Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 21, 2026Fund LettersBrian CampbellCB Chubb Limited FinancialsProperty & Casualty Insurance Bull New York Stock Exchangecapital returns, combined ratio, Defensiveness, Insurance, underwriting
Jan 21, 2026Fund LettersBrian CampbellFDX FedEx Corporation IndustrialsAir Freight & Logistics Bull New York Stock Exchangecashflow, Costcutting, Logistics, Margins, Pricing
Jan 21, 2026Fund LettersBrian CampbellGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, capital allocation, cloud, Margins
Jan 21, 2026Fund LettersBrian CampbellBLK BlackRock Inc. FinancialsAsset Management & Custody Banks Bull New York Stock ExchangeAlternatives, asset management, capital return, ETFs, scale
Jan 21, 2026Fund LettersBrian CampbellNTDOY Nintendo Co Ltd ADR Communication ServicesInteractive Home Entertainment Bull Dubai Financial Marketbalance sheet, Consoles, Gaming, Ip, Platforms
Jan 21, 2026Fund LettersBrian CampbellGLW Corning Inc. Information TechnologyElectronic Components Bull New York Stock ExchangeAI, Bandwidth, leverage, materials, Optical
Jan 21, 2026Fund LettersBrian CampbellCSCO Cisco Systems Inc. Information TechnologyCommunications Equipment Bull NASDAQAI, cashflow, enterprise, infrastructure, Networking
Jan 21, 2026Fund LettersBrian CampbellCMI Cummins Inc. IndustrialsIndustrial Machinery Bull New York Stock Exchangeaftermarket, data centers, Diesel, infrastructure, Power generation
Jan 21, 2026Fund LettersBrian CampbellLW Lamb Weston Holdings, Inc. Consumer StaplesPackaged Foods Bull New York Stock Exchangebalance sheet, Food service, market share, Pricingpower, QSR
Jan 21, 2026Fund LettersBrian CampbellNEU NewMarket Corporation MaterialsSpecialty Chemicals Bull New York Stock Exchangecapital discipline, cashflow, Cyclicality, energy, specialty chemicals
Jan 21, 2026Fund LettersBrian CampbellZBRA Zebra Technologies Corporation Information TechnologyTechnology Hardware Bull NASDAQAutomation, Industrialcycle, Margins, Rebound, Supplychain
Jan 21, 2026Fund LettersBrian CampbellAER AerCap Holdings N.V. IndustrialsTransportation Bull New York Stock ExchangeAircraftleasing, Aviation, Balancesheet, buybacks, cashflow
Jan 21, 2026Fund LettersBalkar SilviaHUN Huntsman Corporation MaterialsSpecialty Chemicals Bull New York Stock ExchangeChemicals, Cyclicals, Housing, Operatingleverage, restructuring
Jan 21, 2026Fund LettersBalkar SilviaNFI NFI Group Inc. IndustrialsCommercial Vehicles Bull New York Stock Exchangebacklog, Cyclicals, deleveraging, Evbuses, infrastructure
Jan 21, 2026Fund LettersBalkar SilviaNU Nu Holdings Ltd. FinancialsConsumer Finance Bull New York Stock Exchangecompounding, Digitalbanking, Fintech, growth, LatAm
Jan 21, 2026Fund LettersBalkar SilviaEPAM EPAM Systems, Inc. Information TechnologyIT Services Bull New York Stock ExchangeAI, cloud, Digitaltransformation, Itservices, productivity
Jan 21, 2026Fund LettersBalkar SilviaAMD Advanced Micro Devices, Inc. Information TechnologySemiconductors Bull NASDAQAI, datacenters, GPUs, marketshare, semiconductors
Jan 21, 2026Fund LettersKathleen A. McCarragherMRK Merck & Co., Inc. Health CarePharmaceuticals Bull New York Stock Exchangeearnings, innovation, Oncology, pharmaceuticals, pipeline
Jan 21, 2026Fund LettersKathleen A. McCarragherAPH Amphenol Corporation Information TechnologyElectronic Components Bull New York Stock ExchangeAI, Connectivity, datacenters, infrastructure, semiconductors
Jan 21, 2026Fund LettersJosef LakonishokAMKR Amkor Technology, Inc. Information TechnologySemiconductor Assembly & Testing Services Bear NASDAQAI, cashflow, Momentum, semiconductors, valuation

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