Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 10, 2026Fund LettersSteve ScruggsFN Fabrinet Information TechnologyElectronic Components Bull New York Stock Exchangecable, CapEx, compounding, Concentration, datacenter, manufacturing, Optics, semiconductors, Telecom
Feb 10, 2026Fund LettersSteve ScruggsNJR New Jersey Resources Corporation UtilitiesGas Utilities Bull New York Stock Exchangedividend, Gas, infrastructure, Regulation, ROE, utility, valuation
Feb 10, 2026Fund LettersSteve ScruggsRLI RLI Corp. FinancialsProperty & Casualty Insurance Bull New York Stock Exchangecombined ratio, Discipline, Insurance, Quality, ROE, underwriting, valuation
Feb 10, 2026Fund LettersSteve ScruggsSNX TD SYNNEX Corporation Information TechnologyTechnology Distributors Bull New York Stock ExchangeAI, cloud, consolidation, Distribution, Margins, scale, valuation, working capital
Feb 10, 2026Fund LettersScott ThomasFN Fabrinet Information TechnologyCommunications Equipment Bull New York Stock ExchangeAI, data centers, manufacturing, Networking, Optical, telecommunications
Feb 10, 2026Fund LettersScott ThomasFRT VN FPT Digital Retail JSC Consumer StaplesDrug Retail Bull New York Stock Exchangeconsolidation, earnings growth, Pharmacies, retail expansion, scale, Vietnam
Feb 10, 2026Fund LettersScott ThomasDSY SJ Discovery Limited FinancialsLife & Health Insurance Bull New York Stock Exchangebanking, Incentives, Insurance, operating leverage, South Africa, Wellness
Feb 10, 2026Fund LettersScott ThomasMELI MercadoLibre, Inc. Consumer DiscretionaryBroadline Retail Bull NASDAQCompetition, e-commerce, Fintech, Latin America, Margins, Payments
Feb 10, 2026Fund LettersScott ThomasBCG LN Baltic Classifieds Group PLC Communication ServicesInteractive Media & Services Bull New York Stock ExchangeAI, asset-light, Classifieds, Margins, network effects, Portals
Feb 10, 2026Fund LettersScott ThomasSE Sea Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock ExchangeCompetition, e-commerce, Fintech, Gaming, Margins, Southeast Asia
Feb 10, 2026Fund LettersMick RasmussenRBC RBC Bearings Incorporated IndustrialsAerospace & Defense Bull New York Stock ExchangeAcquisitions, Aerospace, Defense, engineering, Margins
Feb 10, 2026Fund LettersMick RasmussenWEGE3 BZ WEG SA IndustrialsElectrical Components & Equipment Bull Brasil Bolsa BalcãoCapacity, data centers, Electrification, infrastructure, renewables
Feb 10, 2026Fund LettersMick RasmussenFOUR Shift4 Payments, Inc. FinancialsTransaction & Payment Processing Services Bull New York Stock ExchangeFintech, growth, hospitality, Payments, Recurring
Feb 10, 2026Fund LettersMick RasmussenTREX Trex Company, Inc. IndustrialsBuilding Products Bull New York Stock ExchangeCyclical, duopoly, Housing, marketshare, Remodeling
Feb 10, 2026Fund LettersMick Rasmussen6532 JP BayCurrent Consulting, Inc. Information TechnologyIT Consulting & Other Services Bull New York Stock ExchangeConsulting, Digitalization, earnings, Japan, transformation
Feb 10, 2026Fund LettersLuis V. SanchezNFLX Netflix, Inc. Communication ServicesMovies & Entertainment Bull NASDAQacquisition, advertising, Content, earnings growth, market share, media, Streaming
Feb 10, 2026Fund LettersMark LandeckerMSFT Microsoft Corporation Information TechnologySystems Software Bear NASDAQAI, cloud, Expectations, growth, Multiples, Platforms, TAM, valuation, Workflows
Feb 10, 2026Fund LettersMark LandeckerMTN Vail Resorts, Inc. Consumer DiscretionaryLeisure Facilities Bull New York Stock ExchangeCyclical, inflation, Labor, leverage, Margins, seasonality, valuation, Visitation, Weather
Feb 10, 2026Fund LettersMark LandeckerIFF International Flavors & Fragrances Inc. MaterialsSpecialty Chemicals Bull New York Stock Exchangecashflow, deleveraging, divestitures, Governance, Ingredients, leverage, Margins, Multiples, turnaround
Feb 10, 2026Fund LettersMark LandeckerSAF FP Safran SA IndustrialsAerospace & Defense Bull Euronext Stock ExchangeAerospace, aftermarket, Air Traffic, Cyclical, efficiency, Engines, guidance, Maintenance, Margins

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