Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 3, 2026Fund LettersJoost van der Mandele000660 KS SK Hynix Inc. Information TechnologySemiconductors Bull New York Stock ExchangeAI, Memory, Pricing power, semiconductors, Shortages
Feb 3, 2026Fund LettersJoost van der MandeleXLY CN Auxly Cannabis Group Inc. Consumer StaplesTobacco Bull New York Stock ExchangeBranding, Cannabis, consolidation, profitability, valuation
Feb 3, 2026Fund LettersDerek PileckiTFSL TFS Financial Corporation FinancialsThrifts & Mortgage Finance Bull NASDAQEarnings-recovery, Mutual Holding Company, net interest margin, share repurchases, tangible book value, yield curve
Feb 3, 2026SubstackRijnberk Invest InsightsNOW ServiceNow TechnologyEnterprise Software Bull New York Stock ExchangeAI Orchestration, customer retention, cybersecurity, Enterprise software, Free Cash Flow, high switching costs, M&A activity, Platform Innovation, Revenue Growth, valuation discount
Feb 2, 2026Fund LettersGregory See5LY SI Marco Polo Marine Ltd IndustrialsMarine Transportation Bull New York Stock ExchangeCyclicals, Governance, offshorewind, rerating, shipyard, transformation
Feb 2, 2026Fund LettersGregory SeeKKR KKR & Co. Inc. FinancialsAsset Management & Custody Banks Bull New York Stock ExchangeAlternatives, AUM, compounding, Fees, Private Credit, valuation
Feb 2, 2026Fund LettersGregory SeeAPO Apollo Global Management Inc. FinancialsAsset Management & Custody Banks Bull New York Stock ExchangeAlternatives, AUM, Credit, Fees, private equity, valuation
Feb 2, 2026Fund LettersGregory SeeTSM Taiwan Semiconductor Manufacturing Co. Ltd. Information TechnologySemiconductors Bull New York Stock ExchangeAI, CapEx, Foundry, Margins, ROE, semiconductors
Feb 2, 2026Fund LettersJonathan CukierwarDBO CN D-BOX Technologies Inc. Information TechnologySpecialty Hardware Bull New York Stock ExchangeAsymmetry, Conviction, entertainment, Haptics, microcap
Feb 2, 2026Fund LettersHawkins EntrekinQURE uniQure N.V. Health CareBiotechnology Bull NASDAQBiotech, clinical data, gene therapy, Optionality, Regulation
Feb 2, 2026Fund LettersHawkins EntrekinPLTR Palantir Technologies Inc. Information TechnologyApplication Software Bear New York Stock ExchangeAI, Downside, Hedge, Software, valuation
Feb 2, 2026Fund LettersHawkins EntrekinARE Alexandria Real Estate Equities, Inc. Real EstateHealth Care REITs Bull New York Stock ExchangeBiotech, Caprates, Life-science, Oversupply, REITs
Feb 2, 2026Fund LettersDave WatersMCDIF McDermott International Ltd. IndustrialsEngineering & Construction Bull Dubai Financial Marketbacklog growth, energy infrastructure, operating leverage, Refinancing, turnaround
Feb 2, 2026Fund LettersHawkins EntrekinMTN Vail Resorts, Inc. Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull New York Stock Exchangeassets, Ski, Tourism, valuation, Weather
Feb 2, 2026Fund LettersDave WatersSLVM Sylvamo Corporation MaterialsPaper & Forest Products Bull New York Stock ExchangeCapacity-Reduction, Cyclicals, Free Cash Flow, industry consolidation, Paper
Feb 2, 2026Fund LettersDave WatersNLOP Net Lease Office Properties Real EstateOffice REITs Bull New York Stock ExchangeCap rates, capital returns, Liquidation, NAV discount, Property-Dispositions
Feb 2, 2026Fund LettersDave WatersMCB LN McBride plc Consumer StaplesHousehold Products Bull New York Stock Exchangebalance sheet, buybacks, consumer staples, dividends, valuation gap
Feb 2, 2026Fund LettersDave WatersGTX Garrett Motion Inc. Consumer DiscretionaryAuto Parts Bull NASDAQAuto parts, buybacks, capital allocation, Ev-Transition, Free Cash Flow
Feb 2, 2026Fund LettersDave WatersCRAWA Crawford United Corporation IndustrialsIndustrial Conglomerates Bull New York Stock Exchangeconglomerate discount, Hidden-Assets, Industrials, M&A, valuation upside
Feb 2, 2026Fund LettersDave WatersZEG LN Zegona Communications plc Communication ServicesTelecom Services Bull New York Stock Exchangeasset sales, buybacks, capital returns, deleveraging, Telecom-Turnaround

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: