Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 15, 2026Fund LettersKirsty GibsonPINS Pinterest, Inc. Communication ServicesInteractive Media & Services Bear New York Stock Exchangeadvertising, Competition, Execution, monetization, Product Strategy
Jan 15, 2026Fund LettersKirsty GibsonINSP Inspire Medical Systems, Inc. Health CareHealth Care Equipment Bear New York Stock ExchangeAdoption Curve, Execution, Market expansion, Medical devices, Reimbursement
Jan 15, 2026Fund LettersKirsty GibsonCHWY Chewy, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bear New York Stock Exchangegrowth slowdown, Margins, Maturity, Optionalities, Subscription
Jan 15, 2026Fund LettersKirsty GibsonUTHR United Therapeutics Corporation Health CareBiotechnology Bull NASDAQbiopharma, Clinical Catalysts, Drug Expansion, Free Cash Flow, Lung disease
Jan 15, 2026Fund LettersKirsty GibsonMDLN Medline Industries, Inc. Health CareHealth Care Supplies Bull -Distribution, Logistics, Medical Supplies, Prime Vendor, Private-label
Jan 15, 2026Fund LettersKirsty GibsonCOIN Coinbase Global, Inc. FinancialsCapital Markets Bull NASDAQCrypto, infrastructure, Regulation, stablecoins, Staking
Jan 15, 2026Fund LettersKirsty GibsonGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQArtificial Intelligence, cloud, Data, Distribution, Search
Jan 15, 2026Fund LettersKirsty GibsonLMND Lemonade, Inc. FinancialsProperty & Casualty Insurance Bull New York Stock Exchangeoperating leverage, Pricing Discipline, profitability, underwriting, Unit economics
Jan 15, 2026Fund LettersKirsty GibsonSHOP Shopify Inc. Information TechnologyInternet Services & Infrastructure Bull New York Stock Exchangeecommerce, enterprise, operating leverage, platform, Take rate
Jan 15, 2026Fund LettersKirsty GibsonGH Guardant Health, Inc. Health CareHealth Care Technology Bull NASDAQclinical adoption, liquid biopsy, Oncology, platform, Screening
Jan 15, 2026Fund LettersKirsty GibsonNFLX Netflix, Inc. Communication ServicesMovies & Entertainment Bull NASDAQadvertising, capital allocation, Content, Free Cash Flow, Streaming
Jan 15, 2026Fund LettersKirsty GibsonDUOL Duolingo, Inc. Consumer DiscretionaryEducation Services Bull NASDAQgenerative AI, Learning Outcomes, Pricing, Retention, Subscriptions
Jan 15, 2026Fund LettersKirsty GibsonRBLX Roblox Corporation Communication ServicesInteractive Media & Services Bull New York Stock ExchangeEngagement, infrastructure, Investment cycle, monetization, operating leverage
Jan 15, 2026Fund LettersMichael TaylorIOT Samsara Inc. Information TechnologyApplication Software Bull New York Stock Exchangeanalytics, efficiency, growth, IoT, Software
Jan 15, 2026Fund LettersMichael TaylorQXO QXO Inc. IndustrialsIndustrial Distribution Bull New York Stock ExchangeAcquisitions, consolidation, Distribution, Rollup, scale
Jan 15, 2026Fund LettersMichael TaylorGAW Games Workshop Group plc Consumer DiscretionaryLeisure Products Bull New York Stock ExchangeBrand, Gaming, Ip, Licensing, Margins
Jan 15, 2026Fund LettersMichael TaylorAG1 GR AUTO1 Group SE Consumer DiscretionaryInternet & Direct Marketing Retail Bull Xetraecommerce, Margins, Platforms, scale, Usedcars
Jan 15, 2026Fund LettersMichael TaylorAUTO LN Auto Trader Group plc Communication ServicesInteractive Media & Services Bull New York Stock ExchangeAutos, cashflow, marketplace, network effects, Pricing power
Jan 15, 2026Fund LettersMichael TaylorTSM Taiwan Semiconductor Manufacturing Co. Information TechnologySemiconductors Bull New York Stock ExchangeAI, Foundry, scale, Semi Conductors, technology
Jan 15, 2026Fund LettersMichael Taylor6525 JP Kokusai Electric Corp. Information TechnologySemiconductor Equipment Bull New York Stock ExchangeCapEx, Cycle, Equipment, Semi Conductors, technology

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