Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 26, 2026Fund LettersKEN STUZIMRVL Marvell Technology Inc. Information TechnologySemiconductors Bull NASDAQAI, buybacks, custom silicon, Networking, semiconductors
Jan 26, 2026Fund LettersKEN STUZIVEEV Veeva Systems Inc. Information TechnologyApplication Software Bull New York Stock ExchangeCRM, life sciences, Margins, Software, switching costs
Jan 26, 2026Fund LettersKEN STUZINOW ServiceNow Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAI, Enterprise software, Margins, Sentiment, Workflow
Jan 26, 2026Fund LettersKEN STUZINFLX Netflix Inc. Communication ServicesMovies & Entertainment Bull NASDAQadvertising, Content, M&A, scale, Streaming
Jan 26, 2026Fund LettersKEN STUZIDHR Danaher Corp. Health CareLife Sciences Tools & Services Bull New York Stock Exchangecashflow, diagnostics, life sciences, Margins, recurring revenue
Jan 26, 2026Fund LettersKEN STUZIAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI infrastructure, cashflow, custom silicon, hyperscalers, Networking
Jan 26, 2026Fund LettersKEN STUZIMSFT Microsoft Corp. Information TechnologySystem Software Bull NASDAQAI, cloud, Enterprise software, Margins, productivity
Jan 26, 2026Fund LettersKEN STUZIUBER Uber Technologies Inc. IndustrialsRoad & Rail Transportation Bull New York Stock ExchangeAutonomy, delivery, mobility, Platforms, Subscriptions
Jan 26, 2026Fund LettersKEN STUZINVDA NVIDIA Corp. Information TechnologySemiconductors Bull NASDAQAI, data centers, GPUs, Roadmap, semiconductors
Jan 26, 2026Fund LettersKEN STUZIAMZN Amazon.com Inc. Consumer DiscretionaryInternet Retail Bull NASDAQadvertising, AI, cloud, ecommerce, scale
Jan 26, 2026Fund LettersKEN STUZIFICO Fair Isaac Corp. Information TechnologyApplication Software Bull New York Stock Exchangeanalytics, credit scoring, Pricing power, Regulation, Software
Jan 26, 2026Fund LettersKEN STUZIHLT Hilton Worldwide Holdings Inc. Consumer DiscretionaryHotels & Resorts Bull New York Stock Exchangeasset-light, cash flow, Franchising, Hotels, Travel
Jan 26, 2026Fund LettersKEN STUZIISRG Intuitive Surgical Inc. Health CareHealth Care Equipment Bull NASDAQMedtech, Procedures, recurring revenue, robotics, Surgery
Jan 26, 2026Fund LettersKEN STUZIGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, Margins, Search
Jan 26, 2026Fund LettersBrian AngerameCPAY Corpay, Inc. FinancialsTransaction & Payment Processing Services Bull New York Stock ExchangeAutomation, cashflow, Margins, Payments, recurring revenue
Jan 26, 2026Fund LettersBrian AngerameCWST Casella Waste Systems, Inc. IndustrialsEnvironmental & Facilities Services Bull NASDAQcashflow, consolidation, Defensiveness, Pricingpower, Wastemanagement
Jan 26, 2026Fund LettersBrian AngerameARE Alexandria Real Estate Equities, Inc. Real EstateOffice REITs Neutral New York Stock Exchangedividends, headwinds, Leasing, lifesciences, realestate
Jan 26, 2026Fund LettersBrian AngerameCHDN Churchill Downs Incorporated Consumer DiscretionaryCasinos & Gaming Bull NASDAQassets, cashflow, entertainment, Gaming, Normalization
Jan 26, 2026Fund LettersBrian AngerameEXPE Expedia Group, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQconsumer, Execution, Margins, Platforms, Travel
Jan 26, 2026Fund LettersBrian AngerameLNWO Light & Wonder, Inc. Consumer DiscretionaryCasinos & Gaming Bull NASDAQentertainment, Gaming, recurring revenue, Technicals, valuation

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