Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 20, 2026Fund LettersAchilleas TaxildarisZTS Zoetis, Inc. Health CarePharmaceuticals Bear New York Stock ExchangeAnimalhealth, Competition, dividends, exit, Margins
Jan 20, 2026Fund LettersAchilleas TaxildarisTMO Thermo Fisher Scientific Inc. Health CareLife Sciences Tools & Services Bull New York Stock ExchangeCapEx, CDMO, lifesciences, pharma, recovery
Jan 20, 2026Fund LettersAchilleas TaxildarisAMAT Applied Materials, Inc. Information TechnologySemiconductor Equipment Bull NASDAQAI, CapEx, Equipment, HBM, semiconductors
Jan 20, 2026Fund LettersAchilleas TaxildarisLLY Eli Lilly and Company Health CarePharmaceuticals Bull New York Stock ExchangeDiabetes, Glp1, Incretins, Obesity, pipeline
Jan 20, 2026Fund LettersNicholas CreganIT Gartner, Inc. Information TechnologyIT Consulting & Other Services Bull New York Stock ExchangeAdvisory, AI, buybacks, Insiders, research
Jan 20, 2026Fund LettersPeter SmithBRSL Brightstar Lottery PLC Information TechnologyData Processing & Outsourced Services Bull New York Stock Exchangebuybacks, cashflow, Contracts, Lottery, rerating
Jan 20, 2026Fund LettersPeter SmithVIV FP Vivendi SE Communication ServicesMedia Bull Euronext Stock Exchangearbitration, Catalysts, Holdingcompany, Navdiscount, restructuring
Jan 20, 2026Fund LettersPeter Smith284740 KS Cuckoo Homesys Co., Ltd. Consumer DiscretionaryHousehold Appliances Bull New York Stock ExchangeAppliances, dividends, expansion, Margins, Workingcapital
Jan 20, 2026Fund LettersPeter SmithKRI GA Kri-Kri Milk Industry S.A. Consumer StaplesPackaged Foods & Meats Neutral New York Stock ExchangeDairy, Exports, growth, Margins, valuation
Jan 20, 2026Fund LettersPeter Smith6345 JP Aichi Corporation IndustrialsConstruction Machinery & Heavy Trucks Bear New York Stock Exchangebuybacks, Capitalallocation, Control, Governance, Suppliers
Jan 20, 2026Fund LettersPeter SmithRHIM LN RHI Magnesita N.V. MaterialsConstruction Materials Neutral New York Stock Exchangecashflow, Cyclicality, Overcapacity, Refractories, Steelcycle
Jan 20, 2026Fund LettersPeter SmithDAN IM Danieli & C Officine Meccaniche S.p.A. IndustrialsIndustrial Machinery Bull Borsa Istanbulbacklog, Industrials, infrastructure, machinery, Steel
Jan 20, 2026Fund LettersPeter Smith012030 KS Youngone Corporation Consumer DiscretionaryApparel Manufacturing Bull New York Stock ExchangeApparel, cashflow, Margins, Oem, recovery
Jan 20, 2026Fund LettersPeter SmithATYM LN Atalaya Mining Plc MaterialsCopper Mining Bull New York Stock Exchangecashflow, Copper, Electrification, growth, Mining
Jan 20, 2026Fund LettersPeter SmithLOMA Loma Negra C.I.A.S.A. MaterialsConstruction Materials Bull New York Stock ExchangeArgentina, cashflow, Cement, infrastructure, recovery
Jan 20, 2026Fund LettersChris WallerLOGC ContextLogic Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bear NASDAQCashburn, Competition, ecommerce, Optionality, turnaround
Jan 20, 2026Fund LettersChris WallerWOSG LN Watches of Switzerland Group plc Consumer DiscretionarySpecialty Retail Bull New York Stock ExchangeLuxury, Pricingpower, retail, Scarcity, Usexpansion
Jan 20, 2026Fund LettersArne AlsinTSM TSMC Information TechnologySemiconductors Bull New York Stock ExchangeAI, CapEx, Foundry, scale, semiconductors
Jan 20, 2026Fund LettersArne AlsinBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet Retail Bull New York Stock ExchangeChina, ecommerce, Platforms, Sentiment, valuation
Jan 20, 2026Fund LettersArne AlsinAMZN Amazon.com, Inc. Consumer DiscretionaryInternet Retail Bull NASDAQAI, ecommerce, Logistics, Operatingleverage, scale

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