Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 18, 2026Fund LettersBob MitchellRBC RBC Bearings, Inc. IndustrialsIndustrial Machinery Bull New York Stock ExchangeAerospace, Defense, Free Cash Flow, operating leverage, Precision Manufacturing
Jan 18, 2026Fund LettersBob MitchellCWAN Clearwater Analytics Holdings, Inc. Information TechnologyApplication Software Bull New York Stock ExchangeClient Retention, Investment Operations, recurring revenue, Software Acquisition
Jan 18, 2026Fund LettersDerek JohnstonGNRC Generac Holdings, Inc. IndustrialsElectrical Components & Equipment Bear New York Stock ExchangeCyclicality, datacenters, Energyresiliency, Margins, Power generation
Jan 18, 2026Fund LettersDerek JohnstonBSY Bentley Systems, Inc. Information TechnologyApplication Software Bear NASDAQinfrastructure, Recurringrevenue, Reinvestment, Software, valuation
Jan 18, 2026Fund LettersDerek JohnstonCSGP CoStar Group, Inc. Real EstateReal Estate Services Bear NASDAQCompetition, Investment spend, Margins, Marketplaces, realestate
Jan 18, 2026Fund LettersDerek JohnstonVEEV Veeva Systems Inc. Information TechnologyApplication Software Bear New York Stock Exchangecloud, Execution, lifesciences, Software, valuation
Jan 18, 2026Fund LettersDerek JohnstonPOOL Pool Corp. IndustrialsTrading Companies & Distributors Bear NASDAQcashflow, Discretionary, Distribution, Housingcycle, Margins
Jan 18, 2026Fund LettersDerek JohnstonWST West Pharmaceutical Services, Inc. Health CareHealth Care Supplies Bull New York Stock Exchangebiologics, healthcare, Injectables, Margins, Packaging
Jan 18, 2026Fund LettersDerek JohnstonIDXX IDEXX Laboratories, Inc. Health CareHealth Care Equipment Bull NASDAQDefensiveness, diagnostics, Margins, Recurringrevenue, Veterinary
Jan 18, 2026Fund LettersDerek JohnstonROL Rollins, Inc. Consumer DiscretionaryCommercial Services & Supplies Bull New York Stock Exchangecashflow, defensive, Pricingpower, Recurringrevenue, services
Jan 18, 2026Fund LettersDerek JohnstonRGEN Repligen Corp. Health CareLife Sciences Tools & Services Bull NASDAQbiologics, Bioprocessing, Consumables, Destocking, Margins
Jan 18, 2026Fund LettersDerek JohnstonJKHY Jack Henry & Associates, Inc. Information TechnologyApplication Software Bull NASDAQCorebanking, Longduration, Modernization, Recurringrevenue, stability
Jan 18, 2026Fund LettersDavid NeidererODD Oddity Tech Ltd. Consumer DiscretionaryPersonal Care Products Bull NASDAQArtificial Intelligence, Beauty Technology, Consumer Data, direct-to-consumer, operating margins
Jan 18, 2026Fund LettersDavid NeidererELVA Electrovaya, Inc. IndustrialsElectrical Equipment Bull New York Stock Exchangebattery technology, Electrification, Industrial Mobility, Manufacturing Scale, order growth
Jan 18, 2026Fund LettersDavid NeidererBWMN Bowman Consulting Group Ltd. IndustrialsEngineering & Construction Services Neutral NASDAQconsolidation, engineering, execution risk, Infrastructure Services, project pipeline
Jan 18, 2026Fund LettersDavid NeidererIIIV i3 Verticals, Inc. Information TechnologyApplication Software Neutral NASDAQexecution risk, growth visibility, public sector, recurring revenue, vertical software
Jan 18, 2026Fund LettersDavid NeidererCOCO Vita Coco Company, Inc. Consumer StaplesBeverages Bull NASDAQBeverages, Brand Power, cash generation, consumer demand, Pricing Discipline
Jan 18, 2026Fund LettersDavid NeidererMAMA Mama’s Creations, Inc. Consumer StaplesPackaged Foods Bull NASDAQAcquisitions, brand growth, consumer staples, margin leverage, retail expansion
Jan 18, 2026Fund LettersDavid NeidererIRMD IRadimed Corporation Health CareHealth Care Equipment Bull NASDAQdividends, earnings growth, Healthcare Technology, Medical devices, Niche Leadership
Jan 18, 2026Fund LettersDavid NeidererPL Planet Labs PBC IndustrialsCommercial Services & Supplies Bull New York Stock Exchangebacklog, defense contracts, Geospatial Data, operating leverage, Satellite Imagery

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