Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 30, 2026Fund LettersTim HarrisDAR Darling Ingredients Inc. Consumer StaplesAgricultural Products Bull New York Stock ExchangeAnimal-Byproducts, Free Cash Flow, Rendering, Renewable diesel, Sustainability
Jan 30, 2026Fund LettersDavid A.KatzFISV Fiserv, Inc. FinancialsTransaction & Payment Processing Services Neutral New York Stock Exchangeearnings, Execution, management, Payments, Risk
Jan 30, 2026Fund LettersRonald BaronDUOL Duolingo, Inc. Communication ServicesInteractive Media & Services Bear NASDAQBookings, Education, Engagement, monetization, valuation
Jan 30, 2026Fund LettersDavid A.KatzTXN Texas Instruments Incorporated Information TechnologySemiconductors Bull NASDAQCyclicality, Industrial, Margins, semiconductors, valuation
Jan 30, 2026Fund LettersMark BaribeauGEV GE Vernova Inc. IndustrialsElectrical Equipment Bull New York Stock Exchangebacklog, data centers, Electrification, energy, Power generation
Jan 30, 2026Fund LettersRonald BaronCSGP CoStar Group, Inc. Real EstateReal Estate Services Bull NASDAQData, Margins, Marketplaces, realestate, Reinvestment, Users
Jan 30, 2026Fund LettersRonald BaronSPOT Spotify Technology S.A. Communication ServicesInteractive Media & Services Bull New York Stock Exchangeadvertising, Engagement, Margins, Pricing, Streaming, Subscriptions
Jan 30, 2026Fund LettersRonald BaronONON On Holding AG Consumer DiscretionaryFootwear Bull New York Stock ExchangeBrand, Footwear, growth, innovation, Margins, Pricing
Jan 30, 2026Fund LettersRonald BaronH Hyatt Hotels Corporation Consumer DiscretionaryHotels Resorts & Cruise Lines Bull New York Stock ExchangeAssetLight, buybacks, Lodging, Loyalty, RevPAR, valuation
Jan 30, 2026Fund LettersRonald BaronFIGS FIGS, Inc. Consumer DiscretionaryApparel Retail Bull New York Stock ExchangeApparel, cashflow, healthcare, International, Margins, Replenishment
Jan 30, 2026Fund LettersRonald BaronGWRE Guidewire Software, Inc. Information TechnologySoftware Bull New York Stock ExchangeARR, cloud, Insurance, Margins, Software
Jan 30, 2026Fund LettersAlex UmanskyWELL Welltower Inc. Real EstateHealth Care REITs Bull New York Stock ExchangeAlignment, cashflow, Demographics, REITs, senior housing
Jan 30, 2026Fund LettersAlex UmanskyDHR Danaher Corporation Health CareLife Sciences Tools & Services Bull New York Stock ExchangeBioprocessing, Cyclicality, diagnostics, life sciences, Margins
Jan 30, 2026Fund LettersArman Gokgol-KlineELV Elevance Health, Inc. Health CareManaged Health Care Bull New York Stock ExchangeMargins, Medicaid, Policy, recovery, Utilization
Jan 30, 2026Fund LettersAlex UmanskyMSCI MSCI Inc. FinancialsFinancial Exchanges & Data Bull New York Stock ExchangeAI, buybacks, Data, Indexes, Subscriptions
Jan 30, 2026Fund LettersArman Gokgol-KlineUNH UnitedHealth Group Incorporated Health CareManaged Health Care Bull New York Stock Exchangehealthcare, managed care, Margins, Policy, Utilization
Jan 30, 2026Fund LettersAlex UmanskyMSFT Microsoft Corporation Information TechnologySystem Software Bull NASDAQAI, cloud, enterprise, Margins, Software
Jan 30, 2026Fund LettersArman Gokgol-KlineGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, cloud, Platforms, Regulation, Search
Jan 30, 2026Fund LettersAlex UmanskyCSGP CoStar Group, Inc. Real EstateReal Estate Services Bull NASDAQData, Marketplaces, Platforms, Real Estate, Reinvestment
Jan 30, 2026Fund LettersAlex UmanskyMETA Meta Platforms, Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, Engagement, Margins, social media

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