Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 20, 2026Fund LettersChristopher Mack2344 TT Winbond Electronics Corp. Information TechnologySemiconductors Bear New York Stock ExchangeCfroi, Cyclicality, DRAM, Pricing, semiconductors
Jan 20, 2026Fund LettersChristopher MackDIA IM DiaSorin S.p.A. Health CareHealth Care Equipment Bull Borsa IstanbulCfroi, diagnostics, Reagents, Recurringrevenue, Regulation
Jan 20, 2026Fund LettersChristopher Mack298380 KS ABL Bio Inc. Health CareBiotechnology Bear New York Stock ExchangeBiotech, Clinicaltrials, milestones, Oncology, Speculation
Jan 20, 2026Fund LettersRich EisingerMCHP Microchip Technology Incorporated Information TechnologySemiconductors Bear NASDAQCyclicality, Discipline, Inventory, semiconductors, valuation
Jan 20, 2026Fund LettersRich EisingerMSA MSA Safety Incorporated IndustrialsSafety Equipment Bull New York Stock ExchangeIndustrial, Regulation, Replacement, ROIC, Safety
Jan 20, 2026Fund LettersRich EisingerAOS A. O. Smith Corporation IndustrialsBuilding Products Bull New York Stock Exchangeoligopoly, Regulations, Replacement, ROIC, Waterheaters
Jan 20, 2026Fund LettersRich EisingerTTAN ServiceTitan, Inc. Information TechnologyApplication Software Bull New York Stock Exchangegrowth, Penetration, Retention, Trades, Verticalsaas
Jan 20, 2026Fund LettersRich EisingerBIO Bio-Techne Corporation Health CareLife Sciences Tools & Services Bull NASDAQleadership, lifesciences, Reagents, Recurringrevenue, valuation
Jan 20, 2026Fund LettersRich EisingerROST Ross Stores, Inc. Consumer DiscretionaryApparel Retail Bull NASDAQComps, Margins, Offprice, retail, Value
Jan 20, 2026Fund LettersFaraz FarzamAAON AAON, Inc. IndustrialsBuilding Products Bull NASDAQCooling, datacenters, HVAC, infrastructure, recovery
Jan 20, 2026Fund LettersFaraz FarzamGTLB GitLab Inc. Information TechnologyApplication Software Bull NASDAQAI, Devops, Margins, Security, Software
Jan 20, 2026Fund LettersFaraz FarzamVIAV Viavi Solutions Inc. Information TechnologyCommunications Equipment Bull NASDAQAI, datacenters, Margins, Moats, Testequipment
Jan 20, 2026Fund LettersFaraz FarzamAMPL Amplitude, Inc. Information TechnologyApplication Software Bull NASDAQanalytics, Freecashflow, Moats, Software, turnaround
Jan 20, 2026Fund LettersFaraz FarzamVCEL Vericel Corporation Health CareMedical Devices Bull NASDAQCartilage, FDA, growth, Margins, Medtech
Jan 20, 2026Fund LettersFaraz FarzamMIR Mirion Technologies, Inc. IndustrialsElectronic Equipment & Instruments Bull New York Stock ExchangeAI, Moats, Nuclear, Radiation, Recurringrevenue
Jan 20, 2026Fund LettersFaraz FarzamCIEN Ciena Corporation Information TechnologyCommunications Equipment Bear New York Stock ExchangeAI, exit, Networking, valuation
Jan 20, 2026Fund LettersFaraz FarzamCCOI Cogent Communications Holdings, Inc. Communication ServicesIntegrated Telecommunications Services Bear NASDAQdividends, exit, leverage, Telecom, valuation
Jan 20, 2026Fund LettersFaraz FarzamWAL Western Alliance Bancorp FinancialsRegional Banks Neutral New York Stock Exchangebanking, Capital, Creditrisk, exit, litigation
Jan 20, 2026Fund LettersRich EisingerWDAY Workday, Inc. Information TechnologyApplication Software Bull NASDAQAI, growth, Margins, Software
Jan 20, 2026Fund LettersRich EisingerFISV Fiserv, Inc. Information TechnologyData Processing & Outsourced Services Bear New York Stock ExchangeExecution, Growthreset, Payments

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: