Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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
Jan 23, 2026Fund LettersNeal KaufmanLLY Eli Lilly and Company Health CarePharmaceuticals Bull New York Stock ExchangeDiabetes, GLP-1, growth, Obesity, pharmaceuticals
Jan 23, 2026Fund LettersJeffrey KolitchIRM Iron Mountain Incorporated Real EstateSpecialized REITs Bull New York Stock Exchangecashflow, data centers, infrastructure, Mix shift, REITs
Jan 23, 2026Fund LettersJeffrey KolitchVTR Ventas Inc. Real EstateHealth Care REITs Bull New York Stock ExchangeDemographics, Occupancy, operating leverage, Rent growth, senior housing
Jan 23, 2026Fund LettersJeffrey KolitchWELL Welltower Inc. Real EstateHealth Care REITs Bull New York Stock ExchangeDemographics, NOI, Occupancy, senior housing, Supplyconstraints
Jan 23, 2026Fund LettersJeffrey KolitchFBIN Fortune Brands Innovations Inc. IndustrialsBuilding Products Bull New York Stock Exchangebrands, Building Products, housing cycle, Margins, Pricing power
Jan 23, 2026Fund LettersJeffrey KolitchSKY Champion Homes Inc. Consumer DiscretionaryHomebuilding Bull New York Stock Exchangeaffordability, Capacity, Housing policy, Manufactured housing, valuation
Jan 23, 2026Fund LettersJeffrey KolitchCSGP CoStar Group Inc. Real EstateReal Estate Services Bear NASDAQCapital Spending, Competition, Data, proptech, valuation
Jan 23, 2026Fund LettersJeffrey KolitchH Hyatt Hotels Corporation Consumer DiscretionaryHotels & Resorts Bull New York Stock Exchangeasset-light, capital returns, Hotels, Travel, Unit growth
Jan 23, 2026Fund LettersJeffrey KolitchPLD Prologis Inc. Real EstateIndustrial REITs Bull New York Stock Exchangedata centers, Industrial REITs, Logistics, Rent growth, secular growth

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