Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 9, 2026Fund LettersWayne JonesAUB AU AUB Group Ltd FinancialsInsurance Brokers Bull New York Stock ExchangeBrokers, compounding, Insurance, Recurringrevenue, Takeout
Jan 9, 2026Fund LettersWayne JonesBVS AU Bravura Solutions Ltd Information TechnologyApplication Software Bull New York Stock Exchangecashflow, Margins, Software, Switchingcosts, Verticals
Jan 9, 2026Fund LettersWayne JonesAPE AU Eagers Automotive Ltd Consumer DiscretionaryAutomotive Retail Bull New York Stock ExchangeAcquisitions, Auto_Retail, dividends, Incentives, scale
Jan 9, 2026Fund LettersWayne JonesPWH AU PWR Holdings Ltd Consumer DiscretionaryAutomotive Parts Bull New York Stock ExchangeCapacity, Cooling, Founderled, Governance, Motorsports
Jan 9, 2026Fund LettersDaniel ShvartsmanHURC Hurco Companies, Inc. IndustrialsMachine Tools Bull NASDAQassets, Bookvalue, Cyclicality, machinery, Speculation
Jan 9, 2026Fund LettersDaniel ShvartsmanPAGS PagSeguro Digital Ltd. FinancialsTransaction & Payment Processing Services Bull New York Stock ExchangeBrazil, dividends, Fintech, Payments, valuation
Jan 9, 2026Fund LettersDaniel ShvartsmanHNI HNI Corporation IndustrialsOffice Services & Supplies Bull New York Stock ExchangeCyclicality, Integration, Officefurniture, recovery, valuation
Jan 9, 2026Fund LettersGeorge HadjiaFND Floor & Decor Holdings Inc. Consumer DiscretionarySpecialty Retail Bull New York Stock ExchangeCyclicality, Housing, Operatingleverage, Procustomers, Specialtyretail
Jan 9, 2026Fund LettersGeorge Hadjia215A JP Timee, Inc. IndustrialsHuman Resource & Employment Services Bull New York Stock Exchangegrowth, Japan, Labor, Marketplaces, Networkeffects
Jan 9, 2026Fund LettersGeorge HadjiaBCG LN Baltic Classifieds Group PLC Communication ServicesInternet Services & Infrastructure Bull New York Stock ExchangeClassifieds, Insiders, Monopoly, Networkeffects, rerating
Jan 9, 2026Fund LettersGeorge HadjiaADBE Adobe Inc. Information TechnologyApplication Software Bull NASDAQAI, Retention, Software, valuation, Workflows
Jan 9, 2026Fund LettersGeorge HadjiaPAR PAR Technology Corporation Information TechnologyApplication Software Bull New York Stock ExchangeAI, Catalysts, platform, POS, Restauranttech
Jan 9, 2026Fund LettersGeorge HadjiaASML NA ASML Holding N.V. Information TechnologySemiconductor Equipment Bull Euronext Stock ExchangeAI, CapEx, Euv, Monopoly, semiconductors
Jan 9, 2026Fund LettersTerry SmithINTU Intuit Inc Information TechnologyApplication Software Bull NASDAQAcquisitions, Discipline, Integration, rerating, Software
Jan 9, 2026Fund LettersTerry SmithEL FP EssilorLuxottica SA Health CareHealth Care Equipment Bull Euronext Stock ExchangeEyewear, innovation, Myopia, Penetration, Smartglasses
Jan 9, 2026Fund LettersTerry SmithPEP PepsiCo Inc Consumer StaplesPackaged Foods & Meats Bear NASDAQConsumption, Glp1, headwinds, Snacking, Weightloss
Jan 9, 2026Fund LettersTerry SmithNVO Novo Nordisk A/S Health CarePharmaceuticals Bear NASDAQGenerics, Glp1, management, Obesity, Repricing
Jan 9, 2026Fund LettersDavid RidlandCPG LN Compass Group plc Consumer DiscretionaryRestaurants Bull New York Stock Exchangecashflow, Contracts, Outsourcing, Retention, scale, services
Jan 9, 2026Fund LettersDavid RidlandDGE LN Diageo plc Consumer StaplesDistillers & Vintners Bull New York Stock Exchangebrands, Costdiscipline, Cycles, Margins, premiumization, Pricingpower
Jan 9, 2026Fund LettersDavid RidlandBATS LN British American Tobacco p.l.c. Consumer StaplesTobacco Bull New York Stock Exchangecashflow, Defensives, Nicotine, Pricingpower, Regulation

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