Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 5, 2026Fund LettersErin GreenfieldGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, monetization, Platforms, Search
Jan 5, 2026Fund LettersErin GreenfieldJ36 SG Jardine Matheson Holdings Ltd IndustrialsDiversified Conglomerates Bull New York Stock ExchangeAsia, Conglomerates, diversification, dividends, valuation
Jan 5, 2026Fund LettersErin GreenfieldRYAAY Ryanair Holdings plc IndustrialsAirlines Bull NASDAQAirlines, balance sheet, Low cost, market share, Travel
Jan 5, 2026Fund LettersErin GreenfieldBNR GR Brenntag SE MaterialsChemicals Distribution Bull XetraChemicals, Cyclicality, Distribution, Margins, valuation
Jan 5, 2026Fund LettersErin GreenfieldBLDR Builders FirstSource Inc IndustrialsBuilding Products Bull New York Stock ExchangeBuilding materials, consolidation, Cyclicality, Housing, Margins
Jan 5, 2026Fund LettersErin GreenfieldINTC Intel Corp Information TechnologySemiconductors Bear NASDAQcapital allocation, Competition, management, semiconductors, strategy
Jan 5, 2026Fund LettersErin GreenfieldPOW CN Power Corporation of Canada FinancialsMulti-Sector Holdings Bull New York Stock ExchangeConglomerates, dividends, Insurance, Retirement, valuation
Jan 5, 2026Fund LettersErin GreenfieldMCK McKesson Corp Health CareHealth Care Distributors Bull New York Stock Exchangecashflow, defensive, Distribution, pharmaceuticals, scale
Jan 5, 2026Fund LettersErin GreenfieldHEI GR Heidelberg Materials AG MaterialsConstruction Materials Bull XetraCapEx, Cement, Cyclicality, infrastructure, valuation
Jan 5, 2026Fund LettersJames FellowsBIO Bio-Rad Laboratories, Inc. Health CareLife Sciences Tools & Services Bull New York Stock Exchangediagnostics, Governance, healthcare, lifesciences, Recurringrevenue
Jan 5, 2026Fund LettersJames FellowsTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductor Foundries Bull New York Stock ExchangeAI, CapEx, Foundry, scale, semiconductors
Jan 5, 2026Fund LettersBen PirieEDG CN Endurance Gold Corp. MaterialsGold Exploration Bull Toronto Stock ExchangeCanada, Continuity, Drilling, Exploration, Gold
Jan 5, 2026Fund LettersBen PirieCAPT CN Capitan Silver Corp. MaterialsSilver Exploration Bull Toronto Stock ExchangeDrilling, Exploration, Grades, Mexico, Silver
Jan 5, 2026Fund LettersBen PirieDWS CN Diamond Estates Wines & Spirit Inc. Consumer StaplesBeverages Bull Toronto Stock ExchangeBeverages, brands, Margins, turnaround, Wine
Jan 5, 2026Fund LettersBen PirieSBIO CN Sabio Holdings Inc. Communication ServicesAdvertising Technology Bull Toronto Stock Exchangeadtech, CTV, growth, Politicalads, Programmatic
Jan 5, 2026Fund LettersBen PirieGEC CN Global Education Communities Corp. Real EstateEducation & Student Housing Bull New York Stock Exchangeassets, Occupancy, realestate, Studenthousing, Transition
Jan 5, 2026Fund LettersBen PirieDNG CN Dynacor Group Inc. MaterialsGold Bull New York Stock Exchangecashflow, expansion, Gold, Margins, Processing
Jan 5, 2026Fund LettersBen PirieDRX CN ADF Group Inc. IndustrialsConstruction & Engineering Bull New York Stock ExchangeAcquisitions, backlog, CapEx, infrastructure, Steel
Jan 5, 2026Fund LettersJeremy KokemorGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, Regulation, Search
Jan 5, 2026Fund LettersRoderick van ZuylenDAVA Endava plc Information TechnologyIT Services Bull New York Stock ExchangeAI, Itservices, Margins, turnaround, valuation

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: