Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 18, 2026Fund LettersJohn W. RogersXRAY Dentsply Sirona Inc. Health CareHealth Care Equipment Bull NASDAQDental, innovation, Margins, Secular, turnaround
Jan 18, 2026Fund LettersJohn W. RogersGNTX Gentex Corporation Consumer DiscretionaryAuto Parts & Equipment Bull NASDAQAdoption, automotive, Freecashflow, innovation, Margins
Jan 18, 2026Fund LettersJohn W. RogersMHK Mohawk Industries Inc. Consumer DiscretionaryHousehold Durables Bull New York Stock Exchangebuybacks, Cycles, Housing, Margins, restructuring
Jan 18, 2026Fund LettersJohn W. RogersATGE Adtalem Global Education Inc. Consumer DiscretionaryEducation Services Bull New York Stock Exchangebuybacks, Education, Enrollment, Execution, healthcare
Jan 18, 2026Fund LettersJohn W. RogersCLB Core Laboratories Inc. EnergyOil & Gas Equipment & Services Bull New York Stock ExchangeFree cashflow, International, Margins, Oilservices, ROIC
Jan 18, 2026Fund LettersJohn W. RogersOMC Omnicom Group Inc. Communication ServicesAdvertising Bull New York Stock Exchangeadvertising, analytics, consolidation, Creativity, scale
Jan 18, 2026Fund LettersJohn W. RogersFDS FactSet Research Systems, Inc. Information TechnologyData Processing & Outsourced Services Bull New York Stock ExchangeAI, analytics, financial data, Scalability, switching costs
Jan 18, 2026Fund LettersJohn W. RogersGNRC Generac Holdings, Inc. IndustrialsElectrical Components & Equipment Bull New York Stock Exchangecashflow, datacenters, Energy resiliency, Powergeneration, Secular
Jan 18, 2026Fund LettersJohn W. RogersFISV Fiserv, Inc. Information TechnologyData Processing & Outsourced Services Bull New York Stock ExchangeExecution, Fintech, Payments, recurring revenue, Switchingcosts
Jan 18, 2026Fund LettersJohn W. RogersMSGE Madison Square Garden Entertainment Corp. Communication ServicesMovies & Entertainment Bull New York Stock ExchangeDemand, Liveevents, Pricingpower, realestate, Venues
Jan 18, 2026Fund LettersJohn W. RogersCRL Charles River Laboratories International, Inc. Health CareLife Sciences Tools & Services Bull New York Stock Exchangebuybacks, lifesciences, Margins, Outourcing, Pipelines
Jan 18, 2026Fund LettersJohn W. RogersSCHR Sphere Entertainment Co. Communication ServicesMovies & Entertainment Bull New York Stock ExchangeExperiential, growth, Live entertainment, Scalability, Utilization
Jan 17, 2026Twitter / X@guo_lin99725PL Planet Labs PBC Software & ServicesInternet Services & Infrastructure Bull New York Stock ExchangeDataplatforms, EarthObservation, Mapping, SatelliteImagery
Jan 17, 2026Twitter / X@BourbonCapBULL Webull Corporation Capital MarketsInvestment Banking & Brokerage Bull NASDAQAsiaPacific, Brokerage, CashSweep, Education, Europe, Fintech, Investing, LatAm, Liquidity, Operatingleverage, platform, research, Retention, Subscription, Trading
Jan 17, 2026Twitter / X@BourbonCapWRD WeRide Inc. -- Bull NASDAQAdas, Autonomous, China, GAC, Grab, L4, mobility, Partnerships, Permits, Renault, Robobus, robotaxi, Robovan, SoutheastAsia, Switzerland, uae, UBER
Jan 17, 2026Twitter / X@BourbonCapCPRT Copart, Inc. Commercial Services & SuppliesDiversified Support Services Bull NASDAQAsia, Auctions, compounding, Europe, Insurers, LatAm, Logistics, platform, realestate, Salvage, VehicleRemarketing
Jan 17, 2026Twitter / X@BourbonCapODD Oddity Tech Ltd. Household & Personal ProductsPersonal Care Products Bull NASDAQBeautyTech, Consumerbrands, DataPlatform, diagnostics, Directtoconsumer, Israel, Personalcare, Teledermatology
Jan 17, 2026Twitter / X@BourbonCapCEG Constellation Energy Corporation UtilitiesElectric Utilities Bull NASDAQAIInfrastructure, CarbonFree, datacenters, ElectricUtilities, ESG, hyperscalers, NuclearPower, PowerContracts
Jan 17, 2026Twitter / X@BourbonCapPATH UiPath Inc. SoftwareApplication Software Bull New York Stock ExchangeAgents, Automation, enterprise, marketplace, Orchestration, RPA, SoftwareBots, Subscriptions
Jan 17, 2026Twitter / X@BourbonCapADBE Adobe Inc. SoftwareApplication Software Bull NASDAQApplicationSoftware, CloudIntegrations, CreativeSoftware, DigitalMedia, GenerativeAI, MarketingAutomation, Subscriptions, VideoEditing

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