Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 29, 2026Fund LettersWilhelm Hertzog6586 JP Makita Corporation IndustrialsPower Tools Neutral New York Stock ExchangeCyclicals, Industrials, Inventory, Margins, Mean Reversion
Jan 29, 2026Fund LettersWilhelm HertzogAENA SM Aena S.M., S.A. IndustrialsAirport Operators Neutral Brasil Bolsa BalcãoAirports, Cove Recovery, infrastructure, Regulation, valuation
Jan 29, 2026Fund LettersWilhelm HertzogTBS SJ Tiger Brands Ltd Consumer StaplesPackaged Foods Bull New York Stock ExchangeExecution, Food, management, South Africa, turnaround
Jan 29, 2026Fund LettersWilhelm HertzogBAYN GR Bayer AG Health CarePharmaceuticals Bull Xetralitigation, pharmaceuticals, pipeline, rerating, turnaround
Jan 29, 2026Fund LettersChristopher ColarikCORT Corcept Therapeutics Incorporated Health CareBiotechnology Bear NASDAQbiotechnology, drug approval, Pipeline Uncertainty, Regulatory risk
Jan 29, 2026Fund LettersDaniel BellehsenTOI CN Topicus.com Inc. Information TechnologyApplication Software Bull Euronext Stock ExchangeAcquisitions, European Software, growth, recurring revenue, VMS
Jan 29, 2026Fund LettersDaniel BellehsenCSU CN Constellation Software Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAcquisitions, compounding, Decentralization, Free Cash Flow, vertical software
Jan 29, 2026Fund LettersDaniel BellehsenRH RH Consumer DiscretionaryHome Furnishings Bull New York Stock Exchangecapital allocation, Experiential Retail, founder-led, Luxury Brand, Margins
Jan 29, 2026Fund LettersDaniel BellehsenHEI HEICO Corporation IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace Aftermarket, Antifragile, compounding, Decentralization, ROIC
Jan 29, 2026Fund LettersDaniel BellehsenWBD Warner Bros. Discovery, Inc. Communication ServicesMedia & Entertainment Bull NASDAQFree Cash Flow, Incentives, Media Deleveraging, rerating, Special Situation
Jan 29, 2026Fund LettersDan RollerTPB Turning Point Brands, Inc. Consumer StaplesTobacco Bull New York Stock Exchangecash flow, growth inflection, market share, Nicotine pouches, Re-rating
Jan 29, 2026Fund LettersDan RollerPCYO Pure Cycle Corporation Real EstateReal Estate Development Bull NASDAQinflation, Land value, Optionality, Real assets, Water Rights
Jan 29, 2026Fund LettersDan RollerHKHC Horizon Kinetics Holding Corporation FinancialsAsset Management Bull NASDAQasset management, Incentive Fees, Inflation beneficiary, Optionality, valuation
Jan 29, 2026Fund LettersDan RollerCLAR Clarus Corporation Consumer DiscretionaryLeisure Products Bull NASDAQBrand Assets, Catalysts, net cash, Sum-of-the-Parts, undervaluation
Jan 29, 2026Fund LettersMordechai YavnehBUR Burford Capital Ltd FinancialsSpecialty Finance Bull New York Stock ExchangeCatalysts, Legal, Litigation Finance, Special situations, valuation
Jan 29, 2026Fund LettersMordechai YavnehVLE CN Valeura Energy Inc EnergyOil & Gas Exploration & Production Bull New York Stock Exchangecashflow, energy, Offshore, oil, valuation
Jan 29, 2026Fund LettersMordechai YavnehSIMO Silicon Motion Technology Corp. Information TechnologySemiconductors Bull NASDAQAI, Controllers, Margins, Nand, semiconductors
Jan 29, 2026Fund LettersMordechai YavnehKCN AU Kingsgate Consolidated Ltd MaterialsGold Mining Bull New York Stock Exchangecashflow, Commodities, Gold, Mining, valuation
Jan 29, 2026SubstackSleepy SolNOW ServiceNow, Inc. SoftwareEnterprise Software Neutral New York Stock Exchangedividends, enterprise cloud computing, EPS growth, management strategy, market correction, Revenue Growth, ServiceNow, Share Buybacks, shareholder returns, software industry
Jan 29, 2026SubstackBrad MunchenTSLA Tesla, Inc. AutomotiveElectric Vehicles Bear Nasdaq Stock Marketautonomous driving, CapEx, Electric Vehicles, energy storage, FSD, market valuation, production costs, profitability, Tesla, xAI

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