Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 6, 2026Pratik KodialPratik KodialCVNA Carvana Co. Consumer DiscretionaryAutomotive Retail Bull New York Stock Exchange19413, 21288, 21334, 21539, 36660
Jan 6, 2026Fund LettersPratik KodialCMG Chipotle Mexican Grill Inc. Consumer DiscretionaryRestaurants Bull New York Stock ExchangeBrand, expansion, Margins, Restaurants, Unit_economics
Jan 6, 2026Fund LettersPratik KodialBLDR Builder FirstSource Inc. IndustrialsBuilding Products Bull New York Stock ExchangeBuildingmaterials, buybacks, Capitalallocation, Fragmentation, Housing
Jan 6, 2026Fund LettersPratik KodialLULU Lululemon Athletica Inc. Consumer DiscretionaryApparel Retail Bull NASDAQApparel, Brand, China, Execution, Internationalgrowth
Jan 6, 2026Fund LettersPratik KodialGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, Moats, Regulation
Jan 6, 2026Fund LettersBrian FrankGTX Garrett Motion Inc. Consumer DiscretionaryAuto Parts & Equipment Bull NASDAQcashflow, deleveraging, Meanreversion, Shareholder_Yield, valuation
Jan 6, 2026Fund LettersJayme WigginsHTLD Heartland Express, Inc. IndustrialsTrucking Bull NASDAQCapacity, CapEx, deleveraging, Freight, Rates, Regulations, Trucking
Jan 6, 2026Fund LettersJayme WigginsFLO Flowers Foods, Inc. Consumer StaplesPackaged Foods & Meats Bull New York Stock Exchangecashflow, deleveraging, dividends, innovation, Margins, Staples
Jan 6, 2026Fund LettersJayme WigginsINGR Ingredion Incorporated Consumer StaplesFood Ingredients Bull New York Stock Exchangecashflow, dividends, Ingredients, Specialtyproducts, valuation
Jan 6, 2026Fund LettersJayme WigginsUTZ Utz Brands, Inc. Consumer StaplesPackaged Foods Bull New York Stock Exchangebrands, Consumerstaples, deleveraging, Freecashflow, Snacks
Jan 6, 2026Fund LettersJayme WigginsDOM LN Domino’s Pizza Group plc Consumer DiscretionaryRestaurants Bull New York Stock Exchangedividends, Franchising, marketshare, Restaurants, valuation
Jan 6, 2026SubstackToff Cap Monday MonitorVSNT Versant MediaMedia Neutral -advertising revenues, cable outlets, Comcast, investment opportunities, market pressure, media, pay TV fees, spin-off, trading difficulties, Versant
Jan 6, 2026Pratik KodialPratik KodialCVNA Carvana Co. Consumer DiscretionaryAutomotive Retail Bull New York Stock Exchange19413, 21288, 21334, 21539, 36660
Jan 5, 2026Twitter / X@guo_lin99725LUNR Intuitive Machines, Inc. Aerospace & DefenseAerospace & Defense Bull NASDAQArtemis, Communications, defense contracts, Lunar Infrastructure, Nuclear Space, Power systems, Propulsion, robotics, Satellite Buses, Space Prime
Jan 5, 2026Twitter / X@pennycheckUMAC Unusual Machines, Inc. -- Bull New York Stock Exchangebacklog, Components, Defense, Drones, Fcc, FPV, M&A, NDAA, Procurement, Reshoring
Jan 5, 2026Twitter / X@jakebrowatzkePATH UiPath, Inc. SoftwareApplication Software Bull New York Stock ExchangeAI agents, ARR, Automation, Enterprise software, Orchestration, productivity, RPA, SaaS, Workflow
Jan 5, 2026Twitter / X@nitinkinvestUI Ubiquiti Inc. Communications EquipmentCommunications Equipment Bull New York Stock ExchangeEnterprise Networking, Hardware, MSPs, Networking, operating leverage, Routers, supply constraints, Switches, WiFi
Jan 5, 2026Twitter / X@MMatters22596RR Richtech Robotics Inc. Industrial Machinery & Supplies & ComponentsIndustrial Machinery Bull NASDAQAutomation, healthcare, hospitality, industrial services, Labor shortage, robotics, Service Robots
Jan 5, 2026Twitter / X@KyleAdamsStocksZETA Zeta Global Holdings Corp. SoftwareApplication Software Bull New York Stock Exchangeadvertising, analytics, Customer, Data, enterprise, Marketing, platform, SaaS, Software
Jan 5, 2026Twitter / X@YeahDrDaveSKYT SkyWater Technology, Inc. Semiconductors & Semiconductor Equipment- Bear NASDAQCapEx, Chips, Defense, Dilution, Fab25, Foundry, Government, Integration, LegacyNodes, Margins, Pricingpower, semiconductors

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