Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 21, 2026Fund LettersJames EnglandPENG Penguin Solutions, Inc. Information TechnologyTechnology Hardware Bull NASDAQComputing, hyperscalers, Memory, turnaround, valuation
Jan 21, 2026Fund LettersClayton FreemanYOU Clear Secure, Inc. IndustrialsSecurity Services Bull New York Stock ExchangeBiometrics, dividends, growth, Security, Travel
Jan 21, 2026Fund LettersClayton FreemanDHR Danaher Corp. Health CareLife Sciences Tools & Services Bull New York Stock ExchangeBioprocessing, cashflow, diagnostics, guidance, resilience
Jan 21, 2026Fund LettersClayton FreemanMGM MGM Resorts International Consumer DiscretionaryCasinos & Gaming Bull New York Stock Exchangebuybacks, Digital, Gaming, Macau, Travel
Jan 21, 2026Fund LettersClayton FreemanVST Vistra Corp. UtilitiesIndependent Power Producers Bull New York Stock Exchangebuybacks, data centers, Electricity, Margins, Power
Jan 21, 2026Fund LettersClayton FreemanDKNG DraftKings Inc. Consumer DiscretionaryGambling Bull NASDAQbuybacks, Engagement, Gaming, Online betting, Regulation
Jan 21, 2026Fund LettersClayton FreemanLW Lamb Weston Holdings, Inc. Consumer StaplesPackaged Foods Bull New York Stock ExchangeCost control, Frozen-Food, Margins, Pricing, Staples
Jan 21, 2026Fund LettersAndrew Clifford2330 TT Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull New York Stock ExchangeAI, Capacity, Foundry, Pricing, semiconductors
Jan 21, 2026Fund LettersAndrew CliffordVEEV Veeva Systems Inc. Information TechnologyApplication Software Bull New York Stock ExchangeCRM, guidance, lifesciences, Software, valuation
Jan 21, 2026Fund LettersNikola DvornakELF e.l.f. Beauty, Inc. Consumer StaplesPersonal Care Bull New York Stock ExchangeBranding, Cosmetics, Genz, Marketing, valuation
Jan 21, 2026Fund LettersNikola DvornakWWW Wolverine World Wide, Inc. Consumer DiscretionaryFootwear Bull New York Stock Exchangebrands, Footwear, growth, retail, valuation
Jan 21, 2026Fund LettersCameron RobertsonPONY Pony AI Inc. Information TechnologyAutonomous Vehicles Bull NASDAQAI, Autonomous, mobility, robotics, Unit economics
Jan 21, 2026Fund LettersCameron Robertson3968 HK China Merchants Bank Co., Ltd. FinancialsBanks Bull New York Stock Exchangebanking, China, Deposits, rerating, valuation
Jan 21, 2026Fund LettersCameron Robertson2318 HK Ping An Insurance (Group) Company of China, Ltd. FinancialsInsurance Bull New York Stock Exchangebalance sheet, China, Insurance, Regulation, rerating
Jan 21, 2026Fund LettersCameron Robertson005930 KS Samsung Electronics Co., Ltd. Information TechnologySemiconductors Bull New York Stock ExchangeAI, Memory, recovery, scale, semiconductors
Jan 21, 2026Fund LettersCameron Robertson000660 KS SK hynix Inc. Information TechnologySemiconductors Bull New York Stock ExchangeAI, HBM, Memory, Pricing, semiconductors
Jan 21, 2026Fund LettersCameron RobertsonTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull New York Stock ExchangeAI, CapEx, Foundry, scale, semiconductors
Jan 21, 2026Fund LettersTed AlexanderTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull New York Stock ExchangeAI, CapEx, Foundry, scale, semiconductors
Jan 21, 2026Fund LettersTed AlexanderUBER Uber Technologies, Inc. Consumer DiscretionaryRide Sharing & Delivery Bull New York Stock ExchangeAutonomy, Networks, Optionality, Platforms, Ridesharing
Jan 21, 2026Fund LettersTed AlexanderJ Jacobs Solutions Inc. IndustrialsEngineering & Construction Bull New York Stock ExchangeAI, efficiency, engineering, infrastructure, services

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