Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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
Jan 18, 2026Fund LettersJohn RogersZBRA Zebra Technologies Corp. Information TechnologyElectronic Equipment Instruments & Components Bull NASDAQAutomation, efficiency, innovation, Logistics, Moat
Jan 18, 2026Fund LettersJohn RogersRLI RLI Corp. FinancialsInsurance Bull New York Stock ExchangeCycles, Discipline, Insurance, profitability, underwriting
Jan 18, 2026Fund LettersJohn RogersFDS FactSet Research Systems Inc. Information TechnologyData Processing & Outsourced Services Bull New York Stock ExchangeAI, analytics, Financialdata, Margins, Switchingcosts
Jan 18, 2026Fund LettersJohn RogersNCLH Norwegian Cruise Line Holdings Ltd. Consumer DiscretionaryHotels Restaurants & Leisure Bull New York Stock ExchangeBookings, Cruises, leverage, recovery, Travel
Jan 18, 2026Fund LettersJohn RogersGNRC Generac Holdings Inc. IndustrialsElectrical Components & Equipment Bull New York Stock Exchangecashflow, datacenters, Powergeneration, Resiliency, Secular
Jan 18, 2026Fund LettersJohn RogersREZI Resideo Technologies Inc. IndustrialsBuilding Products Bull New York Stock ExchangeDistribution, HVAC, Margins, recovery, spin-off
Jan 18, 2026Fund LettersJohn RogersKMT Kennametal Inc. IndustrialsIndustrial Machinery & Supplies & Components Bull New York Stock Exchangedividends, Execution, Industrial, Margins, Pricing
Jan 18, 2026Fund LettersJohn RogersAMG Affiliated Managers Group Inc. FinancialsAsset Management & Custody Banks Bull New York Stock ExchangeAlternatives, Assetmanagement, Capitalallocation, Inflows, Wealth
Jan 18, 2026Fund LettersJohn RogersSPHR Sphere Entertainment Co. Communication ServicesMovies & Entertainment Bull New York Stock ExchangeExperiential, growth, Liveentertainment, Scalability, Utilization
Jan 18, 2026Fund LettersRupal J. BhansaliWCH GR Wacker Chemie AG MaterialsSpecialty Chemicals Bull XetraConstruction Recovery, Energy costs, Polysilicon, specialty chemicals, trade policy
Jan 18, 2026Fund LettersRupal J. Bhansali6762 JP TDK Corporation Information TechnologyElectronic Components Bull New York Stock ExchangeAcquisitions, AI hardware, Batteries, Electronic Components, technology
Jan 18, 2026Fund LettersRupal J. Bhansali1024 HK Kuaishou Technology Communication ServicesInteractive Media Bull New York Stock Exchangeadvertising, AI monetization, China Internet, e-commerce, social media
Jan 18, 2026Fund LettersRupal J. Bhansali6856 JP Horiba Ltd. Information TechnologyScientific Instruments Bull New York Stock Exchangediversification, Margin Improvement, Precision Instruments, semiconductors, technology
Jan 18, 2026Fund LettersRupal J. Bhansali6367 JP Daikin Industries Ltd. IndustrialsBuilding Products Bull New York Stock Exchangeaftermarket, energy efficiency, HVAC, industrial demand, Pricing power
Jan 18, 2026Fund LettersRupal J. Bhansali4751 JP CyberAgent Inc. Communication ServicesInteractive Media Bull New York Stock Exchangedigital advertising, IP monetization, media, Profit Recovery, Streaming
Jan 18, 2026Fund LettersRupal J. BhansaliBIRG LN Bank of Ireland Group plc FinancialsDiversified Banks Bull New York Stock ExchangeCapital strength, divestment, efficiency, Irish Banks, loan growth
Jan 18, 2026Fund LettersRupal J. BhansaliSAN SM Banco Santander SA FinancialsDiversified Banks Bull Brasil Bolsa Balcãocapital returns, Diversified Banking, efficiency, Emerging markets, profitability

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