Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 23, 2026Fund LettersJeffrey GermainNG LN National Grid plc UtilitiesElectric Utilities Bull New York Stock ExchangeCapEx, Decarbonization, Electrification, Inflation Protection, Regulated utilities
Jan 23, 2026Fund LettersJeffrey GermainMNDI LN Mondi plc MaterialsContainers & Packaging Bull New York Stock ExchangeContainer board, Cyclicality, Margin recovery, Packaging, Sustainability
Jan 23, 2026Fund LettersStephen ArnoldSAP GR SAP SE Information TechnologyApplication Software Bull XetraAI, cloud, Enterprise software, ERP, migration
Jan 23, 2026Fund LettersStephen ArnoldIHG LN InterContinental Hotels Group plc Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull New York Stock Exchangeasset-light, brands, Franchising, Hotels, Travel
Jan 23, 2026Fund LettersStephen ArnoldJKHY Jack Henry & Associates Inc. Information TechnologyApplication Software Bull NASDAQCore banking, Fintech, growth, Software, switching costs
Jan 23, 2026Fund LettersStephen ArnoldGWW W.W. Grainger Inc. IndustrialsIndustrial Distribution Bull New York Stock ExchangeDistribution, dividends, market share, MRO, scale
Jan 23, 2026Fund LettersStephen ArnoldREL LN RELX PLC IndustrialsProfessional Information Services Bull New York Stock ExchangeAI, analytics, Data, Defensibility, Subscriptions
Jan 23, 2026Fund LettersStephen ArnoldACN Accenture plc Information TechnologyIT Consulting & Other Services Bull New York Stock ExchangeAI, enterprise, IT services, Outsourcing, transformation
Jan 23, 2026Fund LettersStephen ArnoldCPRT Copart Inc. IndustrialsSpecialty Business Services Bear NASDAQAuto auctions, Competition, duopoly, market share, Risk
Jan 23, 2026Fund LettersStephen ArnoldOR FP L’Oréal SA Consumer DiscretionaryPersonal Care Products Bull Euronext Stock ExchangeBeauty, brands, Global-consumer, innovation, market share
Jan 23, 2026Fund LettersStephen ArnoldHLMA LN Halma plc IndustrialsIndustrial Conglomerates Bull New York Stock Exchangedividends, durability, Niches, Safety, Sensors
Jan 23, 2026Fund LettersStephen ArnoldAPH Amphenol Corporation Information TechnologyElectronic Components Bull New York Stock ExchangeAcquisitions, AI, Connectors, data centers, earnings growth
Jan 23, 2026Fund LettersStuart PearceDKS Dick’s Sporting Goods, Inc. Consumer DiscretionarySpecialty Retail Bull New York Stock Exchangeconsumer, Execution, Margins, retail, valuation
Jan 23, 2026Fund LettersStuart PearceHRB H&R Block, Inc. Consumer DiscretionaryConsumer Services Bull New York Stock ExchangeDefensiveness, Free cashflow, Taxservices, valuation, yield
Jan 23, 2026Fund LettersStuart PearceRHI Robert Half Inc. IndustrialsHuman Resource Services Bull New York Stock ExchangeCyclicality, dividends, Labour market, Staffing, valuation
Jan 23, 2026Fund LettersStuart PearceCHTR Charter Communications, Inc. Communication ServicesCable & Satellite Bull NASDAQbroadband, CapEx, contrarian, Free cashflow, infrastructure
Jan 23, 2026Fund LettersStuart PearceMCK McKesson Corporation Health CareHealth Care Distributors Bull New York Stock Exchangecashflow, Distribution, GLP-1, pharma, scale
Jan 23, 2026Fund LettersStuart PearceHCA HCA Healthcare, Inc. Health CareHealth Care Facilities Bull New York Stock Exchangebuybacks, healthcare, Hospitals, Pricing power, valuation
Jan 23, 2026Fund LettersStuart PearceLNR CN Linamar Corporation IndustrialsAuto Components Bull New York Stock ExchangeAcquisitions, compounding, Industrials, manufacturing, Margins
Jan 23, 2026Fund LettersStuart PearceGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, cloud, infrastructure, Platforms, valuation

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