Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 26, 2026Fund LettersBrad SlingerlendLRCX Lam Research Corp. Information TechnologySemiconductor Equipment Bull NASDAQAI, CapEx, Complexity, Margins, semiconductor equipment
Jan 26, 2026Fund LettersBrad SlingerlendFISV Fiserv Inc. Information TechnologyTransaction & Payment Processing Services Bear New York Stock Exchangedurability, exit, Fintech, Management Reset, Payments
Jan 26, 2026Fund LettersBrad SlingerlendDHR Danaher Corp. Health CareLife Sciences Tools & Services Bull New York Stock Exchangediagnostics, life sciences, Margins, recovery, recurring revenue
Jan 26, 2026Fund LettersBrad SlingerlendGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, Platforms, Search
Jan 26, 2026Fund LettersAnia A. AldrichCOO The Cooper Companies, Inc. Health CareHealth Care Supplies Bull New York Stock Exchangecapacity expansion, Contac tlenses, Medical devices, recurring revenue, valuation
Jan 26, 2026Fund LettersBrian M. BarishSW Smurfit Westrock plc MaterialsPaper & Packaging Bull New York Stock ExchangeCorrugated, Margins, Merger Synergies, Packaging, Self Help
Jan 26, 2026Fund LettersAndrew PeckCWST Casella Waste Systems Inc. IndustrialsWaste Management Bull NASDAQconsolidation, infrastructure, Margins, Pricing power, Waste bManagement
Jan 26, 2026Fund LettersAndrew PeckGLIBA Liberty Broadband Corp. Communication ServicesCable & Satellite Bull NASDAQbroadband, cable, corporate actions, holding company, NAV discount
Jan 26, 2026Fund LettersAndrew PeckPRMB Primo Brands Corp. Consumer StaplesHousehold Products Bull New York Stock ExchangeBottled Water, cashflow, consumer staples, Margins, recurring revenue
Jan 26, 2026Fund LettersAndrew PeckLLYVA Liberty Live Group Communication ServicesEntertainment Bull NASDAQLive entertainment, NAV discount, Pricing power, Sponsorship, Ticketing
Jan 26, 2026Fund LettersAndrew PeckVRNS Varonis Systems Inc. Information TechnologySecurity Software Bull NASDAQcybersecurity, Data Governance, recurring revenue, SaaS, Subscriptions
Jan 26, 2026Fund LettersAndrew PeckINDI indie Semiconductor Inc. Information TechnologySemiconductors Bull NASDAQAd As, Auto-Semiconductors, Content, design wins, Electrification
Jan 26, 2026Fund LettersAndrew PeckFROG JFrog Ltd. Information TechnologyApplication Software Bull NASDAQAI, cybersecurity, Devops, Free Cash Flow, Software Supply Chain
Jan 26, 2026Fund LettersAndrew PeckCAS Casella Waste Systems Inc. IndustrialsWaste Management Bull NASDAQconsolidation, infrastructure, Margins, Pricing power, waste management
Jan 26, 2026Fund LettersAndrew PeckWAY Waystar Holding Corp. Health CareHealth Care Technology Bull NASDAQAI, Automation, cashflow, Healthcare IT, Revenue cycle
Jan 26, 2026Fund LettersAndrew PeckCWAN Clearwater Analytics Holdings Inc. Information TechnologyApplication Software Bull New York Stock ExchangeFintech, Margins, private equity, recurring revenue, Software
Jan 26, 2026Fund LettersAndrew PeckESTA Establishment Labs Holdings Inc. Health CareMedical Devices Bull NASDAQAesthetics, growth, innovation, market share, Medical devices
Jan 26, 2026Fund LettersAndrew PeckEXAS Exact Sciences Corp. Health CareDiagnostics & Research Bull NASDAQacquisition, Cancer Screening, cashflow, diagnostics, healthcare
Jan 26, 2026Fund LettersKEN STUZIZTS Zoetis Inc. Health CarePharmaceuticals Bear New York Stock ExchangeAnimal Health, Competition, earnings visibility, exit, pipeline
Jan 26, 2026Fund LettersKEN STUZIMRVL Marvell Technology Inc. Information TechnologySemiconductors Bull NASDAQAI, buybacks, custom silicon, Networking, semiconductors

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