Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 15, 2026Fund LettersJonathan WellumSII Sprott Inc. FinancialsAsset Management Bull New York Stock ExchangeAssetmanagement, Commodities, Operatingleverage, Preciousmetals, uranium
Jan 15, 2026Fund LettersElisa MazenHEI GR Heidelberg Materials AG MaterialsConstruction Materials Bull XetraCement, Decarbonization, Margins, materials, Stimulus
Jan 15, 2026Fund LettersElisa MazenROG SW Roche Holding AG Health CarePharmaceuticals Bull Swiss Exchangegrowth, innovation, Oncology, pharma, pipeline
Jan 15, 2026Fund LettersElisa MazenNWG LN NatWest Group plc FinancialsDiversified Banks Bull New York Stock Exchangebanking, Capital, dividends, Loan_Growth, valuation
Jan 15, 2026Fund LettersElisa MazenAZN LN AstraZeneca plc Health CarePharmaceuticals Bull New York Stock ExchangeDefensiveness, growth, pharmaceuticals, pipeline, Regulation
Jan 15, 2026Fund LettersBrian AngeramePYPL PayPal Holdings, Inc. FinancialsTransaction & Payment Processing Services Neutral NASDAQCompetition, ecommerce, growth, Margins, Payments
Jan 15, 2026Fund LettersBrian AngerameFITB Fifth Third Bancorp FinancialsRegional Banks Bull NASDAQbanking, Digitization, Loan_Growth, M&A, ROE
Jan 15, 2026Fund LettersAram GreenSIMP Simpson Manufacturing Co., Inc. IndustrialsBuilding Products Bull New York Stock ExchangeBuildingproducts, compounding, Housing, Margins, marketshare
Jan 15, 2026Fund LettersAram GreenPTGX Protagonist Therapeutics, Inc. Health CareBiotechnology Bull NASDAQBlockbuster, Clinical, Immunology, Oraldrugs, pipeline
Jan 15, 2026Fund LettersGarrett ArmsMOH Molina Healthcare, Inc. Health CareManaged Health Care Bull New York Stock Exchangebuybacks, managed care, margin normalization, Medicaid, Rate Resets
Jan 15, 2026Fund LettersAnthony CrossIHP LN IntegraFin Holdings plc FinancialsCapital Markets Bull New York Stock ExchangeAdviser Networks, Assets Under Administration, Investment Platforms, operating leverage, recurring revenue
Jan 15, 2026Fund LettersAnthony CrossAJB LN AJ Bell plc FinancialsCapital Markets Bear New York Stock ExchangeInvestment Platforms, margin pressure, Marketing Spend, Net Inflows, Retail Investing
Jan 15, 2026Fund LettersAnthony CrossBIG LN Big Technologies plc IndustrialsCommercial Services & Supplies Bull New York Stock ExchangeElectronic Monitoring, international expansion, product innovation, Public safety, Recurring Contracts
Jan 15, 2026Fund LettersJeff HalesSPB Spectrum Brands Holdings, Inc. Consumer DiscretionaryHousehold Products Bull New York Stock Exchangebalance sheet, Consumer products, Cyclical Recovery, essential goods, Free Cash Flow
Jan 15, 2026Fund LettersJeff HalesDRX LN Drax Group plc UtilitiesElectric Utilities Bull New York Stock Exchangedata centers, Dispatchable Power, Energy security, Free Cash Flow, valuation
Jan 15, 2026Fund LettersJeff HalesJWEL CN Jamieson Wellness Inc. Consumer StaplesPersonal Products Bull New York Stock ExchangeBranded Supplements, cash flow, Consumer-health, International Growth, Recurring Demand
Jan 15, 2026Fund LettersTom CouttsGALD SW Galderma Group AG Health CarePharmaceuticals Bull Swiss ExchangeAesthetics, dermatology, growth, Launches, Validation
Jan 15, 2026Fund LettersTom CouttsDSV DC DSV A/S IndustrialsAir Freight & Logistics Bull NASDAQIntegration, Logistics, Margins, scale, synergies
Jan 15, 2026Fund LettersTom Coutts6857 JP Advantest Corp. Information TechnologySemiconductor Equipment Bull New York Stock ExchangeAI, CapEx, Complexity, semiconductors, Testing
Jan 15, 2026Fund LettersTom CouttsRACE Ferrari N.V. Consumer DiscretionaryAutomobiles Bull New York Stock ExchangeAutos, Brand, Luxury, Pricingpower, Scarcity

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