Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 8, 2026Fund LettersZach C Turner000660 KS SK Hynix Inc Information TechnologySemiconductors Bull New York Stock ExchangeAI, Capacity, Memory, Pricing, semiconductors
Feb 8, 2026Fund LettersZach C TurnerGOOGL Alphabet Inc Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cashflow, cloud, monetization
Feb 8, 2026Fund LettersRonald BaronRRR Red Rock Resorts, Inc. Consumer DiscretionaryCasinos & Gaming Bull NASDAQCapEx, development, Durango, EBITDA, Gaming, Locals, Margins, Roi, Visitation
Feb 8, 2026Fund LettersRonald BaronIDXX IDEXX Laboratories, Inc. Health CareHealth Care Supplies Bull NASDAQcompounding, diagnostics, franchise, growth, innovation, Margins, Pricing, Secular, Utilization
Feb 8, 2026Fund LettersRonald BaronSCHW The Charles Schwab Corporation FinancialsInvestment Banking & Brokerage Bull New York Stock ExchangeAsset flows, Brokerage, Deposits, Funding, guidance, Integration, leverage, NIM, Revisions
Feb 8, 2026Fund LettersRonald BaronFDS FactSet Research Systems Inc. FinancialsFinancial Exchanges & Data Bull New York Stock ExchangeAI, analytics, buybacks, Data, Margins, monetization, Recurring, Retention, Workflow
Feb 8, 2026Fund LettersRonald BaronIT Gartner, Inc. Information TechnologyIT Consulting & Other Services Bull New York Stock ExchangeAI, buybacks, productivity, research, Subscriptions
Feb 8, 2026Fund LettersRonald BaronGWRE Guidewire Software, Inc. Information TechnologyApplication Software Bull New York Stock ExchangeARR, cloud, Insurance, Margins, migration
Feb 8, 2026Fund LettersRonald BaronSPOT Spotify Technology S.A. Communication ServicesInteractive Media & Services Bull New York Stock ExchangeARPU, Audio, Margins, Streaming, Subscriptions
Feb 8, 2026Fund LettersRonald BaronCSGP CoStar Group, Inc. Real EstateReal Estate Management & Development Bull NASDAQMarketplaces, Optionality, productivity, Real Estate, Salesforce
Feb 8, 2026Fund LettersRonald BaronH Hyatt Hotels Corporation Consumer DiscretionaryHotels, Restaurants & Leisure Bull New York Stock ExchangeAssetLight, buybacks, Hotels, Loyalty, RevPAR
Feb 8, 2026Fund LettersTucker BrownTEAM Atlassian Corp. Information TechnologyApplication Software Bear NASDAQAI, Collaboration, Rotation, Software, uncertainty
Feb 8, 2026Fund LettersTucker BrownARM Arm Holdings plc Information TechnologySemiconductors Bull NASDAQAI, architecture, datacenters, royalties, semiconductors
Feb 8, 2026Fund LettersTucker BrownDSY FP Dassault Systemes SE Information TechnologyApplication Software Bull Euronext Stock Exchangeengineering, Lifecycle, SaaS, Software, Subscriptions
Feb 8, 2026Fund LettersTucker BrownSRT GR Sartorius AG Health CareLife Sciences Tools & Services Bull XetraBioprocessing, Consumables, earnings growth, lifesciences, Margins
Feb 8, 2026Fund LettersTucker Brown9983 JP Fast Retailing Co., Ltd. Consumer DiscretionaryApparel Retail Bull New York Stock ExchangeChina, fashion, Japan, Moat, retail
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTAOR FP L’Oréal SA Consumer StaplesPersonal Care Products Bear Euronext Stock ExchangeBeauty, growth, innovation, Rotation, valuation
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTATME Tencent Music Entertainment Group Communication ServicesInteractive Media & Services Bull New York Stock ExchangeCompetition, Content, Margins, monetization, Streaming
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTAGRAB Grab Holdings Ltd IndustrialsPassenger Ground Transportation Bull NASDAQdeliveries, Fintech, Margins, mobility, Provisions
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTASE Sea Ltd Consumer DiscretionaryInternet Retail Bull New York Stock Exchangeecommerce, Emerging markets, Fintech, Logistics, platform

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