Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 20, 2026Fund LettersBernard Horn267260 KS HD Hyundai Electric IndustrialsElectrical Equipment Bull New York Stock ExchangeCapacity, Electrification, infrastructure, Margins, Power
Jan 20, 2026Fund LettersBernard HornUTHR United Therapeutics Corporation Health CareBiotechnology Bull NASDAQBiotech, cashflow, innovation, Pulmonary, Transplants
Jan 20, 2026Fund LettersBernard HornJAZZ Jazz Pharmaceuticals plc Health CarePharmaceuticals Bull NASDAQFDA, growth, Oncology, pharma, pipeline
Jan 20, 2026Fund LettersBernard HornCAP FP Capgemini SE Information TechnologyIT Consulting & Other Services Bull Euronext Stock ExchangeAI, cloud, Consulting, efficiency, Margins
Jan 20, 2026Fund LettersBernard HornMKSI MKS Instruments, Inc. Information TechnologySemiconductor Equipment Bull NASDAQAI, CapEx, divestment, Margins, Semicap
Jan 20, 2026Fund LettersBernard Horn000660 KS SK Hynix Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull New York Stock ExchangeAI, DRAM, HBM, Memory, Pricingpower
Jan 20, 2026Fund LettersBernard HornJAZZ Jazz Pharmaceuticals plc Health CareBiotechnology Bull NASDAQBiotech, FDA, growth, Oncology, pipeline
Jan 20, 2026Fund LettersBernard Horn7267 JP Honda Motor Co., Ltd. Consumer DiscretionaryAutomobile Manufacturers Bull New York Stock ExchangeAutos, Capitalallocation, Cyclicality, Japan
Jan 20, 2026Fund LettersBernard HornCAP FP Capgemini SE Information TechnologyIT Consulting & Services Bull Euronext Stock ExchangeAI, cloud, Digital, efficiency, Itservices
Jan 20, 2026Fund LettersBernard Horn005930 KS Samsung Electronics Co., Ltd. Information TechnologySemiconductors Bull New York Stock ExchangeAI, Memory, recovery, scale, semiconductors
Jan 20, 2026Fund LettersBernard Horn000660 KS SK Hynix Inc. Information TechnologySemiconductors Bull New York Stock ExchangeAI, Cyclicality, Memory, Pricing, semiconductors
Jan 20, 2026Fund LettersAchilleas TaxildarisTFII CN TFI International Inc. IndustrialsIntegrated Freight & Logistics Bull New York Stock Exchangecashflow, Freight, Logistics, Margins, recovery
Jan 20, 2026Fund LettersAchilleas TaxildarisCM CN Canadian Imperial Bank of Commerce FinancialsDiversified Banks Bull New York Stock Exchangebanking, Capital, dividends, oligopoly
Jan 20, 2026Fund LettersAchilleas TaxildarisPET CN Pet Valu Holdings Ltd. Consumer DiscretionarySpecialty Retail Bull New York Stock Exchangecashflow, dividends, expansion, Petcare, retail
Jan 20, 2026Fund LettersAchilleas TaxildarisRY CN Royal Bank of Canada FinancialsDiversified Banks Bull New York Stock Exchangebanking, Capitalstrength, dividends, scale
Jan 20, 2026Fund LettersAchilleas TaxildarisOTEX CN OpenText Corporation Information TechnologyApplication Software Neutral New York Stock ExchangeARR, cloud, dividends, Retention, Software
Jan 20, 2026Fund LettersAchilleas TaxildarisTRI CN Thomson Reuters Corporation IndustrialsResearch & Consulting Services Neutral New York Stock ExchangeAI, cashflow, Government, Info_Services
Jan 20, 2026Fund LettersAchilleas TaxildarisFSV FirstService Corporation IndustrialsIndustrial Services Neutral NASDAQCyclicality, earnings, Propertyservices, valuation
Jan 20, 2026Fund LettersAchilleas TaxildarisTVK CN TerraVest Industries Inc. IndustrialsIndustrial Conglomerates Bull New York Stock ExchangeAcquisitions, buybacks, cashflow, growth, Industrials
Jan 20, 2026Fund LettersAchilleas TaxildarisIBKR Interactive Brokers Group, Inc. FinancialsInvestment Banking & Brokerage Services Bull NASDAQAutomation, Brokerage, dividends, Margins, scale

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