Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 27, 2026Fund LettersChris WelchBAH Booz Allen Hamilton Holding Corp. IndustrialsIT Consulting & Other Services Bull New York Stock ExchangeAI, cybersecurity, Defense Services, Government Spending, valuation
Jan 27, 2026Fund LettersChris WelchSBAC SBA Communications Corp. Real EstateWireless Tower REIT Bull NASDAQ5G, cashflow, infrastructure, REITs, Wireless Towers
Jan 27, 2026Fund LettersChris WelchCUBE CubeSmart Real EstateSelf-Storage REIT Bear New York Stock ExchangeHousing, Occupancy, REITs, scale, Self-storage
Jan 27, 2026Fund LettersChris WelchGTES Gates Industrial Corp plc IndustrialsIndustrial Machinery Bear New York Stock ExchangeAutomation, Industrial Cyclical, infrastructure, Margins, recovery
Jan 27, 2026Fund LettersChris WelchHII Huntington Ingalls Industries Inc IndustrialsAerospace & Defense Bull New York Stock Exchangebacklog, Defense, Execution, Margins, Shipbuilding
Jan 27, 2026Fund LettersChris WelchWCC WESCO International Inc IndustrialsIndustrial Distribution Bull New York Stock Exchangedata centers, Distribution, Electrification, infrastructure, Margins
Jan 27, 2026Fund LettersChris WelchCIEN Ciena Corp Information TechnologyCommunications Equipment Bull New York Stock ExchangeAI, Bandwidth, cloud, hyperscalers, optical networking
Jan 27, 2026Fund LettersChris WelchARE Alexandria Real Estate Equities, Inc. Real EstateOffice REITs Bull New York Stock Exchangedevelopment, lifesciences, recovery, REITs, valuation
Jan 27, 2026Fund LettersChris WelchZTS Zoetis Inc Health CarePharmaceuticals Bull New York Stock ExchangeAnimal Health, Pets, pharmaceuticals, pipeline, valuation
Jan 27, 2026Fund LettersChris WelchHII Huntington Ingalls Industries Inc IndustrialsAerospace & Defense Bull New York Stock Exchangebacklog, Defense, Execution, Margins, Shipbuilding
Jan 27, 2026Fund LettersChuck BathEQT EQT Corporation EnergyOil & Gas Exploration & Production Bull New York Stock ExchangeCommodities, Cost leadership, energy, infrastructure, Naturalgas
Jan 27, 2026Fund LettersChuck BathSOLV Solventum Corporation Health CareHealth Care Technology Bull New York Stock ExchangeHealthcare IT, Margins, R And D, spinoff, turnaround
Jan 27, 2026Fund LettersChuck BathWIX Wix.com Ltd. Information TechnologyApplication Software Bull NASDAQAI, Platforms, SaaS, Software, valuation
Jan 27, 2026Fund LettersChuck BathDOV Dover Corporation IndustrialsIndustrial Conglomerates Bull New York Stock ExchangeCyclicality, Execution, Industrials, Margins, valuation
Jan 27, 2026Fund LettersChuck BathCOO The Cooper Companies, Inc. Health CareHealth Care Supplies Bull New York Stock ExchangeContact lenses, growth, Medicaldevices, valuation, Womenshealth
Jan 27, 2026Fund LettersChuck BathSYY Sysco Corporation Consumer StaplesFood Distribution Bear New York Stock Exchangeconsumer, Defensiveness, Distribution, Foodservice, scale
Jan 27, 2026Fund LettersChuck BathLH Labcorp Holdings Inc. Health CareDiagnostics & Research Bear New York Stock Exchangediagnostics, healthcare, Margins, restructuring, scale
Jan 27, 2026Fund LettersChuck BathZTS Zoetis Inc. Health CarePharmaceuticals Bear New York Stock ExchangeAnimal Health, Demand, guidance, healthcare, pipeline
Jan 27, 2026Fund LettersChuck BathCOF Capital One Financial Corporation FinancialsConsumer Finance Bull New York Stock Exchangebuybacks, Consumerfinance, creditcards, earnings, Economy
Jan 27, 2026Fund LettersChuck BathAIG American International Group, Inc. FinancialsProperty & Casualty Insurance Bull New York Stock Exchangebuybacks, capital return, Expenses, Insurance, Mna

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