Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 19, 2026Fund LettersMatthew KammRBLX Roblox Corporation Communication ServicesInteractive Home Entertainment Bull New York Stock ExchangeAI, Creators, Engagement, Gaming, Platforms
Jan 19, 2026Fund LettersMatthew KammINSM Insmed Incorporated Health CareBiotechnology Bull NASDAQBiotech, Druglaunch, Execution, growth, Pulmonology
Jan 19, 2026Fund LettersMatthew KammCOHR Coherent Corp. Information TechnologyOptical Components Bull New York Stock ExchangeAI, datacenters, Margins, Optics, Photonics
Jan 19, 2026Fund LettersMark L. YockeyMELI MercadoLibre, Inc. Consumer DiscretionaryInternet Retail Bear NASDAQecommerce, exit, Fintech, Margins, valuation
Jan 19, 2026Fund LettersMark L. Yockey300750 CH Contemporary Amperex Technology Co., Limited IndustrialsElectrical Equipment Bull Shenzhen Stock ExchangeBatteries, Electrification, Energystorage, EVs, scale
Jan 19, 2026Fund LettersMark L. YockeyMNC Monadelphous Group Ltd IndustrialsIndustrial Services Bull New York Stock ExchangeAutomation, Contracts, Defense, infrastructure, Security
Jan 19, 2026Fund LettersMark L. YockeyTSCO LN Tesco PLC Consumer StaplesFood Retail Bull New York Stock Exchangebuybacks, Consumerstaples, Defensiveness, grocery, Pricingpower
Jan 19, 2026Fund LettersMark L. Yockey005930 KS Samsung Electronics Co., Ltd. Information TechnologySemiconductors Bull New York Stock ExchangeAI, HBM, Memory, semiconductors, technology
Jan 19, 2026Fund LettersMark L. YockeySSE LN SSE plc UtilitiesElectric Utilities Bull New York Stock ExchangeCapEx, Grid, Regulation, renewables, utilities
Jan 19, 2026Fund LettersMark L. YockeyNG LN National Grid plc UtilitiesMulti-Utilities Bull New York Stock Exchangecashflow, Electrification, Grid, Regulation, utilities
Jan 19, 2026Fund LettersMark L. Yockey010120 KS LS Electric Co., Ltd. IndustrialsElectrical Equipment Bull New York Stock ExchangeContracts, Electrification, Grid, infrastructure, Power
Jan 19, 2026Fund LettersMark L. Yockey079550 KS LIG Nex1 Co., Ltd. IndustrialsAerospace & Defense Bull New York Stock ExchangeDefense, earnings, Exports, Geopolitics, Missiles
Jan 19, 2026Fund LettersMark L. Yockey012450 KS Hanwha Aerospace Co., Ltd. IndustrialsAerospace & Defense Bull New York Stock Exchangebacklog, cashflow, Defense, Exports, Geopolitics
Jan 19, 2026Fund LettersGeorge DrouliasALFVY Alfa Laval AB IndustrialsIndustrial Machinery Bull NASDAQcompounding, efficiency, Electrification, Industrials, Volatility
Jan 19, 2026Fund LettersGeorge DrouliasRHHBY Roche Holding AG Health CarePharmaceuticals Bull Swiss Exchangecashflow, diagnostics, pharma, pipeline, Volatility
Jan 19, 2026Fund LettersGeorge DrouliasLII Lincoln Electric Holdings, Inc. IndustrialsIndustrial Machinery Bull NASDAQAutomation, Capitalreturns, Industrials, Marginofsafety, resilience
Jan 19, 2026Fund LettersGeorge DrouliasTMO Thermo Fisher Scientific Inc. Health CareLife Sciences Tools & Services Bull New York Stock Exchangecashflow, compounding, lifesciences, scale, Volatility
Jan 19, 2026Fund LettersEric MintzVEEV Veeva Systems Inc. Health CareHealth Care Technology Neutral New York Stock ExchangeAI, Competition, lifesciences, platform, Software
Jan 19, 2026Fund LettersEric MintzVST Vistra Corp. UtilitiesIndependent Power Producers Neutral New York Stock ExchangeAI, Power, Ppas, Sentiment, utilities
Jan 19, 2026Fund LettersEric MintzRCL Royal Caribbean Group Consumer DiscretionaryHotels, Resorts & Cruise Lines Neutral New York Stock ExchangeCompetition, Cruises, guidance, Pricing, Travel

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