Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 22, 2026Fund LettersGraeme BenckeCHG LN Chemring Group plc IndustrialsAerospace & Defense Bull New York Stock ExchangeCounter measures, Defense, Electronic Warfare, Geopolitics, Security
Jan 22, 2026Fund LettersGraeme BenckeCGNX Cognex Corporation Information TechnologyElectronic Equipment & Instruments Bull NASDAQAI, Automation, Industrialcapex, Machinevision, robotics
Jan 22, 2026Fund LettersJB TaylorRBC RBC Bearings Incorporated IndustrialsIndustrial Machinery Bull New York Stock ExchangeAcquisitions, Aerospace, Defense, engineering, growth
Jan 22, 2026Fund LettersJB TaylorFN Fabrinet Information TechnologyElectronic Components Bull New York Stock ExchangeAI, datacenters, Networking, Optics, semiconductors
Jan 22, 2026Fund LettersJB TaylorFROG JFrog Ltd. Information TechnologyApplication Software Bull NASDAQAI, cloud, Devops, Security, Software
Jan 22, 2026Fund LettersJB TaylorTREX Trex Company, Inc. IndustrialsBuilding Products Bull New York Stock ExchangeBuildingproducts, Cyclicals, Decking, Housing, Quality
Jan 22, 2026Fund LettersJB TaylorVITL Vital Farms, Inc. Consumer StaplesAgricultural Products Bull NASDAQagriculture, Consumerbrands, Loyalty, Margins, Pricing
Jan 22, 2026Fund LettersJB TaylorFOUR Shift4 Payments, Inc. FinancialsTransaction & Payment Processing Services Bull New York Stock Exchangeconsumer, Fintech, growth, Payments, Sentiment
Jan 22, 2026Fund LettersKen KorngiebelCLMB Climb Global Solutions, Inc. Information TechnologyIT Distribution Bear NASDAQgrowth, Integration, Itdistribution, SMEs, Volatility
Jan 22, 2026Fund LettersKen KorngiebelCSTL Castle Biosciences, Inc. Health CareDiagnostics & Research Bull NASDAQcashflow, diagnostics, Oncology, Reimbursement, valuation
Jan 22, 2026Fund LettersKen KorngiebelMAMA Mama's Creations, Inc. Consumer StaplesPackaged Foods Bull NASDAQAcquisitions, Consumertrends, Conveniencefood, Distribution, Margins
Jan 22, 2026Fund LettersKen KorngiebelAXGN Axogen, Inc. Health CareHealth Care Equipment & Supplies Bull NASDAQExclusivity, Fdaapproval, growth, Medicaldevices, Reimbursement
Jan 22, 2026Fund LettersSteven L. KielFNCH Finch Therapeutics Group, Inc. Health CareBiotechnology Bull NASDAQBiotech, Legal, litigation, patents, royalties
Jan 22, 2026Fund LettersSteven L. KielENDI ENDI Corp. FinancialsAsset Management Bull NASDAQAssetmanagement, AUM, EBITDA, rerating, valuation
Jan 22, 2026Fund LettersSteven L. KielLQDA Liquidia Corporation Health CareBiotechnology Bull NASDAQBiotech, cashflow, Druglaunch, patents, Pulmonary
Jan 22, 2026Fund LettersDoug TynanHEM.ST Hemnet Group AB Communication ServicesOnline Real Estate Portals Bull NASDAQClassifieds, Cyclicality, Housing, Monopoly, Premiumisation, Pricingpower, Property
Jan 21, 2026Twitter / X@aleabitoredditVPG Vishay Precision Group Inc Electronic Equipment, Instruments & ComponentsElectronic Components Bull New York Stock ExchangeActuators, Automation, Humanoids, MaterialsScience, MeasurementSystems, robotics, Sensors, Supplychain
Jan 21, 2026Twitter / X@investinglucNFLX Netflix, Inc. Media & EntertainmentMovies & Entertainment Bull NASDAQadvertising, Content, diversification, Gaming, GlobalDistribution, Liveevents, Streaming, SubscriberMonetization
Jan 21, 2026Twitter / X@YellowLabLifeUUUU Energy Fuels Inc. Metals & MiningPrecious Metals & Minerals Bull New York Stock Exchange AmericanAlloyProduction, CriticalMinerals, magnets, Metallization, Mining, RareEarths, Supplychain, uranium
Jan 21, 2026Twitter / X@aleabitoredditVPG Vishay Precision Group Inc Electronic Equipment, Instruments & ComponentsElectronic Components Bull New York Stock ExchangeAutomation, ElectronicComponents, Optimus, robotics, Sensors

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