Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 12, 2026Fund LettersMohnish PabraiTAVHL TI TAV Havalimanları Holding A.Ş. (TAV Airports) IndustrialsAirports & Air Services Bull Borsa IstanbulAcquisitions, Airtravel, cashflow, Currency, infrastructure, Operatingleverage, Passenger, valuation
Jan 12, 2026Fund LettersOddbjørn DybvadCSU CN Constellation Software Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAutomation, Integration, Missioncritical, Pricingpower, Recurringrevenue, Regulation, Switchingcosts, Verticalsoftware
Jan 12, 2026Fund LettersOddbjørn DybvadBRO Brown & Brown, Inc. FinancialsInsurance Brokers Bull New York Stock ExchangeAcquisitions, Brokerage, cashflow, dividends, Insurance
Jan 12, 2026Fund LettersAlyx WoodMICC LN Magnum Ice Cream Company Consumer StaplesFood Products Bull New York Stock Exchangebrands, Distribution, Margins, turnaround, valuation
Jan 12, 2026Fund LettersAlyx WoodFRMI LN Fermi plc Information TechnologyData Center Infrastructure Neutral New York Stock ExchangeAI, CapEx, datacenters, Hype, Shortselling
Jan 12, 2026Fund LettersOddbjørn DybvadJDG LN Judges Scientific plc IndustrialsScientific & Technical Instruments Bull New York Stock ExchangeAcquisitions, Decentralization, dividends, Researchfunding, Scientificinstruments
Jan 12, 2026Fund LettersAlyx WoodCARD LN Card Factory plc Consumer DiscretionarySpecialty Retail Neutral New York Stock ExchangeCompetition, Footfall, Profits, retail, uncertainty
Jan 12, 2026Fund LettersAlyx WoodKIST LN Kistos plc EnergyOil & Gas Exploration & Production Bull New York Stock Exchangeacquisition, contrarian, Oilprice, Production, valuation
Jan 12, 2026Fund LettersAlyx WoodSTB LN Secure Trust Bank PLC FinancialsSpecialty Finance Bull New York Stock ExchangeBookvalue, Capital, Insiderbuying, Lending, rerating
Jan 12, 2026Fund LettersBrian SmoluchC79 AU Chrysos Corporation Limited Information TechnologyElectronic Equipment & Instruments Bull New York Stock ExchangeAdoption, Instrumentation, Margins, Miningtechnology, Recurringrevenue
Jan 12, 2026Fund LettersBrian SmoluchCA1 GR Circus SE IndustrialsIndustrial Machinery Bull XetraAI, Automation, Defense, robotics, Scalability
Jan 12, 2026Fund LettersBradford EvansBLDR Builders FirstSource, Inc. IndustrialsBuilding Products Distribution Bull New York Stock Exchangebuybacks, Cyclicality, Housing, Insiders, recovery
Jan 12, 2026Fund LettersBradford EvansWCC WESCO International, Inc. IndustrialsTrading Companies & Distributors Bull New York Stock ExchangeAutomation, Distribution, Margins, recovery, valuation
Jan 12, 2026Fund LettersBradford EvansLAMR Lamar Advertising Company Real EstateSpecialized REITs Bull New York Stock Exchangeadvertising, buybacks, dividends, Elections, REITs
Jan 12, 2026Fund LettersWill NasgovitzALEX Alexander & Baldwin, Inc. Real EstateDiversified REITs Bull New York Stock ExchangeBalance_Sheet, Patience, realestate, Takeprivate, valuation
Jan 12, 2026Fund LettersWill NasgovitzCMCO Columbus McKinnon Corporation IndustrialsIndustrial Machinery Bull NASDAQacquisition, Insiders, Integration, leverage, Margins
Jan 12, 2026Fund LettersWill NasgovitzITGR Integer Holdings Corporation Health CareHealth Care Equipment Bull New York Stock Exchangebuybacks, Execution, Margins, Medicaldevices, recovery
Jan 12, 2026Fund LettersColin McWeyKMB Kimberly-Clark Corporation Consumer StaplesHousehold Products Neutral New York Stock ExchangeAllocation, Integration, Risk, Staples, valuation
Jan 12, 2026Fund LettersColin McWeyMKTX MarketAxess Holdings Inc. FinancialsCapital Markets Bull NASDAQBonds, Electronictrading, Operatingleverage, rerating, scale
Jan 12, 2026Fund LettersColin McWeyJBHT J.B. Hunt Transport Services, Inc. IndustrialsTransportation Bull NASDAQbuybacks, Cyclicality, Freight, Intermodal, scale

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