Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 21, 2026Fund LettersJosef LakonishokEA Electronic Arts Inc. Communication ServicesInteractive Home Entertainment Bull NASDAQacquisition, Exits, Takeout, valuation, Video games
Jan 21, 2026Fund LettersJosef LakonishokENS EnerSys IndustrialsElectrical Components & Equipment Bull New York Stock ExchangeBatteries, buybacks, cashflow, Energy systems, Margins
Jan 21, 2026Fund LettersJosef LakonishokGTX Garrett Motion Inc. Consumer DiscretionaryAuto Parts Bull NASDAQAuto parts, buybacks, cashflow, Momentum, Turbochargers
Jan 21, 2026Fund LettersChad MeadeZBIO Zenas BioPharma, Inc. Health CareBiotechnology Bull NASDAQAutoimmune, biologics, Clinicaltrials, growth, pipeline
Jan 21, 2026Fund LettersChad MeadeAXGN Axogen, Inc. Health CareMedical Devices Bull NASDAQFDA, Medicaldevices, Nerves, Regeneration, Reimbursement
Jan 21, 2026Fund LettersChad MeadeGPCR Structure Therapeutics, Inc. Health CareBiotechnology Bull NASDAQBiotech, Clinicaltrials, Glp1, Obesity, Oraltherapy
Jan 21, 2026Fund LettersChad MeadeRELY Remitly Global, Inc. FinancialsTransaction & Payment Processing Services Bear NASDAQFintech, growth, Payments, profitability, Remittances
Jan 21, 2026Fund LettersChad MeadeCERT Certara, Inc. Health CareLife Sciences Tools & Services Bear NASDAQBiosimulation, Drugdevelopment, growth, restructuring, Software
Jan 21, 2026Fund LettersChad MeadeCCSI Consensus Cloud Solutions, Inc. Information TechnologyApplication Software Bear NASDAQcashflow, Cloudsoftware, Healthcareit, Recurringrevenue, valuation
Jan 21, 2026Fund LettersChad MeadeEXAS Exact Sciences Corporation Health CareHealth Care Technology Bull NASDAQacquisition, Cancer, diagnostics, growth, Screening
Jan 21, 2026Fund LettersChad MeadeTNDM Tandem Diabetes Care, Inc. Health CareHealth Care Equipment Bull NASDAQAutomation, Devices, Diabetes, Pharmacy, pipeline
Jan 21, 2026Fund LettersChad MeadeGMED Globus Medical, Inc. Health CareHealth Care Equipment Bull New York Stock ExchangeAcquisitions, growth, leverage, Medtech, Spine
Jan 21, 2026Fund LettersChad MeadeRELY Remitly Global, Inc. FinancialsTransaction & Payment Processing Services Bull NASDAQFintech, Payments, profitability, Remittances, scale
Jan 21, 2026Fund LettersChad MeadeDOCS Doximity, Inc. Health CareHealth Care Technology Bull New York Stock Exchangeadvertising, guidance, healthcare, network, platform
Jan 21, 2026Fund LettersChad MeadeCERT Certara, Inc. Health CareLife Sciences Tools & Services Bull NASDAQBiosimulation, divestiture, drug development, Software, turnaround
Jan 21, 2026Fund LettersJames EnglandAMD Advanced Micro Devices, Inc. Information TechnologySemiconductors Bull NASDAQAI, GPUs, marketshare, semiconductors, valuation
Jan 21, 2026Fund LettersJames EnglandATZ CN Aritzia Inc. Consumer DiscretionaryApparel Retail Bull New York Stock ExchangeApparel, Branding, expansion, Margins, Sourcing
Jan 21, 2026Fund LettersJames EnglandDLTR Dollar Tree, Inc. Consumer DiscretionaryDiscount Retail Bull NASDAQDiscountretail, Margins, tariffs, turnaround, Value
Jan 21, 2026Fund LettersJames EnglandHNST The Honest Company, Inc. Consumer StaplesHousehold Products Bull NASDAQBabycare, Consumerbrands, Margins, restructuring, valuation
Jan 21, 2026Fund LettersJames EnglandAMSC American Superconductor Corporation IndustrialsElectrical Equipment Bull NASDAQDefense, Electrification, Grid, infrastructure, Windpower

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