Rally
Jan 13, 2026Fund LettersMargaret WebbSTO3 GR STO SE & Co. KGaA MaterialsBuilding Materials Bull XetraBuildingmaterials, Energyefficiency, Insulation, Margins, valuation
Jan 13, 2026Fund LettersMargaret WebbSFQ GR SAF-Holland SE IndustrialsCommercial Vehicle Parts Bull Xetraaftermarket, buybacks, Cyclicality, dividends, Trucking
Jan 13, 2026Fund LettersMargaret WebbDWNI GR Deutsche Wohnen SE Real EstateResidential REIT Bull XetraHousing, NAV, realestate, takeover, yield

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