Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 19, 2026Fund LettersEric MintzAXON Axon Enterprise, Inc. IndustrialsSecurity & Alarm Services Neutral NASDAQAI, Bookings, Drones, growth, Lawenforcement
Jan 19, 2026Fund LettersEric MintzRBLX Roblox Corporation Communication ServicesInteractive Media & Services Neutral New York Stock Exchangecashflow, Gaming, Margins, platform, Users
Jan 19, 2026Fund LettersEric MintzMDB MongoDB, Inc. Information TechnologyApplication Software Bull NASDAQAI, cloud, Databases, growth, Software
Jan 19, 2026Fund LettersEric MintzROST Ross Stores, Inc. Consumer DiscretionaryApparel Retail Bull NASDAQComps, Execution, Margins, Offprice, retail
Jan 19, 2026Fund LettersEric MintzCRS Carpenter Technology Corporation MaterialsSpecialty Metals Bull New York Stock ExchangeAerospace, MRO, Oem, Pricing, Specialty-Metals
Jan 19, 2026Fund LettersEric MintzTER Teradyne, Inc. Information TechnologySemiconductor Equipment Bull NASDAQAI, CapEx, growth, Semi Conductors, Testing
Jan 19, 2026Fund LettersEric MintzNTRA Natera, Inc. Health CareDiagnostics Bull NASDAQdiagnostics, Genomics, growth, Margins, Oncology
Jan 19, 2026Fund LettersSteve JohnsonMAH AU Macmahon Holdings Limited IndustrialsConstruction & Engineering Bull New York Stock Exchangebacklog, Contracts, Cyclicality, Mining Services, rerating
Jan 19, 2026Fund LettersSteve JohnsonPLT AU Plenti Group Limited FinancialsConsumer Finance Bull New York Stock Exchangeconsumer finance, credit quality, growth, operating leverage, Scalability
Jan 19, 2026Fund LettersSteve JohnsonOFX AU OFX Group Limited FinancialsSpecialty Finance Bull New York Stock ExchangeFintech, Optionality, Payments, platform, Transition
Jan 19, 2026Fund LettersSteve JohnsonARX AU Aroa Biosurgery Limited Health CareMedical Devices Bull New York Stock Exchangecashflow, Distribution, growth, Medtech, operating leverage
Jan 19, 2026Fund LettersSteve JohnsonARX AU Aroa Biosurgery Limited Health CareMedical Devices Bull New York Stock Exchangecashflow, Distribution, growth, Medtech, Operating_Leverage
Jan 19, 2026Fund LettersSteve JohnsonZEG LN Zegona Communications plc Communication ServicesTelecommunication Services Bull New York Stock ExchangeAsset_Sales, deleveraging, Special_Situation, Telecom, turnaround
Jan 19, 2026Fund LettersSteve JohnsonNXT Nextracker Inc. IndustrialsElectrical Equipment Bull NASDAQExecution, Policy, renewables, Solar, valuation
Jan 19, 2026Fund LettersSteve JohnsonNUTX Nutex Health, Inc. Health CareHealth Care Facilities Bull NASDAQcashflow, Hospitals, Sentiment, Special_Situation, Volatility
Jan 19, 2026Fund LettersSteve JohnsonFISV Fiserv, Inc. Information TechnologyTransaction & Payment Processing Services Bull New York Stock Exchangemanagement, Payments, rerating, turnaround, valuation
Jan 19, 2026SubstackAlpha Seeker 84TTAN None SoftwareApplication Software Bull -Automation, booking and scheduling, Competitive Advantage, contractor software, dispatch and invoicing, net dollar retention, operational backbone, Payments, TTAN, workflow expansion
Jan 19, 2026SubstackAlpha Seeker 84SAP SAP SE SoftwareEnterprise Software Bull New York Stock Exchangeagent-driven execution, auditable systems, business operations, Compliance, deterministic systems, enterprise application software, enterprise operations, permissioned action, procurement and approvals, SAP
Jan 19, 2026SubstackAlpha Seeker 84WDAY Workday, Inc. SoftwareEnterprise Software Bull NASDAQ Stock Marketagent-driven execution, auditable systems, Compliance, deterministic systems, enterprise cloud applications, enterprise operations, finance and HR, hiring and onboarding, permissioned action, Workday
Jan 19, 2026SubstackAlpha Seeker 84BRZE Braze, Inc. SoftwareApplication Software Bull NASDAQ Stock Marketagentic automation, Braze, channel integrations, Customer Engagement, event streams, execution substrate, identity and consent, personalized messaging, Pricing pressure, volume growth

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