Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 13, 2026Fund LettersMargaret WebbTRI FP Trigano SA Consumer DiscretionaryLeisure Vehicles Bull Euronext Stock Exchangecashflow, Cyclicality, Leisure, Margins, Vehicles
Jan 13, 2026Fund LettersMargaret WebbEVS BB EVS Broadcast Equipment SA Information TechnologyBroadcasting Equipment Bull Shanghai Stock ExchangeAI, broadcasting, Margins, robotics, valuation
Jan 13, 2026Fund LettersMargaret WebbSIKA SW Sika AG MaterialsConstruction Chemicals Bull Swiss ExchangeChemicals, construction, Freecashflow, infrastructure, Pricingpower
Jan 13, 2026Fund LettersMargaret WebbSTB LN Secure Trust Bank Plc FinancialsSpecialty Finance Bull New York Stock Exchangebanking, buybacks, Capital, Regulation, valuation
Jan 13, 2026Fund LettersLarry PitkowskyMKL Markel Group Inc. FinancialsProperty & Casualty Insurance Bull New York Stock ExchangeCapitalallocation, compounding, Float, Insurance, underwriting
Jan 13, 2026Fund LettersJohn FoxFAST Fastenal Company IndustrialsIndustrial Distribution Bull NASDAQIndustrialdistribution, Logistics, Margins, scale, Vending
Jan 13, 2026Fund LettersJohn FoxAZO AutoZone, Inc. Consumer DiscretionaryAutomotive Retail Bull New York Stock ExchangeAutoparts, buybacks, cashflow, Defensiveness, Margins
Jan 13, 2026Fund LettersJohn FoxBRO Brown & Brown, Inc. FinancialsInsurance Brokers Bull New York Stock ExchangeAcquisitions, cashflow, compounding, Insurancebrokerage, Pricing
Jan 13, 2026Fund LettersJohn FoxAPH Amphenol Corporation Information TechnologyElectronic Components Bull New York Stock ExchangeAcquisitions, AI, cashflow, Connectors, datacenters
Jan 13, 2026Fund LettersJohn FoxMKL Markel Group Inc. FinancialsProperty & Casualty Insurance Bull New York Stock ExchangeCapitalallocation, compounding, Insurance, investments, underwriting
Jan 13, 2026Fund LettersJohn FoxTT Trane Technologies plc IndustrialsBuilding Products Bull New York Stock Exchangebacklog, datacenters, HVAC, refrigerants, Thermal
Jan 13, 2026Fund LettersJohn FoxAPH Amphenol Corporation Information TechnologyElectronic Components Bull New York Stock ExchangeAcquisitions, AI, datacenters, Interconnect, semiconductors
Jan 13, 2026Fund LettersJohn FoxJKHY Jack Henry & Associates, Inc. Information TechnologyApplication Software Bull NASDAQFintech, Margins, marketshare, Rfp, Software
Jan 13, 2026Fund LettersJohn FoxROST Ross Stores, Inc. Consumer DiscretionaryApparel Retail Bull NASDAQComps, discounts, Offprice, traffic, Value
Jan 13, 2026Fund LettersJ.P. DonvilleZDC Zedcor Inc IndustrialsSecurity Services Bull New York Stock Exchangecashflow, growth, Operatingleverage, Security, Surveillance
Jan 13, 2026Fund LettersJ.P. DonvilleVHI VitalHub Corp Health CareHealth Care Technology Bull New York Stock ExchangeHealthtech, Margins, Mna, Software, valuation
Jan 13, 2026Fund LettersJ.P. DonvilleE Enterprise Group Inc EnergyOil & Gas Equipment & Services Bull New York Stock Exchangecashflow, Energyservices, infrastructure, LNG, recovery
Jan 13, 2026Fund LettersJ.P. DonvillePRL Propel Holdings Inc FinancialsConsumer Finance Bull New York Stock ExchangeFintech, growth, Lending, ROE, valuation
Jan 13, 2026Fund LettersJ.P. DonvilleGSY goeasy Ltd FinancialsConsumer Finance Bull New York Stock Exchangecompounding, Consumerfinance, Nonprime, ROE, valuation
Jan 13, 2026Fund LettersJoe Bauernfreund028260 KS Samsung C&T Corporation IndustrialsIndustrial Conglomerates Bull New York Stock Exchangebiologics, Governance, Holdingcompany, semiconductors, Sumofparts

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