Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 23, 2026Fund LettersPatricia Ribeiro1810 HK Xiaomi Corporation Consumer DiscretionaryConsumer Electronics Bear New York Stock ExchangeCompetition, EV, Execution, Margins, Smart phones
Jan 23, 2026Fund LettersPatricia Ribeiro688008 CH Montage Technology Co., Ltd. Information TechnologySemiconductors Neutral Shanghai Stock ExchangeAI, Memory interfaces, Product cycle, semiconductors, Volatility
Jan 23, 2026Fund LettersPatricia Ribeiro300308 CH Zhongji Innolight Co., Ltd. Information TechnologyCommunications Equipment Bull Shenzhen Stock Exchange5 G, AI, datacenters, growth, Optic modules
Jan 23, 2026Fund LettersPatricia Ribeiro267260 KS HD Hyundai Electric Co., Ltd. IndustrialsElectrical Equipment Bull New York Stock ExchangeAI, Electrification, infrastructure, Powergrid, Sustainability
Jan 23, 2026Fund LettersPatricia Ribeiro000660 KS SK Hynix Inc. Information TechnologySemiconductors Bull New York Stock ExchangeAI, data centers, Memory, Pricing power, Semi Conductors
Jan 23, 2026Fund LettersRajesh Gandhi6954 JP FANUC Corporation IndustrialsIndustrial Machinery Bull New York Stock ExchangeAutomation, growth, Industrial cycle, Reshoring, robotics
Jan 23, 2026Fund LettersRajesh GandhiROG SW Roche Holding AG Health CarePharmaceuticals Bull Swiss Exchangeearnings inflection, innovation, Oncology, pharma, pipeline
Jan 23, 2026Fund LettersRajesh Gandhi5838 JP Rakuten Bank Ltd. FinancialsRegional Banks Bull New York Stock Exchangedigital banking, financials, growth, Japan, Margins
Jan 23, 2026Fund LettersRajesh GandhiAZN LN AstraZeneca PLC Health CarePharmaceuticals Bull New York Stock ExchangeClinicaltrials, growth, pharma, pipeline, Regulation
Jan 23, 2026Fund LettersRajesh GandhiAMKR Amkor Technology Inc. Information TechnologySemiconductor Assembly & Testing Bull NASDAQAdvanced Packaging, AI, Margins, Onshoring, Semi Conductors
Jan 23, 2026Fund LettersNeal KaufmanRGEN Repligen Corporation Health CareLife Sciences Tools & Services Bull NASDAQAI, Bioprocessing, Consumables, lifesciences, Margins
Jan 23, 2026Fund LettersNeal KaufmanELAN Elanco Animal Health Incorporated Health CareAnimal Health Bull New York Stock ExchangeAnimal Health, deleveraging, growth, innovation, Margins
Jan 23, 2026Fund LettersNeal KaufmanWELL Welltower Inc. Health CareHealth Care REITs Bull New York Stock Exchangecashflow, Demographics, realestate, REITs, Seniorhousing
Jan 23, 2026Fund LettersNeal KaufmanARQT Arcutis Biotherapeutics, Inc. Health CareBiotechnology Bull NASDAQBiotech, dermatology, growth, innovation, Margins
Jan 23, 2026Fund LettersNeal KaufmanTMO Thermo Fisher Scientific Inc. Health CareLife Sciences Tools & Services Bull New York Stock ExchangeBioprocessing, Lifesciencestools, Margins, recovery, research
Jan 23, 2026Fund LettersNeal KaufmanEHC Encompass Health Corporation Health CareHealth Care Facilities Bull New York Stock ExchangeDemographics, Healthcarefacilities, Margins, recovery, Rehabilitation
Jan 23, 2026Fund LettersNeal KaufmanDOCS Doximity, Inc. Health CareHealth Care Technology Bear New York Stock Exchangeadvertising, Budgets, Competition, guidance, Healthtech
Jan 23, 2026Fund LettersNeal KaufmanARQQ Arcellx, Inc. Health CareBiotechnology Bull NASDAQBiotech, CART, Differentiation, Myeloma, Oncology
Jan 23, 2026Fund LettersNeal KaufmanTEVA Teva Pharmaceutical Industries Limited Health CarePharmaceuticals Bull New York Stock ExchangeBrandeddrugs, innovation, Margins, pharma, turnaround
Jan 23, 2026Fund LettersNeal KaufmanARGX argenx SE Health CareBiotechnology Bull NASDAQAutoimmune, biologics, Fcrn, growth, pipeline

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