Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 15, 2026Fund LettersMichael TaylorDG Dollar General Corp. Consumer StaplesConsumer Staples Retailing Bull New York Stock ExchangeConsumers, discount retail, Execution, Margins, Value
Jan 15, 2026Fund LettersMichael TaylorMETA Meta Platforms Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, Margins, scale, social media
Jan 15, 2026Fund LettersMichael TaylorSE Sea Ltd. Consumer DiscretionaryInternet Retail Bull New York Stock Exchangeecommerce, Fintech, Platforms, Reinvestment, scale
Jan 15, 2026Fund LettersChris Davies2454 TT MediaTek Inc. Information TechnologySemiconductors Bull New York Stock ExchangeAI chips, cash generation, Fabless Semiconductors, Platform Diversification, Smartphones
Jan 15, 2026Fund LettersChris DaviesSALM NO SalMar ASA Consumer StaplesAgricultural Products Bull Oslo BørsAquaculture, consolidation, Margins, Pricing power, Protein Demand
Jan 15, 2026Fund LettersChris Davies8035 JP Tokyo Electron Limited Information TechnologySemiconductor Equipment Bull New York Stock Exchangecapital expenditure, Process Complexity, R&D, semiconductor equipment, Technology Cycles
Jan 15, 2026Fund LettersChris DaviesLUN CN Lundin Mining Corporation MaterialsCopper Bull New York Stock ExchangeCopper, energy transition, Free Cash Flow, Mining, supply constraints
Jan 15, 2026Fund LettersChris DaviesDSV DSV A/S IndustrialsAir Freight & Logistics Bull New York Stock ExchangeFreight Forwarding, Global trade, Logistics, margin expansion, synergies
Jan 15, 2026Fund LettersChris Davies005930 KS Samsung Electronics Co., Ltd. Information TechnologySemiconductors Bull New York Stock ExchangeAi Memory, Cyclical Recovery, HBM, Pricing power, semiconductors
Jan 15, 2026Fund LettersChris DaviesTME Tencent Music Entertainment Group Communication ServicesInteractive Media & Services Bull New York Stock ExchangeChina Internet, Content Monetization, Scalability, Streaming, Subscriptions
Jan 15, 2026Fund LettersJack McManus4194 JP Visional, Inc. IndustrialsHuman Resource & Employment Services Bull New York Stock ExchangeJapan, Labor, Platforms, Recruitment, valuation
Jan 15, 2026Fund LettersJack McManusTREX Trex Company, Inc. IndustrialsBuilding Products Bear New York Stock ExchangeBuilding Products, Competition, Cyclicality, Housing, Margins
Jan 15, 2026Fund LettersJack McManusAUTO LN Auto Trader Group plc Communication ServicesInteractive Media & Services Bull New York Stock ExchangeAI, Classifieds, Marketplaces, Pricing power, Sentiment
Jan 15, 2026Fund LettersJack McManusMEDP Medpace Holdings, Inc. Health CareLife Sciences Tools & Services Bull NASDAQBiotech, Bookings, Cro, Cyclicality, earnings
Jan 15, 2026Fund LettersJack McManusPTC PTC Inc. Information TechnologyApplication Software Bull NASDAQAI, Incumbency, Plm, Software, switching costs
Jan 14, 2026Fund LettersJavier RuizTCEHY Tencent Holdings Ltd Communication ServicesInteractive Media & Services Bull New York Stock Exchangecashflow, China, Gaming, platform, Regulation
Jan 14, 2026Fund LettersJavier RuizSDE CN Spartan Delta Corp. EnergyOil & Gas Exploration & Production Bull New York Stock ExchangeEnergy cycle, Execution, exit, natural gas, valuation
Jan 14, 2026Fund LettersJavier RuizPLX FP Pluxee SA FinancialsTransaction & Payment Processing Services Bear Euronext Stock ExchangeBrazil, Margins, Payments, Regulation, uncertainty
Jan 14, 2026Fund LettersJavier RuizZEG LN Zegona Communications plc Communication ServicesTelecom Services Neutral New York Stock Exchangebuybacks, dividends, restructuring, Special situations, Telecom
Jan 14, 2026Fund LettersJavier RuizZIG LN Zigup plc IndustrialsRental & Leasing Services Bull New York Stock Exchangecapital discipline, Cost synergies, Incentives, undervaluation, Vehicle leasing

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