Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 30, 2026Twitter / X@Heady_CreekDECK Deckers Outdoor Corporation Consumer DiscretionaryFootwear Bull NYSEathleisure, ChannelInventory, Footwear, GrossMargins, Promotions, Running, Sneakers, Surveys, valuation
Jan 30, 2026Fund LettersAndrew FlatteryCEF Sprott Physical Gold and Silver Trust FinancialsAsset Management Bull New York Stock Exchangediversification, Gold, Hedging, inflation, Silver
Jan 30, 2026Fund LettersAndrew FlatteryHEI HEICO Corporation IndustrialsAerospace & Defense Bull New York Stock ExchangeAcquisitions, Aerospace, compounder, Defense, Margins
Jan 30, 2026Fund LettersAndrew FlatteryASTS AST SpaceMobile, Inc. Communication ServicesWireless Telecommunications Bull NASDAQinfrastructure, Optionality, Satellites, Space, Telecom
Jan 30, 2026Fund LettersAndrew FlatteryMSTR Strategy Inc. (formerly MicroStrategy, Inc.) Information TechnologyApplication Software Bull NASDAQBitcoin, Capital markets, Digital Gold, leverage, Volatility
Jan 30, 2026Fund LettersAdib Motiwala4832 JP JFE Systems, Inc. Information TechnologyIT Services Bull New York Stock Exchangecash generation, Governance, Itservices, rerating, subsidiaries
Jan 30, 2026Fund LettersAdib Motiwala9658 JP Business Brain Showa-Ota Inc. Information TechnologyIT Consulting & BPO Bull New York Stock Exchangebuybacks, Consulting, Governance, Margins, recurring revenue
Jan 30, 2026Fund LettersAdib Motiwala4746 JP Ryoyu Systems Co., Ltd. Information TechnologyIT Services Bull New York Stock Exchangecashflow, dividends, Governance, Itservices, rerating
Jan 30, 2026Fund LettersAlexAMRZ Amrize Ltd MaterialsConstruction Materials Bull New York Stock ExchangeBuilding materials, Housing, Insiders, turnaround, valuation
Jan 30, 2026Fund LettersAlexHOLN SW Holcim AG MaterialsConstruction Materials Bull Swiss ExchangeCement, infrastructure, Margins, materials, spin-off
Jan 30, 2026Fund LettersAlexNU Nu Holdings Ltd. FinancialsDigital Banks Bull New York Stock Exchangebanking, Fintech, growth, Latin America, valuation
Jan 30, 2026Fund LettersAlexONON On Holding AG Consumer DiscretionaryFootwear Bull New York Stock ExchangeApparel, Branding, consumer, growth, Pricing power
Jan 30, 2026Fund LettersAlexBRK.B Berkshire Hathaway Inc. FinancialsMulti-Sector Holdings Bull New York Stock Exchangecapital allocation, conglomerate, Governance, Insurance, Optionality
Jan 30, 2026Fund LettersAlexTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductor Foundries Bull New York Stock ExchangeAI, CapEx, Foundry, Moat, semiconductors
Jan 30, 2026Fund LettersAlexGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, cloud, Optionality, Platforms, semiconductors
Jan 30, 2026Fund LettersKris KelleyMNR Mach Natural Resources LP EnergyOil & Gas Exploration & Production Bull New York Stock Exchangecapital allocation, cashflow, dividends, energy, Pdp
Jan 30, 2026Fund LettersDavid PolanskyBROS Dutch Bros Inc. Consumer DiscretionaryRestaurants Bull New York Stock Exchangecash flow, Culture, expansion, Restaurants, Unit economics
Jan 30, 2026Fund LettersDavid PolanskyMAMA Mama’s Creations Inc. Consumer StaplesPackaged Foods Bull NASDAQDistribution, Free Cash Flow, Margins, Prepared foods, retail expansion
Jan 30, 2026Fund LettersDavid PolanskyPAR Par Technology Corp. Information TechnologyApplication Software Bull New York Stock ExchangeARR, mispricing, operating leverage, Point of Sale, restaurant software
Jan 30, 2026Fund LettersJacob MitchellBMRI IJ Bank Mandiri Persero Tbk FinancialsBanks Bull New York Stock Exchangebanking, dividends, Emerging markets, Rates, valuation

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