Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 22, 2026Fund LettersAllen T. BondKLAC KLA Corporation Information TechnologySemiconductor Materials & Equipment Bull NASDAQAI, Inspection, Metrology, Pricing power, process control, Wafer fab
Jan 22, 2026Fund LettersMatthew FineDBK GR Deutsche Bank AG FinancialsDiversified Banks Bull Xetrabanking, Capital, rerating, Returns, turnaround
Jan 22, 2026Fund LettersMatthew FineBIRG ID Bank of Ireland Group PLC FinancialsDiversified Banks Bull New York Stock Exchangebanking, Capital, Regulation, Returns, valuation
Jan 22, 2026Fund LettersMatthew Fine2330 TT T.S. Lines Ltd. IndustrialsMarine Transportation Bull New York Stock ExchangeAsia, cashflow, Container, dividends, Shipping
Jan 22, 2026Fund LettersMatthew FineHBR LN Harbour Energy plc EnergyOil & Gas Exploration & Production Bull New York Stock ExchangeAcquisitions, Freecashflow, Gas, Offshore, oil
Jan 22, 2026Fund LettersMatthew FineCS CN Capstone Copper Corp. MaterialsCopper Bull New York Stock ExchangeCopper, Electrification, Mining, Reserves, Scarcity
Jan 22, 2026Fund LettersMatthew FineLUN CN Lundin Mining Corporation MaterialsCopper Bull New York Stock ExchangeCopper, Electrification, infrastructure, Mining, Scarcity
Jan 22, 2026Fund LettersMatthew FineHCC Warrior Met Coal, Inc. MaterialsMetallurgical Coal Bull New York Stock Exchangecashflow, coal, dividends, metallurgical, Production
Jan 22, 2026Fund LettersVic CunninghamFLG Flagstar Bank, N.A. FinancialsRegional Banks Bull New York Stock Exchangebanking, Bookvalue, Credit, restructuring, turnaround
Jan 22, 2026Fund LettersVic CunninghamUNF UniFirst Corporation IndustrialsDiversified Support Services Bear New York Stock ExchangeAlignment, Governance, Takeovers, Uniforms, valuation
Jan 22, 2026Fund LettersVic CunninghamECPG Encore Capital Group, Inc. FinancialsConsumer Finance Bull NASDAQcashflow, Collections, Credit, recovery, Specialty finance
Jan 22, 2026Fund LettersVic CunninghamCOLL Collegium Pharmaceutical, Inc. Health CarePharmaceuticals Bull NASDAQbuybacks, cashflow, earnings, Painmanagement, pharmaceuticals
Jan 22, 2026Fund LettersVic CunninghamKALU Kaiser Aluminum Corporation MaterialsAluminum Bull NASDAQAerospace, Aluminum, CapEx, manufacturing, Margins
Jan 22, 2026Fund LettersGraeme Bencke4544 JP H.U. Group Holdings, Inc. Health CareDiagnostics Bull New York Stock ExchangeAlzheimer’s, Biomarkers, diagnostics, healthcare, innovation
Jan 22, 2026Fund LettersGraeme BenckeFN Fabrinet Information TechnologyElectronic Components Bull New York Stock ExchangeAI, datacenters, manufacturing, Optics, Photonics
Jan 22, 2026Fund LettersGraeme BenckeLLY Eli Lilly and Company Health CarePharmaceuticals Bull New York Stock ExchangeDiabetes, Glp1, innovation, Obesity, pharmaceuticals
Jan 22, 2026Fund LettersGraeme Bencke000660 KS SK Hynix Inc. Information TechnologySemiconductors Bull New York Stock ExchangeAI, data centers, DRAM, Memory, semiconductors
Jan 22, 2026Fund LettersGraeme Bencke005930 KS Samsung Electronics Co., Ltd. Information TechnologySemiconductors Bull New York Stock ExchangeAI, datacenters, HBM, Memory, semiconductors
Jan 22, 2026Fund LettersGraeme BenckeLITE Lumentum Holdings Inc. Information TechnologyOptical Components Bull NASDAQAI, Bandwidth, datacenters, Optical networks, Photonics
Jan 22, 2026Fund LettersGraeme BenckePTC PTC Inc. Information TechnologyApplication Software Bull NASDAQAI, engineering, Industrialsoftware, Plm, recurring revenue

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