Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 22, 2026Fund LettersBrian A. ChristiansenISRG Intuitive Surgical, Inc. Health CareHealth Care Equipment & Supplies Bull NASDAQbuybacks, healthcare, Procedures, robotics, Surgery
Jan 22, 2026Fund LettersBrian A. ChristiansenGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, monetization, Search
Jan 22, 2026Fund LettersDavid E. LevansonEL FP EssilorLuxottica SA Health CareHealth Care Equipment & Supplies Bull Euronext Stock ExchangeAI, Eyewear, Integration, Pricing, Wearables
Jan 22, 2026Fund LettersDavid E. LevansonMELI MercadoLibre Inc Consumer DiscretionaryBroadline Retail Bull NASDAQecommerce, Fintech, Logistics, valuation
Jan 22, 2026Fund LettersDavid E. LevansonRACE IM Ferrari NV Consumer DiscretionaryAutomobiles Bull Borsa IstanbulBrand, Electrification, Luxury, Pricing
Jan 22, 2026Fund LettersDavid E. LevansonSPOT Spotify Technology SA Communication ServicesEntertainment Bull New York Stock ExchangeAI, Margins, Pricing, Streaming
Jan 22, 2026Fund LettersDavid E. Levanson2802 JP Ajinomoto Co Inc Consumer StaplesFood Products Bull New York Stock ExchangeAmino-Acids, cashflow, healthcare, turnaround
Jan 22, 2026Fund LettersDavid E. LevansonSE Sea Ltd Consumer DiscretionaryBroadline Retail Bull New York Stock Exchangeecommerce, Fintech, Margins, Reinvestment, Southeast Asia
Jan 22, 2026Fund LettersDavid E. LevansonSHOP Shopify Inc Information TechnologyIT Services Bull New York Stock ExchangeAI, ecommerce, GMV, Payments, platform
Jan 22, 2026Fund LettersDavid E. LevansonVACN SW VAT Group AG IndustrialsMachinery Bull Swiss ExchangeAI, Cyclicality, Margins, semiconductor equipment, Valves
Jan 22, 2026Fund LettersDavid E. Levanson2330 TT Taiwan Semiconductor Manufacturing Co Ltd Information TechnologySemiconductors Bull New York Stock ExchangeAI, CapEx, Foundry, Pricing, semiconductors
Jan 22, 2026Fund LettersDavid E. LevansonGALD SW Galderma Group AG Health CarePharmaceuticals Bull Swiss ExchangeAesthetics, biologics, dermatology, Prescriptions, Pricing
Jan 22, 2026Fund LettersAllen T. BondAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAsic, Concentration, datacenter, Networking, semiconductors, Volatility
Jan 22, 2026Fund LettersAllen T. BondSYK Stryker Corporation Health CareHealth Care Equipment Bull New York Stock ExchangeAmbulatory, Demographics, International, Medtech, Orthopedics, robotics
Jan 22, 2026Fund LettersAllen T. BondWM Waste Management, Inc. IndustrialsEnvironmental & Facilities Services Bull New York Stock ExchangeAutomation, Landfills, Pricing power, Recycling, RNG, waste
Jan 22, 2026Fund LettersAllen T. BondCPRT Copart, Inc. IndustrialsDiversified Support Services Bull NASDAQAuctions, cashflow, duopoly, Real Estate, Remarketing, Salvage
Jan 22, 2026Fund LettersAllen T. BondMMC Marsh & McLennan Companies, Inc. FinancialsInsurance Brokers Bull New York Stock ExchangeBrokerage, cashflow, Consulting, Insurance, Retention, valuation
Jan 22, 2026Fund LettersAllen T. BondACN Accenture plc Information TechnologyIT Consulting & Other Services Bear New York Stock ExchangeAutomation, cloud, Consulting, Cyber security, disruption, Outsourcing
Jan 22, 2026Fund LettersAllen T. BondLLY Eli Lilly and Company Health CarePharmaceuticals Bull New York Stock ExchangeDiabetes, GLP-1, innovation, Obesity, pipeline, Reimbursement
Jan 22, 2026Fund LettersAllen T. BondAPH Amphenol Corporation Information TechnologyElectronic Components Bull New York Stock ExchangeAI, Connectors, datacenter, Interconnect, Sensors, valuation

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