Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 30, 2026Fund LettersNicholas D’AgnilloRICK RCI Hospitality Holdings Inc. Consumer DiscretionaryLeisure Facilities Bull NASDAQAsset Coverage, buybacks, cash flow, Governance, Real Estate
Jan 30, 2026Fund LettersNicholas D’AgnilloVOXR Vox Royalty Corp. MaterialsPrecious Metals & Minerals Bull New York Stock Exchangebalance sheet, cash flow, Gold, inflation hedge, royalties
Jan 30, 2026SubstackJapan Investing3186.T Nextage Co., Ltd. RetailUsed Car Retail Neutral Tokyo Stock Exchangefinancial products, gross profit per unit, inventory management, Japan, market conditions, Nextage, retail strategy, store expansion, used car retail, wholesale market
Jan 29, 2026Twitter / X@crux_capital_AAOI Applied Optoelectronics, Inc. Information TechnologyCommunications Equipment Bull NASDAQ1.6T, 800G, Automation, broadband, Capacity, CATV, datacenter, Optics, SiliconPhotonic, SugarLand, Transceivers, Verticalintegration
Jan 29, 2026Twitter / X@MattJMcClintockNKE NIKE, Inc. Consumer DiscretionaryFootwear Bear NYSEAthleticFootwear, China, Distribution, EMEA, Inventory, Layoffs, Margins, Marketing, Promotions, restructuring, Sportswear, WorldCup
Jan 29, 2026Fund LettersMark LandeckerMSFT Microsoft Corp. Information TechnologySystems Software Bear NASDAQAI, cloud, earnings growth, Multiple-Risk, valuation
Jan 29, 2026Fund LettersAaron EdelheitGRUSF Grown Rogue International Inc. Consumer StaplesCannabis Bull Dubai Financial MarketCannabis, Cost leadership, Distressed assets, growth, Indoor-Cultivation
Jan 29, 2026Fund LettersAaron EdelheitGLASF Glass House Brands Inc. Consumer StaplesCannabis Bull Dubai Financial MarketCannabis, consolidation, Cost advantage, Greenhouse, scale
Jan 29, 2026Fund LettersChristian RytherAAP Advance Auto Parts, Inc. Consumer DiscretionaryAutomotive Retail Bull New York Stock ExchangeAuto_Parts, Comps, supply chain, turnaround, valuation
Jan 29, 2026Fund LettersChristian RytherFTRE Fortrea Holdings Inc. Health CareLife Sciences Services Bull NASDAQClinicaltrials, Cro, healthcare, turnaround, valuation
Jan 29, 2026Fund LettersChristian RytherFTDR Frontdoor, Inc. Consumer DiscretionarySpecialty Services Bull NASDAQChurn, Homewarranty, services, turnaround, valuation
Jan 29, 2026Fund LettersChristian RytherGETB LN GetBusy plc Information TechnologyApplication Software Bull New York Stock ExchangeCompetition, insider buying, SaaS, valuation, vertical software
Jan 29, 2026Fund LettersChristian RytherENG GR Siemens Energy AG IndustrialsHeavy Electrical Equipment Bull XetraAi_Demand, Cyclicals, Electrification, Grids, Power Infrastructure
Jan 29, 2026Fund LettersChristian RytherVFC VF Corporation Consumer DiscretionaryApparel Bull New York Stock ExchangeApparel, brands, consumer, turnaround, valuation
Jan 29, 2026Fund LettersAaron SallenACNT Ascent Industries Co. MaterialsSpecialty Chemicals Bull NASDAQdeleveraging, Margins, operating leverage, specialty chemicals, turnaround
Jan 29, 2026Fund LettersAaron SallenBELFB Bel Fuse Inc. Class B Information TechnologyElectronic Components Bull NASDAQarbitrage, capital structure, Dual-Class, electronics, valuation
Jan 29, 2026Fund LettersAaron SallenJHG Janus Henderson Group plc FinancialsAsset Management Bull New York Stock Exchangeasset management, Event-driven, IRR, Merger Arbitrage, Takeout
Jan 29, 2026Fund LettersAnkur ShahDIS The Walt Disney Company Communication ServicesMedia & Entertainment Bull New York Stock Exchangecashflow, Intellectual_Property, media, Parks, Streaming
Jan 29, 2026Fund LettersAnkur ShahAMD Advanced Micro Devices, Inc. Information TechnologySemiconductors Bull NASDAQAI, data centers, Execution, semiconductors, Share_Gains
Jan 29, 2026Fund LettersAnkur ShahMU Micron Technology, Inc. Information TechnologySemiconductors Bull NASDAQAI, Free_cash_flow, Memory, Pricing_Discipline, semiconductors

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