Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 23, 2026Fund LettersJeffrey KolitchJLL Jones Lang LaSalle Incorporated Real EstateReal Estate Services Bull New York Stock Exchangecommercial real estate, Earnings-recovery, Outsourcing, services, valuation
Jan 23, 2026Fund LettersNed BellJKHY Jack Henry & Associates Inc. Information TechnologyApplication Software Bear NASDAQCapital Rotation, Core banking, Fintech, Software, valuation
Jan 23, 2026Fund LettersNed BellLPLA LPL Financial Holdings Inc. FinancialsInvestment Banking & Brokerage Bull NASDAQAdvisors, Brokerage, Inflows, operating leverage, wealth management
Jan 23, 2026Fund LettersNed BellGWW W.W. Grainger Inc. IndustrialsIndustrial Distribution Bull New York Stock Exchangecashflow, Industrial distribution, Margins, MRO, scale
Jan 23, 2026Fund LettersNed BellTSCO Tractor Supply Company Consumer DiscretionarySpecialty Retail Bear NASDAQguidance, retail, Rural, seasonality, Weather
Jan 23, 2026Fund LettersNed BellODFL Old Dominion Freight Line Inc. IndustrialsCargo Ground Transportation Bull NASDAQCyclicals, Logistics, Ltl, Pricing, Trucking
Jan 23, 2026Fund LettersNed BellVEEV Veeva Systems Inc. Health CareHealth Care Technology Bull New York Stock ExchangeHealth care software, life sciences, recurring revenue, SaaS, Stickiness
Jan 23, 2026Fund LettersNed BellAUTO LN AutoTrader Group PLC Communication ServicesDigital Media Bull New York Stock ExchangeAutos, Digital Marketplace, network effects, Platforms, Pricing power
Jan 23, 2026Fund LettersNed BellCOR Cencora, Inc. Health CareHealth Care Distributors Bull New York Stock Exchangecashflow, Distribution, healthcare, pharmaceuticals, scale
Jan 23, 2026Fund LettersNed BellTSCO Tractor Supply Company Consumer DiscretionarySpecialty Retail Bull NASDAQconsumer, Cyclicality, resilience, Ruralretail, Store growth
Jan 23, 2026Fund LettersNed BellCNM Core & Main, Inc. IndustrialsIndustrial Distribution Bull New York Stock ExchangeDistribution, growth, infrastructure, Municipal, Water
Jan 23, 2026Fund LettersNed BellTTC The Toro Company IndustrialsMachinery Bull New York Stock ExchangeIndustrials, infrastructure, machinery, Pricingpower, resilience
Jan 23, 2026Fund LettersNed Bell3064 JP MonotaRO Co., Ltd. IndustrialsIndustrial Distribution Bull New York Stock Exchangecompounding, ecommerce, Industrial distribution, Logistics, marketshare
Jan 23, 2026Fund LettersNed Bell6146 JP Disco Corporation Information TechnologySemiconductor Equipment Bull New York Stock ExchangeEquipment, Margins, Pricing power, Semi Conductors, technology
Jan 23, 2026Fund LettersNed BellCPG LN Compass Group PLC Consumer DiscretionaryHotels Restaurants & Leisure Bull New York Stock Exchangecompounding, Margins, Outsourcing, services, valuation
Jan 23, 2026Fund LettersNed BellLPLA LPL Financial Holdings Inc. FinancialsInvestment Banking & Brokerage Bull NASDAQBrokerage, capital returns, operating leverage, organic growth, wealth management
Jan 23, 2026Fund LettersNed BellGWW W.W. Grainger, Inc. IndustrialsIndustrial Distribution Bull New York Stock Exchangecashflow, Cycle, Industrial distribution, Margins, Pricing power
Jan 23, 2026Fund LettersNed BellODFL Old Dominion Freight Line, Inc. IndustrialsTrucking Bull NASDAQCyclicality, Freight, Ltl, Margins, Pricingpower
Jan 23, 2026Fund LettersBryan BarrettCENT Central Garden & Pet Company Consumer StaplesHousehold Products Bull NASDAQAcquisitions, Costreduction, Gardening, Margins, Pets
Jan 23, 2026Fund LettersJeffrey GermainTSCO LN Tesco plc Consumer StaplesFood Retail Bear New York Stock ExchangeCompetition, grocery retail, Margins, turnaround, Valuation Discipline

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