Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 20, 2026Fund LettersDavid EinhornHSIC Henry Schein, Inc. Health CareHealth Care Distributors Bull NASDAQActivism, Distribution, healthcare, Margins, turnaround
Jan 20, 2026Fund LettersDavid EinhornGPN Global Payments Inc. FinancialsTransaction & Payment Processing Services Bull New York Stock Exchangebuybacks, Fintech, Free Cash Flow, Payments, rerating
Jan 20, 2026Fund LettersDavid EinhornDECK Deckers Outdoor Corporation Consumer DiscretionaryFootwear Bull New York Stock Exchangebrands, buybacks, Footwear, growth, tariffs
Jan 20, 2026Fund LettersDavid EinhornAR Antero Resources Corporation EnergyOil & Gas Exploration & Production Bull New York Stock Exchangeacquisition, Acreage, cashflow, natural gas, valuation
Jan 20, 2026Fund LettersDavid EinhornTEVA Teva Pharmaceutical Industries Ltd. Health CarePharmaceuticals Bull New York Stock Exchangebranded, Drug-Pricing, growth, pharma, turnaround
Jan 20, 2026Fund LettersDavid EinhornVSCO Victoria's Secret & Co. Consumer DiscretionaryApparel Retail Bull New York Stock ExchangeApparel, Brand, recovery, retail, turnaround
Jan 20, 2026Fund LettersDavid EinhornFLR Fluor Corporation IndustrialsEngineering & Construction Bull New York Stock Exchangearbitrage, buybacks, Nuclear, spinoff, valuation
Jan 20, 2026Fund LettersJafar RizviEVT GR Evotec SE Health CareLife Sciences Tools & Services Bear Xetrabiopharma, Cycles, Outsourcing, Partnerships, profitability, R&D, spending
Jan 20, 2026Fund LettersJafar RizviHERDEZ MM Grupo Herdez, S.A.B. de C.V. Consumer StaplesPackaged Foods & Meats Bull New York Stock Exchangebuybacks, Capitalallocation, divestiture, Food, Margins, spinoff, Streamline
Jan 20, 2026Fund LettersJafar Rizvi4527 JP Rohto Pharmaceutical Co., Ltd. Consumer StaplesPersonal Products Bull New York Stock ExchangeDemand, expansion, eyecare, Normalization, premiumization, Skincare, supplements
Jan 20, 2026Fund LettersJafar Rizvi002891 CH Yantai China Pet Foods Co., Ltd. Consumer StaplesPackaged Foods & Meats Bull Shenzhen Stock ExchangeCertifications, Exports, Foodsafety, Labor, Petfood, Share, Supplychain
Jan 20, 2026Fund LettersJafar RizviCWK LN Cranswick plc Consumer StaplesPackaged Foods & Meats Bull New York Stock ExchangeAnimalwelfare, CapEx, consolidation, Margins, Pricing, Regulation, scale, Supply
Jan 20, 2026Fund LettersJafar RizviDIA IM DiaSorin S.p.A. Health CareHealth Care Equipment Bear Borsa IstanbulBarriers, cashflow, Consumables, diagnostics, Margins, Regulation, Testkits
Jan 20, 2026Fund LettersMaria LernermanBA LN BAE Systems plc IndustrialsAerospace & Defense Bull New York Stock Exchangebacklog, Defense, Europe, Geopolitics, Security
Jan 20, 2026Fund LettersMaria Lernerman035420 KS Naver Corporation Communication ServicesInteractive Media & Services Bull New York Stock Exchangeadvertising, AI, ecommerce, monetization, valuation
Jan 20, 2026Fund LettersEdmund Bellord688188 CH Bochu Technology Co., Ltd. Information TechnologySoftware Bull Shanghai Stock ExchangeAutomation, Industrialsoftware, Lasers, manufacturing, productivity
Jan 20, 2026Fund LettersEdmund BellordKAP LI National Atomic Company Kazatomprom EnergyUranium Bull New York Stock ExchangeAipower, cashflow, Costleadership, Nuclear, uranium
Jan 20, 2026Fund LettersEdmund Bellord000660 KS SK hynix Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull New York Stock ExchangeAI, cashflow, HBM, Margins, NVIDIA
Jan 20, 2026Fund LettersEdmund Bellord005930 KS Samsung Electronics Co., Ltd. Information TechnologySemiconductors & Semiconductor Equipment Bull New York Stock ExchangeAI, Capacity, DRAM, HBM, Pricingpower
Jan 20, 2026Fund LettersPeter BaughanGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, Margins, Search

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