Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 30, 2026Fund LettersAlex UmanskyMETA Meta Platforms, Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, Engagement, Margins, social media
Jan 30, 2026Fund LettersArman Gokgol-KlineRR LN Rolls-Royce Holdings plc IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, Defense, Engines, Margins, recovery
Jan 30, 2026Fund LettersAlex UmanskyACGL Arch Capital Group Ltd. FinancialsProperty & Casualty Insurance Bull NASDAQcapital allocation, Cyclicality, Discipline, Insurance, underwriting
Jan 30, 2026Fund LettersAlex UmanskyNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, data centers, Ecosystem, GPUs, innovation
Jan 30, 2026Fund LettersAlex UmanskyPWR Quanta Services, Inc. IndustrialsEngineering & Construction Bull New York Stock ExchangeCapEx, Electrification, Execution, Grid, infrastructure
Jan 30, 2026Fund LettersAlex UmanskyAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, backlog, Margins, Networking, semiconductors
Jan 30, 2026Fund LettersArman Gokgol-KlineALGN Align Technology, Inc. Health CareMedical Devices Bull NASDAQBranding, growth, Medical devices, Orthodontics, Penetration
Jan 30, 2026Fund LettersAlex UmanskyTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull New York Stock ExchangeAI, Foundry, Pricing, scale, semiconductors
Jan 30, 2026Fund LettersArman Gokgol-KlineACN Accenture plc Information TechnologyIT Consulting & Other Services Bull New York Stock ExchangeAI, Consulting, Digital transformation, resilience, scale
Jan 30, 2026Fund LettersArman Gokgol-KlineMSA MSA Safety, Inc. IndustrialsSafety Equipment Bull New York Stock ExchangeEquipment, Margins, Regulation, Safety, Subscriptions
Jan 30, 2026Fund LettersAlex UmanskyGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, monetization, Search
Jan 30, 2026Fund LettersJonathan EdwardsLITE Lumentum Holdings Information TechnologyOptical Components Bull NASDAQAI infrastructure, data centers, margin expansion, Optical-Components, secular growth
Jan 30, 2026Fund LettersJonathan EdwardsGTLB Chart Industries IndustrialsIndustrial Machinery Bear New York Stock Exchangecapital recycling, clean energy, M&A, Opportunity-Cost
Jan 30, 2026Fund LettersJonathan EdwardsARCB ArcBest IndustrialsAir Freight & Logistics Bull NASDAQefficiency, Freight-Cycle, Logistics, Ltl-Shipping, operating leverage
Jan 30, 2026Fund LettersJonathan EdwardsGMED Globus Medical Health CareMedical Devices Bull New York Stock ExchangeIntegration-Risk, Medical devices, Orthopedics, recovery, Spine
Jan 30, 2026Fund LettersJonathan EdwardsCRL Charles River Laboratories International Health CareLife Sciences Tools & Services Bull New York Stock ExchangeBiotech-Spending, Cro, drug development, Outsourcing, valuation discount
Jan 30, 2026Fund LettersChristopher SmithGE General Electric Company IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, aftermarket, Earnings_Revisions, ROIC, Structural_Growth
Jan 30, 2026Fund LettersNicholas D’AgnilloDSHK Drive Shack Inc. Consumer DiscretionaryLeisure Facilities Bull Dubai Financial Marketasset monetization, illiquidity, Optionality, restructuring, Special situations
Jan 30, 2026Fund LettersNicholas D’AgnilloGLFE Green Light Financial Enterprises Consumer DiscretionaryLeisure Facilities Bull Dubai Financial Marketasset monetization, illiquidity, Optionality, restructuring, Special situations
Jan 30, 2026Fund LettersNicholas D’AgnilloHZO MarineMax Inc. Consumer DiscretionaryLeisure Products Bull New York Stock ExchangeAsset backed, Cyclicality, Leisure, Marinas, Real Estate

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